Install Encompass Disclosure Plugin

Overview

This guide walks you through installing the Floify Encompass Disclosures plugin using Encompass Form Builder. Once installed, the plugin will be available for use within your Encompass environment.

 

You can read about the Disclosures Desk 2.0 feature here: Disclosures Desk 2.0 Hub

 

How to Install the Plugin

Open Form Builder

Open up the Encompass Form Builder tool:

 

 

 

 

Access Tools Menu

Once Form Builder opens, click Tools in the upper-left corner:

 

 

 

 

Open Manage Customizations

From the Tools dropdown, select Manage Customizations:

 

 

 

 

Navigate to Plugins

Inside Manage Customizations, click on Plugins:

 

 

 

 

Upload the Plugin

Click Upload, then select the Floify Encompass Plugin file from your computer:

 

 

 

 

Open the .dll File

Click Open:

 

 

 

 

Confirm Installation

Select OK:

 

 

 

 

Success!

Now the Floify Encompass Plugin has been installed. 

 

 

 

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