Print Form Groups

Use the Print Form Groups tool to create groups of forms that you regularly print (or send) together. When you print forms (or send forms using the Secure Forms Transfer tool), you can save time by selecting a form group, rather than searching for, and selecting, each individual form.

To Create a Print Form Group:

  1. On the menu bar, click Encompass, and then click Settings.

  2. On the left panel, click Loan Setup, and then click Print Form Groups.

  3. Select a personal or public folder in which you want to add the form group.

  4. Click the New icon, type the name of the print form group, and then (with the new group selected) click the Edit icon.

  5. On the Print Form Group Details window, enter a description for the group.

  6. Select forms to include in the group as follows. You can add forms from one or both tabs.

    • Click the Standard Forms tab and then select a category of forms (such as Verification).

    • Or, click the Custom Forms tab and select a Public or Personal folder.

  1. Select forms from the left-hand list and click Add to move them to the Selected Forms list.

  2. When finished, click Save.

ClosedEdit a Custom Print Form

ClosedCopy and Paste a Print Form

  1. On the Print Form Groups window, select a print form group, and then click the Copy icon.

  2. Open the folder in which you want to save the new group, and then click the Paste icon.

ClosedMove a Custom Print Form

  1. On the Print Form Groups window, select a print form group, and then click the Cut icon.

  2. Open the folder you want to move the group to, and click the Paste icon.

ClosedDelete a Custom Print Form

  1. On the Print Form Groups window, select a print form group, and then click the Delete icon.

  2. Click Yes in response to the confirmation message.

ClosedRename a Custom Print Form

  1. On the Print Form Groups window, select a form, and then click Rename.

  2. Type the new name.