Linking Documents to a Negotiation - Integration for Guidewire InsuranceSuite - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier
To link an OnBase document to an existing negotiation in Guidewire ClaimCenter, follow these steps:
Open a claim within your Guidewire application.
Click the Plan of Action | Negotiations menu option. A list of existing negotiations is displayed.
Click View Documents for the negotiation to which you want to link a document. The OnBaseDocuments window is displayed, listing any documents already linked to the negotiation.
Click Link Documents. A list of documents available to
be linked is displayed.
Select one or more documents and click Select. The documents are linked to the negotiation.
Tip:
You can unlink a document by selecting the document and clicking Unlink.