Overview
Income Analysis maps the Income Analysis Report PDF to the “Other Services” eFolder in Encompass® by default. If you need the document to map to a different folder, you can update the mapping within Encompass® Partner Connect (EPC).
Update the Income Analysis document mapping folder
Log in to the Encompass® Web Portal using your administrator credentials.
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 Additional Services.
Locate the CoreLogic Income Analysis tile.
Click the vertical ellipses (⋮), then click Document Mapping.
From the Inbound Document Types dropdown menu, select Income Analysis.
From the eFolder Document Folder dropdown menu, choose the folder where you want the document to be mapped for storage.
Select Save.
After the update, whenever a user selects Send PDF to eFolder from the Output Options menu or chooses Send Income Data and PDF to LOS or Send PDF only to LOS from the Update LOS menu, the report maps to the eFolder you selected.
Warning: If you choose to take advantage of this feature and map the Income Analysis report to a different eFolder destination, it’s critical that you do not delete the original folder named “Other Services: Additional Services.” 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 Income Analysis Report mapping in Encompass® Partner Connect (EPC) to an eFolder of your choice.