This document describes the process of installing the Encompass SmartClient, and then logging into Encompass Before you can log in to Encompass for the first time, you must install the Encompass SmartClient components. This is a one-time-only procedure. When the Encompass Installation Manager wizard opens, click Next. The Encompass Installation Manager installs each required application and displays the progress of the installation. On the User Information window, leave the Individual users selection, and then click Next.
When the installation of the SmartClient Core is complete, click Continue. On the License Agreement window, click I accept the license agreement , and then click Next. When the installation is complete, click Finish. Click the following link to start the installation process. Contact your system administrator if you do not already have this information. Double-click the Encompass icon on your desktop. For example: if your client ID is , enter BE Confirm that the Auto Sign-On check box is selected, and then click Login.
Many resources are available to help you learn and use Encompass All can be easily accessed from the Encompass Help menu after you have logged in to Encompass The Help menu at the top of your Encompass window contains options that take you directly to the information you need. Each option is described below. The online help system provides comprehensive Encompass information, including detailed descriptions of features and tools, step-by-step instructions, and tutorial videos.
You can also open the online help by pressing the F1 key. The Tutorial Menu contains a selection of video tutorials that teach you to use Encompass features such as the Pipeline, eFolder, and Dashboard. The Documentation Library contains the latest versions of Encompass documentation, including user guides, release notes, quick reference guides, white papers, and tutorials.
The Training website contains detailed information on the programs and options available to help you learn Encompass You can watch video tutorials, sign up for online classes, and learn about onsite and custom class offerings. How do I download Ellie Mae Encompass? How do I access encompass? How do I turn off UAC encompass? Log out of Encompass. What is encompass by Ellie Mae? How do I clear my encompass cache? Is encompass easy to learn? What does Ellie Mae stand for?
Who uses Ellie Mae? How to enable Smart Client logging in R3 and newer Go to Settings gear icon in the upper right corner of the window.
Go to the Advanced tab. Switch Logging for technical support to Enabled. How do I update my encompass? Where can I download the encompass SmartClient app? Post navigation « Previous Previous post: Who is the greatest teacher?
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