E-Document Management
Use the E-Document Management license tool to grant access to users who will be using Electronic Document Management (EDM).
The EDM tool provides a centralized interface to request, manage, submit, and store electronic documents. With EDM, loan officers and processors can both access and work on the latest documents right within Encompass and send and receive critical loan documents faster.
To Manage Access to EDM:
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On the menu bar, click Encompass, and then click Settings.
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On the left panel, click Additional Services, and then click E-Document Management.
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Select one or more checkboxes to specify which users are authorized to use Electronic Document Management.
If the server you are logged in to does not recognize a user, the text (Not Recognized) displays in the Organization column and the row appears red. This situation can occur if the user has been deleted from Encompass or is a stand-alone user.
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Enabled Users - Indicates the number of licenses assigned to users, not including self-paid licenses.
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Allowed Licenses - Indicates the total number of company licenses purchased, not including self-paid licenses.
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Click the Save icon to save your changes.