---
title: "How to Update the Tax Transcripts Document Mapping Folder in Encompass®"
slug: "how-to-update-the-tax-transcripts-document-mapping-folder-encompass"
description: "Update your Income Analysis Report mapping in Encompass® Partner Connect to a preferred eFolder while keeping the original folder intact for functionality."
tags: ["encompass", "System Administration", "Tax Transcripts"]
updated: 2026-10-29T21:37:58Z
published: 2026-10-29T21:37:58Z
canonical: "docs.cotality.com/how-to-update-the-tax-transcripts-document-mapping-folder-encompass"
excludeFromExternalSearch: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cotality.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Update the Tax Transcripts Document Mapping Folder in Encompass®

## 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

[Embedded content](https://app.storylane.io/demo/6utxecyqq7yr?embed=inline)

1. Log in to the [Encompass® Web Portal](https://idp.elliemae.com/authorize?client_id=tirykwfo&redirect_uri=https%3A%2F%2Fwww.encompassloconnect.com%2F&response_type=code&scope=loc) using your administrator credentials.
2. From the **Admin** page, select **Services** from the left navigation panel, then select **Services Management**.
3. From the **Category** dropdown menu in the upper-right corner of the screen, select **Verifications**.

> [!NOTE]
> **Tip**: Enter **CoreLogic Tax Transcripts** in the **Search** bar to further narrow your results.
4. Locate the **CoreLogic Tax Transcripts** tile.
5. Click the **vertical ellipses (⋮)**, then click **Document Mapping**.
6. From the **Inbound** **Document Types** dropdown menu, select **Tax Transcripts**.
7. From the **eFolder Document Folder** dropdown menu, choose the folder where you want the document to be mapped for storage.
8. Select **Save**.

> [!NOTE]
> **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.