Description:
When importing borrower uploaded documents to Encompass there is an error pop up stating "Error Importing Uploaded Docs: Failed to Convert Due to:GenericError"
Steps to resolve:
When this happens it means the borrower has uploaded documents that the Encompass eFolder cannot convert/accept. Most commonly this error is seen with PDFs of bank statements, especially ones from Chase Investments.
Web:
- The first step is to determine what documents are causing the error, look though the docs that have not uploaded to Encompass yet and look for any that look blank, corrupt or odd sized.
a. accepted file types: .pdf, .jpeg, .jpg. .png
b. max file size is 100MB - Locked documents can be found under the Documents tab on a loan or loan application. Locked documents will be shown with a lock symbol under the Encrypted column on the documents tab.
- Once the locked documents are found, download the files to your desktop computer and then reject/delete them in nCino Mortgatge on the loan.
- On the desktop computer where the files were downloaded, open them and use the "print to PDF" option to resave the files as PDFs.
- Manually upload the new files to the loan in the eFolder in Encompass.
Published: 09/25/2023 Last Update: 04/15/2025