Generate Document Package

Use the Generate Document Package APIs to generate Opening Packages (Initial Disclosures), Closing Packages, and On-Demand Forms.

Generating packages using the APIs is an asynchronous flow. The APIs return an identifier (docset ID) in the response that will be used to confirm and send the doc set to recipients.


Stacking Templates

Stacking templates other than the default stacking templates are not supported by the APIs. Changes can be made to the default stacking template via the Encompass Smart Client.

Get Document Order Status

The caller can poll for the request status with the Get Order Status API or subscribe to a webhook notification to be alerted when the order is complete.