Origami Risk TV - Videos On Administration
Fixing Problems with Account Diagnostics
This video shows how Origami can diagnose issues with your account setup to help you troubleshoot and fix problems.
Form Customization Examples
This video shows many of the different ways that forms can be customized, including formulas, lookups and conditional fields.
Hiding Financial Categories
This short video shows you how to hide financial categories that are not in use on the claims screen.
This tutorial shows how to import locations and location hierarchies from an Excel spreadsheet
Improving 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.
Mail 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)
Mail Merge Origami Risk
This video gives a brief overview of creating Word Mail Merge letters for Origami Risk.
Mail Merge Reports
This video shows how to add reports as a mail merge across multiple records.
Managing Users with Views
This video gives an overview of saved user views.
This video shows how to notification triggers, which are events that fire nightly based on any criteria including a lack of activity
This video gives an overview of codes with parent child relationships, such as Cause and Detail Cause, and how they work in Origami Risk.
Policy Periods in Reports
This video shows how to use Policy Periods for grouping in reports.