Viewing Form Changes

As you build a form, you can easily view and test it in your Encompass360 system. When you open a form from your Encompass360 server and then save it, it is automatically active and available in the same Encompass360 system you logged in to to use the Input Form Builder.

To View Form Changes in Encompass360:

  1. On the File menu, click Save Form.

Or, click .

Or, on the File menu, click Save to Encompass.

  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:

Saving a Form