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Secure Form Transfer

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Derik Anderson

Sending documents via Encompass Secure Form Transfer functionality is supported and sent to Blend as a View Only Disclosure

Blend Borrowers

SecureFormTransfer-Send_Dialog.PNG

Only borrowers and co-borrowers are supported at this time. Non-borrowing owners will be treated as a non-Blend contact

All borrowers selected must have been previously invited to Blend, otherwise an error alert will be displayed.

Non-Blend Contacts

 Clicking the "Send Non-Blend Contacts" checkbox allows sending to non-Blend contacts with Encompass's native functionality, just like if STB = N 

SecureFormTransfer-Send_Dialog-NonBlendContacts.PNG

Borrowers and co-borrowers have been removed from the contact selection dialog to prevent inadvertently inviting the borrower to Webcenter

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