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eFOLDER-IT





 

 

 ENCOMPASS
Add Documents to the eFolder using a set of buttons on custom screens. Bankers360 Broker360 Ellie Mae Hosted
 Bankers360 Brokers360
√ 4 custom buttons can be added to 2 custom screens √      
√ Each button will add the Date and Time for up to 3 seperate uploads √    
√ Attachments are added to the eFolder using the user defineded preset Names √      
√ Attachments are assigned to the user definded Milestone √      


Each time you click on the Button the document is uploaded to the eFolder in Encompass and  the Date and Time fields are completed.










You can set up each button to automatically Name the documents and Assigne the Milestone  when it is added to the d-Folder in Encompass.

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