Document Conversion

Use the Document Conversion setting to enable the conversion of document files into image files when they are added to the eFolder. Converting document files into image files reduces the time needed to load and view documents in the eFolder. You can also set the conversion preferences for document files that are added to the Unassigned File section of the eFolder File Manager.

Starting in Encompass 24.3, this screen is read-only and cannot be modified.The configuration for this setting in the previous version of Encompass is retained in Encompass 24.3. As we continue to make progress on delivering a web experience for Encompass, while also continuing to deliver the familiar desktop experience, we removed the ability to change the Document Conversion settings via the Encompass Settings. Clients who wish to modify their Document Conversion settings can do so by contacting our Technical Support team. The ability to change Document Conversion settings via the Encompass Settings > eFolder Setup is targeted to be reintroduced in an early 2025 release.

Document Conversion

Use the Document Conversion setting to enable the conversion or document files into image files in the eFolder, and to configure the image conversion options for unassigned document files that are imported into the eFolder File Manager.

To Enable or Disable Document Conversion:

On the menu bar, click Encompass, and then click Settings.
On the left panel, click eFolder Setup, and then click Document Conversion.
Select or clear the Enable Document Conversion checkbox to configure the conversion method used when document files are imported into the eFolder.
- If the setting is enabled, document files are converted into images when they are added to the eFolder and are viewed in the Document Details window and File Manager using an image viewer that delivers faster loading times and allows thumbnail views of pages in the file.
- If the setting is disabled, document files are added to the eFolder in their original format and are viewed in the Document Details window and File Manager using a PDF viewer.
- After the setting is changed, the new file conversion method applies only to new documents that are added to the eFolder. The file formats for documents that were previously imported into the eFolder do not change, which means that a user can have both image files and native-format files associated with the same loan.
When finished, click Save.

When the setting is enabled, the original document file will not be saved, unless an administrator enables the save option in the document conversion preferences that are configured in the Documents setting.

Unassigned Document Conversion Preferences

Use the Unassigned Document Conversion Preferences section to configure the image conversion options for unassigned document files that are imported into the eFolder File Manager.

To Set Unassigned Document Conversion Preferences:

Select the Keep a copy of the document in its original format checkbox to keep a copy of the document in its original file format when the Document Conversion option is enabled in the Document Conversion setting.
- If the checkbox is selected, the file is converted into an image file, and a copy of the file in its original format is saved. Users can click the View in Original Format button on the Document Details window or File Manager to view the file in native format.
- If the checkbox is cleared, the file is converted into an image file, and the original file is not saved.
Select the format used when the document file is converted into an image.
- Color - Pages with color are converted as color images. Pages with minimal color are converted as black & white images.
- Black & White - All pages are converted as black and white images. Consumes a reduced amount of space and delivers faster retrieval times when viewing files.
The default selection for a new document type is Black & White.
Select the resolution for the image.
When finished, click Save.