Dossier Pages
- What Are Dossier Pages?
- Accessing Dossier Pages
- Client & Matter Level Dossier Pages
- Viewing & Editing Dossier Information
Contacts & Organisations
- What Are Contacts & Organisations
- Fields On The Add Contact Screen
- Fields On The Add Organisation Screen
- Viewing, Editing & Deleting Contacts
- Viewing, Editing & Deleting Organisations
- Linking Contacts & Organisations
Document Production
- What Are Standard Documents?
- Options For Producing Document Templates
- Accessing Standard Documents
- Filtering & Searching Standard Documents
- Accessing Global Documents
- Opening Documents
- Saving A Document To The Matter History
Running Oyez Forms
- Integration Of Oyez Forms With Osprey
- Running & Saving Oyez Forms
Conveyancing Searches & SDLT
- SDLT Forms On Osprey
- How To Use SDLT Forms
Matter History Overview
- Details Of Matter History Options
- Selecting Matter History
- Navigating Matter History
- Accessing Matter History Options
- Matter History: Commonly Used Aspects
Matter History: My Workspace
- Workspace Overview
- Recycle Bin, Restoring & Emptying
- Checked Out Items
- In Tray Items
- Favourite Items
- Recent Items
Emailing From Osprey & Matter History
- Opening A New Email Window In Matter History
- Selecting A Recipient
- Converting Word Attachments To PDF
- Attaching Matter History Items
- Emailing From Search Areas
- Viewing Details Of Emailed Items
- Printing Emails From Matter History
Matter History Searches
- About Matter History Searches
- Sorting Matter History Data
- Adding & Removing Columns
- Filtering The Matter History
- Using The Expression Filter
- The Keyword Search
- The Matter History Client Search
- Last 10 Matters Accessed
Workflows
- Workflows & Tasks
- Loading A Workflow
- Viewing The Contents Of A Workflow
- Running A Workflow
- Saving Letters Through Workflows
- Unticking Workflow Task Actions
- Undoing A Workflow Task
- Removing A Workflow