Using the New Encompass Document Viewer A new document viewer is available in the Encompass eFolder and on the Documents page on Encompass TPO Connect and Encompass LO Connect websites. This guide describes how to use the viewer, which was developed in-house by ICE Mortgage Technology and eliminates the limitations and issues that occurred with the Adobe-based viewer that was previously used to view file attachments. The viewer displays only for new loans created after the viewer is enabled. The viewer has similar functionality to the existing document viewer that is used when the Document Conversion setting is enabled (Encompass > Settings > eFolder Setup > Document Conversion). When using the viewer, the Document Conversion option is always enabled, and all file attachments are converted to image files for loans using the viewer regardless of the option selected in the Document Conversion setting. NOTE: If for any reason, a document fails to convert during the import, the document will not display in the viewer. However, the file is still accessible from the viewer, and you can select the file, click the Download button, save the file with the correct file extension to a location on your computer, and then reimport it. Features Overview The viewer has similar functionality to the existing viewer used for file attachments when the Document Conversion setting is enabled. The following existing functionality is being retained in the new viewer: ▪ Thumbnail navigation panel for navigating through pages in the file ▪ View pages by scrolling through the file or by entering a page number ▪ Rotate pages clockwise or counter clockwise ▪ Zoom in or out when viewing a page ▪ Edit documents ▪ Add annotations ▪ Reorder pages ▪ Delete pages ▪ Split pages ▪ Merge pages ▪ Drag and drop pages to a new location within a file August 2021 © 2021 ICE Mortgage Technology. All rights reserved. Encompass® and the ICE Mortgage Technology logos are trademarks or registered trademarks of ICE Mortgage Technology or its subsidiaries. Other company and product names may be trademarks of their respective owners. The following new functionality is available in the viewer: ▪ Bookmark navigation panel for navigating through pages in a PDF file. ▪ Document viewer can open in a separate browser tab For LO connect or TPO connect only). ▪ Faster loading time for multi-page files. The first page loads immediately so viewing can begin. Other pages load in the background. ▪ Make multiple edits within a file attachment and save the changes from inside the document viewer. ▪ The proprietary Print window used in the old document viewer has been replaced with a standard browser Print window. ▪ Ability to increase or decrease the size of the page thumbnails when editing a file in the viewer. ▪ Text search capabilities within file attachments. ▪ A Download Button provides options to save the original file or the most recently edited version of the file to your computer. The following functionality has been updated in the viewer: ▪ Files can now be edited from the thumbnail panel. ▪ The View Original button now displays only when you select a single file attachment. Click the button to open the file attachment in a separate window using your default application for the selected file type. Working in the Document Viewer The following sections describe how to perform various tasks in the document viewer. File Icon File attachments that use the new viewer are stored and accessed over the Internet (via the cloud) and display an icon of a document image with a green globe. August 2021 Using the New Encompass Document Viewer Page 2 of 34 When you select an attachment in the Files section, the file attachment displays in the viewing window. The viewer includes a set of icons at the top of the viewer that are used to perform various functions, a thumbnail/bookmark navigation panel on the left that enables you to navigate and select a page, and a viewing section on the right that displays the selected file attachment page. NOTE: An error message may display if a file fails to load properly while using the document viewer. Simply close the message to reload the file. You do not need to close the window containing the document viewer. August 2021 Using the New Encompass Document Viewer Page 3 of 34 Buttons The image below shows the icons that display at the top of the viewing window. The following sections provide detailed descriptions of how each icon is used. Thumbnail View Click the thumbnail icon to disable or enable the thumbnail navigation panel. Thumbnails enabled: August 2021 Using the New Encompass Document Viewer Page 4 of 34 Thumbnails disabled: August 2021 Using the New Encompass Document Viewer Page 5 of 34 Bookmark View NOTE: Bookmarks are