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Best Practices of Document Management Settings in Encompass®️
Manage episode 450081000 series 3548710
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Recording from December 5, 2023
We had a great time exploring everything we could about Document Management "Best Practices" in the Encompass® platform by ICE Mortgage Technology™. We discussed:
- Role Access to Documents business rules
- Document Stacking Templates for eFolder and Shipping
- Using the Protected Document workflow for Underwriting
- How to use Investor Connect and how that is connected to Encompass Partner Connect (EPC)
- Off-Site storage of your documents
Make sure to watch the full replay for all of the details. Remember, we only have 3 events left in 2023. Make as many as you can.
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