Attaching Documents to a Services Object - 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

You can upload an OnBase document and link it to a services object in Guidewire ClaimCenter (for example, a quote). To do so, follow these steps:

  1. Open a claim within your Guidewire application.
  2. Click the Services menu option.
  3. Select a service.
  4. Perform one of the following actions:
    • Click Add Quote. The Add Quote window is displayed.

      Then click the Attach button in the Quote Documents section.

    • Select the Documents tab.

      Then click either of the available Attach buttons (Send to vendor: Attach, or Associate only: Attach).

    The Attach Document window is displayed.
  5. Browse to the document you want to upload into OnBase.
  6. Enter the required information in the available fields. Ensure that the Document Type and Subtype fields are set to the OnBase Document Type and subtype into which the document should be imported.
  7. Click OK. The selected document is imported into OnBase and linked to the selected quote or service.
    Tip:

    You can unlink a document by clicking the Remove button for that document.