Origami Risk TV - Videos On Administration
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/OrigamiTV/Video/AccountDiagnostics?frame=EmbeddedFixing Problems with Account Diagnostics
This video shows how Origami can diagnose issues with your account setup to help you troubleshoot and fix problems.
/OrigamiTV/Video/FormCustomizations?frame=EmbeddedForm Customization Examples
This video shows many of the different ways that forms can be customized, including formulas, lookups and conditional fields.
/OrigamiTV/Video/HideBucket?frame=EmbeddedHiding Financial Categories
This short video shows you how to hide financial categories that are not in use on the claims screen.
/OrigamiTV/Video/LocationImport?frame=EmbeddedImporting Locations
This tutorial shows how to import locations and location hierarchies from an Excel spreadsheet
/OrigamiTV/Video/OpenAccess?frame=EmbeddedImproving Data Collection with Open Access
This video shows how to create custom events that generate open access links, allowing risk data collection across the organization.
/OrigamiTV/Video/MailMergeHeaderFooter?frame=EmbeddedMail Merge Headers and Footers
This video shows how to use Word Headers and Footers to create Header/Footer templates to use with Mail Merge Templates. (August 2019 Release)
/OrigamiTV/Video/MailMerge?frame=EmbeddedMail Merge Origami Risk
This video gives a brief overview of creating Word Mail Merge letters for Origami Risk.
/OrigamiTV/Video/MailMergeReports?frame=EmbeddedMail Merge Reports
This video shows how to add reports as a mail merge across multiple records.
/OrigamiTV/Video/UserViews?frame=EmbeddedManaging Users with Views
This video gives an overview of saved user views.
/OrigamiTV/Video/NotificationTriggers?frame=EmbeddedNotification Triggers
This video shows how to notification triggers, which are events that fire nightly based on any criteria including a lack of activity
/OrigamiTV/Video/DetailCodes?frame=EmbeddedParent/Child Codes
This video gives an overview of codes with parent child relationships, such as Cause and Detail Cause, and how they work in Origami Risk.
/OrigamiTV/Video/PolicyPeriods?frame=EmbeddedPolicy Periods in Reports
This video shows how to use Policy Periods for grouping in reports.
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