The History tab in the eFolder provides a detailed history of all of the changes made to electronic files, documents, and conditions for a loan during the origination process. The tab includes the name and type (file, document, or condition) of the eFolder item; the name of the borrower associated with the file, document, or condition; a description, date, and time for the associated change; and the name of the Encompass user responsible for the change.
The Documents/Files/Conditions panel displays a list of all the documents, files, and conditions in the eFolder for a loan file.
To view documents, conditions, or files history:
In the Show list, select an option to view documents, conditions, or unassigned files.
Select the checkbox to include deleted items in the list.
Select an entry in the panel to view its history.
The History panel displays all the events associated with the entry or entries that you select in the Documents/Files/Conditions panel.