Clare Carter

Just wondering if any of the current members have previously been using Virtual Cabinet, and which originally was Invu provided by Linden House.

It is only relatively recently that Open GI have come up with Open Attach but there is an issue in transferring data.

If anyone is still using Virtual Cabinet which evolved from Invu and Linden House, could they let me know whether they had any issues with Open GI and printing. 

Thanks

16 hours ago, Mark Sollis said:

Hi Clare

 

Sorry if your original message went unanswered - I'll try and track down what happened to that!

 

Meanwhile FYI - OGI confirmed that they had responded to Diarmuid and provided detail on the Escrow and how it would be activated. As the Escrow document is held by OGI until such an event occurs, then anyone requiring further info should enquire via their Account Manager in the same way. 

 

I am aware that the User Group will be publishing some headline info for reference only - but ultimately the source will be Open GI for the full and best answers on this

 

Hope this helps

Thank you Mark & Diarmuid, I will contact our Open GI Account Manager and see what response I get..

Clare

On 10/12/2019 at 10:17, Mark Sollis said:

Hi Diarmuid

 

The Escrow is owned by Open GI - the User Group have exclusive access / beneficiaries should an event occur. If you need a copy of the current document, you will probably need to go via your Account Manager. Meanwhile, I'll ask the User Group Committee to raise with OGI at the next meeting to confirm correct approach and contact points if Members require open access to the document - it shouldn't be a secret

 

Is there any further feedback on this please. I am trying to obtain further details of the Escrow Agreement for my director and have sent a request to the User Group via the website over a month ago but not had any response.

Thanks

Clare

Hi Steve

We use RWA Aviva Development Zone to undertake training modules which also logs our CPD and we can produce reports from this if needed. This does obviously come at a cost. I am not sure if we need to submit any information to the FCA though as I don't get directly involved in this side of things.

Clare

On ‎29‎/‎07‎/‎2019 at 12:46, Kate Meakin said:

Hi Clare,

 

We have our OPM set up to automatically export documents to VC when we either email and print and you are correct, this then attaches a pdf document into VC. 

 

As I understand it you can change the settings for Open Word in Open Product Settings to untick save pdf versions of documents. This then puts a word document into OPM and you'd just need to check with VC that it can be exported and saved as a word document.

 

 

I think we've just got used to pdfs now! We weren't really informed of all the options when we started using Open Word  I know we all leave the letter open in Word until we've actually sent it to the client so when checking if we notice a spelling mistake or something I can amend and re-send to OPM.

 

I hope this helps. Let me know if you need any more info.

 

Cheers, Kate

 

Thank you very much for your response Kate. Apologies for my delayed thanks, but I have just returned to the office after 6 weeks off. Once I catch up with everything I will have a proper look at your response and come back to you if I need to. Thanks once again.

On ‎21‎/‎07‎/‎2019 at 10:30, Mark Sollis said:

Hi Clare - thanks for posting

 

I'm no VC expert - but I understand you have a choice with Open Suite settings as to how the document is generated to OPM. Some "OpenAttach users (VC equivalent) generate word documents rather than PDF - so the Open GI side of things is flexible with either format.

 

If you change this setting then you may find the process through to VC retains the format (Word) and the issue goes away

 

What may happen on the VC side however, is that VC because "collects" the output and then processes through to the VC store, it may be in that process that the PDF is created. 

 

If that is the case then to obtain a Word doc within VC rather than PDF, you will have to speak to the VC supplier to see if this is an option within their software. As above, the Open GI process can be either 

 

Hope this helps

 

 

 

Thanks very much for your reply Mark. I will look further into this, however I was hoping in the User Group there might be someone who does use VC and would therefore be able to reply based on their actual experience of using this. There seems to be very little activity on here from members of the Use Group these days, I guess we are all busier than ever.....

Sorry if this is long winded, but are there any users who use Open Word/Open Print Manager with Virtual Cabinet please?

At present when using Open Word, we save the word documents from Open Word 'manually' to Virtual Cabinet (so that we can then go into Virtual Cabinet to edit the word document if necessary) and we then send the Open Word Document separately to Open Print Manager for printing/emailing etc.

We are currently in the process of looking into upgrading our Virtual Cabinet, so that when we press 'Print' in Open Print Manager the document is automatically indexed to Virtual Cabinet. My problem here is that the document saved to Virtual Cabinet will then be a PDF document, and not an editable Word Document as we currently have. How do people work around this or is my thinking wrong please?  

We currently use the Worldpay online card payment facility which is becoming more and more expensive.

We are exploring other avenues available including Open GI's own offering (I believe Creditline Plus).

Can anyone that is using the Open Gi offering please give us any feedback.

Also anyone using an outsourced facility other than Worldpay, who do you use?

Thanks :-)

Hi Marc

I have tried following your guide with regards to getting the IPID to print duplex but it has not worked. I am not sure what I have done wrong. I have attached a screen print of the command I have used, would you be kind enough to take a look and give me more guidance please?

Thanks

IPID Printing.docx

Thanks Marc, I will have a look at this. When I raised the query within Open Gi originally they just simply told me that 'Open Print manager does not support duplex printing of Open Word Documents' which seems very antiquated to me.

Thanks for your support once again. 

Thank you Marc, I think that's exactly what I need. We have duplex printing configuration set up on Open Gi for our printers so I now just need to go to the relevant Broker Amendment pages and put the duplex command in with the ,lp:

On a separate note don't suppose you have any work around for printing Open Word documents via OPM in duplex? At the moment we have to open them up manually and then choose to print them 2 sided rather than just use the print functionality in OPM.  

Thanks once again, you've been a great help.

Please can anyone help.

My understanding is that we can only print IPID documents using Open Print Manager (or Open Document Centre which we do not have).

Please can anyone therefore tell me how they are getting round the option of duplex printing such documents without opening them all individually from the Open Print Manager menu and printing them individually.

We print our personal lines renewal invitations, as I am sure others do, in batches, not individually.

Thanks  

Apologies, we are behind the times but hoping that those that have been using Add-on marketplace for a number of years may be able to help.

I am currently looking to introduce Add-on Marketplace into our Personal Lines team.

From my understanding add-ons created via add-on marketplace will be created on level 2 as a New Business every year and automatically marked as non-renewable, whether they are actually new business or a renewal.

This means that when a client has been with us a number of years we will have umpteen level 2's for add-ons such as Legal Expenses & Breakdown, which my MD isn't happy about. Not only that but it will distort our figures as the transaction is listed as a new business rather than a renewal (where appropriate).

Is my understanding correct and we just have to live with this or is there a way round it please?

Thanks