When creating a new check in Guidewire, you can link an OnBase document to the new check. To do so, follow these steps:
- Open a claim within your Guidewire application.
- Click the Financials menu option.
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Click Actions | Check. The New Check panel is displayed.
- Enter all required information for the new check in steps 1 and 2 of the check creation process.
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In step 3, click on the Link Document button.
A list of documents available to be linked is displayed.
- 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.
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Click Finish.
Tip:
You can unlink a document by clicking the Remove button for that document.