Document management

PolicyCenter enables you to create and manage documents that are associated with accounts and policies. These documents have content that exists in or is created in PolicyCenter. For example:

You write and send the insured a letter to acknowledge a new submission.
The insured emails you documents related to the safety of the insured location or garage.

You can use documents for generating and tracking information that is not part of the policy contract. For information that is part of the policy contract, use policy forms instead.

Guidewire recommends integrating with an external document management system rather than using the default demonstration document management system on the PolicyCenter server. The default system is useful only for demonstration purposes and does not support features of a real document management system, such as document versioning.

Use document management in PolicyCenter to:

Create new documents on the server from templates, and then download and edit them.
Have another user approve a document you wrote before it is sent.
Store documents, both those you create and those received from other sources.
Search for documents.
Remove documents.
Associate a document with an account, policy, or contingency.
Create and send a document from rules or workflows.
Extend these default capabilities by integrating with an external document management system (DMS).

By default, PolicyCenter stores document contents as files on your PolicyCenter server. For more robust document management, integrate documents with an external document management system.