Merge EFolder Docs Plugin Installation
You need to import the EMPKG file through the Input Form Builder (Tools / Package Import Wizard).
This will add 1) plugin to merge documents and 2) admin form to test plugin and generate code.
1. Run Input Form Builder and go to menu "Tools / Package Import Wizard".
2. Select MergeEFolderDocsPluginPackage.empkg, Click the "Next" button and confim import.
3. Run Encompass as "admin". You will see a prompt that MergeEFolderDocsPlugin license key is missing.
Click "Yes" to enter a new key. License key dialog will open. Click the link to start your 30-day trial:
4. Submit trial request and save the license key to start using this plugin:
1. Open any loan. Go to form "Admin – Merge EFolder Docs Plugin".
2. Select several documents to merge as source.
3. Select destination document.
4. Select destination document milestone.
5. Set optional parameters if necessary.
6. Click on CX.MRGDOCS.COMMIT checkbox.
7. Documents should merge and form should clear afterwards.