HTML Email Templates
Administrators can use the HTML Email Templates setting to set up company-wide templates for HTML emails that can be sent from the eFolder when requesting documents via the Request button, sending eDisclosures via the eDisclosure button, or sending files via the Send button. Encompass ships with one template for each category: document requests, eDisclosures, and sending files. Administrators can create new templates for each category. Users can then select one of the preconfigured HTML email templates from a dropdown list when requesting a document, sending eDisclosures, or sending files from the eFolder.
Create an eFolder HTML Email Template
-
On the menu bar, click Encompass, and then click Settings.
-
On the left panel, click eFolder Setup, and then click HTML Email Templates.
-
Click the New icon.
-
Select a Loan Source (this option was introduced in the Encompass 18.2 major release):
-
Consumer Connect - Used for loans that originate from an Encompass Consumer Connect website.
-
Non-Consumer Connect - Used for loans that originate from a source other than Encompass Consumer Connect, for example, loans that are originated in Encompass or on an Encompass WebCenter or Loan Center website.
Consumer Connect templates include an additional custom field for Recipient Full Name that is used to insert individual recipient names into each email . When a template includes this field and you try to change the Loan Source from Consumer Connect to Non-Consumer Connect, a notification informs you that you cannot change the Loan Source for a template that includes the Recipient Full Name field.
-
Select a Template Type:
-
Loan Level Consent - Used when sending borrowers a request to agree to receive loan documents electronically.
-
Document Requests - Used when requesting documents via the eFolder Request button.
-
eDisclosures - Used when sending eDisclosures via the eFolder eDisclosure button.
-
Sending Files - Used when sending files to borrower, lenders, or partners via the eFolder Send button.
-
Pre-Closing Documents - Used when sending Pre-Closing Documents to borrowers via the Order Docs button on the RegZ-CD input form.
-
-
Type a Subject line.
-
In the email message text box, type the content of the HTML email.
All existing templates are maintained in the HTML Email Templates, Company Status Online, and Personal Status Online settings. A duplicate template specifically for use with Encompass Consumer Connect is provided for each of the default templates that are provided by Encompass. In the Encompass Consumer Connect templates that you create, the fields that define the borrower name and co-borrower name are replaced with the Recipient Full Name field.
When email notifications are sent, Encompass verifies whether the loan is a Consumer Connect or Non-Consumer Connect loan. Encompass then displays only the appropriate templates for the loan. Only Consumer Connect templates are available for Encompass Consumer Connect loans; only Non-Consumer Connect templates are available for Non-Encompass Consumer Connect loans. When applying a Consumer Connect template, the email text displays the words Recipient Full Name. When the email is sent, the recipient’s name is populated in the appropriate email as it is sent to each recipient.
Use the toolbar above the email message text box to format the content of a template:
-
Select text and use the dropdown lists to adjust the font type and size.
-
Select text and click the formatting icons to make the text bold, italic or underlined, or to change the font color.
-
To insert an image, click the Image icon to open the Insert Image window, select a file, and then click Insert.
-
To add an image to the Insert Image window, click the Add icon, browse to the image, and then click Open.
-
To delete an image from the Insert Image window, select an image, and then click the Delete icon.
-
-
To insert a hyperlink, highlight the link text, click the Hyperlink icon, and select an option:
-
To have the link open an Encompass Consumer Connect or Loan Connect website, select The WebCenter/Loan Center option.
-
To have the link open a website, select General web address, and then enter the URL for the website in the format http://www.websitename.com
-
To have the link open the recipient's email application, select Email address, and then enter the email address that you want to display in the email To line.
-
-
To insert the signature of the Encompass user who is sending the update, click the Add a field icon, select the Signature option, and then click Insert.
If you paste content into the HTML editor from another text editor (for example Word or Notepad), additional paragraph tags may be copied into the HTML code from the other text editor, which could cause the signature to display below the location where you pasted it. To adjust the signature location, open the source code, as described in Step 7, and remove the duplicate <P> and </P> tags from around the signature.
-
To insert a commonly used field, click the Add a field icon, select the Commonly Used Field option, select a field from the list, and then click Insert.
-
To insert any Encompass field, click the Add a field icon, and select the Other Field option:
-
Type the field ID.
-
Or click the Find icon, select a form in the left panel, right-click a field in the left panel, and then click OK.
-
-
To modify the HTML code for the template, or to insert your own HTML code for a template, right-click the content screen, click View Source, edit or enter the HTML code, and then click Update.
-
When finished, click Save.
-
Select a template on the list and click the Edit icon.
-
Edit the Subject line and the content of the email as needed, and then click Save.
-
Select a template on the list and click the Edit icon.
-
Type the Subject line and edit the content of the email as needed, and then click Save.
-
Select a template on the list and click the Delete icon.
-
Click Yes in response to the confirmation message.