Osprey Approach Add-in for Microsoft Word and Excel - Osprey Approach - UK Legal Software

Osprey Approach Add-in for Microsoft Word and Excel

Important

Osprey Approach Add-in is only available to Word/Excel Desktop 2013 or higher.

Osprey Approach Add-in does not support Excel for iPad and has limited functionalities on Word 2013.

Osprey Approach add-in for Microsoft Office allows you to create and save documents from Word and Excel directly to the appropriate Matter in Osprey Approach.

Key features include:

  • Save documents from Word and Excel directly to a Matter in Osprey Approach.
  • Post time
  • Check out documents from Matter History
  • Supports Word/Excel desktop 2013+, Office 365, Office for Mac and Word for iPad.

Contents

Installing the Osprey Approach Add-in for Microsoft Office

Word Desktop

Save current document to Matter

Run document on Matter

Check out document from Matter

Save current document to File System

Run general letter

Check out document from File System

Osprey Approach Add-in on Excel

Installing the Osprey Approach Add-in for Microsoft Office

When you enable the Osprey Approach Add-in in either Word 365 or Word desktop (with a 365 Business Premium subscription), the Add-in will automatically be added to the other as well.

Word Desktop

Open the Word desktop app then click on “Store” in the Add-ins group.

In the Add-in window, search “Osprey Approach” then click on “Add” button.

Once you close the Add-ins window, an Osprey Approach Add-in button will be added to the Home ribbon.

Save current document to Matter

Once you log in, the main menu will be displayed. Select “Save Current Document to Matter”.

The next action is to choose the client and matter. In order to find the desired client, “Search” and “Advanced Search” are available.

The results are displayed in the grid. Column descending and ascending sorting is available as well by clicking on the column’s header.

The last step is to input a description, select the desired additional details for your document, such as the folder, the custom type and the retention period and choose whether you want to save your document with or without a time posting.

The time posting can be posted automatically or you can uncheck the option and enter it manually.

Run Document on Matter

The first step is to search and select your client and matter. Afterwards you must select the template that you wish to run. In order to find the desired template, you may use the column ascending and descending sorting or input a key word in the “Description” field. You also have the option to see the global templates by selecting “Include global”. Otherwise you will see the document templates associated with your work type.

*If your document contains merge fields from contacts/ organizations, an additional screen for each will appear. You can search your contact/organization by writing a key word in the “Name” field or by using the grid’s column sorting.


After running the selected template you can save it as in “Save Current Document to Matter”.

Check out Document from Matter

Search and select a client and matter. In the “Check Out” step you will see all the matter history documents (doc, docx) and whether they are already checked out or not. To search for a specific documents you have the filters area in which you can insert a key word in the “Description field” or search by documents created before a date, on a date or after a date. You also have the possibility to search by content using the “Search by content” option.

After choosing the document that you wish to edit, a “Comment” pop-up will appear. You can check it out with or without adding a comment.

The last step is to check in the document. If you don’t wish to check it in you can go back to the main menu by clicking the menu icon. If you wish to check in the document, the comment is mandatory. After writing a comment, click on “Save”. It will appear in matter history as the last version.

Save Current Document to File System

In general file system you can produce or edit document. Therefore, you must add a description for your document and optionally, to choose a custom type and folder. Otherwise, the document is saved in “General File History”.

Run general letter

First, you need to select a general letter. You can search the general letter by description. For partial search use “..” before or/and after the keyword.

After loading your general letter, you can edit the description and save it in File System.

Check out Document from File System

In order to check out a document from File System you must search your document. You have the same search option as in “Check out Document from Matter”.

When selecting your document, the check out comment pop up will appear. After checking out your document, it will load and you will be taken to the last step, “Check In”.

Osprey Approach Add-in on Excel

On Microsoft Excel, the Add-In has only two options: “Save Current Document to Matter” and “Save Current Document to File System”. Saving documents works the same way as in Word.