{"id":23821,"date":"2020-09-22T18:19:01","date_gmt":"2020-09-22T17:19:01","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=23821"},"modified":"2024-07-30T08:00:30","modified_gmt":"2024-07-30T07:00:30","slug":"create-a-package-of-files-using-the-case-management-app","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/create-a-package-of-files-using-the-case-management-app\/","title":{"rendered":"Create a Package of Files (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>Any Users<\/strong><\/p>    \n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">This guide will take you through creating a package on the case management app<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">First, navigate to the Case Management tab and then select the option for Packages.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"399\" height=\"645\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/12\/Package-Animation-.gif\" alt=\"\" class=\"wp-image-52280\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"781\" height=\"173\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2020\/09\/image-37.png\" alt=\"\" class=\"wp-image-23824\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/09\/image-37.png 781w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/09\/image-37-300x66.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/09\/image-37-768x170.png 768w\" sizes=\"auto, (max-width: 781px) 100vw, 781px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You may choose to generate either a zip file or a pdf. If a PDF is chosen, all of the files chosen are saved to one PDF:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"692\" height=\"115\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2020\/08\/image-2.png\" alt=\"\" class=\"wp-image-22316\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/08\/image-2.png 692w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/08\/image-2-300x50.png 300w\" sizes=\"auto, (max-width: 692px) 100vw, 692px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If a ZIP file is chosen, all of the files are zipped up into a zip file which will extract to give the files in the same format as they are stored in the matter history.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"910\" height=\"504\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2020\/08\/package-zip.gif\" alt=\"\" class=\"wp-image-22317\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">you can also choose whether the package will expire to prevent your clients from opening them after a certain date has passed.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"979\" height=\"450\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2020\/09\/App-Package-Expiry.gif\" alt=\"\" class=\"wp-image-23825\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To choose the files you want to include in the package, select them by holding down the CTRL key on your keyboard, and clicking the small square box on the left hand side of the screen:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"979\" height=\"450\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2020\/09\/App-Package-Expiry-1.gif\" alt=\"\" class=\"wp-image-23826\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click Save when you are ready to create your package. To email the package link to someone, right click it in the packages section in the matter history.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"979\" height=\"450\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2020\/09\/App-Package-Expiry-2.gif\" alt=\"\" class=\"wp-image-23827\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">From here, you can choose View Details to show the the link for the package to copy to send as an email from Outlook.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"970\" height=\"648\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2020\/09\/image-38.png\" alt=\"\" class=\"wp-image-23828\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/09\/image-38.png 970w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/09\/image-38-300x200.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/09\/image-38-768x513.png 768w\" sizes=\"auto, (max-width: 970px) 100vw, 970px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>This guide will take you through creating a package on the case management app First, navigate to the Case Management tab and then select the option for Packages. You may choose to generate either a zip file or a pdf. If a PDF is chosen, all of the files chosen are saved to one PDF: [&hellip;]<\/p>\n","protected":false},"author":22,"featured_media":0,"template":"","categories":[211],"tags":[],"class_list":["post-23821","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-using-case-management-app"],"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>Create a Package of Files (App) - Osprey Approach Customer Support &amp; Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will take you through creating a package on the case management 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\/create-a-package-of-files-using-the-case-management-app\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Create a Package of Files (App) - Osprey Approach Customer Support &amp; 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