IPIDs are created along with our policy documents and they are appearing in the ODC print queue correctly alongside the policy documents to which they refer. However when we print out a batch of documents (say an entire days renewals), the IPIDs print out in the wrong order / out of sequence. EG A motor policy may have home IPID document printed in the middle of the letters, renewal schedules for that client or a home policy may have a motor IPID printed within it. This then means that we need to go through all the documents (there could be 000's) and manually slot the right IPID into the right policy type. Surely if an IPID is created alongside a renewal, it should print it correctly as a single set of documents. We have tried changing our printer spool settings but it hasn't helped. I cant work out if this is an ODC Issue, an OPM issue, a printer driver issue or a process issue. Any ideas ? Has anybody else experienced this ?
Hi Claire,
We took on INVU back in 2008 and still use it today in its Virtual Cabinet guise. No issues with printing from VC whether that be to network printers or pdf and there are also options to send from VC to email which can be useful.
Overall, we remain very happy with VC so have seen no real advantage to move over to OpenAttach.
One little issue is we never managed to get the automatic indexing / filing of standard OGI/OpenWord letters and emails into VC. We just click a few buttons to file them manually.
Happy to chat through further if you wish - I will be at the Members day this coming Thursday
Darren
Hi @Clare Carter
I probably cant advise on day to day use / issues, but may be able to help although not sure of your question
Are you still on Virtual Cabinet (VC) and how are you trying to print on OGI - and what / where from
Also - I'm pretty sure there are minimal issues with transferring to OpenAttach - what are the concerns there?
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
Hi Andrew
I do have a copy - but you can get them / best to get latest copy from the support site - presumably you have a registered account??
Just go to the link here RMAR Reports and Spreadsheet
Any problems come back and let me know!
Hi
I am new to OGi and not sure how the system deals with the FCA required Client Money Calculation. A previous post mentioned a OGI PDF document detailing the reports to get the numbers and apparently there is a spreadsheet to input all the numbers as well.
Is anyone able to forward the PDF and spreadsheet or provide assistance please.
Thanks
Question
John Tasker
IPIDs are created along with our policy documents and they are appearing in the ODC print queue correctly alongside the policy documents to which they refer. However when we print out a batch of documents (say an entire days renewals), the IPIDs print out in the wrong order / out of sequence. EG A motor policy may have home IPID document printed in the middle of the letters, renewal schedules for that client or a home policy may have a motor IPID printed within it. This then means that we need to go through all the documents (there could be 000's) and manually slot the right IPID into the right policy type. Surely if an IPID is created alongside a renewal, it should print it correctly as a single set of documents. We have tried changing our printer spool settings but it hasn't helped. I cant work out if this is an ODC Issue, an OPM issue, a printer driver issue or a process issue. Any ideas ? Has anybody else experienced this ?
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