In PolicyCenter, a document is an electronic file (such as a PDF, Word document, or digital
photograph) which contains information relevant to an account, job, or policy. Examples of
documents could include photographs of covered jewelry, assessments from property inspectors,
or correspondences with the insured. (Note that documents do not contain contractual parts of
the policy. The policy contract is specified in PolicyCenter forms, not PolicyCenter
For a complete description of the functionality of documents in PolicyCenter, see the
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, jobs, and policies. 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 job, are declared in the Account API, Job API, or Policy 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.