{"id":2461,"date":"2020-04-27T15:11:16","date_gmt":"2020-04-27T14:11:16","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=2461"},"modified":"2024-08-05T14:26:52","modified_gmt":"2024-08-05T13:26:52","slug":"produce-a-document-and-save-with-time-recording","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/produce-a-document-and-save-with-time-recording\/","title":{"rendered":"Produce a Document and Save with Time Recording (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 show you how to produce a document in the case management app and time record when saving it<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You can produce a document and time record when saving.<\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Producing a Document in the App<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1910\" height=\"828\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/12\/Animation-2.gif\" alt=\"\" class=\"wp-image-53084\" \/><figcaption class=\"wp-element-caption\">Tap Clients &amp; Matters &gt; Document Production<\/figcaption><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"384\" height=\"458\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/01\/image-1.png\" alt=\"\" class=\"wp-image-31202\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2021\/01\/image-1.png 384w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2021\/01\/image-1-252x300.png 252w\" sizes=\"auto, (max-width: 384px) 100vw, 384px\" \/><figcaption class=\"wp-element-caption\">Tap the document to run<\/figcaption><\/figure>\n\n\n\n<p class=\"is-style-info wp-block-paragraph\">Whilst the document is on screen, the app will be locked until the document is closed to prevent the loss of documents. Attempting to use the app will result in either of the following messages.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"963\" height=\"211\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/05\/image-4.png\" alt=\"\" class=\"wp-image-33823\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2021\/05\/image-4.png 963w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2021\/05\/image-4-300x66.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2021\/05\/image-4-768x168.png 768w\" sizes=\"auto, (max-width: 963px) 100vw, 963px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Other Document Types<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"490\" height=\"315\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/01\/image-32.png\" alt=\"\" class=\"wp-image-44522\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2022\/01\/image-32.png 490w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2022\/01\/image-32-300x193.png 300w\" sizes=\"auto, (max-width: 490px) 100vw, 490px\" \/><figcaption class=\"wp-element-caption\">Tap PDF<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You may tick Include Global to show global templates<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Tap the document to run<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Make any changes needed to the document and print it (if necessary). Then close the document using the &#8216;X&#8217; in the top-right corner<\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Saving a Document in the App<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"wp-block-paragraph\">Using Internet Explorer<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2019\/09\/image-330.png\" alt=\"This image has an empty alt attribute; its file name is image-330.png\" \/><figcaption class=\"wp-element-caption\">Over-type the File Description &gt; Select &#8230; to choose a Matter History Folder &gt; Select an appropriate type<\/figcaption><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"wp-block-paragraph\">Using the Case Management App<\/p>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img decoding=\"async\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/01\/image-2.png\" alt=\"This image has an empty alt attribute; its file name is image-2.png\" style=\"width:406px;height:562px\" \/><figcaption class=\"wp-element-caption\">Select choose a Document Folder &gt; Select an appropriate type &gt; Over-type the Description<\/figcaption><\/figure>\n<\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You have three options for Time Recording.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To post the default letter rate simply select \u2018Save\u2019. If you wish not to post a time entry select &#8216;Save with No Time Record'(Save Without Time Recording).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If, however, you wish to post your own time entry, untick the \u2018Automatic Time Record\u2019 box (Tap Automatic Time Recording.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A posting screen will now appear to allow you to enter the details manually. Once you have completed the posting form, select \u2018Save\u2019.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/01\/image-3.png\" alt=\"This image has an empty alt attribute; its file name is image-3.png\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"is-style-info wp-block-paragraph\">Documents and Workflows can be run from within Word directly using our Word Add-ins <a data-type=\"URL\" data-id=\"https:\/\/support.ospreyapproach.com\/guides\/office-365-word-add-in\/\" href=\"https:\/\/support.ospreyapproach.com\/guides\/office-365-word-add-in\/\">Osprey Office 365 Word Add-in<\/a> or <a data-type=\"URL\" data-id=\"https:\/\/support.ospreyapproach.com\/guides\/install-and-use-the-osprey-office-add-in\/\" href=\"https:\/\/support.ospreyapproach.com\/guides\/install-and-use-the-osprey-office-add-in\/\">Osprey Office Add-in<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>You can produce a document and time record when saving.<\/p>\n","protected":false},"author":23,"featured_media":0,"template":"","categories":[211],"tags":[],"class_list":["post-2461","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>Produce a Document and Save with Time Recording (App) - Osprey Approach Customer Support &amp; Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will show you how to produce a document in the case management app and time record when saving it\" \/>\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\/produce-a-document-and-save-with-time-recording\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Produce a Document and Save with Time Recording (App) - Osprey Approach Customer Support &amp; Training | Osprey Academy\" \/>\n<meta property=\"og:description\" content=\"This guide will show you how to produce a document in the case management app and time record when saving it\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/produce-a-document-and-save-with-time-recording\/\" \/>\n<meta property=\"og:site_name\" content=\"Osprey Approach Customer Support &amp; Training | Osprey Academy\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/OspreyApproachUK\/\" \/>\n<meta property=\"article:modified_time\" content=\"2024-08-05T13:26:52+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/12\/Animation-2.gif\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@OspreyApproach\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/produce-a-document-and-save-with-time-recording\/\",\"url\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/produce-a-document-and-save-with-time-recording\/\",\"name\":\"Produce a Document and Save with Time Recording (App) - Osprey Approach Customer Support &amp; Training | Osprey Academy\",\"isPartOf\":{\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/produce-a-document-and-save-with-time-recording\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/produce-a-document-and-save-with-time-recording\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/12\/Animation-2.gif\",\"datePublished\":\"2020-04-27T14:11:16+00:00\",\"dateModified\":\"2024-08-05T13:26:52+00:00\",\"description\":\"This guide will show you how to produce a document in the case management app and time record when saving it\",\"breadcrumb\":{\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/produce-a-document-and-save-with-time-recording\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/produce-a-document-and-save-with-time-recording\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/produce-a-document-and-save-with-time-recording\/#primaryimage\",\"url\":\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/12\/Animation-2.gif\",\"contentUrl\":\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/12\/Animation-2.gif\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/produce-a-document-and-save-with-time-recording\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/support.ospreyapproach.