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Enhancements to Disclosure Document Export - Configured Folder Names

Charlie Gunn
  • Updated

Overview

Release 6.0.2000 includes the following changes to Cloudvirga's integration services:

  • Integration with Encompass LOS has been updated to make it easier for users to locate disclosure documents that have been exported from oPOS. Exported disclosure documents are now organized automatically into pre-named folders as suggested by DocuTech that are easier to read and navigate than the previous folder organization.

Note: this feature exclusively affects integration with Encompass; integration with other LOS systems remains unaffected

 

Acceptance Criteria

Prerequisites:

  1. Export to Encompass LOS

  2. KensieMae Plugin is installed 

  3. Must Disclose in IMP = true

  4. Revert LOD on Disclosures Cancelled = No

  5. Disclosure Tracking on Create = Yes

  6. Suppress Disclosure Export to Encompass = Yes

  7. Docutech is configured to send embedded individual documents when all borrowers have signed

Use Case #1:  Test Export of Documents

Implement this test for each of the following scenarios:

  • Single 1003
  • Joint 1003
  • M1003 with Joint Borrowers on each

  1. Create a new loan 

  2. Complete loan application

  3. Create Initial Disclosures

  4. Verify the DTR is created in Encompass

  5. Send SecureLink to borrower and eSign disclosure documents

  6. Verify that the disclosure documents:

    • are imported to Encompass

    • are placed into individual folders

    • are associated to the appropriate Disclosure Tracking Record(s) 

    • folder is associated with the the appropriate borrower, borrower pair, or all Borrowers 

  7. Note: The Original Filenames from Encompass can be found within the Docutech pushbacks for eSignSignAndSubmit or eSignSignAndSubmitAllComplete

*(Corresponding Feature number(s) - 447860)

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