How to Update the SmartFees™ Document Mapping Folder in Encompass® Partner Connect (EPC)

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Overview

SmartFees™ maps the Transaction Detail 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 SmartFees Document Mapping Folder

  1. Visit the Encompass® Web Portal.

  2. Log in to the portal with administrator credentials.

  3. Select Services from the left-navigation panel, then select Services Management.

  4. From the Category dropdown menu in the upper-right corner of the screen, select Closing Fees.

  5. Locate the CoreLogic SmartFees tile.

  6. Click the vertical ellipses (⋮), then click Document Mapping.

  7. From the Document Types dropdown menu, select SmartFees Transaction Details.

  8. From the eFolder Document Folder dropdown menu, choose the folder where you want the document to be mapped for storage.

  9. Select Save.


Outcome

You can update the SmartFees Transaction Detail Report mapping in Encompass® Partner Connect (EPC) to an eFolder of your choice.