Attach and Assign Files

To associate a file with an eFolder document, you must attach the file to the eFolder. You can attach a file from the Document Details window or the File Manager. When you attach a file from the Document Details window, the file is assigned to the document. When you attach a file from the File Manager, the file is attached as an unassigned file that is not associated with an eFolder document. You can then assign the file to a document.

More than one file can be assigned to the same document, but each file can be assigned to only one document. When you assign a file, it is no longer considered an unassigned file and it cannot be assigned to another document. If an assigned file is removed from a document, it is returned to the unassigned files category and can then be assigned to another document.

ClosedTo attach and assign files from the Document Details window

  1. On the eFolder Documents tab, select a document.

  2. Click the Edit icon to open the Document Details window.

    • To browse and attach, click the Browse and Attach icon in the Files section, browse to select a file, and click Open.

    • To select one or more files at the same time, click a file and then press <Shift> and click another file to select all files in between. Or, click a file, and then press <Ctrl> and click additional files to select the individual files.

      The following file extensions are supported for Browse and Attach: .doc, .docx, .emf, .html, .jpeg, .jpg, .pdf, .tif, .txt, and .xps.

    • To scan and attach, click the Scan and Attach icon in the Files section, select a scanner from the list, and click Scan.

      To use the Scan and Attach feature, you must have a Twain-compliant scanner that is  installed locally or on your network.

    • To add any standard Encompass form without having first ordered a service or requested a document from a borrower, click the Attach Encompass Forms icon in the Files section, select one or more forms, and then click Add.
    • To attach an unassigned file, click the Attach Unassigned Files icon. Select a file from the list, and click Assign.

ClosedTo attach and assign files from the File Manager

  1. On the eFolder, click the File Manager button.

    • To browse and attach, click the Browse and Attach icon in the Unassigned section, browse to select a file, and click Open.

    • To select one or more files at the same time, click a file and then press <Shift> and click another file to select all files in between. Or, click a file, and then press <Ctrl> and click additional files to select the individual files.

    • To scan and attach, click the Scan and Attach icon in the Unassigned section, select a scanner from the list, and click Scan.

      To use the Scan and Attach feature, you must have a Twain-compliant scanner that is  installed locally or on your network.

    • To add any standard Encompass form without having first ordered a service or requested a document from a borrower, click the Attach Encompass Forms icon in the Unassigned section, select one or more forms, and then click Add.
    • To attach an unassigned file, click the Attach Unassigned Files icon, select a file from the list, and click Assign.

  2. To assign an unassigned file to a document, drag the file from the Unassigned section into the Documents section below, and drop it on the Encompass document to which you want it assigned.

    A plus (+) sign appears to the left of a document that has files assigned to it. Click the plus sign to view the associated file. You can assign a file to only one document, so the file will disappear from the unassigned section as soon as it is assigned to a document.