Knowledge Base

The Auto Print to eFolder PowerTool™ automatically prints selected Encompass® forms (standard or custom) to the eFolder based on business rule triggers.

Benefits

This tool helps streamline the loan workflow by ensuring the correct documents are printed and saved without manual effort.

Activation

To turn this tool on:

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

2. Open LTK PowerTools™ from the Encompass® menu. Confirm the license includes the Optimized or Enterprise Tier.

3. Click Settings > PowerTools™ Optimized tab.

4. Turn on the Auto Print to eFolder by clicking On.

Important: 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®.

Setting Up Auto Print Rules

To configure a new auto print rule:

1. Log in to Encompass® as a Super Admin.
   
2. Open any loan file.
   
3. Go to the LTK – Auto Print to eFolder input form.
   
4. In the Select A Form drop-down, select the form to print.
   
5. In the Select Placeholder drop-down, select where the form should be saved.
   
6. To test the auto print functionality, select the CHECK THIS BOX TO RUN checkbox.
   
7. The generated code in Copy/Paste to Business Rule Field Trigger Advance Code is to be copied and placed in a field trigger business rule.  Copy the generated business rule code using CTRL+C. 
   

Note: The input form is only for generating and testing the rule code. It does not need to be filled out for the plugin to work in production.

Creating the Business Rule

1. Open Encompass® Settings > Business Rules > Field Triggers.
   
2. Click Add or Edit a field trigger.
   
3. In the Add/Edit Field Event window:
   
• Enter the Trigger Field ID that will trigger the Auto Print. Activation Type should be Field Value Modified.
  
• In the Action Type drop-down menu, select Run Advanced Code.
  
• Paste the copied code into the Advanced Code text box.
  
4. Click OK > Save to finalize the business rule.
   
5. Back in the Field Triggers, select the newly created rule and click Activate.
   

Important: The form will only be printed if the business rule is active.

Once the rule is active, any user (not just super admins) will have the selected form automatically printed when the trigger field is activated.

It is possible to set up multiple rules to print different forms. It is recommended to test each rule before activating it.

Installed Components

• Custom Form: LTK - Auto Print to eFolder
  
• Codebase Assemblies: LTK-AutoPrinter
  
• Custom Data Objects: None
  
• Plugins: LTK-AutoPrinter.dll
  

Custom Fields Created: