Linking Documents to a New Activity in ClaimCenter - 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

To link an OnBase document to a new activity in Guidewire ClaimCenter, follow these steps:

  1. Open a claim in Guidewire ClaimCenter.
  2. Select the Actions | New Activity menu option and select the type of new activity to create. The New Activity workspace is displayed.
  3. Click Link Document. A list of documents available to be linked is displayed.
  4. Click the Select button for the document you want to link. The document is linked to the document, and you are returned to the New Activity workspace.
  5. To link multiple documents to the new activity, click Link Document again and select another document.
  6. Complete all of the other fields needed to create the new activity.
  7. Click Update to save the new activity.
    Note:

    You can only unlink a document from a new activity after you have saved the activity. See Linking Documents to an Existing Activity in ClaimCenter for more information on unlinking a document.