Osprey Academy - Customer Support & Training

Book Training

Improve your knowledge of Osprey with our free, unlimited online training courses

Recommended for Case Workers and Web Portal Users

Delivered online via video conference

Duration is 90 minutes

About this course

Web Enabling Clients

  • Web Enabling a Client
  • Unpublishing a Matter
  • Republishing a Matter
  • Enable Client Access
  • Resetting a Password

Linking Associates

  • Linking an Associate
  • Selecting an Access Template
  • Unlinking an Associate

Web Enabling Matter History Documents

  • Editing Item Details
  • Publishing for All or Individual Users
  • Removing Permissions

Web Enabling Key Dates

  • Publishing a New Key Date
  • Publishing Existing Key Dates
  • Publishing for All or Individual Users

Web Enable Emails

  • Viewing Publishing Emails
  • Publishing when Sending an Email
  • Publishing for All or Individual Users

Logging Into The Portal

  • Entering Login Credentials
  • The Forgotten Password Options
  • Filling in Additional Questionnaires
  • Viewing Published Matters, Documents, Workflows & Key Dates
  • The Actions Panel

Options Within The Portal

  • Current Cases
  • Amending Your Details
  • Contacting Your Firm
  • The Conveyancing Calculator
  • The News Area
  • My Account

Associate Login

  • Logging In
  • Options Available for Associates
  • Contact Your Firm

New Matter Enquiries

  • Submitting a New Enquiry
  • Accessing New Enquiries in Osprey
  • Questionnaires for Review
  • Posting & Deleting Enquiries