Viewing Documents while in Guidewire - Viewing Documents while in Guidewire - OnBase - Integration for Guidewire InsuranceSuite - OnBase/Integration-for-Guidewire-InsuranceSuite/English/Foundation-22.1/Integration-for-Guidewire-InsuranceSuite/Usage/General-Usage/Viewing-Documents-while-in-Guidewire - English - Foundation 22.1

Integration for Guidewire InsuranceSuite

Platform
OnBase
Product
Integration for Guidewire InsuranceSuite
Release
Foundation 22.1
License
Premier
Standard
Essential
ft:lastPublication
2022-08-18T23:41:37.493000
ft:locale
en-US

Depending on how your system is configured, you may be able to view documents using the OnBase Document Viewer from the Guidewire Document Results List. This allows you to view a document related to a Guidewire object such as a claim, account, policy, producer, or contact. The OnBase Document Viewer is also used to display OnBase documents from other Guidewire interfaces such as checks or activities.

To view a document stored in OnBase using the Guidewire Document Results List:

  1. Open a claim, account, policy, producer, or contact within the Guidewire application.
  2. Click the Documents tab. A list of related documents in OnBase is displayed in Guidewire.
  3. Click the name of the document you want to view. The document is displayed in a separate window in the OnBase Document Viewer.