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:

  1. In the Show list, select an option to view documents, conditions, or unassigned files.

  2. Select the checkbox to include deleted items in the list.

  3. Alternately click a column header to sort the entries in ascending or descending order based on the content in the column. 

  4. Select an entry in the panel to view its history.

    • Or select multiple entries to view the history for all the entries you have selected.

History

The History panel displays all the events associated with the entry or entries that you select in the Documents/Files/Conditions panel.

  • Click the Excel icon on the upper-right to export the information from the History panel to a Microsoft Excel spreadsheet.

  • Alternately click a column header to sort the entries in ascending or descending order based on the content in the column.  

  • 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.