To link an OnBase document to an existing activity in Guidewire ClaimCenter, follow these steps:
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Open an existing activity in Guidewire ClaimCenter. This can be done in several ways, including:
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From an open claim, click Workplan in the Sidebar and open an activity from the list.
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From the Desktop, click Activities in the Sidebar and open an activity from the list.
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- Click Link Document in the Activity workspace. 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 Activity workspace.
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To link multiple documents to the activity, click Link Document again and select another document.
Tip:
You can unlink a document by clicking the Remove document icon button in the Documents list.
- Click Close Worksheet to close the Activity workspace.