Opening a Form

You can open a blank form, modify an existing custom form, copy and modify a standard Encompass360 form, or open a form from outside of your Encompass360 Server.

Opening a New (Blank) Form 

  1. Log in to the Input Form Builder.
  2. Click the New Form button.

Or, on the File menu, click New Form.

Opening an Existing Form From Your Encompass360 Server

  1. Log in to the Input Form Builder.
  2. Click the Open Form button.

Or, on the File menu, click Open From Encompass.

  1. Select the Custom Input Forms tab, select a form, and then click Open.

Or, select the Standard Input Forms tab, select a form template, and then click Open.

Open an Encompass360 Form Template

Standard Encompass360 forms (such as a Borrower Summary) can be used as a starting point to decrease the amount of time needed to add controls to your custom form. When using these form templates, the fields are included, but not the logic that controls how the form works within Encompass360.

To Start a New Form Using a Template:

  1. After logging in to the Form Builder,click the Open Form button.

Or, on the File menu, click Open From Encompass.

  1. Select the Standard Input Forms tab.
  2. Select a template, and then click Open.
  3. Click OK to acknowledge the Encompass360 message.
  4. Make your changes to the form.
  5. On the File menu, click Save Form.
  6. On the Save Encompass Form window, type a form name, and then click Save.