Auto Close helps maintain a clean and efficient Encompass® environment by automatically closing loan files that have been inactive for a set period. This prevents files from being left open and locked when users step away or forget to close them.

 

Benefits

Auto Close eliminates the risk of files being left open and locked when users get tied up working on other items or if they step away from their desk and it also helps prevent unauthorized access to unattended open files.

  

Activation

1. Log in to Encompass® as a Super Admin.

2. Open LTK PowerTools™ from the Encompass® menu and click Settings.

3. Go to the PowerTools™ Free tab.

4. Turn on Auto-Close by clicking On.

Note: After activation of the Tool, be sure to wait for the prompt stating that the download is complete prior to continuing.

5. Ensure a license number populated and restart Encompass®.

 

How It Works

When a loan file has been inactive for a certain amount of time (as defined by the administrator), a pop-up message will present warning that the file is about to close. Users  have the option to cancel the Auto-Close if they are still working in the loan. If no action is taken, the file will close automatically after the countdown ends. 

A screenshot of a computer screen AI-generated content may be incorrect.

 

Where to Find the Settings

Super Admins can manage settings by:

  1. Open any loan in Encompass®.
  2. Navigate to the Admin – Auto Close Loans custom input form.
  3. Click Manage Settings.

A screenshot of a computer AI-generated content may be incorrect.


Customizable Options

Administrators can adjust the following settings:

  • Inactivity Timer: Specify how long a loan must be idle before the system starts monitoring for Auto Close.
  • Countdown Duration: Specify how long the cancel pop-up remains visible before the file closes.
  • Dismiss Dialogs options:  Choose whether to dismiss dialog boxes with the options listed.
  • Save Loan When Closing: Choose whether the loan should be saved before closing.
  • Exit/Close Encompass® Option: Decide if Encompass® itself should close after the loan file does.
  • Force Exit: Set a specific time each day to automatically close Encompass® (based on the user’s local computer time).

A screenshot of a computer AI-generated content may be incorrect.


User-Specific Settings

Super Admins can also apply custom settings for individual users or personas. These personalized settings will override the global defaults, giving administrators more control over how Auto Close behaves for different users.

A screenshot of a computer AI-generated content may be incorrect.


What Gets Installed

When the Auto Close tool is installed, it adds the following components to Encompass®:

  • Forms: Admin – Auto Close Loans
  • Assemblies: AutoCloseLoans1CodeBase.dll
  • Plugins: AutoCloseLoans1Plugin.dll
  • CDO Files: AutoCloseLoans1PluginLicenseKey.txt, and AutoCloseLoans1PluginSettings.xml

 

Custom Fields Created:

Fields:

Description

Format/Type

Max Length

CX.CURRENTUSER.ID

Current Logged in User

String

32