Encompass "Form failure" error message

Modified on Wed, Aug 9, 2023 at 3:25 PM

If you come across the following "Form failure" error message when trying to print/generate a custom form in Encompass, follow the steps below to correct the layout settings for Microsoft Word.

1. In the Print form screen, go to the options dropdown and select Print forms with field IDs then click the Preview button:

2. Open the Word document that appears. In the bottom-right corner, there will be three buttons (your layout options). Select the middle button (Print Layout), and the document should change to appear like a normal Word doc.

3. Close the document. Then, in the Print form screen, change the option dropdown back to Print forms with borrower data. You should now be able to print, add to eFolder, and preview the document as you normally do.

This should also correct the problem for any other documents. If you attempt this fix and it is still not working properly, please submit a Service Desk ticket for further troubleshooting.

Service Desk note: There may be other causes of the "Form failure" error, but this is one of the primary causes.

FULL KB article from Encompass:

Summary:

Step 1: Open a new document in Microsoft Word and choose "Mailings" tab at the top of the new document.
Step 2: Go to Start Mail Merge and select "Normal Word Document".
Step 3: Close Encompass and Microsoft Word, then log back into Encompass and print a Custom Form.

Details:

Issue:
How to resolve Form Failure error when generating Custom forms?

Resolution:
While generating custom docs from eDisclosures, RegZ-CD, and Print Icon, some users are receiving FORM FAILURE Error.

Looks to be the same root cause as the OpenDataSource200 error (MailMerge).
This is due to a WinWord.Exe issue the user is unaware of the Form Failure error you are receiving is to help notify you that there is a possible "WinWord.Exe" (mail merge) issue.
Please follow each SOLUTION # below, in the order listed (#1- #7).
One of these solutions should fix the form failure error for your user.

POSSIBLE SOLUTIONS TO RESOLVE

SOLUTION #1
1. Open a new document in Microsoft Word and choose "Mailings" tab at the top of the new document.
2. Then, go to Start Mail Merge and select "Normal Word Document".
3. Close Encompass and Microsoft Word, then log back into Encompass and print a Custom Form.

If no success, try SOLUTION #2
1. Open Microsoft Word and navigate to File then Options.
2. On the General tab, disable (uncheck) the "Open e-mail attachments and other uneditable files in reading view."

NOTE: It is possible for Word documents to open in 'reading view' even if the 'Open e-mail attachments and other un-editable files in reading view' check box is un-checked. To double-check this, open one of the affected documents and select View > Edit Document. It has been confirmed that making this configuration affects all word docs and has resolved the issue.

If no success, try SOLUTION #3
These steps need to be performed for each document listed in the Form Failure message.
1. When attempting to print a custom doc in Encompass, change the Options drop down box, located at the bottom right of the Encompass Print window, to "Print forms with field IDs".
2. Next, click the Preview button at the bottom of the Encompass Print window.
3. Once Microsoft Word opens, change the view from Read Mode to Print Layout (lower right corner of the Word document).
4. Close Microsoft Word.
5. Change the Options drop down box, located at the bottom right of the Encompass Print window, to "Print forms with borrower data"> click print.

If no success, try SOLUTION #4
1. Open Microsoft Word
2. Go to File -> Options
3. Go to Trust Center
4. Go to File Block Settings
5. Make sure "Do not open selected file types" is not selected
6. If it is checked then uncheck it
(Some of the settings can be forced through Group Policy and if that is the case the setting(s) will be gray out.)

If no success, try SOLUTION #5
Created and Granted permission to everyone on - HKEY_CURRENT_CONFIG\Software\Encompass Key
Added the following String entries: Computer\HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Ellie Mae\Encompass
1. Open Adobe Acrobat/Reader
2. Choose Edit tab at the top of the window -> Preferences
3. From the Categories list on the left, select Security (Enhanced)
4. From the Sandbox Protections section, disable Enable Protected Mode at startup
5. From the Enhanced Security section, disable Enable Enhanced Security
(This setting may be under the General Categories list option for versions of Adobe Acrobat Reader earlier than DC).

If no success, try SOLUTION #6
Run a rebuild/repair on MS Office online.

If no success, try SOLUTION #7
Uninstall and then re-install the Encompass printer.