Add Documents to a Package

One or more additional forms can be added to an existing package using the /documents endpoint. When Loan Estimates or Closing Disclosures are added to a document package, the package will be tracked with the Disclosure Tracking Tool in Encompass.

Flow

Use the Add to Opening Doc Set API to add additional documents to an Opening (Initial Disclosures) doc set. This POST call returns a jobID.

Then pass the job ID with the GET call to track the status of the eFolder document addition to the doc set.