Get Encompass Input Form Builder User\''s Guide. Sample Current Disclosure Forms

This guide aims to provide clear instructions on how to effectively complete the Encompass Input Form Builder User’s Guide. By following these steps, you can navigate the form-building process with ease and confidence.

Follow the steps to effectively fill out the Encompass Input Form Builder.

1. Press the ‘Get Form’ button to acquire the form and open it within the form editor.
2. Log in to the Encompass Form Builder using your provided credentials, ensuring you select the appropriate mode (Local or Networked) as advised by your system administrator.
3. Start creating your form by clicking the ‘New Form’ button. This allows you to create a blank form or use an existing template to expedite the process.
4. Utilize the controls available to design your form, including fields such as text boxes, drop-down lists, and radio buttons. Drag and drop these elements into your form workspace.
5. Fill out the required fields in the form, ensuring that you adhere to the specifications for each control type.
6. Customize properties of each control in the Properties window to define their appearance and behavior based on your form requirements.
7. When you are satisfied with your form, save your changes by clicking the ‘Save to Encompass’ option. This makes the form available within your Encompass system.
8. You can also choose to download, print, or share the form as needed, ensuring you have a copy for your records.

Start creating and customizing your forms online today for a seamless experience!