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ELOG-IT
allows the user to create email templates with merged Encompass fields
in both the subject and body of the email.
Emails can also include automatic Document Tracking. The Document
Tracking items added to the templates will automatically create the
document Tracking items and add the Ordered Date.
Elog-it will sent e-Folder or any type of documents along with the
emails.
Emails can be sent to one or more of the available email addresses
in the loan file. After the user selects recipients they can choose from
a list of templates and select up to three recipients to be
alerted. Then, when the Email has been sent, Elog-it will create a
conversation log in the Encompass loan file and save a copy of the email
with the merged data. When an email is returned, Elog-it will
automatically create a new conversation log and the body of the email
will be saved into a new conversation log. Also, if there is
are attachments, they will be automatically
added to the e-folder.
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Add Documents Tracking to your email on the Fly
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Attach eFolder Documents to your emails on the
Fly
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Attach any file to your email on the Fly
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Elog-It |
ENCOMPASS |
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Professional |
Custom |
Bankers |
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Create email
templates with merged Encompass fields in both the subject and body
of the email. |
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Automatically
create Document Tracking items when email is sent. |
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Automatically creates a copy subject and
body of the sent emails into a loan file conversation log. |
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| √ Creating a
conversation log in
Encompass requires the user to manually copy and paste in order to store
email contents |
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Automatically creates a conversation log when email is returned and pastes the
contents of the email into the log. |
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Automatically adds any or only Doc and PDF attachments to the returned email into the
loan file e-folder. |
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Open a list of all email address that have been entered into a loan
file and allows the user to select one or more email recipients at
one time. |
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Creates a history log
to ensure that no duplicates emails are sent. |
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| √ Add HTML codes to
templates if you are using Outlook Exchange server. |
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| √ Automatically creates up to three alerts
to the conversation log in Encompass when the email is sent. |
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Send e-Folder and/or any type of attachments to outgoing emails |
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Creates
a log, showing the date and time sent emails. |
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A custom screen with all available emails address will be provided
to all Encompass Custom and Bankers edition users. Emails can
easily be sent by just selecting an email address and clicking the
Send email button. |
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