enabled for Encompass LO Connect but are not enabled for Encompass TPO Connect websites. Click the bookmark icon to disable or enable the bookmark navigation panel. Bookmarks enabled: August 2021 Using the New Encompass Document Viewer Page 6 of 34 Bookmarks disabled: Bookmarks in Edited Documents When edits are made to the document, adjustments may also be made to the bookmarks in the document. Based on the type of edit, bookmarks on the navigation panel may be added, removed, or adjusted. ▪ Deleting a page will delete the bookmarks for the page and cause the remaining bookmarks to display in the appropriate location on the navigation panel. ▪ Merging pages will add the bookmarks for the new pages in the appropriate location on the navigation panel. ▪ When pages are extracted, the bookmarks for those pages are included in the new file created from the extracted pages. ▪ When extracted pages are deleted from the original file, the bookmarks for the deleted pages are removed from the original file and the bookmarks for the remaining pages are moved to the appropriate locations in the navigation panel. August 2021 Using the New Encompass Document Viewer Page 7 of 34 ▪ When pages are moved to a new location within a file, the bookmark location will not change in the navigation panel but clicking the bookmark will open the correct page. The correct page number will also display in the document viewer. Keyboard Shortcuts for Bookmarks The following standard PDF keyboard shortcuts are supported for bookmarks in the Document Viewer. Result Keyboard Action Expand the current bookmark (select the Right Arrow or Shift+Plus Sign (+) bookmark on the panel) Collapse the current bookmark (select the Left Arrow or Minus Sign (-) bookmark on the panel) Expand or collapse all bookmarks Shift+* NOTE: This shortcut only works with the asterisk (*) on the key for the number 8 along the top of your keyboard. It does not work with the asterisk on the number pad. Collapse selected bookmark Forward Slash (/) Page Navigation To navigate among the pages in a file, click the thumbnail image or bookmark link for a page in the left pane, or slide the scroll bar on the right edge of the viewer. You can also use the page selection box at the top of the viewing window. Type a page number in the box or click the Up or Down arrows to move to the next highest or next lowest page. Page Size To increase or decrease the page size in the viewer, type a percentage value in the field or click the Plus or Minus icons. NOTE: Adjustments to the size are not saved. When you open a document, the size defaults to 100%. August 2021 Using the New Encompass Document Viewer Page 8 of 34 Print To print the document, click the Print icon. The print functionality for the viewer opens a standard browser print window. Pop-Up Window for Document Viewer If you are using the viewer on an Encompass TPO Connect or Encompass LO Connect website, click the Popout icon to open the document viewer in a new tab on the browser window. August 2021 Using the New Encompass Document Viewer Page 9 of 34 View a File Attachment in Its Original File Format When you select a single file attachment, a View Original button displays at the top of the viewing window. Click the button to open the file attachment in a separate window using the Encompass user’s default application for the selected file type. NOTE: The View Original button displays only when a single file attachment is selected. Support for viewing multiple file attachments in their original file format is scheduled for a future release. Annotations Use the Annotation icon to add an annotation to the file. To Add an Annotation: 1. Click the Annotation icon. Your mouse pointer turns into an arrow and a circle with a plus sign. August 2021 Using the New Encompass Document Viewer Page 10 of 34 2. Click the location in the viewing panel where you want to add the note. The annotation pop-up window opens with a date and time stamp at the top. 3. Select one of three Visibility options on the annotation window to configure who can view the note and whether the note is included in files that are sent electronically to non-Encompass users: ▪ Personal – The annotation is visible only to the user who added it. It is not included in sent files. ▪ Internal - The annotation is visible only to Encompass users. It is not included in sent files. This is the default option. ▪ Public - The annotation is visible to all viewers and included sent documents. NOTE: A user can view, edit, and delete all annotations (Public, Internal, or Personal) in a loan file if the View All Annotations check box is selected for the user's persona in the Encompass Settings. The check box is in the Personas setting on the eFolder tab in the General section.