To update Keyword Values of a document stored in OnBase from Guidewire:
Note: This functionality is not supported in Billing
Center.
- Open a claim, account, policy, producer, or contact within the Guidewire application.
- Click the Documents tab. A list of related documents in OnBase is displayed in Guidewire.
- Click the View document properties button in the Actions column for the document you want to update. The Document Properties window is displayed.
- Click Edit.
- Update any document property fields as needed.
- Click Update. The document's properties are updated in Guidewire, and the related Keyword Values in OnBase are also updated.