Related Videos

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

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

This video shows how to create custom date periods that can be used for grouping on any date field in reports and dashboards.

This video shows how to add reports as a mail merge across multiple records.

This short video shows you how to hide financial categories that are not in use on the claims screen.

This video gives an overview of customizing header fields in Origami. Header fields are data elements from a parent record (i.e. Claim) that appear on a child record (i.e. Payment) to help keep track of what you are working on.

This video shows many of the different ways that forms can be customized, including formulas, lookups and conditional fields.

This video shows how to create custom events and actions based on one or more data fields changing.