These steps are for custom disclosures used within Encompass for disclosure desk, and will need to be repeated for each custom form.
How to Use
Access your Encompass Settings.
Click eFolder Setup, then Documents.
Sort the documents by type, to organize by Custom Forms.
Double click on the document to access the settings.
Check the box for ‘Keep a copy of the document in its original format’ and change the format to color.
Repeat these steps, for all custom forms.
This looks like a great tool and very simple to use even for a dummy like me! 🤠👍🐎
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