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:
- Open a claim, account, policy, or producer within the Guidewire application.
- Select the Actions | New Email menu option. The Email workspace is displayed.
- Add recipients and complete the message fields as needed.
- 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.
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To add an attachment to the email, do the following:
- Click the Add button in the Attachments section. The Documents search workspace is displayed.
- If necessary, use the search tools in the Filter Documents section to find the document you want to attach.
- 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.
- Click Send Email to send the email.