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Adding Pointservices.com EPC service to Encompass

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To access Pointservices within the Encompass Application, specific configuration tasks must be accomplished e.g., adding Encompass Users for access, enabling Pointservices.com EPC to show up in the Providers list, etc. The Encompass Admin Portal is where you can configure Pointservices Encompass Integration. Pointservices.com EPC is in the Additional Services category section.   Open the Encompass Admin Portal via the Encompass Desktop Application or an Internet Browser then select <SERVICES>, this wil open the screen required to add new partner services to your Encompass installation.

To access Pointservices within the Encompass Application, specific configuration tasks must be accomplished e.g., adding Encompass Users for access, enabling Pointservices.com EPC to show up in the Providers list, etc. The Encompass Admin Portal is where you can configure Pointservices Encompass Integration. Pointservices.com EPC is in the Additional Services category section. &nbsp; Open the Encompass Admin Portal via the Encompass Desktop Application or an Internet Browser then select <**SERVICES**>, this wil open the screen required to add new partner services to your Encompass installation.
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Select <Service Management> to open the screen needed for adding new services.

Select <**Service Management**> to open the screen needed for adding new services.
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At the top right now select the <Add Service> button to open a list of services available.

At the top right now select the <**Add Service**> button to open a list of services available.
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Select Additional Services from the list

Select **Additional Services** from the list
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Look for Pointservices.com EPC and use the <Manual> button to open the service configuration screen.

Look for **Pointservices.com EPC** and use the <**Manual**> button to open the service configuration screen.
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Using the service configuation screen you will need to complete a few items to add the service you Encompass. Minimum requirements are a service name and granting access to one or more users.   Complete the fields as fallows;   Service Setup Name = Pointservices.com EPC Service Setup Description (optional) = any description you wish Authorized Users = Using the <Add> button. select the proper Organization, User, and Persona as required by your organsization.

Using the service configuation screen you will need to complete a few items to add the service you Encompass. Minimum requirements are a service name and granting access to one or more users. &nbsp; Complete the fields as fallows; &nbsp; Service Setup Name = **Pointservices.com EPC** Service Setup Description (optional) = any description you wish Authorized Users = Using the <**Add**> button. select the proper Organization, User, and Persona as required by your organsization.
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The last step is to make the new service active before you save the new configuration. Toggle the <Active> button to ON and then <Save> the new configuration.

The last step is to make the new service active before you save the new configuration. Toggle the <**Active**> button to ON and then <**Save**> the new configuration.
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Note: if you get an error stating that "User is required" you need to return to the Authorized Users section and insure at least one person, role or persona has been granted access.

Note: if you get an error stating that "User is required" you need to return to the Authorized Users section and insure at least one person, role or persona has been granted access.
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This will complete the EPC service configuration and it will now be found by the authroized users under Additional Services in all your loans.

This will complete the EPC service configuration and it will now be found by the authroized users under Additional Services in all your loans.