Documents Tab
Jun 30, 2026
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| Documents Tab Use the Documents tab on the eFolder to request and manage documents. Documents include loan forms, loan-related files, and settlement services that you receive from borrowers and service providers. The Documents tab also records the ordering and receipt of loan documents, and tracks document-related activities wherever they take place in Encompass. For example, if you order an appraisal from the Services tab in a loan file, the request is recorded on the Documents tab in the eFolder. If you select a Document Group from the dropdown list, only the documents in the selected document group will display in the Documents list. Apply a predefined stacking order to your documents by selecting from the Stacking Order list at the top of the Documents panel. Documents that have file attachments associated with them will display a file (paper clip) icon in the Attachments column. Documents that have underwriting conditions associated with them will display a condition icon (yellow rectangle) in the For Underwriting column. Select a document, and then click the Edit icon to open the Document Details window for the document. . You can initiate the activities described below from the Documents tab: Add Documents View and edit multiple documents Attach and Assign Files Request eConsent Request Documents and Settlement Services Send eDisclosure Documents Retrieve Documents and Settlement Services Manage Files Change the Access Rights for a Document Send Files Save Files Print Files Submit to a Lender Print Fax Cover Sheets See Also Document Details Work with eFolder Documents Encompass eFolder Print Driver Document Manager |
