Documents

In BillingCenter, a document is an electronic file (such as a PDF, Word document, or digital photograph) which contains information relevant to an account, policy, or producer. (Note that documents are not used for invoices. Invoice information is generated by BillingCenter. But the assembly of invoice information into a printed or electronic invoice is handled by a downstream system.)

For a complete description of the functionality of documents in BillingCenter, see the Application Guide.

Note: Documents exist in all core InsuranceSuite applications. To ensure that documents behave in a common way across all applications, some document endpoints, such as the endpoints for querying for document metadata or contents, are declared in the Common API. Documents can also belong to accounts, policies, and producers. These objects do not exist in all InsuranceSuite applications. This means that other document endpoints, such as the endpoint for creating a document for a producer, are declared in the Billing API. This topic always identifies the API in which each endpoint is declared.

Note: ContactManager provides the ability to attach documents to contacts. However, the contact must have the "vendor" tag. Documents cannot be attached to non-vendor contacts.