Uploading a Document to an ECM Repository from Guidewire - Uploading a Document to an ECM Repository from Guidewire - Depending on how your system is configured, you may be able to upload documents into your ECM repository directly from Guidewire. - Content Innovation Cloud - Hyland for Guidewire BillingCenter - Current/Hyland-for-Guidewire-BillingCenter/ywl1773083432770 - Current - Current

Hyland for Guidewire BillingCenter
Platform
Content Innovation Cloud
Product
Hyland for Guidewire BillingCenter
Release
Current
License
ft:lastPublication
2026-09-28T22:21:29.674000
ft:locale
en-US

Depending on how your system is configured, you may be able to upload documents into your ECM repository directly from Guidewire.

To upload a document to your ECM repository from Guidewire, follow these steps:

  1. Open an account, policy, or producer within your Guidewire application.
  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.

    • Copy the file and paste it into the Paste Files Here field.
  4. Complete the following fields. When the document is uploaded, the contents of the BillingCenter fields will be passed to the CIC repository and stored in the corresponding CIC property:

    Guidewire BillingCenter Field

    Description

    		 CIC Property
    Name Enter the name of the document.
    Note: This field is required.
    		 Doc Name

    File Type

    Select the file type of the document being imported into your ECM repository. The following file types are supported:

    • .avi

    • .bmp

    • .csv

    • .doc

    • .docx

    • .dotx

    • .eml

    • .gif

    • .hevc

    • .heic

    • .jpg

    • .mdi

    • .mov

    • .mp4

    • .mpeg

    • .mpg

    • .msg

    • .pdf

    • .png

    • .pps

    • .ppt

    • .pptx

    • .ps

    • .rtf

    • .rtx

    • .tif

    • .tiff

    • .txt

    • .wav

    • .wma

    • .xls

    • .xlsx

    • .xml

    • .zip

    Note: This field is required.
    		 File Type
    Status Select the status of the document.
    Note: This field is required.
    		 Status

    Security Type

    Select the level of security that applies to the document.

    Note: If you select Confidential, only users that are assigned to that security type will be able to view the document within Guidewire BillingCenter. See your Guidewire documentation for more information on security types.
    Note: This field is required.
    		 Document Security Type

    Document Type

    Select the ECM repository Document Type associated with the document.

    Note: This field is required.
    		 Document Type
    Author Enter the author associated with the document. Author
    Description Enter a description for the document. Description
  5. Complete any other fields as needed.
  6. Click Update.
    The document is uploaded and the Summary page is displayed. For information on viewing the uploaded document, see Viewing Documents in BillingCenter or Viewing Documents in CIC.