Overview
By default, Tax Transcripts maps the Report PDF to the Verifications eFolder in Encompass®. You can update this mapping to route the document to a different Encompass folder based on your organization’s needs.
Update the Tax Transcripts document mapping folder
Log in to the Encompass® Web Portal using your administrator credentials.
From the Admin page, select Services from the left navigation panel, then select Services Management.
From the Category dropdown menu in the upper-right corner of the screen, select Verifications.
Tip: Enter CoreLogic Tax Transcripts in the Search bar to further narrow your results.
Locate the CoreLogic Tax Transcripts tile.
Click the vertical ellipses (⋮), then click Document Mapping.
From the Inbound Document Types dropdown menu, select Tax Transcripts.
From the eFolder Document Folder dropdown menu, choose the folder where you want the document to be mapped for storage.
Select Save.
Warning: If you choose to take advantage of this feature and map the Tax Transcripts report to a different eFolder destination, it’s critical that you do not delete the original folder named “Verifications”. Even though the report will now route to the new folder you selected during this process, the application still relies on the original folder’s existence for the mapping feature to function properly.
Outcome
You can update the Tax Transcripts Report mapping in Encompass® to an eFolder of your choice.