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ALLREGS ONLINE Quick Reference Guides

TABLE OF CONTENTS

ALLREGS ONLINE REGISTRATION PROCESS ...................................................................................................... 2

ALLREGS ONLINE QUICK REFERENCE GUIDE – FAVORITES ............................................................................... 5

ALLREGS ONLINE QUICK REFERENCE GUIDE – NOTES ...................................................................................... 7

ALLREGS ONLINE QUICK REFERENCE GUIDE – PUBLIC NOTES ........................................................................ 10

ALLREGS ONLINE QUICK REFERENCE GUIDE – RECENTLY VIEWED ................................................................. 14

ALLREGS ONLINE QUICK REFERENCE GUIDE – REPORT BUILDER .................................................................... 15

ALLREGS ONLINE QUICK REFERENCE GUIDE – SEARCH .................................................................................. 18

ALLREGS ONLINE QUICK REFERENCE GUIDE – USER ADMINISTRATION .......................................................... 23

ALLREGS ONLINE QUICK REFERENCE GUIDE – USER GROUPS ........................................................................ 29

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AllRegs Online Registration Process

1. Navigate to www.EllieMae.com. Click on the “AllRegs Online Login” link at the top right

corner of the page

2. Click on the login button in the AllRegs Online box

3. You will be brought to the AllRegs Online login page 4. Click on the “Need to Register?” link below the login fields

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5. Enter information into all the fields in the template. You will need your subscription ID. Copy this from the email you received. [Need to add password format requirements]

6. Click the “Register” button. You will see a message directing you to check your email to continue the registration process

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7. The email will instruct you to click a link to verify your email address. Please check your junk/spam folders in your inbox if you do not receive the email within 10 minutes. If you do not receive it, please call 800-848-4904 to speak with a Technical Services representative or send an email to AllRegsSupport@elliemae.com

8. If the email was successfully verified, you may now log in to AllRegs. Upon first login, you can select your e-Alerts or navigate to the Home page in AllRegs

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AllRegs Online Quick Reference Guide – Favorites

Save documents that you reference often to your Favorites, giving you fast access to information without having to search or browse. When you find a document, you want to save to your Favorites, click the star icon.

Access your Favorites from the Home tab or from the drop down next to your name.

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The Favorites page lists all the documents you have saved, organized by last viewed date.

Documents will remain in your Favorites display until you delete them. Note: If a document that you saved is no longer published in AllRegs, when you click on the document you will see a message notifying you that it has been removed from AllRegs.

Create folders by topic, project or however you want. Drag and drop documents into the folders.

Click on a document in the list to view. You can edit the name of the document or delete it from your favorites

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AllRegs Online Quick Reference Guide – Notes The notes feature gives you the ability to place important information where you need it – right on the source document. To create a note, click the note icon in the document toolbar.

The notes pane will display. You can view any notes that are entered on the document; you can also edit or delete the notes.

Click “Create New Note” to add a note. A private note is a note that only you can see. You must be a public note administrator to be able to create a public note. Give your note a title and enter the text of your note, then click “Save”.

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Your note is now saved to the document. You will see a green dot indicating that the document you are viewing has a note. The dot will have a number indicating how many notes have been added to the document. You can manage all your notes from one location. Select “Notes” from the menu to see the full list of notes you have created.

The notes page shows all the libraries in your subscription.

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Expand a library to view the list of notes.

You can edit and delete notes from this page. You can also click on the document path to view the document.

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AllRegs Online Quick Reference Guide – Public Notes

The public notes feature gives you the ability to place important information where you need it – right on the source document. Public notes are notes that all users in your subscription can view. You must be a public note administrator to create, edit or delete a public note. Your administrator can set up as many public note administrators as your organization needs. On the user’s record, select the “Yes” radio button under Notes Administrator.

To create a note, click the note icon in the document toolbar.

The notes pane will display.

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You can view any private notes that you entered on the document and any public notes. As a notes administrator you can also edit or delete the public notes from this display.

Click “Create New Note” to add a note. A private note is a note that only you can see. To create a public note, click the radio button to the left of “Public Note”. Give your note a title and enter the text of your note, then click “Save”.

