When creating a new document in Guidewire PolicyCenter, you can link an existing OnBase document to the new document. To do so, follow these steps:
- Open an existing account, policy, or work order within Guidewire PolicyCenter.
- Click Actions | New Document | Upload documents. The Upload Documents workspace is displayed.
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Add a document file to the Upload Documents workspace by doing one of the following:
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Drag and drop the file into the workspace.
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Click Add Files and browse to the file.
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Complete the following fields:
Field
Description
Name
Enter a name for the document. This is a required field.
Description
Enter a description for the document.
File Type
Select the file type of the document being imported into OnBase. This is a required field.
Author
Enter the name of the author of the document.
Recipient
Enter the name of the intended recipient of the document.
Related To
Select the account or policy to which the document is related. This is a required field.
Status
Select the document's status. This is a required field.
Security Type
Select the document's security type.
Document Type
Select the OnBase Document Type into which the document will be imported. This is a required field.
Subtype
Select the document subtype associated with the document. This is a required field.
Section
Select the document's section.
Hidden
Select whether or not the document should be hidden.
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Click Upload. The document is imported into OnBase and is linked to the selected account, policy, or work order.
Note:
Depending on the size of your document and your system's configuration, your new document may not be immediately available for retrieval.
Note:When a document is added to a Guidewire submission, it will be archived into OnBase with the appropriate Account Number and submission information. When a Guidewire user selects Issue Policy, the generated Policy Number will be automatically added as a Keyword Value to the OnBase document.
Tip:You can unlink a document by clicking the Remove button for that document.