Overview of Encompass 360 Document Viewer

A new document viewer is available in the Encompass eFolder and on the Documents page on Encompass TPO Connect websites. This guide describes how to use the Encompass 360 Document Viewer and eliminates the limitations and issues that occurred with the Adobe-based viewer that was previously used to view file attachments.

The viewer displays only for new loans created after the viewer is enabled. The viewer has similar functionality to the existing document viewer that is used when the Document Conversion setting is enabled (Encompass > Settings > eFolder Setup > Document Conversion). When using the viewer, the Document Conversion option is always enabled, and all file attachments are converted to image files for loans using the viewer regardless of the option selected in the Document Conversion setting.

Features Overview of Encompass 360 Document Viewer

The viewer has similar functionality to the existing viewer used for file attachments when the Document Conversion setting is enabled. The following existing functionality is being retained in the new viewer:

Thumbnail navigation panel for navigating through pages in the file
View pages by scrolling through the file or by entering a page number
Rotate pages clockwise or counter clockwise
Zoom in or out when viewing a page
Edit documents
Add annotations
Reorder pages
Delete pages
Split pages
Merge pages
Drag and drop pages to a new location within a file

The following new functionality is available in the viewer:

Bookmark navigation panel for navigating through pages in a PDF
Document viewer can open in a separate browser tab (for TPO Connect sites only).
Faster loading time for multi-page The first page loads immediately so viewing can begin. Other pages load in the background.
Make multiple edits within a file attachment and save the changes from inside the document
The proprietary Print window used in the old document viewer has been replaced with a standard browser Print window.
Ability to increase or decrease the size of the page thumbnails when editing a file in the
Text search capabilities within file
A Download Button provides options to save the original file or the most recently edited version of the file to your computer.

The following functionality has been updated in the viewer:

Files can now be edited from the thumbnail
The View Original button now displays only when you select a single file Click the button to open the file attachment in a separate window using your default application for the selected file type.

Working in the Encompass 360 Document Viewer

The following sections describe how to perform various tasks in the document viewer.

File Icon

File attachments that use the new viewer are stored and accessed over the Internet (via the cloud) and display an icon of a document image with a green globe.

Encompass 360 Document Viewer

When you select an attachment in the Files section, the file attachment displays in the viewing window. The viewer includes a set of icons at the top of the viewer that are used to perform various functions, a thumbnail/bookmark navigation panel on the left that enables you to navigate and select a page, and a viewing section on the right that displays the selected file attachment page.

NOTE: An error message may display if a file fails to load properly while using the document viewer. Simply close the message to reload the file. You do not need to close the window containing the document viewer.

Buttons

The image below shows the icons that display at the top of the viewing window. The following sections provide detailed descriptions of how each icon is used.