Your note is now saved to the document. You will see a green dot indicating that the document you are viewing has a note. The dot will have a number indicating how many notes (private and public) have been added to the document.

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You can manage all your notes from one location. Select “Notes” from the menu to see the full list of notes you have created.

The notes page shows all the libraries in your subscription. Expand a library to view the list of notes.

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The notes administrator can edit and delete notes from this page. All users will be able to view public notes here and they can also click on the document path to view the document.

The home page displays the last five public notes created.

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AllRegs Online Quick Reference Guide – Recently Viewed

Quickly access documents you have viewed over the past seven days in AllRegs. The last five recently viewed documents will display on the home tab. Click “View All” on the home tab or select “Recently Viewed” from the menu to see the full list.

The list displays the most recent document on top and can be sorted by viewed date. Click on a row in the list to view the document.

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AllRegs Online Quick Reference Guide – Report Builder

Save time comparing state compliance information with Report Builder. Over 100 different compliance topics are available.

• Build dynamic reports comparing two or more states on one or more topics. • Save reports so you always have up-to-date information. • Link to AllRegs State Compliance Analysis and Commentary from the report for further

information and sample state forms.

To create a report, click the “New Report” button.

Select the states that you want to compare.

Select the topics.

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Select the layout, either by topic or by state, then click “Run Report”.

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Your report will display with a table of contents in the left pane, so you can easily navigate the selections you made. You can now export the report to print. You can also save the report parameters.

Once you save a report, you can access it from the main screen. The report will generate with the most current information in AllRegs. You can also edit the parameters of the report or delete it from your saved reports.

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AllRegs Online Quick Reference Guide – Search

The search feature is in the global search bar at the top of the screen. To search all content that is available to you, just type in your search term(s) and hit enter or click the magnifying glass.

As you type in terms, the search box will suggest search terms based on what you type. You can select from the suggested terms or continue to enter your terms.

Use the content filter to narrow the scope of the content you want to search.

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The content filter is a drop down that displays all content that is available for you to search. By default, older guidelines are not included in the search scope. To search older content, click the “Include Old Content” checkbox.

Click on a library name to display the content in the right pane. You can combine content from any library in your search.

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You can expand any area that has a blue arrow to the left. This allows you to narrow your search to the exact content. Once you have selected content, a yellow icon will appear to indicate you have applied a filter to your search.

Search Options Click the “Options” link to view search options. The default is to match all words and find synonyms for the terms you have entered.

• Find synonyms – when selected, it will include any of the terms you enter plus synonyms

for your terms in your search results. • Match all words – search results will contain documents with all the terms you entered,

but the terms will not necessarily be in the same order you entered. The search engine will look for the terms anywhere and in any order in the document.

• Match any words – search results will contain documents that have any (not all) of the words you entered.

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• Match exact phrase – search results will contain documents that have the phrase exactly as you entered it. You cannot select to find synonyms when exact phrase is the option selected.

Search Results Search results are displayed in relevancy ranked order. Search terms and synonyms (if selected in options) will be highlighted in yellow in the document preview.

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Result Filters The left side of the screen has filters you can select to narrow the result even further. You can filter by content, keywords or industry topics.

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AllRegs Online Quick Reference Guide – User Administration

The user administration feature provides administrators the ability to manage their subscription without having to contact customer support. The basic functions are:

• Adding users to the subscription • Editing user information • Activating users • Deactivating users • Resetting passwords • Assigning the administrator or note administrator role to other users

Every subscription should have at least one designated administrator. If you do not have an administrator, please contact AllRegs Support at 800-848-4904. Users who are administrators will see “Administration Tasks” in the drop-down menu located to the right of their name.

Manage Users Screen This screen lists everyone registered under the subscription. The list displays active and deactivated users. Deactivated users are automatically deleted from the system after 30 days. The list can be sorted by first name, last name, email, user group or admin role. Click the heading name to apply the sort.

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Use the filter drop down to view only users with an active or inactive status, or with an Admin role.

