Use activity patterns with documents and emails

About this task

You can attach a document or email template to an activity pattern. Then, if PolicyCenter displays an activity based on this activity pattern, it also displays a Create Document or Create Email button in the Activity Detail worksheet. This button indicates that this type of activity typically has a document or email associated with that activity.

To associate a document or email template with an activity pattern:

Procedure

  1. Log into Guidewire PolicyCenter with an administrative account.
  2. Click the Administration tab and navigate in the Sidebar to Business Settings > Activity Patterns.
  3. Open the activity pattern edit screen either by creating a new activity pattern or by selecting an activity pattern to update.
    • To create a new activity pattern, click New Activity Pattern.
    • To edit an existing activity pattern, click the activity pattern name, and then click Edit.
  4. Use the search icon next to the Document Template or Email Template field to open a search window.
  5. Find the document or email template, and then add it to the activity pattern.

Results

If you associate a document or email template with an activity pattern, you can do the following in PolicyCenter:

  1. If you create a new activity from this activity pattern, PolicyCenter automatically populates any template field for which you specified a template with the name of that template.
  2. If you open this activity, PolicyCenter displays a Create Document button or a Create Email button or both in the Activity Detail worksheet at the bottom of the screen.
  3. If you then click the Create Document or the Create Email button, PolicyCenter opens a pop-up window enabling you to create the document or email from the specified template.