Indicating the Existence of a Document - 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

In some cases, you may want Guidewire to acknowledge the existence of a document that is not stored in OnBase or Guidewire (for example, a document that is legally prohibited from being digitized).

Depending on your configuration, you may be able to indicate the existence of documents only for certain types of contacts. See your system administrator or solution provider for more information.

To indicate the existence of a document:

  1. Open a contact in Guidewire ContactManager.
  2. Click the Documents tab. A list of documents related to the contact is displayed.
  3. Click the New Document | Indicate the existence of a document button option. The Indicate the existence of a document workspace is displayed.
  4. Complete the following required fields:

    Field

    Description

    Name

    Enter a name for the document.

    Status

    Select the appropriate status for the document.

    Document Type

    Select the OnBase Document Type associated with the document.

  5. Complete any other fields as needed for your business process.
  6. Click Update. The document is added to the list on the Documents tab.