To link an OnBase document to an existing activity in Guidewire PolicyCenter, follow these steps:
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Open an existing activity in Guidewire PolicyCenter. This can be done in several ways, including:
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From an open Account or Policy Summary page, open the activity from the Current Activities list.
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From the Desktop, click My Activities in the Sidebar and open an activity from the list.
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- Click Link Documents in the Activity workspace. A list of documents available to be linked is displayed.
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Select the check box for one or more documents and click Select. The document is linked to the document, and you are returned to the Activity workspace.
Tip:
You can unlink a document by selecting the check box for the document and clicking Unlink.
- Click OK to close the Activity workspace.