Viewing Documents Related to a Check - 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 view an OnBase document related to a Guidewire check, follow these steps:

  1. Open a claim within your Guidewire application.
  2. Click the Financials menu option.
  3. Select the Checks option.
  4. Select a check from the list. A list of documents linked to that check will be displayed in the Documents Linked to Checks section on the bottom of the page.
    You can sort the list of related documents by clicking on a column name (i.e. Name, Type, etc).
  5. Click the View button for the document you want to view. The document will be displayed using the OnBase Viewer from the Guidewire Document Results List.