The Form Navigation Plugin adds simple, browser-style Back and Forward buttons to the Encompass® interface, making it easier to move between forms. It also provides a complete history of the forms visited since opening the loan, allowing the user to jump directly to any previously viewed forms. This eliminates the need to click through multiple screens to return to the desired location.

 

Why It’s Helpful

  • Allows quick return to a previously viewed form
  • Enables users to move forward again without losing their position
  • Provides access to a dropdown list of all visited forms
  • Reduces clicks and saves time during loan processing

 

Activation

To turn this tool on:

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 the Form Navigation 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 to Use It

  1. Navigate through at least two forms. This activates the Back button, which will display in dark gray.


  1. Click the Back button to return to the previously viewed form.


  1. After moving back, the Forward button becomes active allowing the user to return to the form that was just exited.


  1. If there is no more history, the Back and Forward the buttons will deactivate.
  2. Use the Dropdown Menu next to the buttons to view the full form history and select any previously visited form.

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    • The most recent form appears at the top.
    • Forms visited multiple times appear only once in the list.

Note: Similar to a web browser:

  • If the user goes back and then manually clicks on a new form, the Forward button resets.
  • The Dropdown history continues to display all forms visited since the loan was opened.

Installed Components

  • Custom Form: None
  • Codebase Assemblies: None
  • Custom Data Objects: None
  • Plugins: LTK-FormNavigation.dll

Custom Fields Created:

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