Getting Help with Encompass

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

The Encompass Help Menu

The Help menu at the top of your Encompass screen 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.

Video Tutorials

The Videos page contains a selection of video tutorials that teach you about new Encompass features in recent releases.


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

Guides & Documents

The Guides & Documents contains the latest versions of Encompass documentation, including user guides, white papers, and links to quick reference guides and video tutorials.

Quick Reference Guides

The Quick Reference Guides are one-page, easy-to-follow workflows of common tasks and processes in Encompass.

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

Visit the Resource Center to search the knowledge base, submit a Technical Support case, and more.

Diagnostic Mode

In Encompass 18.1, the Diagnostic Mode – Just in Time option was added to the Encompass Help menu for admin users (and other authorized users provided with the required access rights via their persona). In addition, the Diagnostic Mode option available in previous versions of Encompass has been renamed to Diagnostic Mode – Entire Session.

Release Notes

The Release Notes includes an overview of new Encompass features as well as 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 checkbox on the My Profile screen on the Settings screen.


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.

My Messages

The My Messages system is the primary method of communication for service notifications and alerts from ICE Mortgage Technology. Each Encompass system administrator and named contacts have the ability to sign up to receive email messages or text notifications about specific products and services. They can also enable other users in their company to receive messages and notifications from My Messages. Watch this video to learn more.