The eFolder provides a central location for Electronic Document Management (EDM) within Encompass, allowing you to access and manage the electronic files, documents, and conditions associated with a loan. The eFolder tracks document-related activities wherever they take place. For example, if you order a credit report from the Borrower Summary form, the request is recorded on the Documents tab on the eFolder.
Note: Some eFolder features are licensed add-ons. Contact your ICE Mortgage Technology sales representative for more information. After you have purchased licenses, you can manage licensed users and begin to use the add-on features.
About Files, Documents, and Conditions
File - A file is an electronic document sent to you from a borrower or service provider, usually via your service providers network, the Loan Center, or an Encompass Consumer Connect website. When you receive a file, you can attach it to the eFolder for a loan, and then assign it to a document. A file can be assigned to only one document at a time.
Document - A document is an entry in the eFolder that allows you to track the status of a loan document as the loan moves through the Pipeline. When you access a document on the eFolder, you can also access a file that has been attached to the document. A document can have multiple files assigned to it.
Condition - A condition is an entry in the eFolder that allows you to track the status of a loan condition as the loan moves through the Pipeline. You can assign multiple documents to a condition, and you can assign the same document to more than one condition. When you access a condition on the eFolder, you can access all the documents assigned to the condition, as well as any files that have been assigned to the documents.
Icons are used on the eFolder to represent files 
, documents 
, documents with assigned files 
, and conditions 
.
eFolder Tabs
The eFolder includes a Documents tab for managing and tracking documents, two condition tabs for managing and tracking conditions, and a History tab for recording changes made by users in the eFolder. To learn more about the eFolder tabs, refer to the following help topics:
eFolder Tabs
The eFolder includes a Documents tab for managing and tracking documents, one or more conditions tabs for managing and tracking conditions, and a History tab for recording changes made by users in the eFolder.
Customizable Views
You can change the view of your eFolder Documents, Preliminary Conditions, or Underwriting Conditions tabs by sorting the content, applying search filters, adding, removing, or rearranging columns. After specifying and applying search criteria (search filters, sorting, and column layouts), you can save a view for future use. Views are useful if you want to quickly view eFolder content that matches a predefined set of search criteria.
You can change the view of your eFolder Documents, Preliminary Conditions, Underwriting Conditions, Post-Closing Conditions, or Conditions tabs by sorting the content, applying search filters, and adding, removing, or rearranging columns. After specifying and applying search criteria (search filters, sorting, and column layouts), you can save a view for future use. Views are useful if you want to quickly view eFolder content that matches a predefined set of search criteria.
Sort 