{"id":1593,"date":"2019-08-22T12:40:28","date_gmt":"2019-08-22T11:40:28","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=1593"},"modified":"2024-05-20T09:05:19","modified_gmt":"2024-05-20T08:05:19","slug":"finding-lexis-smart-forms-in-osprey-approach","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/finding-lexis-smart-forms-in-osprey-approach\/","title":{"rendered":"Find Lexis Smart Forms in Osprey Approach"},"content":{"rendered":"<div class=\"card\">\n\n    <p class=\"mb-2\"><strong>Who is this guide for?<\/strong><\/p>\n    <p class=\"mb-0\"><i class=\"far fa-user fa-fw mr-2\"><\/i> <strong>Case Workers<\/strong> and <strong>Case Management Supervisors<\/strong><\/p>    \n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">This guide will show you where to find Lexis Smart Forms in Osprey<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Osprey Approach offers integration with Lexis Nexis, allowing you to run their library of legal forms through Osprey. To use these, a Supervisor level user will need to add the relevant forms into Osprey.<\/p>\n\n\n\n<p class=\"is-style-info wp-block-paragraph\">Please note that you must have an account with Lexis Nexis. You will also require Adobe Reader to be set as your default PDF viewer to view the forms. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Please note that the appearance of the entries in the forms list are governed by Lexis Nexis and NOT Osprey. As an example, Law Society forms will always be prefixed by the letters LS. Land Registry forms will always be prefixed by the letters LR. The following guide will assist<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2019\/08\/How-to-Find-Lexis-Nexis-Forms-Website-Version.pdf\">How to search the PDF document available &gt;<\/a>  to locate the forms easily.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Select the &#8216;Supervisor&#8217; tab. Then select &#8216;Case Management Setup&#8217; followed by &#8216;Standard Documents&#8217; and click &#8216;Lexis Forms Config&#8217; as shown below.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The Lexis Forms drop-down list contains all forms available from Lexis Nexis. The form IDs are present, however many of them are prefaced with initials which denote the originator of the forms (Land Registry, Law Society, etc).<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"764\" height=\"333\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-378.png\" alt=\"\" class=\"wp-image-67158\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-378.png 764w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-378-300x131.png 300w\" sizes=\"auto, (max-width: 764px) 100vw, 764px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To open the Find panel, whilst the document <a href=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2019\/08\/How-to-Find-Lexis-Nexis-Forms-Website-Version.pdf\">How to search the PDF &gt;<\/a>  is open in front of you, hold down the CTRL key on your keyboard and press F to bring up the Find window.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"238\" height=\"116\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-379.png\" alt=\"\" class=\"wp-image-67159\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Enter the ID of the form you wish to search for. In this example, we will search for the Law Society form CON29DW \u2013 Drainage &amp; Water Searches.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"241\" height=\"117\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-380.png\" alt=\"\" class=\"wp-image-67160\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Now click the Return key on your keyboard or the Next button. The Find function will now search the available text for any matches. Once found, they will be highlighted as below.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"619\" height=\"160\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-381.png\" alt=\"\" class=\"wp-image-67162\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-381.png 619w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-381-300x78.png 300w\" sizes=\"auto, (max-width: 619px) 100vw, 619px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">From this, we can see that the CON29 DW form is available and is prefixed with LS. So we now know where we can find our form in the list.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"624\" height=\"273\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-382.png\" alt=\"\" class=\"wp-image-67164\" style=\"width:628px;height:auto\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-382.png 624w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-382-300x131.png 300w\" sizes=\"auto, (max-width: 624px) 100vw, 624px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The <a href=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2019\/08\/How-to-Find-Lexis-Nexis-Forms-Website-Version.pdf\">full list of forms &gt;<\/a> is present on the\u00a0downloadable PDF. Using the Find function as described previously will assist you in locating the relevant Lexis form. <\/p>\n","protected":false},"excerpt":{"rendered":"<p>Osprey Approach offers integration with Lexis Nexis, allowing you to run their library of legal forms through Osprey. <\/p>\n","protected":false},"author":19,"featured_media":0,"template":"","categories":[236],"tags":[],"class_list":["post-1593","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-supervisor-case-management-setup-browser"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Find Lexis Smart Forms in Osprey Approach | Osprey Academy - Customer Support and Training Centre<\/title>\n<meta name=\"description\" content=\"A step-by-step guide to find the Lexis Nexis Smart Forms available through integration in Osprey Approach.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/finding-lexis-smart-forms-in-osprey-approach\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Find Lexis Smart Forms in Osprey Approach | Osprey Academy - Customer Support and Training Centre\" \/>\n<meta property=\"og:description\" content=\"A step-by-step guide to find the Lexis Nexis Smart Forms available through integration in Osprey Approach.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/finding-lexis-smart-forms-in-osprey-approach\/\" \/>\n<meta property=\"og:site_name\" content=\"Osprey Approach Customer Support &amp; 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