Access to Existing Documents - Hyland Integration for Encompass - 22.1 - 22.1 - Ready - Other - external - Other/Hyland-Integration-for-Encompass/22.1/Hyland-Integration-for-Encompass/Installation/Implementation/Configuring-Settings-in-Encompass/Access-to-Existing-Documents - 2024-09-16

Hyland Integration for Encompass

Platform
Other
Product
Hyland Integration for Encompass
Release
22.1
License

When a new Role is set up within Encompass, it does not automatically inherit access to documents that already exist within a loan's eFolder. A System Administrator must ensure that the Encompass user has appropriate role-level access to both existing and new loan documents that need to be migrated to OnBase.