To link an OnBase document to a new activity in Guidewire ClaimCenter, follow these steps:
- Open a claim in Guidewire ClaimCenter.
- Select the Actions | New Activity menu option and select the type of new activity to create. The New Activity workspace is displayed.
- Click Link Document. A list of documents available to be linked is displayed.
- 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.
- To link multiple documents to the new activity, click Link Document again and select another document.
- Complete all of the other fields needed to create the new activity.
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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.