{"id":1086,"date":"2019-07-29T12:14:29","date_gmt":"2019-07-29T11:14:29","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_training&#038;p=1086"},"modified":"2024-12-19T11:42:07","modified_gmt":"2024-12-19T11:42:07","slug":"web-portal-2-web-publisher-user","status":"publish","type":"pracctice_training","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/training\/web-portal-1-web-publisher-supervisor\/","title":{"rendered":"Web Portal 1 &#8211; Supervisor"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><strong>What is the Web Portal?<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Available Features<\/li>\n\n\n\n<li>Examples of Using the Web Portal<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Associate Setup<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Setup Requirements<\/li>\n\n\n\n<li>Creating a New Associate<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Access Template Setup<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Default Templates Available<\/li>\n\n\n\n<li>Creating a New Template<\/li>\n\n\n\n<li>Amending Access<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Conveyancing Options<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The Conveyancing Calculator Setup<\/li>\n\n\n\n<li>Setting Up Conveyancing Rates<\/li>\n\n\n\n<li>Creating Band Limits<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Web Enabling in Osprey<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Published Descriptions<\/li>\n\n\n\n<li>Web Enabling a Task<\/li>\n\n\n\n<li>Web Enabling a Worktype<\/li>\n\n\n\n<li>Web Enabling Questionnaires<\/li>\n\n\n\n<li>Linking Fields<\/li>\n\n\n\n<li>Compulsory Fields<\/li>\n\n\n\n<li>Designing a View<\/li>\n\n\n\n<li>Allocating Web Questionnaires<\/li>\n\n\n\n<li>Questionnaire Administrators<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Email Setup<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Setting Up Email Templates<\/li>\n\n\n\n<li>Linking Fields to Email Templates<\/li>\n\n\n\n<li>Adding Signatures<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Configuration<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Changing the Column Headings<\/li>\n\n\n\n<li>Rearranging Columns<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This course is aimed at users of the system whom will be responsible for publishing clients and their matters, linking Associates to matters and managing any historical items that are to be published to the Web Portal.  This course also covers logging into the Portal from both a Clients perspective and also an Associate.<\/p>\n","protected":false},"author":19,"featured_media":0,"template":"","tags":[],"pracctice_customer_type":[18,23],"pracctice_training_area":[83,90],"class_list":["post-1086","pracctice_training","type-pracctice_training","status-publish","hentry","pracctice_customer_type-case-worker","pracctice_customer_type-web-portal-user","pracctice_training_area-case-management","pracctice_training_area-web-access-portal"],"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 1 - Supervisor - Osprey Approach Customer Support &amp; Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will show the contents of our Web Portal 2 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-1-web-publisher-supervisor\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Web Portal 1 - Supervisor - Osprey Approach Customer Support &amp; 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