Linking 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 link an existing OnBase document 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 Link button in the Quote Documents section.

    • Select the Documents tab.

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

    The Documents window is displayed.

  5. Enter search criteria in the available fields and click Search. A list of OnBase documents is displayed.
  6. Click Select for the OnBase document you want to link to the selected quote or service. The selected OnBase document is linked to the selected quote or service.
    Tip:

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