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eFolder Transfer

DocTransfer

Features​

Want to transfer documents from one loan to many in the Pipeline?

Setup​

  1. In Encompass select the SharkeyByte Logo, then Plugin Management
  2. In the Plugin Management form, turn on AMI. \

Usage​

  1. Once enabled select all of the loans you want transfered to in the Pipeline.
  2. Select Doc Transfer
  3. Enter the Loan Number you want to transfer documents from
  4. Select all of the documents you want to transfer
  5. Hit Transfer.