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?
So #BIBA for Real is back! Anyone else going?
Handy Tip - "Speak to more people you don't know, than those you do know"
You can thank me later - with flowers 🌻 💖
Great to meet back up with the Open GI User Group Committee after soooooo many sessions on remote links
Breaking bread face to face is much more pleasant than a cup-of-soup in between video chats
Exciting times ahead for members and lot's of new stuff coming from Open GI
So - what is the point of this ..
Don't tell me even if you say "Yes" - it's actually being ignored?
Why would anyone restrict Sanctions Checks to specific Client / types - let alone specific Capture Page Layouts - SURELY a Yes/No per Client / Contact - and the existing global parameters - covers all the bases. Oh and where in the manual did it not explain this?
Either way - the Yes/No below is at best misleading for operators and at worst - a breach for the business!! Who's picking up that cost ...
So, we find ourselves in modern day unprecedented time. Governments around the world are applying strict sanctions against Russian companies and individuals and it's being made very clear that action will be taken if those sactions are ignored.
For most of us, this will not be an issue but what if you do have a sanctioned individual or company? Are you checking? Are you relying on Open GI Sanctions checking?
First of all, have you got Broker and Prospect Amendment completed under sanctions checking to review Commercial Risks? Using the Level 1 Contacts on a Commercial master frame will also Sanction check whoever or whatever you put in for review.
However, what about your personal lines clients? The client level is checked sure, but what about the contacts you've added?? Well, if you're not aware, be aware. They don't get checked. So, if you've corrected added a contact for a joint policyholder on a Home policy for example, just hope you've either got them insured in their own right somewhere or that they are not called Abramovich!
The point of Sanctions checking is that you have a record of the checks, in the event of something being highlighted. Open GI have gone to the trouble of making this work for the Commercial risks but not Personal Lines.
However, your User Group Committee have raised this issue and will continue to apply pressure until something is done.
Question
Clare Carter
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?
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