Document Exporter

Exporting your documents just got easier.

Sub-servicers, investors, and warehouse lenders can have complex document delivery requirements.
Document Exporter turns this into a painless process thanks to three key features:
  • Complex naming conventions
  • Multiple output options
  • Bulk Processing
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Multiple Exports with One Click
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Designed for complex requirements:

Customized File Naming

  • File and doc sequence
  • Leading zeroes
  • eFolder title and file extensions
  • Code/Name from Doc Stack Config

Output Methods

  • Export as separate files
  • Create single merged PDF
  • Compressed as ZIP

Document Stacks

Configure stacking orders and individual document specification.

  • Optional External Name
  • Required Indicator
  • Appropriate Encompass eFolder Document Name
  • eFolder Document Filter: All Docs, Ready To Ship, or Reviewed
  • Doc Attachment Filter: All Files, Only Active Files, Latest File, Latest Active File
  • File Output: Join Files, Separate Files
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