Document Upload Issues in Encompass

Disclosure Documents Automatic Movement

When uploading disclosure documents to Encompass:

1. Automatic Processing: Disclosure documents automatically get moved to the Disclosure bucket when dropped into the system
2. Final Placement: When you click save, the documents move to their designated location
3. Multiple Copies: If multiple copies appear in the Disclosure bucket, staff can move them to the appropriate location

Moving Documents to Correct Buckets

If documents need to be moved to a specific bucket (such as Appraisal Delivery):

1. Contact support staff to relocate the document
2. Staff can relabel buckets or move documents as needed
3. Check for multiple bucket locations if you cannot locate a moved document

Document Location Verification

• Verify the correct bucket location for your documents
• Be aware that there may be multiple buckets with similar names
• Contact support if documents appear to be missing after upload

Teams Calling Errors

Issue Description

Users may experience errors when attempting to make calls through Teams.

Resolution Steps

For Teams-related issues:

1. Contact IT Support: Email [email protected]
2. Provide Error Details: Include any error messages or screenshots when contacting IT
3. Multiple Users: If multiple users experience the same issue, mention this in your support request

Alternative Solutions

• Try restarting the Teams application
• Check with colleagues to see if they experience similar issues
• Document any error messages for IT support