Saving a Form

You can save a form to your Encompass360 system, outside of your system, or to an Encompass360 system you are not connected to. The Save command automatically saves the form to the source location from which the form was opened.

Saving a Form to the File Source

The form is saved to the source location from which it was opened.

Saving a Form to Your Encompass360 System

To Save a Form to Your Encompass360 System:

  1. On the File menu, clickSave to Encompass.
  2. On the Save Encompass Form Window, type a Form Name, and then click Save.

The form is added to the Forms tab in your Encompass360 system.

To View and Test This Form:

  1. Log in to Encompass360 in the same way that you logged in to the Form Builder (using the same User ID, Password, and Server).
  2. Open a loan, click the Forms tab, and then select your custom form.

See Also:

Viewing Form Changes