{"id":53163,"date":"2022-12-22T15:48:18","date_gmt":"2022-12-22T15:48:18","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=53163"},"modified":"2024-07-30T10:47:15","modified_gmt":"2024-07-30T09:47:15","slug":"upload-an-item-to-the-matter-history-app","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/upload-an-item-to-the-matter-history-app\/","title":{"rendered":"Upload an Item to the Matter History (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 upload a document to the matter history on the App<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">If you have documents stored on your pc locally you can upload these to your document history.  This is not recommended for emails as you may not be able to open them or preview them in the document history.  Emails should be uploaded via the Osprey Add in within outlook. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To upload a document navigate to Case Management &#8211; Documents. You will see + Add Document icon. When you click onto that the windows explorer window will open, find the stored document in there, click onto the document to select it and then click Open.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This will then take you to the save document screen within Osprey. Complete this screen as necessary and click save. The uploaded document will now be in your document history.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"908\" height=\"485\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/12\/upload-doc.gif\" alt=\"\" class=\"wp-image-53224\" style=\"width:649px;height:346px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>This guide will show you how to upload a document to the matter history on the App If you have documents stored on your pc locally you can upload these to your document history. This is not recommended for emails as you may not be able to open them or preview them in the document [&hellip;]<\/p>\n","protected":false},"author":5382,"featured_media":0,"template":"","categories":[211],"tags":[217,216],"class_list":["post-53163","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-using-case-management-app","tag-import-document","tag-upload"],"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>Upload an Item to the Matter History (App) - Osprey Approach Customer Support &amp; Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will show you how to upload a document to the matter history on the 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\/upload-an-item-to-the-matter-history-app\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Upload an Item to the Matter History (App) - Osprey Approach Customer Support &amp; 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