Document Stacking Templates
Use the Document Stacking Templates tool to define the stacking order templates that can be applied to configure the order in which documents display in the Documents list in the eFolder and when you click the Send button in the eFolder. You can create multiple stacking order sets and also designate a default stacking order.
Before you can create a stacking order set, you must create the documents that you will add to the set. Use the Documents tool to create documents.
To Create a Document 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 eFolder Setup, and then click Document Stacking Templates.
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In the Stacking Templates section, click the New icon, double-click the new template, and then type a name for the document stacking order template.
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With the new stacking order selected, click the New icon in the documents section.
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On the Update Document Stacking Template window, type a Description.
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In the New Documents list, select a category from the Source dropdown list to display only documents in the selected category:
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eDisclosures (Returned) - eDisclosure documents generated by the Encompass Docs Solution document generation engine and returned by the borrower.
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eDisclosures (Default) - Default eDisclosure documents generated by the Encompass Docs Solution document generation engine.
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Closing docs (Returned) - Closing documents generated by the Encompass Docs Solution document generation engine and returned by the borrower.
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Closing docs (Default) - Default closing documents generated by the Encompass Docs Solution document generation engine.
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eFolder docs - All documents currently available in the eFolder that are not generated by the Encompass Docs solution document generation engine. For example, non-Encompass files sent by the borrower or service provider, or copies of Encompass output forms that have been attached to the eFolder.
The first four selections are generated by the Encompass Docs Solution document generation engine and can include individual documents or sets of documents. Sets are clearly marked in the document list with the word set preceding the entry name. Entries for individual documents are slightly off set to the right on the list.
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Select a document in the New Documents list, drag it to the New Stacking Order Template list in the left panel, and then drop it in the location where you want it to display in the stacking order.
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Or, select a document, click the right Arrow icon to move the document to the New Stacking Order Template list, and then use the Up or Down button to reposition the document in the stacking order.
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To remove a document from the set, select a document in the New Stacking Order Template list, and then click the Delete icon.
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In the New Stacking Order Template list, select a checkbox in the Required column to indicate that an attachment is required for the document when it is sent to a borrower, lender, or partner.
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Select the Display only the documents included in the stacking order checkbox to create a filtered stacking order, which displays only the documents in the stacking order when the stacking order is applied.
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Or clear the checkbox to display eFolder documents that are not in the stacking order. These documents display in alphabetical order at the bottom of the list below the documents in the stacking order
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Select the Auto-select all documents in the stacking order for Print and Save checkbox to print or save all of the documents in the stacking order, even if the user clears a checkbox.
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Or clear the checkbox to enable the user to select or clear the checkboxes for documents in the stacking order template to print or save individually.
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Click OK.