Configuring Document Type mappings for Encompass
Understanding Document Mappings
When subscribing to Order Management by GridBase® from Encompass, both Lenders and Title Providers can fully establish fully configurable document type mappings to accommodate any kind of workflows built around sending/receiving particular types of documents. Below is a flowchart illustrating how this mapping works with swim lanes.
Onboarding with GridBase®
During onboarding, each party will be asked to complete a mapping exercise. The Title Provider will be responsible for providing a list of Document Types from their system of record which they intend to send to the Lender. The Lender will be asked to provide the document type defined in Encompass that they wish to use for each of the Title Provider's document types (which can be one or many Title Provider document types to one Lender document type). To complete this part of the onboarding process, the GridBase® team will engage with both the Title Provider and the Lender to complete an intake spreadsheet which resembles the following example:
Title Provider - Document Type Description | Title Provider - Document Type Value | Lender - Document Type Value |
1003/Loan Application | 1201 | 1003 |
Deed | 1211 | Related Documents |
Mortgage Release | 1212 | Related Documents |
Final Policy | 1234 | Commitment |
Encompass eFolder Mapping
Once the GridBase® team has completed this part of onboarding, the Lender may leverage Encompass functionality to automatically place files of certain (Encompass) Document Types into their desired eFolder Document Folder. To configure this, the Lender's Encompass administrator would sign into Encompass and follow the steps below.
- At the very top-right corner of the screen, click the tiles icon to open the menu, and click the Admin tile to navigate to the administration area.
- Next, expand the Services area on the left side of the screen and click the Service Management menu item.
- Find the GridBase (or GridBase - Sandbox for your User Acceptance Testing / UAT environment) tile and click the Doc Mapping link inside it.
- Configure the Document Types and eFolder Document Folder settings as desired, and click Save when done.
The screen shot below is an example of what the Doc Mapping screen will resemble, though actual configuration will vary from what is shown here.
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