Adding and Removing Administrators and Note Administrators Your administrator can set up as many additional administrators as your organization needs. There is no limit to the number your organization can have. On the user’s record, select the “Yes” radio button under Administrator and/or Notes Administrator. To remove the role, click the “No” radio button. NOTE: the user must log out, then log back in for the role assignment to take effect.

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When a user is an Admin or Notes Admin, that information will appear in the Admin Role column of the user listing.

Adding a user Click the “Add User” button on the manage users screen to open the template.

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Fill in all fields and then click “Save”. The user will receive an email instructing them to create a password for AllRegs.

You can add multiple users at once with the Bulk Import feature.

Download the template and fill in all required fields.

If you have user groups created, you can add them into that group right away. The “Default Users Group” will allow access to all content in the subscription.

Click the check box and the users you import will receive an email instructing them to create their password.

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In the first column, indicate if the user is being added, or if you are changing information on an existing user record. When the template is ready, save it, then click “Choose File” and them “Import Users”. Newly added users will receive an email to set up their password.

Edit User Information Select the user record you want to edit by clicking the edit icon to the right.

All information except for email address can be changed on the user record. If you need to change the email address for a user, please contact AllRegs Support.

If a user has forgotten their password, click this button and an email will be sent with instructions to reset their password.

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Activate or Deactivate a User Open a user record to change the status.

Bulk Actions Activating, deactivating and changing user group membership can be performed on multiple records at once. Check the box to the left of the record you want to change. The bulk action buttons will become selectable at the top of the screen. Click the button that corresponds to the action you wish to perform.

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AllRegs Online Quick Reference Guide – User Groups

Administrators can create user groups and assign content that is relevant to those users. There is no limit on the number of user groups that can be created. Use this feature to streamline work for end users. Creating user groups removes the “noise” of having to sift through content on the site that is not relevant to the user’s role. It can also allow users that don’t typically access AllRegs to have a tailored content view, they will see information they need and information they don’t need will be removed. Some examples of how user groups may be helpful for your organization:

• You need to limit access to investor content for your Loan Officers, for example, they work in different regions. You also would like to remove state and federal compliance content since it is not relevant to their role.

• You have different branches within your enterprise subscription and you want to ensure that each branch can only access content from investors they do business with.

• You have purchased the Single Family Package, however you do not do FHA, VA or USDA loans. You want to remove this content for some users, so they can work more efficiently.

• Your company has retail, correspondent and wholesale content published in Our Library, however the Loan Officers should only have access to the retail guide.

Create a User Group Click user groups in the left menu. The user groups screen will display. Everyone in the subscription will start out in the default users group. This means that all registered users in the subscription can access all the content. Create user groups for individuals that do not need access to, or should not access, all available content.

Click the “Create User Group” button in the upper right corner. The details screen will display.

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Select the users. You can create a user group with only one user, or with many users. You cannot put a user into more than one group.

Now you can go through the different content tabs across the top and make selections.

Enter a unique name Allow or restrict users from accessing the personalize button on the home page. Select the first page these users will see upon login.

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When all selections are complete, click “Done”. The user group will show up in the list. Click on the row to edit or delete the user group.

What will the user see? In the example screens below, the user only has access to Fannie Mae and Freddie Mac Single Family agency content. Access to other agencies and to all Federal Compliance content has been removed.

The search content filter only displays the content they can search.

In Agency Guides, the other agencies are no longer displayed in the left pane table of contents view.

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The Federal Compliance tab now displays a message to the user that they do not have access to the content.

Edit or Delete a User Group Place your cursor anywhere on the row of the user group you want to edit. The row will highlight, and you can click anywhere on the row to open the user group in edit mode.

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Move across the tabs to change users and content settings. When finished, click “Done”. If you want to delete the entire user group, click the “Delete” button at the bottom of the screen. All users assigned to the deleted group will return to the default users group.

2018 © Ellie Mae, Inc. Ellie Mae®, Encompass®, AllRegs®, the Ellie Mae logo and other trademarks or service marks of Ellie Mae, Inc. appearing herein are the property of Ellie Mae, Inc. or its subsidiaries. All rights reserved. Other company and product names may be trademarks or copyrights of their respective owners.