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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

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 No 
Audit Trail No 
Closing Documents No 
Compliance Management Yes 
Customer Database No 
Digital Signature No 
Document Management No 
Fee Management No 
Loan Processing Yes 
Online Application No 

Product Features

Forms Automation

Approval Process Control No 
Archiving & Retention No 
Collaboration Yes 
Document Indexing No 
Drag & Drop Yes 
Full Text Search No 
Remote Document Access Yes 
Rules-Based Workflow No 
Text Editing Yes 
Version Control No 

Online Form Builders

Artificial Intelligence No 
Assign Roles / Permissions No 
Collaboration Tools No 
Conversational Forms No 
Data Tables No 
Drag & Drop / No Code No 
Export to PDF No 
HIPAA Compliant No 
Import Existing Forms No 
Mobile Forms No 
Offline Forms No 
Pre-made Templates No 
Quizzes / Questionnaires No 
Reporting / Data Visualization No 
Signup Forms No 
Surveys No 

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