You can link an existing OnBase document to a services object in Guidewire ClaimCenter (for example, a quote). To do so, follow these steps:
- Open a claim within your Guidewire application.
- Click the Services menu option.
- Select a service.
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Perform one of the following actions:
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Click Add Quote. The Add Quote window is displayed.
Then click the Link button in the Quote Documents section.
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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.
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- Enter search criteria in the available fields and click Search. A list of OnBase documents is displayed.
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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.