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Description
The Biz Rule Analyzer enables users to efficiently search through all business rules, form code, and customizations within Encompass. It helps identify all rules, field triggers, advanced code, and form code that correspond to specific messages or field accesses/sets. Additionally, it can save larger teams a significant amount of money by facilitating collaboration on projects, allowing team members to track each other's progress and identify potential discrepancies in business rules, forms, and other coding elements. By utilizing these features, you can greatly enhance your return on investment in Encompass: streamline routine processes, boost operational efficiency, ensure better compliance, shorten loan closing times, and dedicate more attention to expanding your business rather than resolving issues. Furthermore, it aids in maintaining a uniform Encompass version and plugin deployment across the entire organization while also consolidating multiple documents and transferring all attachments from source documents into a single destination document. This comprehensive tool ultimately fosters a more cohesive working environment and drives overall productivity.
Description
Easily design online forms equipped with workflows, sub-forms, conditional logic, duplicate detection mechanisms, multi-level selection, lookups, tabs, and accordions. You can also establish views and filters to analyze the responses utilizing charts or pivot grids, all of which can be showcased in dynamic dashboards. Automate the generation of documents through Captisa Word Template, send PDF files as email attachments, and download either PDF or Word formats. Additionally, produce various custom PDF or Word documents from a single form or related forms. Set up automated actions within workflows that trigger when an entry is submitted or modified, ensuring emails are dispatched to different departments within your organization while enabling field entry updates. It is crucial to uphold your data's integrity by creating duplicate detection rules to minimize repeated records in your form submissions. Furthermore, you can establish form rules and recommendations that allow for the application of conditional logic without the need for coding, as these rules provide a user-friendly interface to implement and manage frequently changing and widely used protocols. This flexibility not only enhances the user experience but also streamlines the data management process significantly.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
EncompDEV
Founded
2013
Country
United States
Website
www.encompdev.com
Vendor Details
Company Name
Captisa
Country
United States
Website
captisa.com
Product Features
Loan Origination
Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application
Product Features
Forms Automation
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control
Online Form Builders
Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys