Skip to main content

Setup

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

Community Plugin Menu

  1. Select SideMenu from the plugin dropdown list

Plugin Management Dropdown

  1. Provide either All Access or more fine grained access by persona or individual user accounts.
  2. The above configures access to the Side Menu itself. The sub-tools that are contained within the Side Menu have separate configuration steps. See each sub-tool configuration for more details on setup.

Usage​

  1. In Encompass
  2. Open a loan
  3. If your user account has been provided access to the Side Menu, upon opening a loan, the Side Menu will be displayed on the right side of the screen:

Side Menu Closed

  1. After clicking on the Close Menu button, the Side Menu will be displayed on the right side of the screen:

Side Menu Open