Document Sets
View the "Loan Templates" Quick Reference Guide
Use the Document Sets setting to create sets of documents to meet the requirements of various loan scenarios or particular lenders. Document sets are available to use as a component of a loan template, or can be applied individually from within a loan.
Use the Documents tool to create and edit documents and their tracking properties.
About public and personal document sets
To Create a Document Set:
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On the menu bar, click Encompass, and then click Settings.
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In the left panel, click Loan Templates, and then click Document Sets.
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On the Document Sets tool, select the Public or Personal folder in which to add the set.
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Click the New icon, and then type the name of the document set.
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Click to select the new document set you have added, and then click the Edit icon.
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Or, double-click the new document set you have added.
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On the Document Set Template Details window, type a Description.
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From the Milestone list, select a milestone with which to associate the selected documents.
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Select one or more documents from the Predefined Documents list and click Add.
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Repeat steps 6 and 7 to add documents to the set for different milestones.
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To remove documents from the set, select one or more documents from the Tracked Documents list, and then click Remove.
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Click Save.