Input Form Sets
Use the Input Form Sets tool to create sets (templates) of forms to display in the forms list on the loan workspace. Input form sets are available to use as a component of a loan template or can be applied individually from within a loan.
About public and personal input form sets
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On the menu bar, click Encompass, and then click Settings.
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In the left panel, click Loan Templates, and then click Input Form Sets.
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On the Input Form Sets screen, select the Public or Personal folder in which to add the set.
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Click the New icon, type the name of the input form set, and then (with the new form set selected) click the Edit icon.
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On the Input Form Set Details window, type a Description.
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Select one or more forms from the Predefined Input Forms list and click Add.
Use the ---Line--- option to add a separation line between groups of forms.
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To remove forms, select one or more forms from the Selected Input Forms list, and then click Remove.
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To change the display order, select a form in the Selected Input Forms list, and then click Up or Down.
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When finished, click Save.