What is the Web Portal?
- What is the Web Portal?
- How the Web Portal can Benefit Your Firm
- Integration with Your Website
Associates Setup
- Adding an Associate
- Associate Credentials
Access Templates Setup
- Adding New Access Templates
- Editing Access Templates
- Setting up Cases & Deal Room Permission
Conveyancing Options
- Setting up Conveyancing Rates
- Updating & Amending Charges
- Hiding the Conveyancing Calculator in the Portal
General Messages
- The News Section
- Adding a New Message
- Including Images to Your New Message
- Editing & Deleting Messages
Web Enabling in Osprey
- Web Enabling Your Clients
- Web Enabling Workflow Tasks
- New Enquiry Forms
Email Setup
- Creating Automated Emails
- Adding Osprey Fields to Emails
- Signatures
Configuration
- Adding Information to the Portal Screen
- Uploading a Firm Logo
User / Case Worker
- 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 Enable Matter History Documents
- Editing Item Details
- Publishing for All or Individual Users
- Removing Permissions
Web Enable Key Dates
- Publishing a New Key Date
- Publishing Existing Key Dates
- Publishing for All or Individual Users
- Removing Permissions
Web Enable Emails
- Viewing Published 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
- Contacting Your Firm
New Matter Enquiries
- Submitting a New Enquiry
- Accessing New Enquiries in Osprey
- Questionnaires for Review
- Posting & Deleting Enquiries
Deal Room
- What is the Deal Room?
- Accessing the Deal Room
- The Deal Room Options in Matter History
Deal Room Setup
- Amending the Access Template
- Ticking the Relevant Options
Publishing Documents
- Publishing From the Matter History
- Client & Associate Permissions
- Viewing Published Documents in the Matter History
Accessing Documents
- The Deal Room Tab
- Document Options on the Deal Room page
Checking Out Documents
- Checking Out a Document
- Checking In & Undo Options
- Amending the Document
- Checking the Document Back In
- Check In Comments
Finalising Published Documents
- Finalising Documents
- Unfinalising Documents
- Unpublishing Documents