Document Manager

The Document Manager provides a convenient location where you can:

  • View and edit multiple eFolder documents and their assigned file attachments from a single window.

  • View a condition, its assigned documents, and the files assigned to those documents.

  • Assign eFolder documents to conditions. You can assign multiple documents to a condition to easily locate and view all the supporting documents and files that are relevant to the condition.

The Documents Manager includes four sections.

  • Documents – A list of all the eFolder documents you can access from the eFolder Documents tab.

    If a file is assigned to a document, a paper clip displays next to the document icon on the list.

  • Conditions – A list of all eFolder conditions listed based on the condition type selected from the dropdown list at the top of this section.

    A plus(+) sign appears to the left of a condition that has documents assigned to it. Click the plus sign to view the associated documents.

  • The panel on the upper-right can have up to three tabs:

    • Files – Displays when you select a document or condition with an assigned document that has a file assigned to it. The Files tab lists all the assigned files. Select a file from the list to view only the selected file in the viewing area.

    • Condition Details – Displays when you select a condition in the Conditions section. The tab displays the condition name as well as the details, status, and comments information from the Condition Details window for the condition. You can edit fields and add comments. Changes are saved back to the Condition Details window.

    • Document Details – Displays when you select a document in the Documents section, or when you select a condition in the Conditions section that has a document assigned to it.

      • When a condition has only one document assigned to it, the Documents Details tab displays with the name of the document and the details, status, and comments from the Document Details window for the document. You can edit some of the field and add comments. Changes are saved back to the Document Details window.

      • When a condition has multiple documents assigned to it, the Documents Details tab lists the names of the documents and the details, status, and comments that are identical on the Document Details windows for all the documents. For example, if all the selected documents were requested, but on different days, the Requested checkbox would be selected in the Status section, but the date field would be empty. If you have permission, you can edit some of the fields and add comments. Changes are saved back to all the Document Details windows for each document.

        • The tab lists the names of the documents pus the details, status, and comments information that are identical on the Document Details windows for all the documents. For example, if all the selected documents were requested, but on different days, the Requested checkbox would be selected in the Status section, but the date field would be empty. You can edit some of the field and add comments. Changes are saved back to all the Document Details windows for each document.

          If a user does not have rights to access a particular field or feature for one of the selected documents, the same level of restricted access is applied to all the documents selected in the Document Manager. For example, if a user does not have permission to view or add comments to a protected document and one of the selected documents is protected, the user will not be able to view or add comments for any of the documents.

    • Viewing panel – Enables you to view, print, annotate, and save the current version of file attachments assigned to the selected documents and conditions. The panel displays on the lower-right section of the Document Manager.

      If a file is assigned to a document on the list, a paper clip displays on the document icon.

ClosedAccess the Document Manager from the eFolder

  • On the Documents, Preliminary Conditions, Underwriting Conditions, Post-Closing Conditions, Delivery Conditions or Conditions tab, click the Document Manager button on the upper-right.

  • Or, on the Documents tab, select multiple documents, and then click the Document Manager button. The Document Manager opens with the documents selected.

ClosedAssign documents to conditions

  • Drag a document from the Documents section into the Conditions section, and drop it on the condition to which you want it assigned.

    A plus(+) sign appears to the left of a condition that has documents assigned to it. Click the plus sign to view the associated files.

ClosedView a condition

  1. In the Conditions section, select a condition type from the Conditions dropdown list to view the conditions in the selected category.

    • If your company has enabled Enhanced Conditions, select an option from the Condition Type dropdown list to view the conditions assigned to the selected condition type.

  2. Select a condition.

    • The Condition Details tab displays the condition name as well as the details, status, and comments from the Condition Details window for the condition. You can edit most of the field and add comments. Changes are saved back to the Condition Details window.

      • When a condition has one assigned document, the Documents Details tab displays. The tab lists the name of the document and the details, status, and comments from the Document Details window for the document. You can edit some of the field and add comments. Changes are saved back to the Document Details window.

      • When a condition has multiple assigned documents, the Documents Details tab lists the names of the documents and the details, status, and comments that are identical on the Document Details windows for all the documents. For example, if all the selected documents were requested, but on different days, the Requested checkbox would be selected in the Status section, but the date field would be empty. You can edit some of the field and add comments. Changes are saved back to all the Document Details windows for each document.

        If a user does not have rights to access a particular field or feature for one of the selected documents, the same level of restricted access is applied to all the documents selected in the Document Manager. For example, if a user does not have permission to view or add comments to a protected document and one of the selected documents is protected, the user will not be able to view or add comments for any of the documents.

  3. When a condition has one or more assigned documents that have files assigned to them, all the files display in the viewing panel on the lower-right. Use the icons at the top of the viewing window to navigate between pages, zoom in or out, or rotate the document.

  4. When a file is attached to the eFolder, it is converted to a PDF or image format. Click View in Original Format to open the document in its original file format.

ClosedView and edit multiple documents

  1. On the eFolder Documents tab, select multiple documents, and then click the Document Manager button.

    • Or, on the eFolder Documents tab, click the Document Manager button, and then select multiple documents from the documents section on the upper-left.

    • The Documents Details tab on the upper-right lists the names of the documents as well as details, status, and comments from the Document Details window that are identical for all the documents. For example, if all the selected documents were requested, but on different days, the Requested checkbox would be selected in the Status section, but the date field would be empty. You can edit some of the field and add comments. Changes are saved back to all the Document Details windows for each document.

      If a user does not have rights to access a particular field or feature for one of the selected documents, the same level of restricted access is applied to all the documents selected in the Document Manager. For example, if a user does not have permission to view or add comments to a protected document and one of the selected documents is protected, the user will not be able to view or add comments for any of the documents.

    • The Files tab displays on the upper-right when assigned documents have files assigned to them, the Files tab list all the assigned files. Select a file form the list to view only the selected file in the viewing area.

  2. Select a Stacking Order from the dropdown list.

  3. When documents have files assigned to them, all the files display in the document viewer panel below the Files section. For details about viewing and working with files in the document viewer, refer to the eFolder Document Viewer help topic.

    NOTE: If some document editing features are disabled in the document viewer on the Document Manager window, you can access these features on the Document Details window if you have permission to access that window.