eFolder Document Resources

 

The following tables contain the eFolder document parameters that are available for use in a document request body and returned in a response body.

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Indicates the parameter is required in a request body or always returned in a response body.

Indicates the parameter is optional in the request body and may be returned in a response body.

 

Document parameters are divided into 4 categories:

·         Basic

·         Comments

·         Attachments

·         Roles

Basic Document Parameters

Parameter

Data

Type

Description

GET

POST

PATCH

documentId

Guid

The unique identifier assigned to the document. 

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titleWithIndex

string

Name of the document with an integer based on the existence of duplicates in the eFolder (that the user has access to).

 

Example: “Credit Report”, “Credit Report (2)”, etc.

 

 

applicationName

string

Borrower Pair Name of this document.

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milestoneId

string

Unique identifier of the milestone assigned to the document.

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webCenterAllowed

bool

Indicates whether the document is available for Encompass WebCenter.

 

Example: TRUE

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tpoAllowed

bool

Indicates whether the document is available for Encompass TPO WebCenter.

 

Example: TRUE

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thirdPartyAllowed

bool

Indicates whether the document is available for Third Parties.

 

Example: TRUE

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isRequested

bool

Indicates whether the document is requested.

 

Example: TRUE

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requestedBy

string

UserId of the user that marked the document as requested.

 

Example: string

 

isRerequested

bool

Indicates whether the document is re-requested.

 

Example: TRUE

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dateRerequested

DateTime

Re-requested Date from the Status area in Document Details window.

 

Example: 2017-01-07T01:57:23.107Z

 

rerequestedBy

string

UserId of the user who marked the document as re-requested.

 

daysDue

int

Number of days when a requested document is due.

 

Example: 0

 

isReceived

bool

Indicates whether the document is received.

 

Example: TRUE

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receivedBy

string

UserId of the user who marked the document as received.

 

daysTillExpire

int

Number of days a received document is valid.

 

Example: 0

 

isReviewed

bool

Indicates whether the document is reviewed.

 

Example: TRUE

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reviewedBy

string

UserId of the user who marked the document as reviewed.

 

isReadyForUw

bool

Indicates the document is ready for underwritingReady for UW Date from Status area in Document Details window.

 

Example: TRUE

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readyForUwBy

string

UserId of the user who marked the document as ready for underwriting.

 

isReadyToShip

bool

Indicates whether the document is ready for shipping.

 

Example: TRUE

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readyToShipBy

string

UserId of the user who marked the document as ready to ship.

 

dateExpires

DateTime

The date a received document will expire.

 

Example: 2017-01-07T01:57:23.053Z

 

createdBy

string

UserId of the user who created the document.

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dateCreated

DateTime

2017-01-07T01:57:23.053Z

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title

string

The title of the file.

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description

string

Description of the document in the Encompass eFolder UI.

requestedFrom

string

Person or company the document is being requested by.

applicationId

string

Identifies which borrower pair (or “All”) the document will be assigned to.

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emnSignature

string

EPASS Signature that is used by thick client EMN integrations.

Status

string

0 – Added

1 – Fulfilled

2 – Requested

3 – Rerequested

4 – Expected

5 – PastDue

6 – Received

7 – Reviewed

9 – Rejected

10 – Cleared

11 – Waived

 

 

StatusDate

DateTime

Date the current status was achieved.

 

Example: 2017-01-07T01:57:23.085Z

 

 

dateRequested

DateTime

Date the document was requested.

 

Example:  2017-01-07T01:57:23.085Z

dateExpected

DateTime

Date the document is expected to be received by.

 

Example: 2017-01-07T01:57:23.085Z

 

dateReceived

DateTime

Date the document was received.

 

Example: 2017-01-07T01:57:23.085Z

dateReviewed

DateTime

Date the document was reviewed by processor.

 

Example: 2017-01-07T01:57:23.085Z

dateReadyForUw

DateTime

Date the document is ready for underwriting to review.

 

Example: 2017-01-07T01:57:23.085Z

dateReadyToShip

DateTime

Date the document is ready for shipping to investor.

 

Example: 2017-01-07T01:57:23.085Z

 

Comments

Parameters associated with document comments.

Parameter

Data
Type

Description

GET

POST

PATCH

comments

string

List of comments.

forRoleId

int

Unique identifier of the role that this comment was assigned to.

 

Example: 0

commentId

Guid

Unique identifier of the comment.

 

 

dateCreated

DateTime

Date the comment was added.

 

Example:

2017-01-07T01:57:23.053Z

 

createdBy

string

UserId of the user who created the comment.

 

createdByName

string

User Name of the user who created the comment.

 

 

dateReviewed

DateTime

Date the comment was reviewed by the role user.

 

Example:

2017-01-07T01:57:23.053Z

 

 

reviewedBy

string

UserId of the user who reviewed the comment.

 

 

 

Attachments

Parameters associated with document attachments.

Parameter

Data
Type

Description

GET

POST

PATCH

entityId

string

Unique identifier of the entity.

 

Example: 12345

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entityType

string

The entity type for documents, is “document”.

The entity type for attachments, is “attachment”. 

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entityName

string

Name of the entity.

entityUri

string

Location of the entity.

 

Example:

/v1/documents/123/attachment/12345

 

Roles

Parameters associated with document attachments.

Parameter

Data
Type

Description

GET

POST

PATCH

entityId

string

Unique identifier of the entity.

 

Example: 12345

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entityType

string

Entity type.

 

Example: role

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