This video shows how to set up security by type of payment using Payment Access Groups.

This video shows how you can product PDF mail merge forms like the OSHA 301 and edit the form prior to saving and attaching to the claim

This video shows how to use Policy Periods for grouping in reports.

This video explains how to create PowerPoint Presentation Templates. This lets you automate PowerPoint presentations including charts and tables with Origami Data

This video provides an overview of the Prior Period Comparison report, which can do apples to apples comparisons of various prior periods.

This video explains how to track property recommendations including recommendation reports

This video describes how to publish data to Domo to create powerful visualizations.

This video describes how to publish data to Tableau to create powerful visualizations.

This video provides an overview of the Quarterly Closure Analysis report, which details claim closure rates over the past eight quarters.

This video shows how to use Random Record Selectors to drive audits, inspections or random drug screenings.

This video shows how Origami saves you time by checking for potential duplicate claims in real time as you type.

This video shows how to remove or replace a user from report, dashboard, report package and OSHA schedules