Events: Sets of Templates and Encompass Loan files together. Encompass Loan files are selected using Encompass Milestones or user definable criteria. The events can be selected during either the Manual or Automated Posting process.

Note: Events for all Transactions Type work the same.

1. Click on the  button.

2. Click on the  button above the Encompass Folder List Section to make sure the most current list of folders are displayed.

2. Select one or more of the Encompass Loan Folders by checking the checkbox to the left of each line item.

3. Click on the  button above the Encompass Milestone List Section to make sure the most current list of folders are displayed.

4. Select on or more Milestones.

5. Enter the Date Range. To open a Calendar click on the down arrow to the right of the date field. If you would like to search for a milestone that is current to the current date go to Section 4 below.

6. Click on theto the right of the Date Range to remove it.

7. Click on the  button on the top of the Borrower File Selection section.

a. Click on the  and select a field from the Find Fields window.

b. Use the Field Finder or click on a line item.

c. Select a line item and the click on the Select Button

d. Follow items 1-5 in the diagram below to complete the criteria selection.

Note: To set a Milestones to current date without having to change the criteria every day, use the following settings.

a. in the 1st field ID select the "Loan.CurrentCoreMilestoneName" from the field list and enter the name of the Milestone.

b. in the 2nd field ID select the "Loan.CurrentCoreMilestoneDate" from the field list and enter the word "Today".

Click here to view a complete list of the available criteria fields.   

8. To change an existing Criteria, highlight the line by clicking on it and then click on the  button.

9. To rearrange the File Selection List click on the  or  buttons.

11. Select 1 or more of the Templates by checking the checkbox's to the left of each line item.

Note: Click on any of the column Headers to sort the list by the selected column.

12. When you are finished click on the  button or the  button to exit without saving.