Linking Documents to a New Check - 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

When creating a new check in Guidewire, you can link an OnBase document to the new check. To do so, follow these steps:

  1. Open a claim within your Guidewire application.
  2. Click the Financials menu option.
  3. Click Actions | Check. The New Check panel is displayed.
  4. Enter all required information for the new check in steps 1 and 2 of the check creation process.
  5. In step 3, click on the Link Document button.
    A list of documents available to be linked is displayed.
  6. Click the Select button for the desired document to link that document to the selected check. The document is now displayed in the Linked Documents section.
  7. Click Finish.
    Tip:

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