Attaching documents to objects in Smart Communications for PolicyCenter
In Smart Communications for
PolicyCenter, the integration attaches documents to
PolicyCenter objects. In the PolicyCenter base configuration, you can attach documents to the following
objects:
AccountPolicyJob– Referred to as policy transaction in the user interfaceContingency
Documents created in activities
Although activities do not contain documents, on the Activity Detail
tab, you can select Create Document From Template. The
Activity entity does not have a Documents array. Documents
that you create on an activity are associated with the entity with which the activity is
associated. The following table shows which entity contains the document associated with the
activity:| Add document to activity in | Entity associated with document |
|---|---|
| Submission policy transaction | Policy |
| Account | Account |
| Other policy transactions | Job |
| Contingency | Policy which contains the contingency |