Knowledge Base

Benefits

• Automated Template Application: Templates are applied automatically whenever key loan data changes.
  
• Improved Accuracy: Ensures the correct fees, documents, and tasks are consistently used across loans.
  
• Enhanced Efficiency: Reduces time spent manually configuring templates, allowing users to focus on reviewing and analyzing loan files.
  

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 Template Field Trigger 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®.

How It Works

The plugin operates using a series of custom fields that determine which template to apply and when to apply it. The process is driven by a simple field-trigger approach: once the trigger field is set, the designated template is automatically applied to the loan.

Using the Admin Form

The Admin – Template Field Trigger Plugin form generates the code that can be placed in a field trigger to achieve the desired results.

1. In the CX.TEMPLATE.TYPE dropdown, select the appropriate template type from the listed options: Loan Program, Closing Cost, Data Template, Input Form Set, Document Set, Loan Template Set or Task Set.
   
2. In the CX.TEMPLATE.PATH field, use the Magnifying Glass icon to select the applicable template.
   
3. In the CX.TEMPLATE.APPEND.OVERWRITE dropdown, select the applicable action.  Note that override is not applicate for Document, Task or Input Form templates and will be disabled if one of these template types is selected.
   
4. To apply the selected template now, click CX.TEMPLATE.APPLY. This will immediately apply the template to the current loan record.
   
5. In the CX.TEMPLATE.RESULT field is used in conjunction with the CX.TEMPLATE.APPLY field.  This will display OK briefly if the trigger is successfully applied.  If it is used in a field trigger, it will display a message box with an error if the template trigger did not successfully apply.
   
6. In the Current Code – Copy Paste Into Your Field Trigger field, administrators can copy this code and paste it into a field trigger to run based on specific events or field changes.
   

Example:

Copy the code and paste into a field trigger rule.

Administrators may further customize the generated code to incorporate additional logic or conditions as needed.

Installed Components

• Custom Form: Admin – Template Field Trigger Plugin
  
• Codebase Assemblies: None
  
• Custom Data Objects: TemplateFieldTriggerPluginLicenseKey.txt
  
• Plugins: TemplateFieldTriggerPlugin.dll 
  

Custom Fields Created: