Document Export Templates

Use the Document Export Templates setting to create and manage templates that control how loan documents are exported from the Pipeline. Templates control the document stacking template used for document selection, password protection, whether notes are included, the location where exported documents are stored, the naming convention used for exported document files, and whether the documents are exported as a single .pdf file or a .zip file containing multiple .pdf files.

After templates have been created by the administrator, users can apply the templates when they export loan documents from the Pipeline.

ClosedCreate a Document Export Template

  1. On the menu bar, click Encompass, and then click Settings.

  2. On the left panel, click eFolder Setup, and then click Document Export Templates.

  3. In the Document Export Templates section, click the New icon, and then rename the template as needed.

  4. In the Templates Details section, select Export as PDF to export the documents as a single .pdf file.

    • Or, select Export as ZIP to export the files as a .zip file containing individual .pdf files for each document.

  5. Select the Protect File with Password checkbox to use password protection for the exported .pdf files, and then type the password in the Set Password and Confirm Password fields.

  6. Select an option from the Document Stack to Export list to apply a Document Stacking Template, which configures the selection of documents and the order in which they are exported.

  7. Select an Annotations Export option to configure the notes that will be included in the exported .pdf files.

  8. Select the Set and Define Export Location checkbox to have all Encompass users export files to a predefined folder, and then type the file path in the Document Export Location field or click the Browse button to browse to the folder.

    • Clear the checkbox to allow users to select their own location for storing the export files.

  9. In the File Name Builder section, select up to three components to use when naming the exported .pdf or .zip file.

  10. If you select the Other option for a naming component, use the text box to enter the text that will display in as the naming component.

    • The File Name example at the bottom of the File Name Builder section provides an example of the name that each export file will be given.

  11. When finished, click Save.

ClosedEdit a Template

  1. In the Document Export Templates section, select a template, and then make edits as needed in the Template Details section.

  2. When finished, click Save.

ClosedDuplicate a Template

  1. In the Document Export Templates section, select a template, and then click the Duplicate Stacking Template icon.

  2. Rename the template and make edits as needed in the Template Details section.

  3. When finished, click Save.

ClosedDelete a Template

  • In the Document Export Templates section, select a template, and then click the Delete icon.

ClosedSet a Default Template

  • To make a template into the default template that is applied when a user exports documents from the Pipeline, select a template in the Document Export Templates section, and click the Set as Default button.