Encompass Plugin Setup

Overview

The Floify Encompass Plugin, with help from our partners at Brimmatech, allows lending teams to stay in a single streamlined interface within Encompass to complete all loan tasks. Synchronization of data across the integration is easily implemented to ensure the two platforms share the most accurate borrower information.

Use of this plugin will require a Floify account with an Encompass integration enabled. This article will go over setting up the plugin in the Encompass Platform for the first time and adding additional users as well as the implementation of the tool.

Please see the articles below for using the Encompass Plugin:

Encompass Plugin - Syncing the Data from Encompass to Floify

How to Setup and Use

Requirements

Setting up the Encompass Plugin

Deploying the Plugin Setup to Other Encompass instances

Export the Encompass / Floify Data Sync Custom Form Feature as a Package

Import the Encompass / Floify Data Sync Custom Form Feature from the Package

Requirements

To install the plug-in, please make sure you have access to the following: 

• Floify Account with Encompass Integration
• Encompass Super Admin user privileges
• Bearer token: Get the user API key of a company admin whose account will NOT be deleted.
• XAPI Key

Setting up the Encompass Plugin

1. To start, download the EncompassFloifyDataSync.empkg file attached at the bottom of this article.
   
   
2. Login to the Encompass Input Form Builder with respective Encompass Credentials.
   
   
3. Go to the menu bar in the upper right corner > Tools > Import Package > Browse to find the EncompassFloifyDataSync.empkg file you downloaded in step 1. 
   
   
4. Click ‘Import’:
   
   
   
   
   
   
5. In the ‘Overwrite Data’ pop-up, check ‘Apply this decision to all Custom Data Objects’ and then click ‘Yes’:
   
   
   
   
   
   
6. If successful, you will then see a ‘Package import completed successfully’ pop-up:
   
   
   
   
   
   
   
7. Next, you will need to change the JSON file with the specific Bearer Token and XAPI KEY mentioned in the Requirements section. Go back to the menu bar > Tools > Manage Customizations > Custom Data Objects and select the ‘Brimma.Floify.json’ object:
   
   
   
   
   
   
8. After selecting ‘Brimma.Floify.json’ click ‘Download’ and save it to your computer. Navigate to where you saved this file on your computer and open it up. (In the screen recording we used Notepad++ to view the JSON.)
   
   
9.  Add the Encompass Client ID, Client Secret, and Instance ID in their appropriate fields as indicated in this screenshot:
                                                                                                                                                                            
   
                                                                                                                                                                                                                      
   
10. For Each Company Dashboard using the plugin, replace {APIKEY} with the XAPI Key we gathered for requirements. Please be sure to remove the curly brackets as well.                                                
11. For Each Company Dashboard using the plugin, replace {accesstoken} with the Bearer token (aka User API Key of a permanent company admin). Please be sure to remove the curly brackets as well.                                                                                                                                                                         
12. Save the updates to Brimma.Floify.json, we will re-upload this to Encompass Input Form Builder in the next step. 
    
    
13. Go back to the Encompass Input Form Builder > Menu bar > Tools > Manage Customizations > Upload and find the Brimma.Floify.json file you just updated and saved. Once you have it selected, click ‘Open’. 
    
    
14. A pop-up will appear, click ‘OK’ to replace, then close the manage customizations window:
    
    
    
    
    
    
15. Open the Encompass application, and launch your environment. You should now see a button labeled ‘Encompass/ Floify Data Sync’ when looking at any file!

Deploying the Plugin Setup to other Encompass Instances

Export the Encompass/ Floify Data Sync Custom Form Feature as a Package

1. Login to the Input Form Builder with respective Encompass Credentials:
   
   
   
   
   
   
2. Click the Tools button on the menu bar and the Package Export Wizard in the Input Form Builder:
   
   
   
   
   
   
3. A Popup window will appear. Select the respective Form you wish to export and click on the Next button:
   
   
   
   
   
   
4. Choose the appropriate Assembly you want to export along with the Custom form and then click on the next button:
   
   
   
   
   
   
5. Click on the next button in the below pop up:
   
   
   
   
   
   
6. Please select the respective CDO file in the below pop up window and click on the next button:
   
   
   
   
   
   
7. Click on the Export button to export the Package:
   
   
   
   
   
   
8. Choose the location to which you want to export the file and then enter the name & click on the save button:
   
   
   
   
   
   
9. The below popup will appear once the Package is successfully exported to your machine:
   
   
   
   

Import the Encompass / Floify Data Sync Custom Form Feature from the Package

1. Login to the Input Form Builder with respective Encompass Credentials:
   
   
   
   
   
   
2. Click the Tools button on the menu and  click the Package Import Wizard in the Input Form Builder:
   
   
   
   
   
   
3. A Popup window will appear. Select the respective Custom Form package you want to import and click on the Next button:
   
   
   
   
   
   
4. Click the Import button in the below popup window. You will then receive the popup message “Imported successfully” once the Package is successfully imported into Form Builder:
   
   
   
   

Download the Encompass Files Below: