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Encompass 360

Isaac_Olson
Champ on-the-rise
Champ on-the-rise

I'm not sure if this is the right place, but I'm going to give it a shot. We are using Encompass 360 by Ellie Mae, and we want to move all the documents that are stored in Encompass to OnBase.

We have determined we will be doing a folder structure, and which DocType each corresponding Encompass file will go to, but we need to figure out a way to easily migrate (preferably automated) from Encompass into OnBase.

Then once that is completed, we will need to automate a way to bring in new files that have been uploaded either on a daily, or weekly, basis without having to overwrite file or create multiples of the same document.

Any help is greatly appreciated.

Thank you in advance!

9 REPLIES 9

Jon_Hinsman
Champ on-the-rise
Champ on-the-rise
My Bank is switching to Encompass and I would have similar questions. Did anyone have a solution for Isaac?





Thanks


Jon Hinsman


First National Bank of America

Alejandro_Vaneg
Star Contributor
Star Contributor

Issac and Jon,

 

I know we are working with some customers on a similar project.

I will ask our account manager to contact your solution provider.

 

Alejandro Vanegas

Director, EAI Development.

@Alejandro Vanegas is there an integration option for Encompass that has been developed now? We have a customer that is asking about this for their solution, and this is the only post on Community I have found regarding this thus far. 😃 Thanks!

We are also looking for this.  IF anyone has any thoughts/ideas?  That would be great.

 

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