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InputFormSet Tool

Features​

Automatically apply input form sets with ease!

Setup​

  1. In Encompass select the SharkeyByte Logo, then Plugin Management
  2. In the Plugin Management form, turn on Input Form Set.

Usage​

  1. Once enabled, make a new folder in your Input Form Sets called Auto under Companywide.
  2. Here are the types of sets you can create and have auto apply.

Apply for User: Name should be 'User_zsharkey' LoanType should be 'LoanType_Conventional' Loan Program should be 'Loan Program_Test Progream Milestone should be 'Milestone_Application' Persona should be 'Persona_Super Administrator' Default should be 'Default'