{"id":60098,"date":"2023-12-27T12:42:45","date_gmt":"2023-12-27T12:42:45","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=60098"},"modified":"2024-07-30T11:30:28","modified_gmt":"2024-07-30T10:30:28","slug":"using-the-general-file-system-app","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/using-the-general-file-system-app\/","title":{"rendered":"Using the General File System (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 use the General File System in the app<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The General File System is where you can add internal documentation that have nothing to do with any client work, for example, Staff Holiday Requests or your own Health &amp; Safety Procedures.<\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Accessing the File System<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To access the File System, navigate to Osprey Home &gt; File System<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Any previously saved documents will appear here.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"556\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/12\/image-130-1024x556.png\" alt=\"\" class=\"wp-image-60747\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-130-1024x556.png 1024w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-130-300x163.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-130-768x417.png 768w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-130-1536x835.png 1536w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-130.png 1557w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Uploading a new Document<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To add a new document, click Add Document<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"303\" height=\"119\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/12\/image-131.png\" alt=\"\" class=\"wp-image-60748\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-131.png 303w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-131-300x118.png 300w\" sizes=\"auto, (max-width: 303px) 100vw, 303px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This will open Windows file explorer, allowing you to select the file to upload.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click Open, and the document will be added into Osprey.<\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Further actions<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The General File History works in exactly the same way as your Matter History, with a list of actions available upon right-click.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"645\" height=\"302\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/12\/image-132.png\" alt=\"\" class=\"wp-image-60749\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-132.png 645w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-132-300x140.png 300w\" sizes=\"auto, (max-width: 645px) 100vw, 645px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>This guide will show you how to use the General File System in the app The General File System is where you can add internal documentation that have nothing to do with any client work, for example, Staff Holiday Requests or your own Health &amp; Safety Procedures. Accessing the File System To access the File [&hellip;]<\/p>\n","protected":false},"author":22,"featured_media":0,"template":"","categories":[211],"tags":[],"class_list":["post-60098","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>Using the General File System (App) - Osprey Approach Customer Support &amp; Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will show you how to use the General File System in 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\/using-the-general-file-system-app\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Using the General File System (App) - Osprey Approach Customer Support &amp; 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