Input Form Builder: Viewing Form Changes
As you build a form, you can easily view and test it in your
Encompass system
. When you open a form from
your Encompass server and then save it, it is automatically active
and available in the same Encompass system you logged in to to use the
Input Form Builder.
To View Form Changes in Encompass:
-
On the File menu, click Save Form.
Or, click
.Or, on the File menu, click Save to Encompass.
-
Log in to Encompass in the same way that you logged in to the Form Builder (using the same User ID, Password, and Server).
-
Open a loan, click the Forms tab, and then select your custom form.