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Using and Formatting Fields in Word

WEB{QUOTE{DATE}} Inserts the date that the document was created \@ ” “ This allows the formatting of the date: Day formats: d = Displays a single-digit day,

Actived: 8 days ago

URL: https://support.ospreyapproach.com/guides/using-and-formatting-fields-in-word/

Understand where Postings Appear on Client Ledgers

WEBThis guide will help you to understand the client ledgers in terms of where postings will appear. You want to know which bank, journal or other account will be …

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Installing the Osprey Gateway

WEBOsprey Approach offers the ability to produce documents via any web browser, such as Chrome and Edge, when running from a Windows PC.To be able to do …

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Repair and Reset the Desktop App

WEBRepairing the app. To repair the app, firstly, locate the Osprey Desktop App Icon within your Start Menu. Once located, you may have to right-click to see the App …

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Using the Case Management App (Mobile)

WEBAs with the browser/desktop app, you will be taken to the Matter Details overview. The three vertical dots in the top right hand corner will give you further menu …

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Reports: Year End

WEBAccounts Users and Accounts Supervisors. This report allows you to print and reprint year end reports. It does not run the year end procedure, which is performed …

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Install and use the Osprey Outlook add-in for Office 365

WEBEnter the detail of the email, which will display in the matter history. You can also assign a custom type, select a Matter history folder and set a retention period.

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Install and Use the Osprey COM add-in for Microsoft Outlook

WEBOnce logged in, the ‘Login’ icon will now be greyed out and the ‘Logout’ icon will be selectable, as shown above. Click this to log out of the add-in.

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Reports: Aged Debtors

WEBWhen you select this option the total on the Aged Debtors report should equal the Debtors figure for Year to Date on the Trial Balance for the current period. As …

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Converting numbers to text within Word Configure Osprey

WEBThe all-in-one legal accounting, practice & case management software that makes running your law firm easier

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Access Template Breakdown

WEBAllows the user to edit the details in the Additional Details Area. – Delete Details. Allows the user to access the details and delete them if no longer needed. New …

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Standard Reports List

WEBCustom Reports. This section contains legacy reports which were written for individual customers prior to the introduction of the Report Writer, so it is likely that any …

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Microsoft Word Prompts and Warnings

WEBTo add the file path, within Microsoft Word, click File and then Options. Click Trust Center > Trust Center Settings > Trusted Locations. If using a networked drive, …

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1B For office use only Annex B: Supporting information for …

WEB3.4 Local Authority Social Services details Name of local authority Canterbury Social Services Full name Miss Social Worker Address 123 The Road Testington Kent TE57 …

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Forgotten Password

WEBIf you have forgotten your password, you can easily reset it from the login screen on the browser version of Osprey. 1. Open any browser and enter your URL into …

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Form LP1H Lasting power of attorney

WEBSection 2 - continued Helpline 0300 456 0300 LP1H Health and welfare (07.15) 3 Only valid with the official stamp here. More attorneys – I want to appoint more than 4 …

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