Open Attach

Open Attach2017-09-25T13:14:29+00:00

Complete control over your document production

Open Attach makes it easy for you to attach any files (including Open GI and Microsoft® family documents) to a prospect, client or policy record within the Open GI Core system.

Documents can then be stored within a secure electronic ‘vault’ that locks them against editing and deletion, so you can manage your files to meet regulatory requirements. It’s all done through a user-friendly interface that lets you quickly open related files and documents, with advanced filtering to make document searches easier.

This is how Open Attach works

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Product screenshots

Open Attach Main Screen

Open Attach Main Screen

Open Attach File Menu
Open Attach File Menu

Product information

  • Documents and files can be stored against client or prospect records.
  • Documents are kept secure in the electronic vault, which is integrated with Windows® security features.
  • Eliminates the possibility of documents being delayed through filing or lost.
  • Improved audit trails with more detail at hand in the event of a claim.
  • Securely store, manage and organise documents – simplifying records, eliminating hard copy files and providing staff with easy access from their desktops.
  • With less reliance on paper files, you’ll save on stationery costs while supporting your environmental policies.
  • Reduce the time spent searching through filing for hard copies.
  • Staff can refer to files while they’re on the phone and send them securely.

Minimum requirements

Open Attach is subject to the following software version dependencies.

  • Core 12.00 Ext.8 or above

  • APM 5.00G or above

  • Utility 2.12F or above

  • Mist Lib x2.00B or above

  • System x2.85A/0 or above

  • Microsoft Office® 2007 or above

  • Microsoft Windows® Microsoft Vista