{"id":54603,"date":"2023-02-01T17:43:14","date_gmt":"2023-02-01T17:43:14","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=54603"},"modified":"2024-07-10T10:48:32","modified_gmt":"2024-07-10T09:48:32","slug":"uploading-documents-to-matter-history-app","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/uploading-documents-to-matter-history-app\/","title":{"rendered":"Uploading Documents to 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\">In Osprey you can upload documents saved on your local pc into the matter history in Osprey. This guide will take you through how to do this when using the Osprey Case Management App<\/h2>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Uploading a document<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Firstly navigate to Case Management from the Main side Menu.  This will open the Matter History page.  You will see in blue writing in the main pane,  + Add Document,   if you now click onto that  File Explorer will open.   Navigate to where the document you want to upload is stored.  When you have located it Click onto it and then Click Open, this will open the save screen in Osprey <\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"906\" height=\"600\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/02\/add-doc.gif\" alt=\"\" class=\"wp-image-54611\" style=\"width:577px;height:382px\" \/><\/figure>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Saving the document<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The save screen that opens is the same as for all other documents in Osprey.  <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Ensure you have the correct client and matter loaded,  if this is not correct you can change it by entering the  Client and matter into the boxes at the top of the screen or use the search facility to the far right of the screen to find the Matter you require.  when done click Load Client.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"228\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/02\/save-doc-1024x228.png\" alt=\"\" class=\"wp-image-54612\" style=\"width:678px;height:151px\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/02\/save-doc-1024x228.png 1024w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/02\/save-doc-300x67.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/02\/save-doc-768x171.png 768w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/02\/save-doc-1536x341.png 1536w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/02\/save-doc.png 1638w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Now fill in the boxes in the rest of the screen as required. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"425\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/02\/save-boxes-1024x425.png\" alt=\"\" class=\"wp-image-54613\" style=\"width:645px;height:267px\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/02\/save-boxes-1024x425.png 1024w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/02\/save-boxes-300x125.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/02\/save-boxes-768x319.png 768w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/02\/save-boxes.png 1272w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">When completed click on save at the top of the screen an your document will be added to the matter history.  If you click the Arrow next to the save button your document will not be saved to the matter history. <\/p>\n","protected":false},"excerpt":{"rendered":"<p>In Osprey you can upload documents saved on your local pc into the matter history in Osprey. This guide will take you through how to do this when using the Osprey Case Management App Uploading a document Firstly navigate to Case Management from the Main side Menu. This will open the Matter History page. You [&hellip;]<\/p>\n","protected":false},"author":5382,"featured_media":0,"template":"","categories":[211],"tags":[248,247],"class_list":["post-54603","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-using-case-management-app","tag-adding-a-document","tag-upload-document"],"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>Uploading Documents to Matter History (App) - Osprey Approach Customer Support &amp; Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"A step by step guide showing how to upload documents into the Osprey 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\/uploading-documents-to-matter-history-app\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Uploading Documents to Matter History (App) - Osprey Approach Customer Support &amp; 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