Import a Custom Form

You can import .doc or .rtf formatted forms from Calyx Point or other sources.

The Custom Forms feature does not support the use of variable fields within text boxes. If a form contains text boxes, remove them before importing the form.

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

2. On the Encompass Settings menu bar, click Import, and then click Custom Forms.

3. Select Calyx Point or Other Custom Forms, and click Continue.

4. In the Source section on the window, open the folder containing the forms, and then click one or more forms.

   • If you clicked the Other Custom Forms option and are importing documents from another LOS, clear the checkbox at the bottom of the window to remove data fields from the document.

5. Change the folder in the Destination section if desired.

6. Click Import.