Linking Documents to an Existing Litigation Matter - 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

To link an OnBase document to an existing litigation in Guidewire ClaimCenter, follow these steps:

  1. Open a claim within Guidewire ClaimCenter.
  2. Click the Litigation option in the Sidebar. The Matters page is displayed, with a list of existing matters for the claim.
  3. Click View Documents for the matter to which you want to link a document. The OnBase Documents window is displayed, listing any documents already linked to the matter.
  4. Click Link Documents. A list of documents available to be linked is displayed.
  5. Select one or more documents and click Select. The documents are linked to the matter.
    Tip:

    You can unlink a document by selecting the document and clicking Unlink.