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: