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WinTOTAL User`s Guide (Print Manual)

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1. E E O o LE I LE 7 Com DOI Ar n Now you should see the field data from the form transfer into the worksheet cell To demonstrate that it is a live link change the field on the form and watch it change the worksheet when your cursor leaves the field Hint You can link fields from more than one form in W your report Taking data from your worksheet and inserting it into a form is just the reverse Hint Not all formulas are as simple as adding two fields WinTOTAL worksheets support most of the mathematical statistical and text handling formulas found in MS Excel If you re building a complex 9 multipart formula it is often easier to create that y formula in MS Excel Then you can save the Excel spreadsheet and load it into WinTOTAL and create the desired links to and from your spreadsheet This allows you to use Excel s formula help and troubleshooting tools to fine tune your formula Forms PowerView Copyright 2015 a la mode inc 1 From WinTOTAL s worksheet tools place your cursor in the worksheet cell containing the data you want to place in your form 2 Select the field in the form Again use Collapse all and Expand all or Jump to forms to display the desired form 3 Click the Link Cell button The cell turns yellow indicating that it is a linked field Enter Formulas Entering formulas in a worksheet is the same as most spreadsheets Begin a formula by typing the equal s
2. o Depending on your User Privileges the Fee Splits area may be enabled Here you can choose who receives portions of the fee s received the date paid their percentage and the amount paid Fee Splits Contact Date Paid To Amount Appraiser Kathy Franklin o7 21 2015 2 9 Supervisor Michael Smith 07 21 2015 02 oreraa Gora PB 50 4 When you re finished click Save on the upper left MO Close E Preview jsend Ero ig Add Create Edit Invoice This screen is where you create and edit invoices You can also apply pa options for sending or creating a PDF file From Company Smith Appraisal Address 2512 Briar Ridge Road Copyright 2015 a la mode inc Page 199 Wintotal User s Guide Creating Miscellaneous Invoices In addition to invoices attached to orders your XSite can help you create and deliver invoices for additional services 1 From your XSite s Invoice Manager click Create a New Invoice below the Navigation pane on the left 2 Complete the invoice form using the Lookup drop down menu in the Bill To section to select a client from your Contacts database Or just fill in the blanks 3 Now complete the Fees section and deliver the invoice as described in the Delivering Invoices section of this user s guide or click Save to save the invoice until later Deliver XSite Invoices Once you ve completed your invoice you can easily send it out to your client i
3. Billing amp Business Management Note If you use WinTOTAL Aurora as your formfilling software you can manage your invoices from within WinTOTAL without ever accessing your XSite All you need to do is to enable WinTOTAL s XSite Integration features For more information about this process see your WinTOTAL user s guide In the invoice manager the left side of the screen shows a Snapshot and totals for all your invoices You can quickly filter this list for a particular client using the drop down list Likewise to see the list of invoices in a subtotal just click the description such as 30 days 60 days etc Creating Order Invoices If you already have an order for a particular appraisal you need not create a new invoice for that order from scratch Your XSite can build the invoice from the existing order and the fee information you provided when setting up Business Management To create or edit an invoice for an order 1 From your XSite s order management find and double click the order you want to invoice 2 In the Order Details screen click Billing in the top toolbar and select Invoice from the menu that appears Copyright 2015 a la mode inc Page 198 Wintotal User s Guide 7G Add internal Status Ga Update client 2 cat attach Sa Print Gy Bina 2 Delete Invoice History Inspection Complete 04 20 15 04 34 PM Order Changed by Appraiser Michael Smith To View Chang
4. First Name Last Name Fee Table 5 Once you ve added all necessary products for each a oF Tea Pangani product choose a Split Type percentage dollar amount Qa mr John Q Appraiser John Doe s Fee Splits gt and enter the split percentages amounts into the Bol coli eee 7 5 kh Matt Krodel Default Fee Table Appraiser Supervisor and Other fields dia lla A Fee Tabhe a 6 When finished click Save and indicate whether you want to backdate your changes to any existing orders Billing amp Business Management Copyright 2015 a la mode inc Page 190 Wintotal User s Guide Setting Up Billing Preferences When creating invoices on your XSite you can have the payment method already filled in with a specific entry for each client This is particularly useful for requiring credit card payments from certain clients 1 From the Fees Setup section of your XSite s Business Management click the Payment Options link below the Navigation pane Dashboard Orders Accounting Invoices Reporting Notices Fees Setup XSites Network Login Manager Credit Card Product List Define Client Specific Fees Assign Client Fee Tables Define Appraiser Splits Lest nAppratse plits Enable DirectFax ordering More Info Allow clients to enter fee More Info Allow clients to create accounts More Info E Navigation Update Product and Price List Your active products list is what appears in the drop dow
5. 1 In the Image Optimizer click the Annotate tab Images PowerView Copyright 2015 a la mode inc Enhance Annotate Optimize your image prior to annotating If you annotate first and then decrease the Image size for example annotations would be too small Balloons cons Highlight Area Lines Balloons on a balloon to edit Balloon Properties Back color Text L Select Font 2 Apply your preferred annotations using the options provided Options include o Icons In the Icon area you can choose Color B amp W or Legacy icons 1 Select the desired icon Then click anywhere in the image to place that icon 2 Click and drag the icon to move it around o Highlight Area You can highlight a portion of your image to draw attention to certain aspects of the property 1 To highlight an area first choose the size of the line around the highlighted area from the Width drop down menu 2 Then click the Fill Color and Line Color links to select the color for your highlighted area 3 Click the image to anchor the first corner of your area Page 137 Wintotal User s Guide 4 Continue clicking to surround the area desired Instead of drawing the last line just double click or press A to complete the area Note You can also use the Highlight Area tool to obscure or black out photo elements such as family photos religious artifacts people yard signs and other portions of yo
6. Take Ramp RIGHT onto SR 74 Lake Hefner Pkwy 5 75 miles a Road name changes to 58 3 5 74 1 68 miles Road rare changes bo 1 44 SR 3 4 72 miles him Ade a TORI rsi Mau A YE aM 3 For your convenience WinTOTAL also retrieves directions from your office to each property included in your map Maps PowerView Copyright 2015 ala mode inc Page 145 Wintotal User s Guide Review those directions in the bottom half of the screen and click Print Route if you want to print off a copy Map Wizard 4 When finished click Next to continue through the Map Wizard or click Finish if you re not retrieving any other map information Retrieve a Flood Map If your map preferences are set to retrieve a flood map in the fourth step of the Map Wizard WinTOTAL retrieves the flood map for your subject property 1 In some cases WinTOTAL may find several flood maps that apply to your subject property Click the drop down menu above the map area to preview the other maps that WinTOTAL finds if any 2 AS necessary you can edit and annotate your map using the tools provided To simply place the subject balloon click the Add Move Subject button in the Balloon tab Edit Maps on the left Then click the location on the map where you wish to place the subject balloon to insert it into the In the second and fourth steps of the Map Wizard you can map annotate your maps to meet the requirements of each report Annotat
7. to select Quality settings Fax Black amp White Color Maintain highest possible quality Forms PowerView Copyright 2015 a la mode inc Page 96 Wintotal User s Guide Write Addenda WinTOTAL s addenda feature gives you unparalleled power in creating narrative supplements to your appraisal reports Based on proven word processing technology the Addenda feature gives you access to most of the advanced tools found in products like Microsoft Word including tables In fact you can load documents created in your word processor directly into an addendum But WinTOTAL s addenda tools give you one capability you won t find in MS Word you can link any field from any form or multiple forms directly into your addendum As your report changes your addendum is automatically updated To access WinTOTAL s addenda tools click the Addenda button in the Report pane to the left of the Forms PowerView Pla Ek e qua Jos pas arto Tr ib A AA AA O O F kigis eee ees AE 35 EE eae Han oS ee A poing A nm j Uniform Residential A Tea ImTOO TAL ADO pha pora mera roba Par rr arco ab LA A o a pee PEO ID VO I AAA in pen epee Pi TA EA Ba A id wi Bo rip ee AA e eee pray Vo Dl CA POL AA CL EA eh Te OA Le ce in pour Bole epochs Create Addenda In WinTOTAL s addenda tools you can create addenda in three different ways e Text Overflow As you re typing in any multi line text field in a form WinTOTAL
8. Create User Accounts From WinTOTAL s user manager you can create and edit a list of user accounts that can access WinTOTAL If you have more than one person who uses WinTOTAL on your computer or network you should create an account for each user so that you can keep everyone s settings signatures and QuickLists separate To add a user account or edit an existing account 1 From WinTOTAL s user manager click Add to create a new user or select an existing user from the Available list and click Edit to open the profile for editing Please emer a username below Yes can also add your signature aad a seal Mat ll be Ca i fet appbed whan you want te sign reports Tall me what a damas Hobe aE msm Xis Lonin General information anos tre Mahe anto dota WIATOTAL Username ohm foe Amy name you ll recognize Signature and Gual Wang Hs Bliss inks Salow soles the files comtaining your sigasture and sanl emnges Than you can uaa jour minusa 10 drag the mages ba the location you desire or wee the controls below x offset 0 fi MA Y ose 0 fa irmas ine MV E omak 0 E Y ofk 1 E Date Reporisifiped_ Febmary 12 2005 Sista Cartificalica Or Slate License 2 Type a name for the user profile into the WinTOTAL Username box 3 If you need to associate your WinTOTAL account with an account on your XSite click Change My XSite Login Configure WinTOTAL Info in the upper right corner and enter your username and p
9. File Not Found message is A A displayed the home owner has not yet completed their acceptance form Once they do so the site should display properly 4 AS necessary you can manipulate this online property o Check the box to the left of the property name to enable this page 2 From the drop down menu select the format for the files you d like to convert o Click Delete to remove it from your site 3 Depending upon the format you choose one or more options may appear at the bottom of the screen These show the resources that WinTOTAL is able to convert in addition to report files For example in some formats Tools Copyright 2015 a la mode inc Page 165 o If you need to adjust the URL address you entered earlier click Edit URL Wintotal User s Guide WinTOTAL can import comparables photos and text databases canned comments Check each box for the items you wish to convert and then click Next 4 If you did not select options other than just appraisal reports in the previous step skip to the next step Otherwise you may see up to four settings here depending on the items you indicated you wanted to convert For each setting click Browse navigate out to the appropriate file from your old software and click Open to accept the file 5 Now click Browse to navigate out to the folder containing the reports from your old software Navigate out to that folder click it and click OK to select it 6 Sele
10. o Click New Contact to add a new contact to your address book Once you ve filled out the necessary contact information click OK to save the contact o Click a contact and click Edit Contact to edit the contact s information o Click a contact and click Remove Contact to remove it from your address book 3 Once the desired contact is displayed in the list double click the name to add it to the To section of the Message recipients field Or select the name and click the Cc gt button to add it to that section 4 Repeat these steps to add as many recipients as necessary 5 When you ve found all the desired contacts click OK to add their e mail addresses to your e mail message Hint If you create any new contacts as you re Q selecting recipients don t forget to synchronize those El changes with your XSite by using the synchronization tools in the Appraisal Desktop Report Delivery TOTAL Connect Pro Pre Delivery Check TOTAL Connect Pro s Pre Delivery Check allows you to complete your client s review process prior to singing and delivering the report This streamlines your delivery process and allows you to make adjustments and provide commentary in the report during your final review as opposed to canceling the delivery returning to the report and unsigning it to correct any issues The commentary you provide during the Pre Delivery Check is added to your report as a PDF To begin a TOTAL Connect Pro Pre Deliv
11. 1 From the Windows Start menu choose All Programs WinTOTAL WinTOTAL Configuration Utility each other For detailed steps on this process see Tech Doc 2 From within WinTOTAL or the Appraisal Desktop choose 5080 Options Configure WinTOTAL settings a y E YD Mas x sa Pocket interne Sketch Flood Comps net Y irtormaticn A Many of the options on Ej op omen a Q ea akin eaa Configure Your Firewall ure Tl You can abg manage al E Er i i i i raw Ane E sa Since WinTOTAL relies heavily on the Internet as a resource our da ogre and A 58 gf OF yH paing e for flood and census data maps updates and Display A A sig General communication with your XSite it s very important that any gaem Initial Window Size A Piro Marte firewall programs you may have do not interfere with those a processes If you re experiencing regular problems inside WinTOTAL and you know that you have a firewall program E Insi h nfiguration n installed consult one of our firewall documents below side the configuration tool you ca e Tech Doc 4016 Effects of Antivirus amp Firewall Programs on e Change your auto save settings WinTOTAL e Set up WinTOTAL user profiles and signatures e Tech Doc for Configuring ALL Firewall Programs for e Decide whether your drop down lists contain Recent WinTOTAL Responses or QuickLists Create custom labels for the photos in your database Install and configure Pocket TOTAL Configu
12. 8 1 2013 2653 N Mildred Ave Naples FL 34102 a Business Manage 9 20 2013 2966 Scenic Highway 98 Naples FL 34102 of the TOTAL Connect plugins 1 Begin by opening TOTAL Connect 2 Select the appropriate order from the list and click Del ive r Order Information Type Business Management Order Placed Date 6 3 2013 Lender Fee 0 00 Loan Refresh 3 Add Internal Status A Update Clie xport E Print JX Delete Internal Order No Street Address City Due Date U 78 8133453 2 1253 Rockview Rd Naples 7 17 2015 61 1485324 2 1725 NW Gray Cir Naples 7 20 2015 f 20 1080054 3 1771 Newton Ln Naples 9 3 2015 3 Click OK to continue 11 126291 8 1282 S Rangeline Rd 10 17 2015 4 A window appears prompting you to delete the original order file so that you do not confuse the two in the future For best results we recommend that you delete the original order Click Yes to delete it or click No if you wish to keep it 3 Follow the instructions in the delivery wizard to complete the delivery process Associate XSite Orders While WinTOTAL s XSite synchronization tools are designed to notify you any time you attempt to download a new order that you ve already started in WinTOTAL you may find times where you need to associate the two so you can deliver the report to the appropriate client If you need to associate your existing report with an order from your XSite Roll Back to Athena
13. Cor Search alice C Keep open even after clicking Find Great lor dual monies mode Major Form Report Type Al Proximity within O ms Order t Lender cased f Mimin Tiedt Fike mine Tient Fike hn Other ios C Co SS oS e Jo f Sa o Date Cancolled Sto Date Requestoed ba Date Due GC Jo Appraiser Started D Bal Due Date to Fee Total D Payment Total te 1 In the Appraisal Desktop click Advanced Find in the upper left corner of the screen 2 In the screen that appears type as many individual search phrases into the provided boxes as you like The more search phrases you type the more WinTOTAL refines your final search results 3 To expand your search beyond the currently selected folder click the Search all folders box 4 If you re going to perform multiple searches you may keep the Advanced Find screen open even after you execute one search Click the box at the top of the screen 5 To limit the list of reports to those that involve subject properties within a certain distance from the selected property noted in the header of the screen type a distance into the Proximity within field 6 Once you re satisfied with your search criteria click Find 7 1f no reports are found that match your criteria no reports appear otherwise you see all the reports that match your criteria in the Files list 8 Click Clear at the top of the list to reset the search criteria and display all reports Location Sea
14. Individual report delivery commands e ShowQN QuickNotes display commands Register WinTOTAL When you first install WinTOTAL you re prompted to enter the registration information to unlock WinTOTAL s full feature set If you re working on a Demo version of WinTOTAL that you d like to unlock or if you need to change your Copyright 2015 a la mode inc Page 40 Wintotal User s Guide registration information you can do so at any time To register WinTOTAL 1 From anywhere in WinTOTAL click the Help menu and select Register gt Help Contents View WinTOTAL Tutorial View Tech doc library WinTOTAL Hot Key guide 2 In the screen that appears enter your Customer Number Company Name and Authorization code in the designated fields If you don t have this information click the Forgot your code link at the bottom of the registration screen Enter your a la mode customer in the box and click the button Your information is immediately sent to the e mail address and fax number we have on file for your company 3 Finally click OK to accept your registration information S Change WinTOTAL Options The below options allow you to register WinTOTAL so it knows which features to enable and what to print out at the top of each of your report forms To register your copy of WinTOTAL enter your Customer Number Compeny Mame and Authorzaton Code ited on your invoice IF you do PM not have an invoke
15. Wi NTOTAL AU rora ES PA F 7 4 mn y F y ai om E 2 Sy f ga ty a ha j EA A o ia y s gt e EJ i i i fl SEG 1 E f UN 1 J a DAN sr i Pai in T ti YA K A de d i AA EA Y otr A h A ae Sia Ser 29 gt A ae El Ed 1 800 ALAMODE a la mode inc Sis www ala mode com The leader in real estate technology WINTOTAL USER S GUIDE Wooo cccsssssssscccssssscccccesesssccessssssssscensssees 5 USING THIS GUIDE iiras tes a 5 CONVENTIONS IN THIS GUIDE asiaticos 5 END USER LICENSE AGREEIVIENT Sv noc is 6 WinTOTAL Aurora Software License License by a la mode inC 7 Adobe Systems INCOlMDOTGLCG sur bi 11 OOO DO iodo a 12 APexEIcense AGI COC iia A E Ts 13 APPS INATEC a as 13 SISTEMA EQUIREMEN TS dd a Ol dE 14 INSTALAN TOTAL EO 15 CONFIGURE TOUR EREW Albaida diodo iceiical 16 CONFIGURE WINTOT AL lt lt lt lt lt lt lt lt lt lt 0oocomicciiicndicniancnoncinncacnniananano 16 GENERAL SETTINGS asare a 17 Manage OSCE ACCOUNTS mienen a E T E ANA 18 Create User Accor Ss 19 Set Up VOUr Senate aaen A TN R RA 19 SEL The Current USEF crun EE E E EEEE 20 change Database LOCAS a 20 Fie CODINCE Se A A E E 20 PORMPILEING PREFERENCE S 2ts sxnasedanecatsacguegneweuscatadeguwaanoaneost E E Eai i 21 Data ENUY OPD HUON Sd 22 Fontes FORTY COMO Si T anaes 24 SpeErCHECKODUON S Na 26 IMAGE SETTINGS 00d E TTO T 26 Image QUGTIEV SCTHINGS eiin a a a a
16. 2 In the menu that appears choose Resequence QuickList 3 When the reordering window appears click the QuickList entry or unassigned gap you wish to move Forms PowerView Copyright 2015 a la mode inc Page 87 Wintotal User s Guide Re order QuickList Entries Every field in a form can have an unlimited amount of QuickList entries The first nine entries in a ist have keyboard hot keys A 1 9 that enable you to use them without lfting your hand off your keyboard If you have more than nine QuickList items for a field you may want to use the below options to move your more important ones higher in the list 4 Then click the Move Up and Move Down links to position the QuickList entry as you see fit 5 To remove the unassigned gaps from your QuickLists and automatically reorder the following QuickList entries to use the new space click Trim Gaps 6 Click OK when finished to save your changes Share QuickLists Particularly if you re working in a multi appraiser office and you re sharing WinTOTAL on a network you may find times when your QuickList entries do not have all the info you want particularly if you re new to WinTOTAL and haven t had the opportunity to create an extensive library of QuickLists For just such occasions we ve added the ability for WinTOTAL users to share QuickLists with other WinTOTAL users in your network If you have a set of QuickLists you want to share with others in your office n
17. 4 If you re using a start point other than your local office type in the address you wish to use as the starting point for your driving directions into the available boxes 5 Finally click OK to apply your changes driving directions in your order form to start from the new location Automate Order Numbering If you ve defined your own custom order numbering scheme to help you keep track of each new order that comes into your office you may be able to use WinTOTAL s auto numbering tools to automate the order numbering process so that you don t have to manage it To enable automatic internal order numbering 1 In WinTOTAL s Order PowerView check the Auto Internal Order box in the Options pane to the left of the Order PowerView of the Appraisal Desktop 2 Next click the Auto Internal Order link 3 When the Configure Internal Order Number window appears determine whether you want to make your order numbering system available to all users on your network or just on your machine and then mark either Just for me or Office wide All WinTOTAL users option to indicate your choice If you re not using a network installation of WinTOTAL mark the Just for me option Note If you re using a network setup of WinTOTAL and you select to use this as an Office wide setting it applies to all users in your network and can be O changed by all users in your network If the other users in your network wish to use a different internal order
18. Fax Black amp White Color Document from Scanner By using this option to add a document to your report WinTOTAL automatically starts your scanning software Note You must have your scanning software installed to use this option Furthermore since your O scanning software is unique to your scanner if you E have difficulties using this option you should contact your scanner manufacturer Forms PowerView Copyright 2015 a la mode inc Page 95 Wintotal User s Guide 1 Once the scanning software loads it takes control from WinTOTAL so you must use it as directed by the manufacturer to scan or acquire the image Usually you click OK Close Save Scan or Send to in order to send the image to the host application in this case WinTOTAL If you re scanning software has no such option it should send the image to WinTOTAL 2 Once the image has been sent to WinTOTAL an Import from scanner screen appears prompting you with specific options Choose a type of form to insert the scanned document into and type a title for the form in the available box Import from scanner Select your options and click OK Type of form s to add into report Ful Legal Full Page Legal Document is Title of form s Location Map Load image in the Image Optimizer Auto optimize the image for me Quality settings O Fax Black amp White Color 3 Remember to choose either to automatically optimize your
19. Filename at the bottom of the screen Photo Wizard a Digital Photo Wizard The options below let you set unique photo flenames for every single photo retrieved for use h WinTOTAL By doing this youl never have to worry about ovenanting exsting photos Automatic Henames are created hom the following and oc abia Filename pralik Year Digits 00 93 Marth Digits 01 12 7 Day Number 01 31 T A tdg sequence ap p A earn Sample Filename 0507120001 JPG 10 Click Finished when you re done 11 You re prompted to enter a name for a new album containing these photos The default album name is set to the current date and a Set number Edit this album name and choose OK Or choose Skip if you do not wish to use albums If you prefer not to ever use albums check the I do not wish to use Albums box as well Note See the My Albums section of this user guide to learn more about albums 12 If you marked the option about deleting the original files answer Yes or No in the screen that appears to indicate your choice and complete the import process Once you ve imported your photos and they appear in your Images Database you can simply place them in your report as usual and WinTOTAL automatically assigns the property information to your photo for you If you have photos remaining that do not apply your current appraisal and you need to assign property information to them type it directly into t
20. Order PowerView 7 To print mailing labels for your XSellerate mailer click the Since time efficiency is key to running a successful appraisal Preview and Print Labels button business the Requester has been replaced with a more powerful Order PowerView to help you manage and begin Order PowerView Copyright 2015 ala mode inc Page 74 Wintotal User s Guide your appraisal orders Since the Order PowerView uses a office to the subject property to your order form as well form instead of an application like the Requester you can now enter even more information on the fly While you could use the Requester to help you fill out all the fields in e Extended Contacts Adds new ons re your forms the new Order PowerView allows you to sections to your order form ene ea Lee geocode your property add a map and get driving permitting you to add detailed ee directions before you even begin your form work There are information about all of your ko two ways to access the Order PowerView eonracts to ie as 1 Open an existing report and click Order e Extended Billing Adds a Billing ee 2 Click New in the upper left corner of WinTOTAL or the section to your order form to help a Appraisal Desktop to create a new report WinTOTAL you track billing and payment for CO FEMA Census data takes you to the Order PowerView automatically to assist your report This section replaces mae ase you in starting your reports the Billing PowerView in Athena e E
21. To unmark a form and omit it from printing forms list for additional options These options change double click it again depending on whether you are printing to hard copy printers 5 You can also select the target printer on a form by form or creating a PDF To apply special print options while you re basis If you have just one printer hooked up to your PC printing you can leave this at the default If you have separate 1 Print your report in the typical way printers for color printing or photos and B amp W printing l 2 In the Aurora Print Engine click the link at the bottom to click Printer Settings in the upper left corner of the open the additional printing options Printing Copyright 2015 a la mode inc Page 169 Wintotal User s Guide 3 Set your preferred options using the check boxes and links in the pane on the right Options include Report options Indude copies of highlighted page Print page number on each form C Show numbering as X of XX Print on each form Print a box around photos Show Table of Contents column 7 Print net and gross Edit a d dl C Print a summary phrase Edit Printer options Number of report copies C Select main printer for all forms C Select photo printer for all photo pages Send all pages to printer as one job C Use printer profiles 7 Edit Printer Settings o Include copies of highlighted page Allows you to specify a different number
22. To add a new company contact to your database 1 From WinTOTAL s contact manager click Add in the toolbar 2 When the Contact Details screen appears select the option at the top to indicate that you re adding a Company Page 66 Wintotal User s Guide 3 Next select at least one option from the Type of contact check boxes You can choose as many as you like 4 If you d like to limit access to this contact to yourself un check the Public Contact box If this is checked all of the users on your system can view this contact 5 Complete the remaining text boxes for this individual or company 6 You can add individuals who work for that firm using the Contacts in Company box at the bottom of the screen Click Add in the Contacts in Company box 7 Complete the individual s information and click OK Use the Edit and Delete links to modify existing contacts for that company Continue adding as many individual contacts as necessary for this company 8 Type any relevant notes about your contact in the available Notes box 9 When the contact information is complete click OK to save this contact to your database Manage Existing Contacts Once you ve created a list of contacts you can easily return to edit or delete them later To do So 1 From WinTOTAL s contact manager click to select the contact you wish to manage 2 Then modify it as necessary o To edit a contact
23. WE Search for duplicate comps in the database ths option b turned of all comps found in the current report wil be added to the comps databasa whether or not they meto any exsting entres in the datebase Preview each duplicate found ile peel ers md TE neh dike cee Bco an hs restar scot on decide This wil show a preview ar Gach duplicate Comp 2560 on The premier YOU Can cece 2 a r whether to add the comp or not JF this optio record in the database wil be skipped E Import photos with comps Select this aption f you wish to be able to view photos of your mported comparables If thi option is checked a copy of the comparables photo wil ba extracted from the report and added to your images database The photo can then be autoraticaly imported nto other reports when you pice a comparable 3 To import the subject property check the Import the Subject box 4 Select Prompt for additional comp information if you prefer to add additional data to each comp during the import process 5 Check the Search for Duplicates box to automatically search your database for duplicate comps before importing them If desired check the Preview each duplicate found box to force WinTOTAL to prompt you whenever it finds a duplicate You re then given the option of adding duplicate comps anyway If this option is not selected any comps with duplicate addresses are ignored 6 Finally check the final box if you d like to have any photos assoc
24. While the Aurora version of WinTOTAL contains all the latest features updates and upgrades to help you stay productive in your appraisal business we provide the option for you to Tools Copyright 2015 ala mode inc Page 167 Wintotal User s Guide roll back to the previous Athena version of WinTOTAL if you wish This lite version of WinTOTAL will continuously receive updates and support as the industry changes and may be the more comfortable tool for those who have become familiar with it If you re considering the possibility of rolling back to Athena consult our Roll back FAQ for more details or our Rollback Tech Doc for detailed instructions on this process e Rollback FAQ 4997 e Rollback Tech Doc 4999 To initiate the rollback process 1 Open the Appraisal Desktop 2 From the Tools menu click Rollback to Athena Printing Since printing is an essential step in completing each report whether generating a hard copy or creating a PDF using the PDF creation tool now included with WinTOTAL the essentials are covered in this user guide You can either print your report using WinTOTAL s Print button or through the File menu Here s a brief description of the print options in WinTOTAL s File menu e Print Acts just like the Print button in WinTOTAL e Print to PDF Generates a PDF copy of your report e Print Current Form Prints the current form on your screen e Print Setup Allows you to
25. a la mode inc Page 206 Wintotal User s Guide Use WinTOTAL Billing WinTOTAL s Aurora generation includes all the tools you need to create orders invoice clients and record payments If you have an Appraiser XSite those same billing tools have been extended to keep your XSite up to date without requiring you to even log in The workflow that best suits your office may include various pieces from the full spectrum of features available This section of the user guide follows the general workflow during the life of an appraisal from order to payment with specific steps to help you perform each step Work with Orders WinTOTAL s Order Management tools exist in two places to help meet your workflow e If you prefer to do your order management as you work on your appraisal report you can update your order with the Order PowerView e If you prefer to do your order management across groups of orders without having to open each order you can do so in the Appraisal Desktop Order PowerView Using the Order PowerView s order management tools you can e Update the order by changing the information in the order form e Check the Extended Billing option on the left to manage your invoice information through the order form e Update the internal status of the order using the Status pane on the left e Check the XSite Integration box if it hasn t already been checked to ensure that this order syncs with your XSite Ap
26. amp QuickLists section of this user s guide Edit Recent Responses While the Recent Responses are saved for you automatically as you type you can also edit the entries 1 In a report place your cursor in any field containing recent responses and click the icon to display the list 2 Right click any of the responses in the list 3 In the menu that appears choose an option to apply your changes Options include o Edit Recent Response Click this option type a correction into the screen that appears and click OK to save your changes back into the Recent Responses list inl Edit Recent Response Entry Please enter the new text for your Recent Response Entry o Remove from Recent Responses Click this to remove the item from your drop down list o Add to QuickList Click this type a QuickList name and click OK to transfer the recent response item directly to your QuickLists for this field o Use Click this to apply the recent response entry to the current field Note Even though you edit a recent response item e if you continue to type new items into that field your edited text may eventually by forced off the list by 7 new entries Remember that recent responses only remember the last 10 entries Use Recent Responses Once you ve entered text into a field in a report the next time you visit that field you see an icon indicating that recent responses are available Click the icon to displ
27. client s account 1 From TOTAL Connect s Appraisal Desktop click Options on the upper left and select Login Manager from the drop down menu Change office settings Edit column layout Rebuild reports list Rebuild folder list Allow another WinTOTAL user to deliver my reports Configure WinTOTAL settings Tracking Rules Login Manager 2 If prompted sign in to TOTAL Connect using your a la mode login Appraisal Desktop Copyright 2015 ala mode inc Page 45 Wintotal User s Guide Y TOTAL Connect Login Ls TOTAL Connect by alamode Enter your a la mode login to sign in to TOTAL Connect E mail Mike Smith SmithAppraisal biz Password Remember my password Sign me in automatically 3 In the screen that appears select your client from the drop down menu Then enter your e mail address or username and password Login Manager Once you login we ll link your a la mode account with your client s account From there orders you accept through your client will appear in your order manager Mercury Network ki Enter your Mercury Network login credentials to see all new orders in TOTAL Connect E mail Mike Smith SmithAppraisal Biz Password ARA Appraisal Desktop Copyright 2015 a la mode inc 4 Once you ve selected your client and entered the login information for your client s portal click Verify amp Save 5 To remove an exist
28. double click it o To delete a contact click Delete in the top toolbar o To assign a contact to a different company double click it and select a new company from the Assign to Co drop down Merge Duplicate Contacts If you regularly type contacts into your reports instead of selecting them from WinTOTAL s provided drop downs or if you regularly receive orders through your Appraiser XSite you may accrue a number of duplicate contacts in your address book just in the natural course of doing business To help you keep your address book organized WinTOTAL provides a simple Contacts Cleanup Wizard and some basic contact merging functions you can use to combine related contacts To use the Contacts Cleanup Wizard 1 From WinTOTAL s contact manager click Sync Contacts Cleanup Pa Note If you ve never run the Contacts Cleanup O before this feature will appear in the main toolbar as a Contacts Cleanup button Appraisal Desktop Copyright 2015 a la mode inc Page 67 Wintotal User s Guide 2 In the screen that appears review the notes about the contact cleanup process and click Begin 3 Once your contacts have been downloaded you re taken to the Company Cleanup step Click View Duplicates to see your duplicate company contacts 4 Click the symbols beside each contact to view potential duplicates select the specific duplicate contacts you wish to merge Contacts denoted with a yellow flag are ad hoc contacts Contact
29. e Click the Client instructions option to display any specific instructions the client may have sent along with the order Other Formfilling Tools In addition to the variety of formfilling tools such as on the fly contact management and pop up calculation forms that you have within each forms WinTOTAL comes equipped with a number of additional formfilling tools including e A Spell Checker e A Change Case tool e Calendar Math Calculator An Area Estimator Copyrighting tools A File Label tool And more Forms PowerView e Check the Add to Addendum box to include this report as part of your addendum Choose the Error Omissions Copyright 2015 a la mode inc Page 107 Wintotal User s Guide For a more detailed list of available tools and their 2 Mark either the Appraiser or Supervisor option descriptions see the Tools chapter of this user guide 3 Choose a color You can have your signature print in blue Sign Reports or red on a color printer even if it was scanned in black 4 Check the box to insert the current date automatically into the Signed Date field of your report 5 At the bottom of the screen a handful of other options When your report is complete and ready to deliver it s first appear and can assist you in completing various tasks time to sign the report This is an important step in the with your report Options are cei world as applying ne ea olay also o Export report comps into Co
30. please cal 1 800 ALAMODE to purchase WinTOTAL g Customer Number Company Hame Authorization Set Up Your Office WinTOTAL uses information about your office and its location to do a variety of things for you Using your office s address information WinTOTAL can retrieve directions to each property from your office and place those into the order When invoicing WinTOTAL uses your office contact information to help you fill out your invoice Between these and other functions in WinTOTAL it s imperative that you give WinTOTAL accurate information about your office to ensure a smooth experience throughout each report To set up your office information 1 In WinTOTAL click Options Office Settings from the menus 2 Edit the information in any or all of the fields For the Federal Tax ID and Employee ID fields you have the option of having that information automatically transferred to your invoice forms Check the box for either item to enable this feature 3 If you want to integrate WinTOTAL with your XSite you can do so here as well Click Edit at the bottom of the screen fill out your XSite login information check the Save Password box for convenience and then click OK to save your XSite information 4 When you ve completed your changes click OK to save them Copyright 2015 ala mode inc Page 41 Wintotal User s Guide ia Office Settings The information below will transfer to your invoices Company
31. pr rl a AAA rd A kee EP AA 2 Verify the address GPS data displayed in the grid If the information is incorrect or you need to adjust it click a field you wish to edit and then type in your changes 3 If you own a supported GPS and would like to import the coordinates from your GPS device you can do so o To configure your GPS Plug your USB GPS device into your computer click Import from GPS Device and then click Configure Select your type of GPS from the list provided and click OK o To import coordinates from your GPS Plug your USB GPS device into your computer click Import from GPS Device check the boxes beside each coordinate you want to import and select the appropriate property address for each coordinate from the menus on the right Then click OK to import the coordinates for your map 4 When finished click Next to continue through the Map Wizard Maps PowerView Copyright 2015 a la mode inc Page 143 Wintotal User s Guide Retrieve a Location Map WinTOTAL s Map Wizard can retrieve several different types of map depending on your needs and you have full control to adjust the map for your current report 1 In the second step of the Map Wizard specify a map type in the Type drop down menu Types include o Road Map A typical street map like those that have always been available in WinTOTAL o Aerial Map A satellite photograph of the area containing your properties o Hybrid Map A satellite photo
32. 152 MANAGE ES e o o el eres oe cabot eee 152 DIRECTA aia 153 SEND REPORTS TO VA Tori AAA 154 TOOLS uscar 155 PEER a 155 CHANGE CASE aiii ii 156 CAIFEINDIS Reus ose datada 156 el 52 eee ee S eee 156 COPYRIGHT REPORTS adi 158 AREA CALCULATOR ai A A A ecto 159 AREA ESTIMA TO is ect ro lib 159 SQUARE FOOTAGE ADJUSTER rad 160 MATH CALCULATOR ou NINA 160 MARSHALL amp SWIFT COST ESTIMATES csccssccecceccussussuscuscceccecsusccecceseessussuseuscescesceesees 161 PROPERTY PRESENTATION Sra ia 163 CREATING THE PRESENTA TON od ataca 164 PUBLISHING THE PRESENTATION ca 165 CONVERT COMPERTO RALES e ed e and ce REE 165 Copyright 2015 a la mode inc Page iii Wintotal User s Guide COLLABORATION viusris o ee tate traatn silat accede mtr AA 166 ASSOCIATE A SITE ORDERS corola ao islotes 167 ROLE BACK TO ATENAS ai 167 PRINTING o ed 168 PRINT REPORT soil cata 168 FORINT OPTION Sc o dsd 169 Print Net amp Gross Adjustments ci dida cia 171 Print SUMIMO Y PRIGSES a di 171 Remove Pages Irom the TOCA ato 172 POR OPTIONS amp SECURITY a a S T N E SR 172 EQIE PDP AGIOS LIMON S ora n a AEE asia 173 Edit PDF Security Settings ccccsseccccseseccnaescccsneecsaseccsasecsauescesausecesassessaneeees 173 PQICAGVANGEO PDP SE HINOS IA AAA E RA 174 REPORT DELIVERY e a a AEE EEEa 175 DEFAULT DELIVERY METHODS scenic a a a aa lides 175 MESSAGE TEMPLATE Sariaren araa A e A EA 175 SELECT E MAI RECIPIENTE A AA 176 TOTAL CONNECT PRO PRE DELIVERY CH
33. 4 4 To delete a photo simply click on it and press Delete Link to Form Fields A key feature in WinTOTAL s addenda tools is the ability to place hot links to fields from your appraisal forms These hotlinks pull information from the forms in your report to help you fill out your addenda For example instead of typing the address of 123 Main Street you could link the address field in your report down into the addendum The addendum would pull the address from the address field into your addenda marking it in blue Then if you save the addendum and load it into another report the address refreshes with the data from the new report To create these hotlinks in your addendum 1 In WinTOTAL s addenda tools place your cursor in the addendum where you want to insert data from a report field 2 In the form window select the field whose data you want to include in the addenda To find the right field you can use Collapse all and Expand all or Jump to forms 3 Once your cursor is in the proper field click the Link Field button to insert the contents of the selected form field into your addendum The field data from the form transfers into the addenda To demonstrate that it is a live link change the field on the form and watch it change the addenda when your cursor leaves the field Hint You can link fields from more than one form in 9 your report So you might link data from the main form but
34. 8 Type the registration code you received into the field and click OK The license is assigned and you should see a Configure WinTOTAL screen telling you how many licenses you have left Click OK and you re done UnRegister Apex Occasionally you may find the need to release one of your legacy Apex licenses freeing it up to be assigned to another system You need to use this process if you re removing a computer from your environment or if an employee is leaving your company and taking their computer with them There are two ways you can unregister Apex by Internet and by fax Internet UnRegistration 1 From the Sketching settings in WinTOTAL Configuration Utility click the UnRegister link in the Legacy Sketching section of the screen that appears 2 Select the Internet option and then click OK 3 The wizard accesses the a la mode servers through the Internet releases the license and updates your account This license is now available to reassign on another computer Fax UnRegistration If you do not have a connection to the Internet you can still unregister Apex However you must notify a la mode so that your account can be updated To unregister Apex by fax 1 From the Sketching settings in WinTOTAL Configuration Utility click the UnRegister link in the Legacy Sketching section of the screen that appears Copyright 2015 ala mode inc Page 33 Wintotal User s Guide 2 Select the Manual option and then cl
35. AT ol CIT Invoice or just double click the line item to view the a era invoice behind the line item aa anaes EEO ES Pe CST Ps is Pe COT o Click the links within the listing for any item for further ae eee as Sr Torii fasi Pig ay parecido Tobil Pano Ping ih diii MET hli CST information about the debits or credits Carre Worden y Lace ste na cat Cire Woridosd iby Dent WS EPH Cat Cisrem iroridoad Ge pore VEDI ic CIT o To view or edit the invoice for any accounting item click the Description link for any listing 2 Click any of the links beneath the Navigation pane to o To record new payments from clients or to employees filter the list of reports that appear click the Enter Client Payments or Pay Employees buttons in the toolbar respectively a A A a A A a a A A ln a a A a A 4 a Ls ka AAA a Billing amp Business Management Copyright 2015 a la mode inc Page 204 Wintotal User s Guide 3 Finally click Run to the right of the report you wish to Creta ES Report This screen e whi you t and adit reports Fst choose a report name and then seiect the launch The report compiles and you re presented with a a ea al i Raport Name Durem Billing Statement of ac Catagory Francia Reporte pal an Adobe Acrobat version of the results Report Data Report Hiter Report Sorting Rebot urna This G where yog pelact che ads yoi veoudd os m your repat Sahh t
36. BaytownMortgage biz a EProoette Infomeatbor 6200 Les Vista Bed Oilando FL LEAR Report Desenpliore ES Lee Wista Blvd Borawer Smih Bob Em ma Include Borawar Address Sib Bob amp Emma 6200 Lee Vista Bred Olarda FL 32822 5147 Fie Ho SAMPLE 101a Irtemeal Order Mo 000002 Filename 6200 Lee Vista Blvd Report Delivery Copyright 2015 ala mode inc Page 181 Wintotal User s Guide 4 For the address fields you can choose a recipient from your WinTOTAL Contacts Database Click the To or CC link and double click the appropriate contact to add that person to your Message Recipients list Then click OK 5 You can also insert text directly into the e mail message using information from your report Check the Include standard message text box Note For more information about using Message Templates see the respective section of this user guide 6 There are two remaining options to add automated text to your message Check either Acrobat download instructions or XSite Order Manager Information to automatically insert the respective instructions that explain these useful tools to your customer 7 1f you use WinTOTAL s digital workfile feature you can have a copy of the PDF file automatically added to it This ensures that you always have an exact copy of the report you send to your customers Check the Save PDF to report s Workfile box to enable this feature 8 Click Finish and then select the forms you d
37. Check Dashboard E Answer the questions returned by Valuation Support Services to provide additional commentary which will be automatically inserted in your appraisal report Each question the rule that prompted it and your answers will be added to your report in a Commentary Addendum upon completion of the delivery PreCheck VSS PreCheck Additional Commentary AU SALES COMPARISON_APPROACH Rule SCA_1309 Simply reiterating the dollar amount of the adjustment is not sufficient as the appraiser must provide commentary that explains and supports the basis for making it Please add commentary as necessary to explain and support the basis for the age adjustment s in Question 1 of i the field below Mercury Desktop PreCheck Valuation Support Services Currently logged in as Michael Smith Once you have reviewed and acknowledged any rules that were triggered and answered any questions that were returned click Resubmit to ProQuality to begin the review process again and start over with Step 5 L 3 TOTAL Connect Pre Delivery Check Es ea GI TOTAL Connect Pre Delivery Check ValuationSupportServices Make corrections and answer any questions sent back by VSS then resubmit to ProQuality Review to complete the Pre Delivery Check 2512 Briar Ridge Road ProQuality Review Results Additional Commentary Naples FL34102 Unsign your report to make changes while you review the Answer any questions sent back by VSS to
38. Contact Address 1 Address 2 Latitude Day Phone Fax E Mail Baytown Appraisals Lance Dockins 3705 W Memorial Road Building 402 Oklahoma City State OK Zip 73134 35 610091 Longitude 97 585813 Get lat lon for me 800 252 6033 Evening Phone 300 211 4512 lance baytownappraisal biz Fed Tax ID DD Show onirmoice Employer ID O Show on invoice Site httpciwww baytownappraisalbiz Edit XSite Clear XSite Automate WinTOTAL WinTOTAL comes complete with your own customizable task scheduler to help you automate those regular tasks like downloading updates synchronizing WinTOTAL sending data to the Vault or managing photos on your computer All of WinTOTAL s scheduling options are accessible through the Assistant that WinTOTAL installs into your Windows taskbar Just double click the Assistant icon or right click it and choose Show from the menu to call up your scheduling options Configure WinTOTAL 3 50 PM Schedule Vault 8 Exact Backups If you ve installed Vault amp Exact side by side with WinTOTAL you can schedule them to back up your reports and WinTOTAL settings on a regular basis through the Assistant To do SO 1 Right click the Assistant icon and click Show 2 When the Assistant appears double click either the a la mode Exact or a la mode Vault entry to launch the configuration tools for those products Then just follow through the wizards that appear
39. Due Date the Order Date or the Appraisal Start Date Choose one of these options from the Compare with drop down menu o Adjust the date thresholds for the yellow and red alert levels Enter the number of days before or after the Compare with date choosing Before or After from the drop down menu File Cabinet State In your File Cabinet and beside appraisal fies you l notice a green yellow or red state light The lights are great to quickly see where you stand on a daily basis From here you can select what triggers each light Manual state only Automatic state Report condition Signed e Compare with Due Date Ifa report 15 NOT Signed 3 p days Before Due Date Ta repot 15 NOT Signed 1 days Before Due Date 6 Farepor 15 Signed 3 Finally click Save to apply your changes Formfilling Preferences The Forms section of the Configuration Options screen controls how WinTOTAL operates displays and manipulates the data in your forms By modifying these settings you can control how QuickLists function in multi line fields enable or disable WinTOTAL s data transfer functions and tweak your Copyright 2015 a la mode inc Page 21 Configure WinTOTAL Wintotal User s Guide spellchecking preferences These settings also include the ability to change the look and feel of the program and options for spell checking your reports To access WinTOTAL s Forms settings 1 From the WinTOTAL Configuration
40. El Camino Street Mic Ww Y x 55 5437868 3 3401 W Turner Road 34940 Mic wy Y xX 38 7907831 1 3909 Sagan Circle Mic Til mW r a All Files OrderForm of Workfile D DirectFax 4 CheckE 0 2 History michael smith smithappraisal biz For convenience you can also use the detailed view to perform a number of basic report management functions including Deliver the report Create a file label for the report Mark the report as Paid Rename the report Add the Report to QuickBooks Appraisal Desktop Note The Add Report to QuickBooks option only appears if you have QuickBooks installed on your computer i Disabling Auto Expand By default whenever you click on a file it expands to display the file s detailed view If you d rather control this expansion yourself click the Tools menu in the Appraisal Desktop then de select the Enable auto expand option to disable it If you chose to re enable it at a later time simply return to the Tools menu and check the Enable auto expand option again Order Form View WinTOTAL s File Cabinet provides you with direct access to each report s order form so that you do not have to open each report to update basic order or billing information To access a report s order form 1 In the Appraisal Desktop click to select a report in the files list Then click the Order Form tab at the bottom of the screen Copyright 2015 ala mode inc Page 57 Apprais
41. IL2005 Copyright 2015 a la mode inc Page 201 Wintotal User s Guide If you need to log more details with your payment such as a note or check number you should use the Edit feature Recording Partial Payments If you need to record a partial payment for an individual order via your XSite 1 From your XSite s invoice manager find the invoice you wish to update and double click it to edit it 2 Scroll down to the Payments add the payment type date amount and description to the available fields and click Add to record it 3 When finished click Save in the toolbar to update your invoice Note To properly record a balloon payment that covers numerous appraisals see the Paying multiple invoices section of this manual Recording Balloon Payments When a client writes you one check for multiple invoices you don t have to go into each invoice individually and mark Billing amp Business Management them as paid Instead use the Enter Client Payments tool to distribute the payment over several invoices 1 From your XSite s invoice manager click Enter Client Payments just below the Navigation pane on the left 2 Select the desired client from the drop down list All open invoices for that client are quickly displayed 3 Enter the check number the date and the amount 4 Mark the invoices that are being paid and the amount paid on each Ollent Payments Select a Chant commeny io post 4 Dam Do one or m
42. Login Information section Billing amp Business Management XSite Login Information O Allow this client to login and view orders they ve placed Username Password Confirm 4 Check the Allow this client to login box and then type a Username and Password for your client to use on your XSite in the boxes provided 5 When finished click OK to accept your changes and create the client login account WinTOTAL immediately connects to the Internet and synchronizes your contact changes with the contacts on your XSite to ensure that you have the same list in both locations Update Internal Order Status Regardless of whether you received an order through your XSite or if you created the order in WinTOTAL and uploaded it to your XSite you can easily update your order s internal status from directly within WinTOTAL To do so you have two options e Update the internal status through the Order PowerView e Update the internal status through the Appraisal Desktop Ultimately the option you use to set the internal status on your order simply depends on your preferred workflow If you intend to update the internal status of an order while you re working on it inside of WinTOTAL it s probably easier for you to update the order s internal status through the Order PowerView If you prefer to update the internal status of many separate orders at once without opening each order to update its internal status it is proba
43. Mat Hapim DLE Busch ir s LI ir Pragam alos TN E fie I 7 3 Then use the filters to indicate the time range you want to review There are four key areas your XSite s Dashboard offers to help you track your billing activities Dashboard Om Performance Indicator Period Cur Prev New Orders 5 9 44 Completed Orders Jima Xonr ve Last Yaar 0 8 100 Invoiced Amount 800 1 574 49 Appraiser Fees Paid This Xaar vo Last Xaar 0 0 0 Top 5 Clients Volume Invoice Analysis All Today Week Month Qtr Year today Week Month Qtr Year All Total Billed 66 724 00 Total Due 66 474 00 100 2 l 0 Total Due Analysis M Current 65 575 00 99 Baytown Mortgage Company 2 ME Late 899 00 1 Disney Company E Eaa e e ABC Mortgage 1 Total 66 474 00 100 a la Mortgage 1 Late Payment Analysis Office Workload WM lt 30 0 00 0 Open Orders 13 an an New Orders 0 Mi 30 60 O e Due Today o YU 61 90 0 00 0 Past Due 2 mM gt 899 00 100 Total 899 00 100 Page 193 Wintotal User s Guide Performance Allows you to track the progress of your business against prior days weeks quarters or years The default time ranges for comparison are This Year and Last Year to help you compare this year s performance against last year s You can monitor the quantity of your new and completed orders or monitor your volume by dollar figure To change the time ranges simply click the link in the Peri
44. Photo Retrieval Automatic Filenames File Output Directory File Format Default Database Information Address Descriptors T Notes Append date to Notes Append photo number to Motes Film Strips FT Use Film Strips Retrieved Photo Information File information can be overlaid an C None the photo thumbnail to remind wou f Filename that the photo has been retrieved G Address Description Notes Page 128 Wintotal User s Guide o Photo Retrieval When importing images into the database through QuickPix you first must display and label the previews as described above To automate the task of labeling photos you can set defaults for the database entries For example if all of the images you are going to download are for the same address you can enter a default Address before displaying the previews then perhaps change the default Address back before downloading other images Likewise you can choose a default Description or enter text into the Notes field such as the appraisers initials Below these defaults is the option to use albums Check the box to turn on this feature and have QuickPix prompt you for an Album name whenever you import images Finally you can customize what information is displayed for images that have already been downloaded during the current QuickPix session Mark an option to select it o Automatic Filenames Digital images are simply data files sto
45. PowerView select all of the fields you want to add into your QuickList entry starting with the field into which you want to add this QuickList To select multiple fields either hold down the Ctrl key and click each individual field you want to add or hold down the Shift key and click the first and last fields in a section of contiguous fields to select the entire section 2 Double click New in QuickList pane or press Alt 0 il Add to QuickList First enter a name you ll recognize this QuickList item by QuickList Name Crown Heights Now adjust its position and hot key If you uncheck the box you ll see this QuickList in your All view only Alt is its hot key How do I use a QuickList hot key Add to QuickList as tem 1 3 Type a name for this entry and click OK Your new QuickList entry then appears in the QuickLists pane for the first field you selected To help you differentiate between your new multi field QuickList entry and the rest of your line item QuickLists WinTOTAL notates any multi field QuickList entries with an orange background Use QuickLists Once you ve created a QuickList you can easily use it when filling out your forms Quick vs All QuickLists WinTOTAL allows you to filter your QuickLists so that you can view either All QuickLists in your text database or just the QuickLists that apply to the currently selected form field To switch between the two views click the link in the
46. TOTAL license you re able to Pocket TOTAL synchronization options Automatically synchronize my WInTOTAL and Pocket TOTAL files each continue using Pocket TOTAL as you have been pociones a Only synchronize my WinTOTAL and Pocket TOTAL files when I manually right click on the Synchronized folder in the File Cabinet and select If you need help installing Pocket TOTAL click here for the Synchronee Pocket TOTAL User s Guide otras ger gig eng E A date moved from the Fie Cabinet Synchronized Folder on my desktop PC 3 Click Save when finished to put your configuration Synchronization Options changes into effect Once Pocket TOTAL has been installed and registered the program is designed to automatically merge data from your hand held device with reports on your desktop This function Set Up Your Connection happens whenever you connect your Pocket PC to your desktop system In the Configuration Options settings WinTOTAL relies on access to the Internet to provide several you have the choice of synchronizing automatically whenever features Net X maps and XSite integration being two not to you connect or to only synchronize when you tell it to To mention access to an e mail account for report delivery For change your synchronization settings you to get the most from WinTOTAL you should ensure that computer is properly connected to the Internet 1 From the Pocket section of WinTOTAL Configuration Utili
47. To do so 1 From your XSite s invoice manager click Customize Copyright 2015 a la mode inc Page 200 Wintotal User s Guide 2 In the screen that appears add remove and sort the columns you want to appear in the invoice list using the tools provided o Choose a column from the list on the left and click Add to add it to your invoice grid o Choose a column from the list on the right and click Remove to remove it from your invoice grid o Click a column in the list on the right and then click the Up and Down buttons to rearrange the columns in your invoice grid 3 Click OK at the bottom of the window when you re done Note that when viewing your list of invoices you can click a column heading to sort on that column Click the column again to toggle between an ascending and a descending sort Configuration amp Settings Column Sebtings iveilable Calurne Colurmia te Dapa address 2 A Address Appraiser City Ball Paid Date invoice Ball To Invaiced Date Client Case A Bill Due Date Client Company Er Art Due County Amt Paid FHA Case iChent Contact Internal Order Legal Description Lander Lender Case Main File Down 25 records per page 1 100 To customize this view follow these four essy steps Select your desired columns from the available columns list Press ctrl to select multiple items Chee the add button te add these columna to Columns to Display To change the o
48. USER LICENSE AGREEMENT FOR ADOBE ACROBAT READER NOTICE TO USER THIS 1S A CONTRACT BY INSTALLING THIS SOFTWARE YOU ACCEPT ALL THE TERMS AND CONDITIONS OF THIS AGREEMENT This Adobe Systems Incorporated Adobe End User License Agreement accompanies the Adobe Acrobat Reader product and related explanatory materials Adobe Copyright 2015 a la mode inc Page 11 Wintotal User s Guide Software The term Adobe Software also shall include any upgrades modified versions or updates of the Adobe Software licensed to you by Adobe Please read this Agreement carefully At the end you will be asked to accept this agreement and continue to install or if you do not wish to accept this Agreement to decline this agreement in which case you will not be able to use the Adobe Software Upon your acceptance of this Agreement Adobe grants to you a nonexclusive license to use the Adobe Software provided that you agree to the following 1 Use of the Software You may install the Adobe Software on a hard disk or other storage device install and use the Adobe Software on a file server for use on a network for the purposes of i permanent installation onto hard disks or other storage devices or ii use of the Software over such network and make backup copies of the Adobe Software You may make and distribute unlimited copies of the Adobe Software including copies for commercial distribution as long as each copy that you make
49. Use the Up and Down buttons to reorganize the items in the list 3 Click OK to accept your changes Advanced Searches Instead of customizing the quick search fields you can always perform a detailed search To do So 1 In the Comps Database click Detailed at the top of the Search pane 2 Once again you can customize which fields appear in the Detailed Search window by clicking the Customize button Use the steps above to add the desired fields 3 Enter your search criteria and click Search The results of your search are displayed in the Comps Database window Note You may need to re arrange the windows on O your screen to view the Comps Database window If al you have limited screen area click the Close after search option in the Detailed Search window 4 Continue to modify your criteria and click Search each time to narrow your search even further 5 When the desired results are displayed click Close to return to the Comps Database display 6 Click Clear Search at the bottom of the Search pane to reset search options and display all of your comps Map Comps It s often easier to spot valid comps when you see them laid out on a map The Comps Database can quickly generate a map showing the location of any selection of comps To do SO 1 In the Comps Database select comps you d like to map by checking the box to the left of each property Hint Use the Comps Database s search features to Y display a lim
50. User Management must be enabled 4 Click OK to save your information and then click Save to accept your new configuration 5 Once you ve correctly entered XSite information into WinTOTAL WinTOTAL sends a signal to your XSite and enables the new Business Management features which replace the Orders interface we previously had Use XSites Billing Once you ve setup your XSite with all the necessary information about your office you re ready to begin using the advanced features inside your Appraiser XSite While the workflow that best suits your office may vary this section follows the general workflow during the life of an appraisal To access all of your XSite s Business Management tools log into your XSite and click Business Management in the top toolbar Lente Decker Daere Fe Pieter Dashboard As you use XSites business management to manage your billing and invoicing needs your XSite tracks your billing activities so that you can easily monitor them from right within Business Management Copyright 2015 a la mode inc Page 192 Wintotal User s Guide The dashboard provides a high level overview of your recent billing activities so you can quickly get an understanding of your recent workload top clients and billed work To use the business management dashboard 1 Log in to your XSite and click Business Management in the toolbar at the top 2 From the Business Management landing page click Dash
51. When the clients you specify order from your XSite while these options are enabled they are required to supply a credit card number with the order Remember that you must first enable your XSite s credit card processing tools for this to work 4 Mark the payment methods you accept These appear in a drop down on your XSite order form and invoice forms for your clients to see 5 If you want to require that your clients pay you before they can pick up their reports find and select those clients in the Available Clients list of the Require Payment Before Delivery section Then click the right arrow to add them to the Require Payment list If you decide to remove these clients later return to this section select the clients in the Require Payment list and click the left arrow to remove them 6 If you want to require credit card payment for specific clients instead of globally requiring it for all clients find and select the clients you wish to pay by credit card from the Available Clients list in the Require Client to Pay by Credit Card section Then click the right arrow to add the clients to the list of those required to pay by credit card If you decide to remove these clients later return to this section select the clients in the Require Credit Card list and click the left arrow to remove them 7 When finished click Save to save your changes Page 191 Wintotal User s Guide Configure WinTOTAL Billing Before integrat
52. You can also set certain defaults for how you d like your flood maps to appear 1 From the WinTOTAL Configuration Utility click Flood in the toolbar at the top General Forms Images Pocket Internet ebe om Zo nets 2 Type your InterFlood Account Number or your a la mode Username and Password in the fields at the top of the screen 3 Designate whether you want WinTOTAL to automatically download only flood maps that fall in a flood zone or those geocoded with high confidence by marking the corresponding boxes o Optional You can also choose what type of map you want to download and select what color you want the flood zones to be by using the drop down menus above the sample map 4 Click Save when finished to put your configuration changes into effect Geocode Comps Your comparables database is a valuable resource for your appraisal practice Aurora has improved on the standard Copyright 2015 ala mode inc Page 34 Wintotal User s Guide comps databases of the past by providing features that let you search for comparable properties based on physical location Of course this only works if the program knows where in the world the comps in your database are located Geocoding is the process WinTOTAL uses to translate an address into a specific latitude and longitude Once this information is obtained the program can easily do proximity searches To set up WinTOTAL s comps geocoding feature 1 From the WinTOTA
53. a blend of line item QuickLists and multi field QuickLists When using QuickLists the first step is to create your custom list of canned responses Then you can use them in your report organize them for easier access or share them with others in your office Create Line Item QuickLists To create a QuickList entry 1 In the Forms PowerView place your cursor in the field you wish to create a QuickList for and type the comment 2 Double click New in the QuickList pane or press Alt 0 ka Add to QuickList First enter a name you ll recognize this QuickList item by QuickList Name Crown Heights Now adjust its position and hot key If you uncheck the box you ll see this QuickList in your AI view only Alt is its hot key How do I use a QuickList hot key Add to QuickList as item 1 3 Type a name for this entry and click OK Your comment is added to the QuickList for this field Now whenever you enter this field the comment you saved appears in the QuickLists pane on the left Create Multi field QuickLists While line item QuickLists can help you quickly get through a section in your report you can often speed that process further by creating multi field QuickList entries that detail Forms PowerView Copyright 2015 a la mode inc Page 85 Wintotal User s Guide every field in a section for a certain builder or neighborhood To create a multi field QuickList entry 1 From the Forms
54. a di 26 Greate POLO LODE Si ti 27 Comp Photo Import SettinQS ccooooccnccoononocononnononononnonononancononanonnonanononannnnonanenos 27 POCKET TOTAL SETUP rita air 28 SYNCHRONIZATION OPTIONS ti aa 28 SET UP YOUR CONNECTION utente totales 28 Set Up High Speed CONNEcti0NS ooocccncconnonocononoconnononanonnonanononnnnnonaronnonanononanenos 29 AREA UNAS ee ea 30 Schedule Automatic UDGOLES aiii 31 SETUP YOUR SKETCHER contain loo R 31 POGISUCT AD OX AAA AAA 32 UNREIISTOF ADA A naa e Uaeente Eioou Aap AE Uaaa Rees 33 SKEECR OPTIONS E 34 ENABLE FEO OD MAPS taa 34 GEOCODE COMPS ra aos 34 INTEGRATE WITH XSITES ada 35 OVERENE SS lea ccrceecaateatse canescens ea caveat E E E ede ease iancan yaa aeen ctor 37 WINTOTAL TI OVER ia 37 FIOVEPLINIKS LO Websites sianesiacesacavadeunanheuaeueduades iodo ance N R 38 FIOVEPLIDKS TO PLOMO Sat E E E 38 CUSTOMIZE YOUR TOOLBAR Sd 39 TOGGIC Custom TOOIDGIS A ras 39 Appraisal Desktop TOOIDQUS orris rans ien a ida 39 WINTOTAL TOO DUFS iiinis i d a a a a ada E 40 REGISTERAVINTO TAL adoos 40 SETUP YOUR OFFICE saosi niena AAA 41 AUTOMATEMMINTOTAL lt a a a ias 42 Sched le Vault amp EXGCE BOCKUDS AA AAA aeaee 42 Schedule XSite SVNACHIONIZOTION A A OR hw 42 Schedule DirectFax Synchronization ooccccocononocoonononononnonanononancononaronnonanonenanenos 43 SCNCOUIC FIG C EONUD oi nE Aca 43 APPRATSAL DESKTOP c dice 44 REPORTIVIANAGEMENT vdd dia 45 LOJN MNOGE A Ai 45 oganize RODOES N T 46 C
55. a field o Invisible Hides the field and its data from view Note This option only applies for some fields o Non Printing Designates that a field should not print with the rest of your form data when you choose to print your report o Skipped by Enter Causes WinTOTAL to skip this field when you travel consecutively through the fields in your report using the Enter key o No Calc Prevents WinTOTAL from calculating this field This can be particularly handy when you enter data into a field that would normally resolve the data to some calculation but you do not want that to happen o Numbers Only Prevents you from typing letters and other non numeric characters into the field o 2 Decimal Places Limits the number of decimal places in a number field to 2 o Show Commas Toggles commas in numeric fields on and off o Leading or Requires a leading or in the field such as in the comps grid o No Transfer In Toggles field locking on and off o Rounding Allows you to set rounding for numeric fields The default option is No Rounding o Alignment Allows you to set your field alignment The default option is No Align Field Format E Cancel Read Only D Numbers Only T Invisible 2 Decimal Places l Non Printing Show Commas Skipped by Enter Leading or Ho Calc Ho Transfer ln No Align No Rounding Add Documents to Reports In previous versions
56. a la mode inc Page 77 Order PowerView Wintotal User s Guide o Notice that the field color changes to gray to indicate you ve been to this portion of the form as you move through the fields in the order form Fields you have not updated remain blue o In any field that contains the a or a icon you can select data from or add entries to your Contacts Database o In any field that contains the icon you can select a date from a pop up calendar that appears when you click the icon o In the field that contains the a icon you can automatically insert a location map flood and census data into your report when you click the icon o In the appointment field that contains the icon you can add your appointments to your Outlook or XSites calendar to help you maintain your schedule o When the icon appears in a field click it to designate that the content of that field is the same as either the Internal Order Lender Case Client File or FHA VA case numbers entered in the Tracking section of the order form o Additional fields have a drop down menu from which you can choose additional Same as data The items displayed in these menus change depending upon the type of information each field might contain For example the Client field can be the Same as the Lender the Bill to or the Ship to fields o When the icon appears in a field this indicates the presence of a recent response entry Use your
57. add lines as needed o Background To change the color of your table click the User Defined option then choose color from the drop down menu Or click Other to define your own custom color Forms PowerView o Vertical alignment This setting controls where the text is placed in each cell of the table Select Top Center or Bottom from the drop down menu o Text distances Use these settings to offset the text in your table from the edges If you ve used a thicker line style you may need to increase these settings to ensure the text is separated from the edge Insert Images As with any word processor you add logos pictures of properties or any other image to your addendum text To add a picture to your addendum 1 From WinTOTAL s addenda tools click Insert Picture in the toolbar 2 Browse to the directory where your image is stored select the file and click Open 3 Double click the image to open the Image Sizing screen from which you can use the slide bars to re size your photo To ensure you photo does not become skewed make sure the Retain aspect ratio box is selected Copyright 2015 a la mode inc Page 99 Wintotal User s Guide Er PEN lar Image Sizing 00000001 jpg Moving an Image Images can be positioned just like text Use the space bar backspace key and enter key to move an image Use the delete key and backspace key to remove an image Image dimensions Height 4 gt Width
58. added to a page 4 Set image detail This setting changes the quality of the image sometimes known as compression A lower quality will reduce the file size while reducing the visibility of image details file size You ll probably find that you rarely need to change the colors of the image but you re welcome use the drop down to try different settings 6 Choose Make the current Resolution and Quality settings my default if you d like to use your current settings as the default for future optimization 7 Choose Run the Image Optimizer when images are added to a page if you always intend to optimize images in your report 8 When you re finished click OK to apply your changes Hint While you re optimizing your image keep an eye on the lower portion of the screen You can Q quickly see the effect that your changes are having on the file size as the current image size is displayed along with its original size E Automatic Optimization The Image Optimizer provides a simple way to apply your preferred optimization settings automatically as you place images into your report To set up automatic optimization so that you don t have to manually optimize your images 1 In WinTOTAL click Options Configure WinTOTAL settings 2 Click Image Quality Settings in the lower left of the Configuration Options window Images PowerView Copyright 2015 a la mode inc Page 135 Wintotal User s Guide o Photo Capture Settings This d
59. allows you to specify the font that is used to fill out the addendums in your report Save Custom Formatting WinTOTAL can store custom formatting such as text alignment rounding commas etc This can come in handy if you continually have to use the F6 key to override our default settings or are always customizing the formulas To use custom formatting 1 In the Forms PowerView open the form you need and make adjustments to the formatting in any fields that require it 2 Click the Form menu and choose Default field formats You then have 3 options o Save formats as new default This saves the formats currently in the form as that form s default to preload on all new files o Load default formats This merges the default formats with the current information in the report and does away with your custom formatting o Restore standard default formats This resets the default formats with the original information that Shipped with WinTOTAL Forms PowerView Copyright 2015 ala mode inc Page 92 Wintotal User s Guide Set Default Data Field specific Formatting Default data is information that is automatically loaded into a Just as you can in previous versions of WinTOTAL you have form the first time it is used in a report It can be useful for the option to format individual fields within any given form changing the headings on addenda forms or adding terms to To change the formatting for a field your invoice form
60. also from an additional comps page for example If you don t like scrolling around your forms in the split screen view there is another way to insert fields from your report s major form 1 From WinTOTAL s addenda tools click the Insert Field button Jh Link Field E insert Feit me nTn Subject ine Addenda Powerdewane all Wi m area is stable wh supply re maining iiyrange from 0 3 points At this tir improvements on nino nn remained relatively low This neig AP hip and materials The subjects me ity and appeal forthis area area is stable wih sup piyremainin Sales Comps Adverse Env lly range fom 0 3 points At this tin mae e e aa t remained relatively low This neigi Isimiarhousing with respectto design pandmaterals The subjects market area is considered typical interms afincome levels 2 A menu appears showing the form s major sections Click the section you would like to use 3 Fields from that section are listed alphabetically If an arrow is shown at the bottom of a list use it to scroll down and see more fields Click the desired field in the list and it should be inserted into your addendum Forms PowerView Copyright 2015 ala mode inc Page 100 Wintotal User s Guide Navigate Addenda While you re WinTOTAL s addenda tools there are a few features that you can use to move around and view your work Note These f
61. and click Remove in the XSite Login Information section of their Contact Information Change XSite Order Status As you continue to work on an order you may need to change its status several times to keep your client informed about your progress At any time you can go back and change the status of an order by simply opening the order for editing as described in the prior section Billing amp Business Management Copyright 2015 a la mode inc 1 From your XSite s order management find and double click the order you wish to edit 2 When the order details appear click Status in the top toolbar 3 You re offered a set of statuses to choose from Simply choose the appropriate status from the drop down menu and fill out any date related information as necessary 4 If you wish to include some notes with the change in status type them in the available field 5 If you would like to send a notification to the client s informing them about the status change check the boxes indicating the method of notification fill out any necessary contact information and choose a Subject for the message 6 Click Save when finished to update the status of the order and relay any necessary updates to the client s A Microsoft Internet Explorer Add Status Message To set the inspection date enter the date below and click Save Order Information Status i f anaes LO04 URAR with interior inspection i a Due Date Tuesday December 2
62. and then type the desired phrase in the available box e Jump to the addendum Use this option if you d like the text you ve already typed to remain on the form The text is also copied to the addendum where you can continue typing Whichever method you use a new section heading is automatically added to your addendum The heading for this section is displayed in two boxes in the Text Overflow Options screen By default the heading uses the name of the form the text is coming from plus the name of the specific field You can change this for each situation by editing the text in either field Or click the Edit Standard section title definition link and enter new default text You can enter any text you like and choose a combination of the Bold Italic and Underline links Use the F and D wildcard to insert the name of the form and field respectively into the text Click OK to store your new default text The final options let you select how you d like the Text Overflow function to work in the future e Show me this box every time As you d expect choose this option if you d like to see the options screen every time you overflow a text field e Don t show me this box again just do it automatically When this option is selected whichever settings you chose are executed automatically You re not given the option of changing the settings e Don t show me this box again and don t jump to the addendum This option effec
63. any report in the Appraisal Desktop Page 56 Wintotal User s Guide The detailed view provides extensive report information including Front Subject Photo if one has been assigned in the report Internal Status History Last Signed Date and by whom it was signed Last Printed Date and by whom it was printed Last Vaulted Date and by whom it was sent to the Vault Last Modified Date and by whom it was modified S Move Copy 3 Delete B Rename amp Print sync 4 Share 2g Deliver F Add Internal Status Send to Vault Look for Search In All Folders Find Now Clear Advanced Find XSite QB File No Report Description Map Reference Effective Date Major Form oA Ww Y 05 6190127 6 2409 W Roadrunner Drive Ellen Ww 51 9723474 9 2512 Briar Ridge Road 1004U4D John o x 13 5190240 5 2966 Scenic Hiqhway 98 18880 07 12 2015 1004U4D John 2966 Scenic Highway 98 Status Report Activities Y Sign Date fj Last Modified EA Update Client o Open Report Unknown 4 10 2013 8 18 08 PM l Internal Status Add New e Share Report by Unknown by MICHAEL PARE 07 09 2015 Note y Deliver to Client y Last Printed Print 2 Last Yaulted Send o 07 09 2015 Inspection Complete Create File Label Unknown 1 10 2013 10 16 00 AM Find Re 07 04 2015 Inspection Scheduled 2 Mark as Paid by Unknown by MICHAEL 07 02 2015 In Progress y Rename Export to QuickBooks d 15 1429101 5 3303
64. appraisal files The screen is divided into two major sections the folders list on the left and the files on the right Folders e The top part of the folders section the Files pane allows you to sort your report files into logical file folders for easy retrieval e At the bottom of this section the Tracking folders organize your reports from an internal status perspective showing you at a glance how any reports are in progress past due pending review or several other options Files The files section on the right provides more details about each report e Clicking a report opens a Detailed View which displays the report s internal status history as well as the date of key events e The Detailed View also allows you to deliver print or mark your report as paid among other things e At the bottom of the Files view a series of tabs allows you to edit and review even more information about each report To access the Files PowerView open the Appraisal Desktop and click Files in the upper right corner of the screen Login Manager TOTAL Connect s Login Manager allows you to link TOTAL Connect with your client s account Once you ve logged in and verified your account information TOTAL Connect will download and display any orders you ve accepted via your client s order management portal when you download new and changed orders using net X connect Follow the instruction below to link TOTAL Connect with your
65. appropriate image quality using the Quality settings options and then click OK to import your file Document from Clipboard When you use this option to add a document to your report WinTOTAL automatically pulls the latest image you ve added to the Windows clipboard into your report In addition to the general steps outlined above you need to specify whether or not you d like to send the image to the image optimizer before adding it to your report To do so simply mark the option that corresponds to your choice Note If you have not copied an image to the Windows clipboard this option generates an error when you choose it Import from clipboard Select your options and click OF Type of form s to add into report Full Legal Full Page Legal Document Title of form s Location Map Load image in the Image Optimizer O Auto optimize the image for me Quality settings Fax Black white Color Document from Image When you use this option to add a document to your report WinTOTAL prompts you to browse for the file you wish to add In addition to the options outlined above you need to click Browse and Open the file that you wish to add before clicking OK Import from file Select your options OK and click OF Type of form s to add into report Full Legal Full Page Legal Document Title of form s Location Map Path to file click Browse to select Browse Quality settings
66. at http www alamode com myaccount Just log in with your a la mode username and password 2 Once the file download is complete run the installation file provide a preferred temporary directory for WinTOTAL to place its installation files and then click Install Note Unless you have a specific reason to change the temporary directory we recommend that you leave the temporary directory as the default value 3 An installer will appear and prompt you about what you want to do click Install WinTOTAL Then follow through the installation wizard If the wizard prompts you about whether you want to install Microsoft s SQL Database engine click Yes WinTOTAL User s Guide 4 Along the way youi Vall need to agree to our End User License Agreement and you may need to supply WinTOTAL with your preferred installation directory 5 When the installation is finished start WinTOTAL via your Start menu Install WinTOTAL on a Network When youi Vave got multiple computers in your office using WinTOTAL on a network benefits you by centralizing your data as well as program updates and administration while also allowing each user to have custom preferences and permissions to crucial data The latest version of WinTOTAL Aurora goes even further for network users by implementing Microsoft SQL databases for faster and more reliable searches and file listings Instead of requiring workstations to open large database files across the n
67. by this field if this is the field by which you d like to initially sort your reports 8 Set the initial sort direction to Ascending or Descending by selecting the appropriate option in the Options box 9 If you d prefer not to see the column headings un check the Show column titles box 10 Click OK to save your settings Once your column layout is set you can modify the column order and width by clicking and dragging the title header of the column Likewise you can resort the list by clicking the title header of any column Attach External Folders You can also create a folder that opens an external storage drive or mapped directory This allows you to access WinTOTAL reports on shared storage devices like networks or CDs To map an external directory 1 From the Appraisal Desktop choose Folder Attach Directory from the menus Attach Directory Select a directory to add to the WinTOTAL folders Est To select a directory click on the Brovese button The currently selected path is shown to the left of the Browse button Display on This computer only Entire Network Click on the Browse button to select a path E folder 2 Decide if you d like this external directory to appear to all WinTOTAL users or just yourself o Mark This computer only to limit access to the new directory to yourself o Mark Entire Network to allow any user who accesses your copy of WinTOTAL either over a local area network or
68. copyright Bs view this addenda The copyright addenda w Fy to an who views your report that your works are copyrighted and any publ icat teri okie ithe ini Saded tee yf this appraisal is legal C Place copyright text on all form Show exemple This wil place a copyright watermark on all pages in your appraisal report This mark will signify that data in this report not to be used outside of the intended use of the appraisal C Place copyright text on photos selected below Check all photos Uncheck all ha 3 When the Copyright Report screen appears mark each of the options you wish to use in your copyright protection Options include o Insert copyright license Inserts a copyright license into your report to provide a clear understanding of the copyright s implications o Place copyright text on all forms Labels each form in your report as copyrighted o Place copyright text on photos selected below When you mark this option you can choose to include the word Copyright on any or all of your appraisal photos by marking the photos you d like to copyright o Tell me how I can register my appraisal with the U S Copyright Office This link takes you directly to the page of the government s copyright website that outlines how you can copyright your report Tools Copyright 2015 ala mode inc Page 158 Wintotal User s Guide 4 Once you ve selected the appropriate options for your 3 Check the option to a
69. doing various things like picking a date from a calendar managing your contacts getting a map etc You have three options you can apply to these icons Always show Current field and Never show Hide all QuickNotes Hides all your QuickNotes from view Show QuickNotes Allows you to specify which QuickNotes you want to see on screen Forms PowerView Copyright 2015 a la mode inc Page 83 Wintotal User s Guide e Open all QuickNotes Displays all of your QuickNotes for this report and opens the sticky notes so that you can edit them e Close all QuickNotes Closes all sticky notes beside your QuickNotes but leaves their respective balloon icons visible File Edit view Forms Data Tools Options Deliver to Client C New E Zoom to Full width Ctrl LOD Quick a ZOOM All Or Doubt e Show Left Pane Show Form icons Hide all QuickMotes e Show QuickMotes Open all QuickMotes Close all QuickMotes Formfilling Shortcuts WinTOTAL s Forms PowerView contains a series of icons and tools within many of your forms that can help you to fill them out with the appropriate data more quickly By default these icons are nested next to each field that pertains to the data they help retrieve but if you want to disable these icons you can do so by clicking View Show form icons Never show from the menus at the top Keep these features in mind as you fill out your forms e QuickLists are availab
70. edad 97 A A era ace ak a ee TEE a ca EE ta As tet 72 Ce lMALCHIDUTES da A AE 98 MIARKET TO PAST CLIENTS ccccccccccccocceccnccccecceccecceccecceccececcecceccecceccecccceccccceccccceccecccccececc 73 Table ADUTE Senen eet ee E E a A ee ey re Rr 99 NSE WHO GCS ae ticncts faansaetee tala erase enc oivaunaesetennsa vnc aecac ATE A A 99 ALO FOIE FICIGS ii 100 ORDER POWERVVIEW cccccccccocccccccccccccccccccccccccccoccocccccccccecccccccccccccccececces 74 Navigate AGTEN ira A anit Mata OE ds 101 S ve AAA ias 101 SETUP ORDER PREFERENCES asociaron 75 Use Existing Addenda vesccesccssssssscsessesessesessesessesssesussesussesssesssessscsnsssssacsnsacenen 102 Change Start Points for DIrectiONS coacciones 76 Tot Overflow ODIA Std atico 102 Automate Order NuMberiNG caccancconcnionninncnnnninnannnnnnenenecenn nan eren cerraran canes 76 WORKSHEET CALCULATIONS csccscsscsssssssssscsssssvsscsscssssssessscsscssssssssssssessevsscsssessessassaseans 104 Complete the Order FOr esessscssesreriecssseresreeseesesieescesenieeseeseneenseenstnstn 77 Create Workshecisin dla 104 Get Flood 8 Census DAE seessereccsreces recess eee TE EE ETE EEE eT 78 R Cee ne ee ee ea ree rR te A rte 104 SET INTERNAL STATUS odds 79 Enter Pra ooo 105 MERGE IN REPORT DATA ou aaa das 80 Format Wore O O NT 106 ADD FORMS TO REPORTS cle 81 A A O 106 Use EXIStING WO DECS lana 106 CHECK ESO cds 107 FORMS POWERVIEW cccsscssssssssssssssssesssssnesssesssessesnseeneessesssesseensenn
71. edit or real world images are often over or under exposed or must NLET Gard be cropped to eliminate unwanted obstructions WinTOTAL s Image Optimizer is designed to help with just such tasks To edit any photo Note If you make changes to any of the fields that already have data in them you need to lock that field Q so your data is not overwritten the next time your 1 From the Images PowerView double click any thumbnail report is saved Place your cursor in the field you or full image to open the Image Optimizer Or select changed then click the Forms menu and select Lock the image and click Optimize in the toolbar field from transfers Se 2 Then in the Image Optimizer just edit your images with any of the provided options Options include o Light adjustment Place Photos o Size changes To place a photo into a report o Color scale 1 In the Images PowerView click the image page you want o Cropping to edit in the Images Page pane on the left o Sharpness 2 Find the desired photo using any of the methods described in the Images Database section of this user guide o Annotation 3 Click and drag the desired photo over to one of the photo o File size positions on the selected form 3 As necessary click the Show All Report Images button to the bottom left of the Image Optimizer to see all the images in your current report drag a corner of the image optimizer to expand it or click Restore Image to reve
72. for Reports Sometimes the easiest way to find the right report is to perform a basic report search The Appraisal Desktop provides three different ways for you to search for the reports you need e Performing a basic simple search e Performing a complex advanced search e Searching for a report by its location Simple Find The simple or basic find tool provides a quick way to locate reports by searching through your files for a certain phrase As you use the simple find tool keep in mind that it searches through all fields in your report so a search for 123 may bring up reports with an address of 123 and with a Map Reference number containing 123 To use the simple find tool 1 In the Appraisal Desktop type a search phrase into the Look for field above the file list 2 Select the folders you d like to look in from the Search In list 3 Click Find Now to display the results 4 Click Clear to reset your search criteria and display all of your files Advanced Find The advanced find tool helps you get around the limitations of WinTOTAL s basic find With advanced find you can Appraisal Desktop Copyright 2015 a la mode inc Page 52 Wintotal User s Guide combine a series of fields together into a very specific search or you can just ensure that your search for 123 limits results to those containing 123 in the address field To use the advanced find tool A End ME Cancel
73. if you would normally make a 1 000 adjustment if the subject was rated excellent and the comp Average put 1000 in the Value column to the right of Average Likewise if the adjustment for a Poor house was 1000 enter 1000 in the Value field to the right of Poor Once you ve completed the Adjustment Table click OK to Save it i Adjustment Table Description Above average Average Below average Poor Clear Values 3 To apply an adjustment threshold that prevents automatic adjustments below a specified dollar value use the Difference column to enter a minimum dollar value adjustment that WinTOTAL must exceed before applying the adjustment WinTOTAL automatically applies your adjustment rules to your report as you leave each field Saving Adjustment Rules Since the same set of adjustment rules do not apply to every report you should save your adjustment rules so that you Comps PowerView Copyright 2015 ala mode inc Page 113 Wintotal User s Guide can retrieve them when you work a report for which they apply To save your adjustment rules 1 In the side by side comps view use the auto adjuster to define your adjustment rules 2 After creating the adjustments you need as you might do for a neighborhood for example click Save As at the top of the Auto Adjustments column 3 Enter a name for this set of assumptions and then choose whether it should be ava
74. image using your pre defined settings or to manually optimize the image by marking the appropriate option 4 Finally choose a Quality Setting for your document and click OK to import it into your form Document from PDF When you choose this option to add a document to your report WinTOTAL allows you to browse for and add a PDF document to your report It then converts the PDF into an image file that can be used in a WinTOTAL form or even optimized and annotated as with any other image file in WinTOTAL 1 Choose a type of form into which WinTOTAL should insert your PDF 2 Type a title for the form into the available box 3 Click Browse to navigate out to the PDF file on your computer When you find the PDF file click it and choose Open 4 Finally choose the Quality Setting you wish to use on your PDF and click OK to convert the PDF into an image that can be used in a WinTOTAL form Note In addition to the standard fax black amp white and color quality settings in the other options this option includes an option to maintain the highest O possible quality during the process of converting the PDF into an image file Use this option only as necessary because it can increase your report s overall file size significantly Import PDF Select your options and click OF Type of form s to add into report Full Legal Full Page Legal Document Title of form s Location Map Path to file click Browse
75. in WinTOTAL simply improve upon the synchronization between the two products Moreover since Copyright 2015 ala mode inc Page 208 Wintotal User s Guide an XSite comes equipped with more advanced billing and reporting tools if you need to do anything beyond the minimum of invoicing and recording of payments an XSite is the best solution Create Client Login Accounts If you intend to use your XSite to provide customers with status information and report delivery then each client needs an account on your system Of course you can go to your XSite and create accounts for them there or customers can create their own accounts while visiting your site But if you receive an order from a new customer you can also create an account for them on the fly while you fill out order To do so 1 In the Order PowerView fill out any necessary contact information in the Lender and or Client fields of the Order PowerView and then click the yellow book icon beside either the Lender or Client field 2 From the short menu that appears choose Add to create a new contact or choose Edit if you re simply updating an existing contact 3 When the Contact Details screen appears scroll down to the XSite Login Information section if you re editing an individual contact If you re editing a company contact simply double click the individual contact you wish to create a login account for using the list at the bottom and then scroll down to the XSite
76. into your Aurora Contacts Database If this contact is a company you d like to import check the box in the Company field If you d like to import your entire database just click Mark All at the bottom of the list Appraisal Desktop Copyright 2015 a la mode inc Page 70 Wintotal User s Guide E Im port Athena Contacis Select the Athens contacts you moki ike to moot nto dana bel Buana alos pou bo con gure conim separate from pera coissi babye hal you mould lka lo be sidad a separ compar ser heck bee in the Compare cobran barra tha mont have Slack mpat ah contacia mio Aurore befas doe bot below one ano ones pou hare rol impoaded IF pou woudl bos bo del peril hack thay Shoe all contacto option bakra El hor all contacts tat nd Mowigeg Estrella Pada Tans ie batts le Gentury Ho Roni Sabo DAS SH Inveeshmenb Mak Mier wl Acoutienc Horbgage Bobbi Fulmer FIA focos Horhgage Arka Garrett PRADA LO aa garmig Advantage Hot Frankin Tay a E Frackingiadear Advantage Ore Lamp Cubvenght 1000531 5020 mamaria peke Sffisbed Cantal fina Mortgage Murray Grounds Fo a fina Mortasos Murray ne 00 20 ZAZ sinsethspasd rr E E F F F F F F F m E C ie F C Fo F EF Hakai raid i Mak wl Corpses Lines Al Corpardss Cas 3 Once you ve selected all of the desired contacts click Finish Your contacts are imported into your current database If you do not import al
77. like to include in your report from the screen that appears 9 Set any other options as necessary and then click OK to deliver your message 10 Your report is generated and attached to an outgoing e mail message from your default e mail client whether that s Microsoft Outlook Outlook Express or any other MAPI compliant e mail tool Click Send and you re done Report Delivery Subjest Smith Bob A Emma 620 Lee Meta Bed Plezoo Les Vista Blue pof 816 KB Attachment Options Thank you far your order TRE report has been completed and is ee attached to this message Allen Biehl Baytown Appraisals Filename E200 Lee Vista Blvd Zap Report Desciiprico 6200 Lee Vista Blvd Property Intermation 6200 Les Vista Blvd Orlando FL 32822 5 Share WinTOTAL Reports As easy as it is to send a PDF report to your customers it s just as easy to use your MAPI compliant e mail to share a copy of your WinTOTAL report with another appraiser for editing or review To share a WinTOTAL report 1 With your report open in WinTOTAL choose Share Report WinTOTAL Report via e mail from the toolbar 2 Complete the necessary fields in the Delivery Information screen El Report Delivery Delivery information To Lance Dockins lt lance dockins alamode com gt Cc Subject 1837 Kings Crossing Edmond OK 73013 O Include standard message text Edi Don t transmit WorkSheet J Invoice Photos Digital Workfile Please r
78. log a partial payment through the Order Form view in the Appraisal Desktop you must have enabled Extended Billing in that order Otherwise you must open each order to update the payments Note If the report is signed the Billing and Status O information fields are the only ones you can edit using this method To log a payment through the Report s Order form view Copyright 2015 a la mode inc Page 212 Wintotal User s Guide 1 Click the Order Form tab at the bottom of the Appraisal Desktop 2 Click the order in your File Cabinet that you wish to update and then click the Edit button that appears in the toolbar in the middle of the screen 3 Scroll down to the Billing section of the order form and enter any partial payments in the fields provided Note This section does not appear in the order form O unless you have selected the Extended Billing option in the report s Order PowerView 4 When finished click Save Even if the report is signed the payment is added to your invoice and WinTOTAL synchronizes with your XSite to ensure that the payment is logged there as well Alternatively you can always open the report and manually type in the payments from the invoice or from the Order PowerView inside the report but it s typically faster to update the payments through the Appraisal Desktop QuickBooks Integration While WinTOTAL and XSites provide a robust set of business management and accounting tools some appr
79. menu that appears typing a new name into the box and clicking OK Edit Your Column Layout The Appraisal Desktop provides an easy way for you to customize the columns you see in the Files view By customizing the column layout in the Files view you can reduce the number of times you have to open a report just to look up some information about it like the amount due on the report To change the items displayed in the file list 1 From the Appraisal Desktop right click anywhere in the file list and choose Edit column layout 2 Select the desired information from the Available Fields pane on the left Double click the item to add it to the Displayed Fields list or just click Add Copyright 2015 ala mode inc Page 47 Wintotal User s Guide Edit column layout Displayed Fields Use the entries below to modify the column title and width of the fields in the reports lst remove width Sort by this fed Current Sort Field Major Form internal Field Mame 2 Show column ties Show Vault column O Ascending Descending 3 To remove a field double click it in the Displayed Fields list or select it and click Remove 4 Use the Up and Down buttons to re position the fields in the list 5 If desired select an item in the Displayed Fields list and enter a new title for the column in the Title box 6 Set the initial width of the column by adjusting the number in the Width field 7 Click Sort
80. no event shall ALM be liable to you or any third party for any loss liability penalty or damage arising in any way either directly or indirectly from your use or reliance upon the flood information provided to you and through your acceptance of this provision you release all such claims You may not use any of this data to complete in whole or in part a flood hazard determination and or insurance quote WinTOTAL User s Guide You agree to use this information for solely immediate or near immediate personal purposes and not for service bureau time sharing or other similar purposes Accordingly you may copy this information only as necessary for your personal use to i view it on your screen ii save a single copy on your hard drive or disk iii print it and iv transfer itto a portable computer device provided that you do not remove any copyright notices that appear and do not modify the information in any way You may not otherwise reproduce copy modify decompile disassemble or reverse engineer any portion of this information and may not transfer or distribute it in any form for any purpose MICROSOFT BING MAPS PLATFORM APIs TERMS OF USE Our obligation to Microsoft requires that we provide you with a link to their terms of use The following Microsoft Terms of Use may or may not apply to your use of the Microsoft Bing Maps http www microsoft com maps assets docs terms aspx Adobe Systems Incorporated ELECTRONIC END
81. o City o State o Zip o None When you ve grouped contacts each group is headed by a non white colored row listing the contact by which you re grouping Then the contacts within that group are listed below it in white You can expand and collapse the list of contacts within each group by clicking the plus or minus sign beside each group header Searching for Contacts To search for a specific contact 1 From WinTOTAL s contact manager type a search phrase into the Look for field above the contact list 2 Select the field you d like to look in from the Search In drop down list 3 Click Find Now to display the results 4 Click Clear to reset your search criteria and display all of your files Expanding amp Collapsing Contacts To expand or collapse the contacts in your address book so you can see the contacts within any contact group click the Expand ror Collapse buttons in the main toolbar Create Individual Contacts To add a new individual contact to your database 1 From WinTOTAL s contact manager click Add in the toolbar 2 When the Contact Details screen appears select the option at the top to indicate that you re adding an Individual Appraisal Desktop Copyright 2015 ala mode inc Page 65 Wintotal User s Guide 3 Next select at least one option from the Type of contact check boxes You can choose as many as you like 4 If you d like to limit access to this contact to yoursel
82. of sketch you want to create and then click OK Sketch types include Seeth in keeran Regoeits Tutora Pind Mee Qe Ahi Pod Peper ipea Map ripio e O aeae O R se o Building Sketch Tito 23451 JM es moop wn nam o Location and Building Sketch eel vaian o Additional Buildings Sketch a gn otra tercio o ocn ae o Foundation Sketch o Above Grade Building Sketch o Below Grade Building Sketch l o Common Areas Sketch 3 Click the report in the list to see any sketches found in that report Once you ve selected the desired report click New Sketch Import Note If you need help finding a particular report Sketch format use the search capabilities in the Import Sketches screen Type a street name or other criteria in the Select the type of sketch page on which the sketch will be displayed Look for box then select the folders you d like to E Building Sketch Locati d Building Sketch Q search from the Search In drop down menu Click Additional Buildings Sketch za E 4 Foundation Sketch Find Now to display all of the reports that meet your Above Grade Building Sketch f t Below Grade Building Sketch criteria For even more searching power click the Common Areas Sketch Advanced Find link enter your criteria in the text boxes and click Find 3 WinTOTAL launches your preferred sketching software 4 Now just draw your sketch as usual using your preferred sketching software Note If you decide to remove your new sk
83. of this information and may not transfer or distribute it in any form for any purpose Apex License Agreement Apex Software hereby grants the purchaser of this software a personal non transferable and non exclusive right and license to use the program under the terms stated in this agreement Title ownership and or rights in and to the program and the related documentation remain with Apex Software Installation and use of this program is limited to the original purchaser in accordance with the terms of sale You and your employees and agents are required to protect the confidentiality of the program You may not transfer distribute or otherwise make the program or documentation available to any third party by any time sharing or otherwise without the prior written consent of Apex Software You may not alter or modify the program You may not copy or reproduce the program or documentation for any purpose except with the written permission of Apex Software You acknowledge that you are receiving only a LIMITED LICENSE TO USE the program and related documentation and that Apex Software retains all rights to the program and documentation WinTOTAL User s Guide This license remains effective until terminated You may terminate this license at any time by returning to Apex Software or your authorized dealer at your expense the program and related documentation together with all copies and merged portions in any form This licen
84. oo J NOTE Status messages and client notifications can only ee be synchronized and sent for orders placed minar amoun moas err through your XSite Statuses for any other en ee pco orders are for internal use only and won t be sent doi asso Se SA beleatls ES ES is 4 A contact queue that holds all of the contact information DS that has changed in WinTOTAL since the last time you sync d with your XSite 5 The last queue is actually no more than direct integration with the Vault system If you opt to use this feature Synchronize WinTOTAL net X Connect forces Vault to upload any pending files immediately but Vault will still run at the regularly For files you need to keep in sync with your online products scheduled time regardless of whether or not you choose like Vault or your XSite WinTOTAL includes a to upload pending Vault files through net X Connect synchronization tool called net X Connect that harnesses the power of our net X technology to give you the fullest control over what is sync d and what isn t Whenever you update a report with new order information change the internal status of a report mark a report to send to the Vault or make any other changes that require WinTOTAL to update information on your online accounts WinTOTAL adds those changes to a queue that you can preview before the changes are posted to your online accounts These changes are broken down and separated into the 5 different queues that you can contro
