Origami Risk Home
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Mail Merge Origami Risk
This video gives a brief overview of creating Word Mail Merge letters for Origami Risk.
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)
Setting up Values Tracking
This video shows how to set up exposure value tracking for locations and location folders.
This tutorial shows how to import locations and location hierarchies from an Excel spreadsheet
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.
Round Robin Assignments
This video shows how to create round robin assignments to automatically assign items to users based on caseload. For example you could assign claims to adjusters or inspections to inspectors based on existing caseload.
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.
This video gives an overview of codes with parent child relationships, such as Cause and Detail Cause, and how they work in Origami Risk.