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Guides\",\"item\":\"https:\/\/support.ospreyapproach.com\/guides\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Produce a Document and Save with Time Recording (App)\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#website\",\"url\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/\",\"name\":\"Osprey Approach Customer Support &amp; Training | Osprey Academy\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-GB\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#organization\",\"name\":\"Osprey Approach Customer Support &amp; Training | Osprey Academy\",\"url\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/10\/Osprey-Logo-200px.png\",\"contentUrl\":\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/10\/Osprey-Logo-200px.png\",\"width\":201,\"height\":61,\"caption\":\"Osprey Approach Customer Support &amp; Training | Osprey Academy\"},\"image\":{\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/OspreyApproachUK\/\",\"https:\/\/x.com\/OspreyApproach\",\"https:\/\/www.linkedin.com\/company\/ospreyapproach\",\"https:\/\/www.youtube.com\/channel\/UClARKUq_3YvaK01GPvI6_qA\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Produce a Document and Save with Time Recording (App) - Osprey Approach Customer Support &amp; Training | Osprey Academy","description":"This guide will show you how to produce a document in the case management app and time record when saving it","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/produce-a-document-and-save-with-time-recording\/","og_locale":"en_GB","og_type":"article","og_title":"Produce a Document and Save with Time Recording (App) - Osprey Approach Customer Support &amp; Training | Osprey Academy","og_description":"This guide will show you how to produce a document in the case management app and time record when saving it","og_url":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/produce-a-document-and-save-with-time-recording\/","og_site_name":"Osprey Approach Customer Support &amp; Training | Osprey Academy","article_publisher":"https:\/\/www.facebook.com\/OspreyApproachUK\/","article_modified_time":"2024-08-05T13:26:52+00:00","og_image":[{"url":"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/12\/Animation-2.gif","type":"","width":"","height":""}],"twitter_card":"summary_large_image","twitter_site":"@OspreyApproach","twitter_misc":{"Estimated reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/produce-a-document-and-save-with-time-recording\/","url":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/produce-a-document-and-save-with-time-recording\/","name":"Produce a Document and Save with Time Recording (App) - Osprey Approach Customer Support &amp; Training | Osprey Academy","isPartOf":{"@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#website"},"primaryImageOfPage":{"@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/produce-a-document-and-save-with-time-recording\/#primaryimage"},"image":{"@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/produce-a-document-and-save-with-time-recording\/#primaryimage"},"thumbnailUrl":"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/12\/Animation-2.gif","datePublished":"2020-04-27T14:11:16+00:00","dateModified":"2024-08-05T13:26:52+00:00","description":"This guide will show you how to produce a document in the case management app and time record when saving it","breadcrumb":{"@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/produce-a-document-and-save-with-time-recording\/#breadcrumb"},"inLanguage":"en-GB","potentialAction":[{"@type":"ReadAction","target":["https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/produce-a-document-and-save-with-time-recording\/"]}]},{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/produce-a-document-and-save-with-time-recording\/#primaryimage","url":"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/12\/Animation-2.gif","contentUrl":"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/12\/Animation-2.gif"},{"@type":"BreadcrumbList","@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/produce-a-document-and-save-with-time-recording\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/support.ospreyapproach.com\/"},{"@type":"ListItem","position":2,"name":"Guides","item":"https:\/\/support.ospreyapproach.com\/guides\/"},{"@type":"ListItem","position":3,"name":"Produce a Document and Save with Time Recording (App)"}]},{"@type":"WebSite","@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#website","url":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/","name":"Osprey Approach Customer Support &amp; Training | Osprey Academy","description":"","publisher":{"@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-GB"},{"@type":"Organization","@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#organization","name":"Osprey Approach Customer Support &amp; Training | Osprey Academy","url":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/","logo":{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#\/schema\/logo\/image\/","url":"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/10\/Osprey-Logo-200px.png","contentUrl":"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/10\/Osprey-Logo-200px.png","width":201,"height":61,"caption":"Osprey Approach Customer Support &amp; Training | Osprey Academy"},"image":{"@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/OspreyApproachUK\/","https:\/\/x.com\/OspreyApproach","https:\/\/www.linkedin.com\/company\/ospreyapproach","https:\/\/www.youtube.com\/channel\/UClARKUq_3YvaK01GPvI6_qA"]}]}},"_links":{"self":[{"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/pracctice_guide\/2461","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/pracctice_guide"}],"about":[{"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/types\/pracctice_guide"}],"author":[{"embeddable":true,"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/users\/23"}],"version-history":[{"count":3,"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/pracctice_guide\/2461\/revisions"}],"predecessor-version":[{"id":69034,"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/pracctice_guide\/2461\/revisions\/69034"}],"wp:attachment":[{"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/media?parent=2461"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/categories?post=2461"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/tags?post=2461"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}