Creating and Linking a Document to an Existing 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

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:

  1. Open an existing account, policy, or work order within Guidewire PolicyCenter.
  2. Click Actions | New Document | Upload documents. The Upload Documents workspace is displayed.
  3. Add a document file to the Upload Documents workspace by doing one of the following:
    • Drag and drop the file into the workspace.

    • Click Add Files and browse to the file.

  4. 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.

  5. 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.