Origami Risk TV - Videos On Administration
This tutorial describes adding codes in Origami.
This video gives an overview of adding users, include location access groups, coverage access groups and security roles.
Assigning tasks to multiple users
This video shows how to create multiple tasks for multiple users as part of a project.
Changing Field Labels
This is a short tutorial that shows you how to modify a field label in one of your forms.
Code Dependencies (Parent/Child Codes)
This video shows how to set up custom code dependencies to create parent/child relationships for coded fields.
Controlling Your Data
This video gives an overview of how to specify which data elements you control and which your carrier or TPA controls.
Creating A New Location Hierarchy
This tutorial goes over the concept of a location hierarchy and covers how to set up the folder organization, and assign locations to those folders.
This video shows how to create custom alerts to highlight key information on claims, locations, or any entity in Origami.
Custom Data Validations
This video gives an overview of custom data validations, the ability to customize validations and data corrections for the update process as well as data entry.
Custom Data Validations and Data Updates
This video continues the custom validation discussion, showing how custom validations impact the data update process.
Custom Events and Actions
This video shows how to create custom events and actions such as tasks and emails that are triggered by these custom events.
Custom Events and Actions for Notes, Files and Tasks
This video shows how to create custom events on adding Notes, Files and Tasks. These events can then trigger actions like automatic emails or tasks.