Personas Continued-7

The Itemization Fee Management settings impact the following Persona
Overwrite settings:
• If persona access has not been granted via the Persona Overwrite settings
nor the Itemization Fee Management settings in the Personas setting, the
persona will not be able to edit the fee description.
• If persona access has only been granted via the Persona Overwrite settings,
the persona cannot edit the description at all since they have not been
granted persona access to the field in the Itemization Fee Management
settings in the Personas setting.
• If the persona has only been granted access to the Fee Description option
via the Itemization Fee Management settings in the Personas setting, the
persona can select a value for the fee description from the drop-down list.
• If the persona has been granted access to the Fee Description option via
the Itemization Fee Management settings in the Personas setting and been
granted access via the Persona Overwrite settings, the persona can choose
a value from the drop-down or enter their own description (if the Apply to
Itemization check box in the Itemization Fee Management setting has been
selected).
NOTE: When the Templates Ignore Fee Mgmt Persona/Biz Rules setting in
the Encompass Admin Tools is enabled, applicable fee data in public Loan
Program, Closing Cost, and Data templates will overwrite existing Itemization
fee attributes entered by these authorized personas when the template is
applied to the loan file. For more information, refer to the Settings Manager
topic in the Encompass Admin Tools online help.
Print – Select the Print Button check box to grant access to the Print icon from
within a loan file. Below this check box you can set access to the Standard Forms
tab, Custom Forms tab, and the Preview button, and the Print to File option. These
settings also apply to the Secure Forms Transfer feature.
Other- Establish the persona’s ability to manage borrower, apply loan templates
and manage the service providers list (for details, refer to the Manage Service
Providers List section below).