{"id":1083,"date":"2019-07-29T12:13:18","date_gmt":"2019-07-29T11:13:18","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_training&#038;p=1083"},"modified":"2024-09-20T09:49:28","modified_gmt":"2024-09-20T08:49:28","slug":"web-portal-1-supervisor-setup","status":"publish","type":"pracctice_training","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/training\/web-portal-2-user\/","title":{"rendered":"Web Portal 2 &#8211; User"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><strong>Web Enabling Clients<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Web Enabling a Client<\/li>\n\n\n\n<li>Unpublishing a Matter<\/li>\n\n\n\n<li>Republishing a Matter<\/li>\n\n\n\n<li>Enable Client Access<\/li>\n\n\n\n<li>Resetting a Password<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Linking Associates<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Linking Associates to a Matter<\/li>\n\n\n\n<li>Unlinking Associates<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Web Enable Matter History Documents<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Web Publishing a Matter History Document<\/li>\n\n\n\n<li>Web Publishing for Individual Users<\/li>\n\n\n\n<li>Web Enabling Permissions<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Web Enable Key Dates<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Web Publishing a Key Date<\/li>\n\n\n\n<li>Unpublishing a Key Date<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Web Enable Emails<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Web Publishing an Email<\/li>\n\n\n\n<li>Copying to Associates<\/li>\n\n\n\n<li>Web Publishing an Email from the Matter History<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Logging into the Portal<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Logging in as a Client<\/li>\n\n\n\n<li>Logging in as an Associate<\/li>\n\n\n\n<li>Forgotten Passwords<\/li>\n\n\n\n<li>Published Matters List<\/li>\n\n\n\n<li>Published Documents<\/li>\n\n\n\n<li>The Actions Panel<\/li>\n\n\n\n<li>Workflow Tasks<\/li>\n\n\n\n<li>Outstanding Key Dates<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Options Within the Portal<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Current Cases<\/li>\n\n\n\n<li>Your Details<\/li>\n\n\n\n<li>Contact Us<\/li>\n\n\n\n<li>The Conveyancing Calculator<\/li>\n\n\n\n<li>Printing<\/li>\n\n\n\n<li>File Sharing<\/li>\n\n\n\n<li>News<\/li>\n\n\n\n<li>My Account<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Associate Login<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Matters List<\/li>\n\n\n\n<li>Selecting a Matter<\/li>\n\n\n\n<li>Contact Us<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>New Matter &amp; Client Enquiries<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Submitting a New Enquiry<\/li>\n\n\n\n<li>Filling in the Forms<\/li>\n\n\n\n<li>Submitting a Form<\/li>\n\n\n\n<li>Viewing New Enquiries<\/li>\n\n\n\n<li>Deleting Enquiries<\/li>\n\n\n\n<li>Posting<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>This session is aimed at supervisor users of the system and covers the set up required in order to use the facilities of the Web Portal.  This session includes the creation of New Web Enquiry forms for new client enquiries which can be submitted via the Web Portal.<\/p>\n","protected":false},"author":19,"featured_media":0,"template":"","tags":[],"pracctice_customer_type":[20],"pracctice_training_area":[90,89],"class_list":["post-1083","pracctice_training","type-pracctice_training","status-publish","hentry","pracctice_customer_type-system-supervisor","pracctice_training_area-web-access-portal","pracctice_training_area-supervisor"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Web Portal 2 - User - Osprey Approach Customer Support &amp; Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will show the contents of our Web Portal 1 course\" \/>\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\/training\/web-portal-2-user\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Web Portal 2 - User - Osprey Approach Customer Support &amp; 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