Closing Doc Stacking Templates
Use the Closing Doc Stacking Templates tool to set up the list order in which the closing documents are organized. Here you can control which documents are included in the closing document package, and the order in which they organized. When a user orders the closing documents, they can select the Closing Doc Stacking Template they want to apply to the closing document package.
This setting is available only for those companies that are licensed to order closing documents using the Encompass Docs Solution. In addition, this setting is currently supported in Encompass Banker Edition only.
The Default Stacking Template - Closing template is provided by default with Encompass. Administrators can rename this template and modify the documents within the template as needed.
To Create a Closing Doc Stacking Template:
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On the menu bar, click Encompass, and then click Settings.
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On the left panel, click Docs Setup, and then click Closing Doc Stacking Templates.
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In the Stacking Templates section, click the New icon.
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To rename the template, double-click the New Stacking Template entry to make the name editable. You can then enter the new template name.
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With the template selected, click the New icon in the Documents section to add documents to the template.
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In the New Documents section, select a Source for the documents.
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The Ellie Mae Closing Docs (Returned) source option lists only the disclosures that have been returned to the user via Encompass at least once.
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The Ellie Mae Closing Docs (Default) source option lists all the documents included in the original Default Stacking Template - Closing stacking template shipped with Encompass.
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The eFolder Documents source option lists all of the documents set up in the Documents setting under eFolder Setup (in Encompass Settings).
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To add documents to the template, click to select a document and then drag it to the New Stacking Template section
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Click to select a document and then click the right arrow to add it to the New Stacking Template section. 
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To add multiple documents, select a document, press Ctrl on your keyboard, and then click to select additional documents. Then use one of the methods described in step 7 to add the documents to the template.
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To change the order in which the documents are organized in the template, click a document, and then click the up arrow or down arrow to move the document up or down in the list.
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To remove a document from the template, select the document, and then click the Delete icon.
The documents are returned to the New Documents section.
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To save the template, click OK, and then click the Save icon.
Documents that are returned after a closing documents order that are not part of the closing document stacking template are placed at the bottom of the document list, highlighted in yellow.