{"id":21870,"date":"2020-07-28T09:15:17","date_gmt":"2020-07-28T08:15:17","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=21870"},"modified":"2024-07-30T11:47:13","modified_gmt":"2024-07-30T10:47:13","slug":"using-the-outlook-mobile-osprey-approach-add-in","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/using-the-outlook-mobile-osprey-approach-add-in\/","title":{"rendered":"Using the Osprey Approach Add-in in Outlook Mobile App"},"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><\/p>    <p class=\"mb-0\"><i class=\"fa-regular fa-flag fa-fw mr-2\"><\/i> Available on <strong>Professional<\/strong>, <strong>Enterprise<\/strong> and <strong>Quantum<\/strong> subscriptions<\/p>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">This guide will take you through using the Outlook Add-In on a mobile app<\/h2>\n\n\n\n<p class=\"is-style-lead lead wp-block-paragraph\">The Osprey Approach Add-in allows you to export emails to Osprey Matter History.<\/p>\n\n\n\n<p class=\"is-style-info wp-block-paragraph\">Please ensure you have the Osprey 365 Add-in installed on Outlook before using the Outlook app.<\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Exporting Email<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Select the message you wish to export to Osprey.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">At the top of the message click the vertical ellipsis.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"370\" height=\"173\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2020\/07\/image-10-1-1.png\" alt=\"\" class=\"wp-image-21930\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/07\/image-10-1-1.png 370w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/07\/image-10-1-1-300x140.png 300w\" sizes=\"auto, (max-width: 370px) 100vw, 370px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">At the bottom of the list you will see the option to export to Osprey.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"859\" height=\"1024\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2020\/07\/screenshot-1-859x1024.png\" alt=\"\" class=\"wp-image-21902\" style=\"width:337px;height:401px\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/07\/screenshot-1-859x1024.png 859w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/07\/screenshot-1-252x300.png 252w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/07\/screenshot-1-768x916.png 768w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/07\/screenshot-1.png 1059w\" sizes=\"auto, (max-width: 859px) 100vw, 859px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The add-in will open and you will need to log into with your Osprey URL and credentials.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"621\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2020\/07\/image-12-1-1024x621.png\" alt=\"\" class=\"wp-image-21995\" style=\"width:370px;height:224px\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/07\/image-12-1-1024x621.png 1024w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/07\/image-12-1-300x182.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/07\/image-12-1-768x465.png 768w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/07\/image-12-1.png 1071w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You will need to select a matter to export the email to. Click the select Client &amp; Matter button.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"299\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2020\/07\/image-13-1-1024x299.png\" alt=\"\" class=\"wp-image-21996\" style=\"width:296px;height:86px\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/07\/image-13-1-1024x299.png 1024w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/07\/image-13-1-300x88.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/07\/image-13-1-768x224.png 768w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/07\/image-13-1.png 1073w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can now either search for a client or view the last 10 client and matters accessed.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"512\" height=\"1024\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2020\/07\/image-14-1-512x1024.png\" alt=\"\" class=\"wp-image-22000\" style=\"width:312px;height:624px\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/07\/image-14-1-512x1024.png 512w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/07\/image-14-1-150x300.png 150w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/07\/image-14-1-768x1536.png 768w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/07\/image-14-1-1024x2048.png 1024w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/07\/image-14-1.png 1080w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you select <strong>Search<\/strong> enter details and click Search at the bottom. Select the client and matter from the list of results.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you select <strong>Last 10 Accessed<\/strong>,  choose the client and matter you wish to load and click on that matter to select it. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"512\" height=\"1024\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2020\/07\/image-15-1-512x1024.png\" alt=\"\" class=\"wp-image-22001\" style=\"width:316px;height:632px\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/07\/image-15-1-512x1024.png 512w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/07\/image-15-1-150x300.png 150w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/07\/image-15-1-768x1536.png 768w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/07\/image-15-1-1024x2048.png 1024w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/07\/image-15-1.png 1080w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once you have selected a client and mater you will have the following options.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"510\" height=\"221\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2020\/07\/image-61.png\" alt=\"\" class=\"wp-image-22130\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/07\/image-61.png 510w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/07\/image-61-300x130.png 300w\" sizes=\"auto, (max-width: 510px) 100vw, 510px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Export<\/strong>\u00a0\u2013 Will export the email into Osprey and will also include any attachments as a separate item in the Matter History.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Export &amp; Post<\/strong>&nbsp;\u2013 Exports the email and attachment as with the \u2018Export\u2019 option. The Time Posting window will then open for you to complete.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The Email Export Status window will confirm that the email has been successfully exported.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"512\" height=\"1024\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2020\/07\/image-17-1-512x1024.png\" alt=\"\" class=\"wp-image-22003\" style=\"width:325px;height:650px\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/07\/image-17-1-512x1024.png 512w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/07\/image-17-1-150x300.png 150w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/07\/image-17-1-768x1536.png 768w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/07\/image-17-1-1024x2048.png 1024w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/07\/image-17-1.png 1080w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Either tap the X or Logout. The email will now be available in the matter history within Osprey.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Osprey Approach Add-in allows you to export emails to Osprey Matter History.<\/p>\n","protected":false},"author":30,"featured_media":0,"template":"","categories":[212],"tags":[],"class_list":["post-21870","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-using-addin-o365"],"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>Using the Osprey Approach Add-in in Outlook Mobile App - Osprey Approach Customer Support &amp; Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will take you through using the Outlook Add-In on a mobile app\" \/>\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\/using-the-outlook-mobile-osprey-approach-add-in\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Using the Osprey Approach Add-in in Outlook Mobile App - Osprey Approach Customer Support &amp; 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