Encompass 360 Help – Installation & Login Instructions

Encompass360 SmartClient –

Installation and Login Instructions

This document describes the process of installing the Encompass360 SmartClient, and then logging into Encompass360.

 

Smart Client Installation

Before you can log in to Encompass360 for the first time, you must install the Encompass360 SmartClient components. This is a one-time-only procedure.

 

IMPORTANT: “Part 1” of the installation procedure must be performed by a user logged on to the computer using a Windows® account with “admin” privileges. After completion of “Part 1”, if a different person will be using the Encompass360 SmartClient on the computer, that person must log on to the computer using their own Windows® User Name and Password, and then complete “Part 2” of the installation procedure.

 

You will need this Client ID: BE11120172

 

Part 1: Performed by the Windows® Admin User

 

1. Log in to the computer using a Windows account with admin
2. Click the following link to start the installation process. http://www.elliemae.com/getencompass360
3. On the File Download – Security Warning window, click Run

4. On the Internet Explorer – Security Warning window, click Run.

The Installation Manager is loaded.

5. When the Encompass360 Installation Manager wizard opens, click Next.

The Encompass360 Installation Manager installs each required application and displays the progress of the installation.

6.When the SmartClient Core Installation wizard opens, click Next.

7.On the User Information window, leave the Individual users selection, and then click Next.

 

NOTE: On Windows Vista operating systems, the User Information window will not appear

The Updating System window shows the progress of the installation.

8. When the installation of the SmartClient Core is complete, click Continue.

9. When the Encompass360 SmartClient Installation wizard opens, click Next.

10. On the License Agreement window, click I accept the license agreement, and then click Next

11. When the installation is complete, click Finish.

The SmartClient Installation Wizard and the Installation Manager will automatically close.

Part 2: For a Different SmartClient User on the Computer

 

IMPORTANT: Complete this procedure only if a different person (from the person who completed “Part 1”) will use the Encompass360 SmartClient on the computer. That person must log on to the computer using their own Windows® User Name and Password, and then complete “Part 2” below. If the person who completed “Part 1” is the same as the person who will use the Encompass360 SmartClient, skip to the section, “Log In to Encompass360” on page 7.

 

1. Log in to the computer using the Windows® User Name and Password of the different user.

2. Click the following link to start the installation process. http://www.elliemae.com/360userinstall

3. On the File Download – Security Warning window, click Run.

4. On the Internet Explorer – Security Warning window, click Run

5. When the Encompass360 SmartClient Installation wizard opens, click Next.

6. On the License Agreement window, click I accept the license agreement, and then click Next.

7. When the installation is complete, click Finish.

Log In to Encompass360

 

IMPORTANT: The first time you log in to Encompass360, the Encompass – Launcher will open. You will enter your company’s Client ID, confirm that the Auto Sign-On check box is selected, and then click Login. After your first log in, you will be taken directly to the Encompass360 Log In window where you will enter your Encompass360 User ID and Password. Contact your system administrator if you do not already have this information.

1. Double-click the Encompass360 icon on your desktop

2. On the Encompass – Launcher, enter the letters BE, followed by the Client ID provided by your system administrator.

 For example: if your client ID is 12345, enter BE12345.

 

3. Confirm that the Auto Sign-On check box is selected, and then click Login.

4. On the Encompass360 Log In window, enter your Encompass360 User ID and Password, and then click OK.

Getting Help with Encompass360

Many resources are available to help you learn and use Encompass360. All can be easily accessed from the Encompass360 Help menu after you have logged in to Encompass360.

The Encompass360 Help Menu

The Help menu at the top of your Encompass360 window contains options that take you directly to the information you need. Each option is described below.

• Encompass360 Help

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.

• Tutorials

The Tutorial Menu contains a selection of video tutorials that teach you to use Encompass360 features such as the Pipeline, eFolder, and Dashboard.

• Glossary

The Glossary contains definitions of the terminology and features used in Encompass360.

• Documentation Library

The Documentation Library contains the latest versions of Encompass360 documentation, including user guides, release notes, quick reference guides, white papers, and tutorials.

• Training Schedule

The Training website contains detailed information on the programs and options available to help you learn Encompass360. You can watch video tutorials, sign up for online classes, and learn about onsite and custom class offerings.

• Technical Support Options

 The Technical Support website contains a searchable database of how-to articles and problem solutions, as well as a user forum, and options for contacting our support team.

• Release Notes

The Release Notes page includes links to both current and past release notes.