Origami Risk Home
This text will be replaced
Distribution Lists and Reports
This video describes how to burst reports out to a group of people using Distribution Lists.
Policy Periods in Reports
This video shows how to use Policy Periods for grouping in reports.
Replacing Users in Schedules
This video shows how to remove or replace a user from report, dashboard, report package and OSHA schedules
Report Periods - Custom Date Groupings for any Date Field
This video shows how to create custom date periods that can be used for grouping on any date field in reports and dashboards.
Mail Merge Reports
This video shows how to add reports as a mail merge across multiple records.
Hiding Financial Categories
This short video shows you how to hide financial categories that are not in use on the claims screen.
Customized Header Fields
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.
Form Customization Examples
This video shows many of the different ways that forms can be customized, including formulas, lookups and conditional fields.
Custom Events Based on Field Change
This video shows how to create custom events and actions based on one or more data fields changing.