Linking Documents to a Note - 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

You can link OnBase documents to a note in Guidewire from your portal application. To do so, follow these steps:

  1. Open a claim or policy within your Guidewire application.
  2. Click Notes. The Notes section is displayed.
  3. Click the + Note button.
  4. Enter the following information for the note:

    Option

    Description

    Topic

    Type or select the topic of the note.

    Subject

    Type the subject of the note.

    Note

    Type the text of the note.

  5. Click + Link Documents. The Documents dialog box is displayed.
  6. If one or more desired documents are not available because they have not yet been uploaded into OnBase, follow these steps to upload the documents into OnBase:
    1. Click the + Upload Documents button. The Choose File to Upload dialog box is displayed.
    2. Browse to the desired file and click Open. The file is uploaded into OnBase.
      Note:

      Depending on your system's configuration, larger documents may not be uploaded immediately.

  7. Click the documents you want to link to the selected note, or click the check box next to the Name header to link all available documents to the note.
    Tip:

    You can filter the list of documents using the Search documents bar at the top of the Documents dialog box.

  8. Click Link.