Origami Risk Home
This text will be replaced
Mail Merge Reports
This video shows how to add reports as a mail merge across multiple records.
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.
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.
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.
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.