Export Loan Documents from the Pipeline

Use the eFolder Documents feature on the Pipeline to export the eFolder document files for one or more selected loans to your computer or a network folder in .pdf file format. Your Encompass administrator uses the Document Export Templates setting to configure the options that are available for the export. When you export the documents, you can select the document export template to use.

You will only be able to export the documents for a loan if file attachments are assigned to all of the eFolder documents that require attachments. Administrators configure the documents that require attachments in the Document Stacking Templates setting. When you export the documents, a list displays, highlighting any documents that do not have the required files. Open the eFolder to assign files to these documents.

ClosedExport eFolder Documents

  1. On the Pipeline tab:

    • To export all of the loans in your Pipeline view, right-click on the Pipeline, point to eFolder Documents, point to Export Document(s), and then click All Loans on All Pages.

    • To export selected loans, select one or more loans, right-click the selected loans, point to eFolder Documents, point to Export Document(s), and then click Selected Loans Only.

  2. The Export Documents window displays information about the documents being exported, including whether an attachment is required or optional.

  3. Select an option from the Export Template list to apply a document export template to the export process.

  4. Click Next.

  5. If a the document export template does not include a default export location, a Browse for Folder window displays. Browse to select a destination for the exported files, and then click OK.

  6. The Export Audit Report window displays a list of documents with missing attachments.

    • Documents with missing optional files are highlighted yellow.

    • Documents with missing required files are highlighted pink.

      If required files are missing, you will not be able to export any of the documents for the loan. Open the eFolder and assign the required files to the document before exporting.

  7. Click Next.

    • The export files and a .txt log file are exported.

      If any of the required files are missing when you complete the export, the .txt log file will be created, but none of the eFolder document files will be exported.