When encountering errors while releasing a Closing Disclosure (CD) through Encompass, the issue can be caused by several factors. Here are the common causes and their solutions:

Common Causes and Solutions

1. Notify user date equals today's date * Change Notify User date to a future date

2. More than one document with the same name in the package * This most often occurs with Settlement Service Provider List documents * Could also be caused by EDS including a document automatically and a second document being added manually * Uncheck one of the documents and send it separately or rename one of the documents * Example: Add "eSign" and "Wetsign" suffixes or add "Copy" to the end of one document name

3. Package size is too large (too many custom forms) * Send package in sections

4. Duplicate email entered into field * Delete duplicate e-mail

5. Using old (multi-page) version of forms * Update to the one page POD version

6. Corrupt Custom Form * Exclude from package until form has been recreated * To troubleshoot: send without custom forms to rule out, then add back in one at a time to determine which is causing the error

7. Period at the end of the e-mail address * Remove the period at the end of the e-mail address

8. Additional characters for zip code in fulfillment * Remove any "-" or additional numbers in fulfillment zip code mailing address * Also check page 2 for similar issues

Troubleshooting Tip

Generate the package in sections to narrow down which document is causing the error. This systematic approach helps identify the specific problematic element.