Linking Documents to a Negotiation - Linking Documents to a Negotiation - OnBase - Integration for Guidewire InsuranceSuite - OnBase/Integration-for-Guidewire-InsuranceSuite/English/Foundation-22.1/Integration-for-Guidewire-InsuranceSuite/Usage/Product-Specific-Usage/Guidewire-ClaimCenter-Usage/Relating-Documents-to-Claim-Objects/Linking-Documents-to-a-Negotiation - 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

To link an OnBase document to an existing negotiation in Guidewire ClaimCenter, follow these steps:

  1. Open a claim within your Guidewire application.
  2. Click the Plan of Action | Negotiations menu option. A list of existing negotiations is displayed.
  3. Click View Documents for the negotiation to which you want to link a document. The OnBase Documents window is displayed, listing any documents already linked to the negotiation.
  4. Click Link Documents. A list of documents available to be linked is displayed.
  5. Select one or more documents and click Select. The documents are linked to the negotiation.
    Tip:

    You can unlink a document by selecting the document and clicking Unlink.