History Tab
The History tab in the eFolder provides a detailed history of all of the changes made to electronic files, documents, and conditions for a loan during the origination process. The tab includes the name and type (file, document, or condition) of the eFolder item; the name of the borrower associated with the file, document, or condition; a description, date, and time for the associated change; and the name of the Encompass user responsible for the change.
Events that occur while a loan file is open are not recorded on the History tab until after the loan file has been saved.
Documents/Files/Conditions
The Documents/Files/Conditions panel displays a list of all the documents, files, and conditions in the eFolder for a loan file.
To View Documents, Conditions, or Files History:
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In the Show list, select an option to view documents, conditions, or unassigned files.
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Select the checkbox to include deleted items in the list.
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Alternately click a column header to sort the entries in ascending or descending order based on the content in the column.
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Select an entry in the panel to view its history.
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Or select multiple entries to view the history for all the entries you have selected.
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History
The History panel displays all the events associated with the entry or entries that you select in the Documents/Files/Conditions panel.
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Click the Excel icon on the upper-right to export the information from the History panel to a Microsoft Excel spreadsheet.
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Alternately click a column header to sort the entries in ascending or descending order based on the content in the column.
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To filter your list, enter all or part of a search term in the field at the top of the Name or Event column, or select an option from the Date, Type, or For Borrower dropdown list.