{"id":54616,"date":"2023-02-01T18:13:44","date_gmt":"2023-02-01T18:13:44","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=54616"},"modified":"2024-05-28T09:05:27","modified_gmt":"2024-05-28T08:05:27","slug":"uploading-documents-to-matter-history-browser","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/uploading-documents-to-matter-history-app-2\/","title":{"rendered":"Uploading Documents to Matter History"},"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\">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 Osprey<\/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.  <\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"283\" height=\"167\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-475.png\" alt=\"\" class=\"wp-image-67389\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">This will open the Matter History page.  In the Main pane click onto the Arrow Next to the word New, and select Upload<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"242\" height=\"155\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-476.png\" alt=\"\" class=\"wp-image-67390\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">A pop up will open, Find the line that says Text Only. To the far right of that line there are 3 dots, <\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"939\" height=\"963\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-478.png\" alt=\"\" class=\"wp-image-67392\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-478.png 939w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-478-293x300.png 293w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-478-768x788.png 768w\" sizes=\"auto, (max-width: 939px) 100vw, 939px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click on those and  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. File Explorer will close and you will see the selected file shown in the Pop up box. <\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Saving the document<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In the Pop up Box Ensure you have the correct client and matter loaded. If this is not correct, change it by entering the client and matter at the top of the pop-up. Alternatively use the down arrow in the Client number and Matter number boxes to search for the matter you require.  Now fill in the rest of the boxes as required.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click Save at the bottom of the Pop up box. your document will now be available in the matter history. <\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"564\" height=\"509\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-479.png\" alt=\"\" class=\"wp-image-67395\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-479.png 564w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-479-300x271.png 300w\" sizes=\"auto, (max-width: 564px) 100vw, 564px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 Osprey Uploading a document Firstly navigate to Case Management from the Main side Menu. This will open the Matter History page. In the Main pane click onto the [&hellip;]<\/p>\n","protected":false},"author":5382,"featured_media":0,"template":"","categories":[210],"tags":[248,247],"class_list":["post-54616","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-using-case-management-browser","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 | Osprey Academy - Customer Support and Training Centre<\/title>\n<meta name=\"description\" content=\"A step-by-step guide to uploading documents into Osprey.\" \/>\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-2\/\" \/>\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 | Osprey Academy - Customer Support and Training Centre\" \/>\n<meta property=\"og:description\" content=\"A step-by-step guide to uploading documents into Osprey.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/uploading-documents-to-matter-history-app-2\/\" \/>\n<meta property=\"og:site_name\" content=\"Osprey Approach Customer Support &amp; 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