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Go To Form

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
  2. Click on the Configuration button to launch the SideMenu_Form configuration window:

Side Menu Configuration Menu

  1. Set the Link Type to Form
  2. Name the Link Text as you would like it to appear in the Side Menu
  3. Set the Link Value to the name of the form you want to navigate to.
  4. Click on the Save button to commit the changes
  5. All users will need to logout and back in to Encompass for the changes to take effect

Usage​

  1. In Encompass with a loan open
  2. A user with permissions to the Side Menu can now take advantage of the new link in the Side Menu
  3. With the Side Menu expanded
  4. Click the link previously configured above
  5. The native Encompass Go To functionality will be used to navigate to the form that was configured