Settings Grid Search

Features

If you have lots of Encompass settings, you may have always wished for a way to search for what you are looking for rather than having to track down something with sorting and scrolling. Field triggers for example, if you only have a few then things aren't so bad but when you have hundreds, it gets harder and harder to quickly find what you are looking for. The Settings Grid Search functionality from the Community Plugin helps you quickly find what you are looking for. Helping you stay more productive, more efficient, and more effective.

Setup

1. In Encompass
2. Click on the Settings Menu
3. Expand the Community Menu
4. Click on PluginManagement

5. Select the GridSearch plugin and configure who you would like to have access to the Settings Grid Search:

Usage

1. In Encompass, with a user that has been given permissions to the Grid Search in the steps above:
2. Click on the Setting Menu
3. Open the Encompass Settings menu

4. Launch the Encomass settings menu and click on Settings

5. The following areas of the settings are currently supported for the settings grid search (this may not be an exhaustive list):

   Company Information

   • Company Information
   • Services Password Management
   • Personas
   • Organizations/Users
   • Roles
   • Milestones

   External Company Setup

   • TPO Settings

   Loan Setup

   • Loan Folders
   • Loan Duplication
   • Alerts
   • Tasks
   • Default Input Forms
   • Condition Forms
   • Custom Print Forms
   • Print Form Groups
   • Loan Custom Fields
   • Changed Circumstance Setup
   • Disclosure Tracking Settings
   • Trustee List
   • Piggyback Loan Synchronization
   • Sync Templates
   • Zipcode Setup
   • HMDA Profiles
   • NMLS Setup

   eFolder Setup

   • Documents
   • Document Export Templates
   • Document Groups
   • Document Identification
   • Conditions
   • Condition Sets
   • Post-Closing Conditions
   • Post-Closing Condition Sets
   • HTML Email Templates

   Business Rules

   • Loan Folder Business Rule
   • Milestone Completion
   • Field Data Entry
   • Field Triggers
   • Automated Conditions
   • Persona Access to Fields
   • Persona Access to Loans
   • Input Form List
   • Loan Folder List
   • Loan Form Printing
   • Collateral Tracking

6. A search box should appear in the settings panel:

7. Typing in the search box will limit the results shown, for example:

8. The search is not case-sensitive so searching for hmda in the same example above would still yield the same results. The search is intelligent so even in the same example above, if you typed 2018 or even 201, you'd still see the HMDA 2018 milestone completion rule show in the results.
9. 🕒 Saver! Every second counts.

FYI

Other settings will also show the grid search option throughout the Encompass settings, it is not just limiting to the Business Rules settings. 🚀