Sending Email from Guidewire - Integration for Guidewire InsuranceSuite - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Integration for Guidewire InsuranceSuite

Platform
OnBase
Product
Integration for Guidewire InsuranceSuite
Release
Foundation 22.1
License
Standard
Essential
Premier

When sending email from within Guidewire, you can perform several actions involving OnBase documents. You can send an email from Guidewire that contains a document from OnBase as an attachment. In addition, you can save an email as a document and import it into OnBase when the email is sent.

To send email from Guidewire:

  1. Open a claim, account, policy, or producer within the Guidewire application.
  2. Select the Actions | New Email menu option. The Email workspace is displayed.
  3. Add recipients and complete the message fields as needed.
  4. To save the email as a document and import it into OnBase when the email is sent, select the Save as a new Document option.
  5. To add an attachment to the email, do the following:
    1. Click the Add button in the Attachments section. The Documents search workspace is displayed.
    2. If necessary, use the search tools in the Filter Documents section to find the document you want to attach.
    3. Click the Select button for a document to attach it to the email. The document is displayed in the Attachments section of the Email workspace.
  6. Click Send Email to send the email.