Input Form Builder: Saving a Form

You can save a form to your Encompass system*, outside of your system, or to an Encompass system you are not connected to. The Save command automatically saves the form to the source location from which the form was opened.

* "Your Encompass system" refers to the Encompass server you are currently logged in to when you are working with the Input Form Builder.

ClosedSaving a Form to the File Source

  • On the File menu, click Save Form.

  • Or, click the Save icon.

The form is saved to the source location from which it was opened.

ClosedSaving a Form to Your Encompass System

To Save a Form to Your Encompass System:

  1. On the File menu, click Save to Encompass.

  2. On the Save Encompass Form Window, type a Form Name, and then click Save.

The form is added to the Forms tab in your Encompass system.

To View and Test This Form:

  1. Log in to Encompass in the same way that you logged in to the Form Builder (using the same User ID, Password, and Server).

  2. Open a loan, click the Forms tab, and then select your custom form.

See Also

Viewing Form Changes