Generate Forms

post

https://api.elliemae.com/encompassdocs/v1/documentOrders/forms

Generates one or more individual, on-demand forms. A doc set order ID is returned in the response.

Body Params

entity

object

required

scope

object

required

docSetId

string

This is the docsetId of previous transaction.

templates

array of strings

Required. List of template names. This specifies the list of Standard, Custom forms and Needed documents. These forms and Needed documents can be found under Encompass Settings > eFolderSetup > Documents

Note: To retrieve available templates, call the Get Disclosure Tracking Settings API. If the document template is not added in Encompass Settings or Disclosure Tracking set up, the Send Docs API will fail with a failed dependency error.

Some examples are:

Mortgage Loan Origination Agreement
1008 - Transmittal Summary
Disclosure Notices
1084A Cash Flow Analysis
CA Privacy Policy Disclosure
FHA 203(k) Purchase
Privacy Policy
Settlement Service Provider
VA Rate Disclosure
Closing Disclosure

templates

printMode

string

Print options for field values in opening docs. Only LoanData is supported at this time.

signingModeOverride

string

Ability to select a different signature type for a package that includes esignable documents. 
Currently only supports: WetSignOnly - Will override all eSign documents to be treated as WetSign.

eFolder

array of objects

This section specifies the additional documents to be added from eFolder.
Required when generating an eFolder document.

eFolder

needed

object

This section specifies the needed type additional documents.

Headers

Authorization

string

required

Bearer token

Responses

401

Unauthorized

403

Forbidden

5XX

Server Error

200OK