Month: July 2021

Resolution: – Roll access to documents is the only way the new persona will be able to see the existing loans – Remember once the Rights are given they cannot be taken back – Go to the loan – Go to eFolder – Highlight documents you want to give efolder Roll access – Click the right …

Standard document is not present in add document list for efolder Request Answer – Go to settings encompass settings > company/user setup > user groups > picked all users or the group where this issue is coming > went to resources tab > clicked on the paper icon with the plus sign in the standard …