Getting Help with the Encompass Docs Solution

Many resources are available to help you learn and use the Encompass Docs Solution.

The Encompass Help Menu

The Help menu at the top of your Encompass window contains options that take you directly to the information you need. Each option is described below.

Encompass Help

The online help system provides comprehensive information, including detailed descriptions of features and tools, step-by-step instructions, and video tutorials. You can also open the online help by pressing the F1 key.

Glossary

The glossary contains definitions of the terminology and features used in Encompass.

Guides & Documents

The Guides & Documents page contains the latest versions of Encompass Docs Solution documentation, including user guides.

Training Schedule

The Training website contains detailed information on the programs and options available to help you learn Encompass. You can watch video tutorials, sign up for online classes and learn about onsite and custom class offerings.

Technical Support Options

The Technical Support website contains a searchable database of how-to articles and problem solutions, as well as options for contacting our support team.

Release Notes

The Release Notes include an overview of new Encompass features and step-by-step instructions for using them.

Field-Level Help in Encompass

Field-based help automatically displays when you hover your mouse pointer over a field on an input form. The help contains the field ID followed by its description. To disable field-level help, but continue to display the field ID, clear the Enable field-level help check box on the My Profile screen on the Settings screen.

ClosedHelpPad

The HelpPad allows you to capture field-level help in a separate HelpPad window. This is especially useful for fields that contain detailed definitions or calculations.

To Access the HelpPad:

  1. Press the CTRL key on your keyboard and then click a field on a form.

    HelpPad opens with the selected field-level help displayed.

  2. Repeat step 1 to add more field information to HelpPad.

    You can now view, print, copy, or save the information as needed.