85. orders you can limit the downloaded orders to those modified since a date of your choice o Upload New amp Changed Orders to XSite When uploading new and changed orders you can limit the uploaded orders to those modified since a date of your choice o Send Status and or Client Notifications XSite orders only o Synchronize your contacts on the XSite and in WinTOTAL o Upload Vault Files 4 If you mark the Upload New amp Changed Orders to XSite or Send Status and or Client Notifications options mark or unmark the orders listed in the respective boxes to indicate whether net X Connect Should send the information for that order NOTE The only orders that appear in this list are those for which you ve enabled XSite Integration To learn more about how to enable XSite Integration on an order see the Set Up Order Preferences section of the Order PowerView chapter in the manual 5 For statuses if you want to edit the message that accompanies a status notice click the Edit link beside it Then change the status notes or client contact information as necessary and click Update when you re finished O ner X Technology Select the actions you would like net X Connect to perform Download new amp changed orders from XSite Download orders modified since 9 22 2014 lb Upload new amp changed orders to XSite Orders Invoices 4 Payments Upload orders modified since 10 21 2014 ky 2234 N Sacramento Ave Na
86. provide pes 12 24 2023 errors warnings and alerts identified by the ProQuality additional commentary on your appraisal report Review Product URAR Form 1004 ProQuality validation status Did not pass Commentary Required YES 03 05 UAD Versi ME 9 Pa Errors 16 Total questions 1 Warnings 2 Questions answered 0 Order Due 12 24 2023 Warnings with Commentary 1 Questions remaining 1 Vendor Id 28504 Order 40000964 Review Status Did not pass Pending Rules 18 Pending Questions 1 Review Results Continue to revise your report until it passes the ProQuality Review When your report passes the ProQuality Review is complete and you re returned to your formfilling software You can now deliver your report via the Valuation Support Services VSS plugin to complete the assignment Page 180 Wintotal User s Guide E mail Delivery Athena s EDI Center was a ground breaking tool for its time When this version was released most appraisers did not have their own e mail tools Or if they did they often came with severe limitations on the size of attachments So the EDI Center and our Proj2000 e mail services made a lot of sense Prior to the release of Aurora though the landscape shifted Now an overwhelming majority of appraisers utilize tools like Microsoft Outlook to handle all of their e mail Even now WinTOTAL can automate report delivery through Outlook or your other default e mail program in much the same
87. right to set form specific options including the phrase to display and positioning of the phrase on the form o Select main printer for all forms Prints all form pages using your designated main printer allowing you to print photo pages and form pages on separate printers o Select photo printer for all photo pages Prints all photo pages using your designated photo printer Printing Copyright 2015 a la mode inc Page 170 Wintotal User s Guide allowing you to print photo pages and form pages on separate printers o Send all pages to printer as one job Sends the entire print job to the printer as one job rather than breaking up the print job into a batch of individual print jobs This option is handy when you re having difficulty printing certain sections of your report o Use printer profiles Using this option you can create and use separate combinations of photo and main printers This option can be particularly handy when you have both a set of network printers and local printers and would like to alternate between them o Edit Printer Settings This option is equivalent to the Printer Settings option that appears in the upper left hand corner of the Print window It allows you to select your main and photo printers and make adjustments to the arrangement of the print job on the page 4 When finished click OK to apply your changes and print your report Print Net amp Gross Adjustments Most forms thems
88. s SnapShot PowerView click SnapShot in the Appraisal Desktop From there you can expect to see a variety of useful information including Snapshot News Here you can find the latest i News 0 appraisal news and the most recent ME E appraisal newsletter Useful links Specials Tips The Tips and Tricks to simplify the appraisal process inside WinTOTAL that you usually find at www alamode com wintotal tips can be found in this Tips view Appraisal Desktop Copyright 2015 ala mode inc Page 71 Wintotal User s Guide mJ TOTAL Store y Platinum Partnership poeta te iira sets A n E E Add integrated products Y 24 x 7 x 365 support us apent and ensures your peace of e Useful links Contains just that Here you can find useful anh ln nan a A 7 Enterprise Appraiser XSite b XSellerate Appraiser AR links to a variety of resources from government websites Eo prea Get more non lender business feign a re Toren See what s new gt to O n n e a p p ra se r fo ru m S 1 1 InterFlood Vault Have your own spreadsheets data Be Retrieve a FEMA flood map Retrieve files from the Vault ae research filters or other Sees Launch Launch y Sign up to sell them in 3 TOTAL Store SV TOTAL for Mobile Sync PW Exact IEN Sync with TOTAL for Mobile ro Backup restore settings Get rra hanan praecon for your T 1 1 1 Upload Download Configure Details Launch appraisals QuickLists signatures e Specials This view lists all the
89. s better to leave this at the default setting Copyright 2015 ala mode inc Page 174 Wintotal User s Guide 5 When finished click OK to save your options and click OK again in the Aurora Print Engine to create your PDF file Report Delivery In the past delivering your appraisal often meant plowing through reams of paper juggling two or more printers fiddling with little plastic binders and then jumping in your car to run it over to your client s office Today the vast majority of appraisals are being delivered electronically Typically this involves printing the report to a PDF file then attaching it to an e mail message WinTOTAL Athena pioneered a new streamlined method of report delivery through its EDI center Now Aurora is poised to again revolutionize how appraisers interact with their clients through a combination of innovative report delivery options e Share reports via e mail Appraisers who want to deliver reports directly to their customers in a PDF format or share WinTOTAL files with other appraisers can use this option Using the industry standard Messaging Application Programming Interface MAPI WinTOTAL can interact with your default e mail application much as it once did with the EDI Center Report delivery is still integrated with the PDF creation process and information from the report is still added to your accompanying e mail message just as you were familiar with in Athena e TOTAL Connec
90. s internal status management a ee tools with your XSite they become a proactive status ld Y iy message tool you can use to keep your clients up to date o ack AA about the status of their orders without also tying up your e e aes rane oss Sea time in lengthy phone calls To use WinTOTAL s status tools mcs SA acon a OS T 1 In the Appraisal Desktop click to select the report you wish to update 2 Depending on your preferred workflow you then have two P g y ji ry Note If you re using WinTOTAL s status tools in options conjunction with your XSite so that you can benefit o Click the Add Internal Status button in the top from proactive status messages the Notes field toolb becomes the body of the status notice e mail oolbar o Click the plus sign beside your selected report to open 5 If this is an XSite order and you ve integrated with your the Detailed Wieurand then click the Add New tinkat XSite check the Send Client Notification box to send a notification of this status change to your client Then the top of the internal status list use the drop down menus to select a recipient and ee a subject for your message or just type that information Ele Folder OstvertoGlemt Tools Cotos teo A SS aaa yourself iron Look tor Seerch In Al Folders Eadie Gey Advanced Find Sp waves nenons x Send Client Notification popa wre Bien To Info HenshawGroup com Subject Inspection Schedu
91. the address field either enter the full address or just the street name Search Customize Detailed Address 1 Bedrooms es Baths gt JtwH Square footage Le Ld Sale Date LJ gt Ld Sale Price Le Ld Froximitp Within e miles Clear Search Find Now MT 2 In the Proximity Within field enter the distance in miles from the subject property within which you want to limit the search Enter whole numbers or decimals Note For the proximity searches to function properly WinTOTAL must pinpoint each property through geocoding the addresses This process can be scheduled to run on a regular basis ensuring that your database is ready for any search See Geocode Comps in the Configure WinTOTAL chapter of this user guide for more information about setting up this feature 3 Click Find Now to display comps that match your criteria 4 Click Clear Search to reset your list to show all comps Custom Quick Searches Comps PowerView Copyright 2015 a la mode inc Page 120 Wintotal User s Guide Of course you re not limited to searching in the fields included by default You can choose also choose your favorite fields from a provided list and add them into the Search pane on the left To do So 1 From the Comps Database double click the desired field in the list on the left to add it to your Search pane Similarly double click any item in the right column to remove it 2
92. the assignment being delivered C CI ic k h e re if yo ul r re po rt d d n ot p a SS th e VSS i pest vagos dedo 4 Specify undue influence and submit your appraisal P ro Q u a l ity Revi ew E D No Yes 6 Ifyour report doesn t pass click Review Results on the lower right to view a breakdown of the rules that were triggered review the ProQuality Review results and provide additional commentary on your report if necessary Close Currently logged in as Michael Smith Report Delivery Copyright 2015 a la mode inc Page 178 Wintotal User s Guide SSS 3 TOTAL Connect re Delve Check E TOTAL Connect Pre Delivery Check ValuationSupportServices o When the ProQuality Welcome screen appears click View Details to review each rule that was triggered Make corrections and answer any questions sent back by VSS then resubmit to ProQuality Review to complete the Pre Delivery Check VSS Order Info Pre Delivery Dashboard 2512 Briar Ridge Road Naples FL34102 Your report did not pass the VSS ProQuality Review Due 12 24 2023 A ALITY Product URAR Form 1004 i 03 05 UAD Version a 9 2011 Welcome to ProQuality lesa adis Issues were identified during the review which require your attention a dnit ProQuaity Review final Status Did not pass SY Authentication Order 40167076 Ss Authorization Done Review Status Did not E dis Status Credential validation completed successfully Pendin
93. the panes containing other relevant features appear on the left side of your screen If Configure WinTOTAL you d prefer mark the Right option to move them to the other side o Initial Window Size These options specify how the WinTOTAL and Appraisal Desktop screens appear when you launch the application Options are Maximized With this setting WinTOTAL opens to its maximum capacity so that it encompasses your entire screen Use Last Position With this setting WinTOTAL remembers the size and location of the window when you last closed it and then it uses that same combination when you next open WinTOTAL Use Standard Position With this setting WinTOTAL and the Appraisal Desktop open in the center of your screen Manage User Accounts WinTOTAL tailors certain program settings to the needs of the various users in your WinTOTAL installation allowing multi appraiser offices to use the same WinTOTAL installation while still enjoying a personalized user environment If you tie WinTOTAL with your XSite this can also ensure that the proper file permissions are set in WinTOTAL so that only the assigned appraiser and Supervisor can work with a given report file To access WinTOTAL s user management tools 1 From the WinTOTAL Configuration Utility click the General icon in the toolbar Copyright 2015 ala mode inc Page 18 Wintotal User s Guide 2 Click Select a User in the General pane to the left
94. this case you must first configure a dial up connection in your Windows operating system Consult the Windows user guide for assistance with this process 5 Select the desired dial up connection from the list and click Next o If the wizard encounters a problem connecting it notifies you and gives you the option of making another attempt or exiting the wizard If you think there was a mistake try the connection again by selecting the first option then clicking Next Otherwise choose the second option and click Finish At this point if you are unable to connect you need to troubleshoot your Internet connection from your PC The first thing you should check is whether you can access the Internet from another application Launch your web browser and try to access a popular site like http www google com or http www yahoo com e If you re not able to access either of these sites chances are there s a problem either with your connection or with traffic through the Internet itself Copyright 2015 a la mode inc Page 30 Wintotal User s Guide e If you ve confirmed your connection to the Internet is working repeat steps 1 5 above to configure your connection Schedule Automatic Updates You can schedule WinTOTAL to keep itself up to date automatically Particularly if you have a high speed Internet connection it s a good idea to configure WinTOTAL to download updates so that you don t have to manually downlo
95. to use TOTAL Sketch as your sketching program no registration or authorization is required Click here to learn how to use TOTAL Sketch TOTAL Sketch Pro License Manager Sketch Areas Thanks to the power of WinTOTAL s VIP integration your sketching software can insert key calculations from your sketch into the appropriate slots on your forms automatically For example by default the Gross Living Area is calculated from the sketch and transferred to the comps grid of the URAR You can also enable additional transfers To enable additional transfers check the box es beside the calculations you d like to transfer into your report from the Sketch Areas pane of the Sketch PowerView Import Old Sketches Sketch Areas di sketching options Insert Area Value d d O Gar ul To help save you time WinTOTAL can import sketches from your old reports If you need to import an old sketch 1 In the Sketch PowerView click Import Sketch in the toolbar at the top of the screen 2 Use the Folders list on the left to locate and select the WinTOTAL folder containing the report from which you Sketch PowerView Copyright 2015 a la mode inc Page 139 Wintotal User s Guide want to import a sketch On the right all of the reports in 1 In the Sketch PowerView click New Sketch in the toolbar that folder are displayed at the top of the screen 2 From the drop down menu in the New Sketch screen select the type
96. use any of Outlook s advanced features to sort or find a particular report 3 Once you ve found the report you want you can resend it by opening the item then choosing Actions Resend This Message from the menus Consult the documentation for your e mail software for specific steps to accomplish these tasks Receive WinTOTAL Reports In the past chances are when you received a report from a colleague you opened it with the old EDI Center in WinTOTAL Athena Since Aurora no longer needs the EDI Center you can now receive your reports directly through your default e mail client Launching the file attachment from there opens that report with WinTOTAL just as you d expect 1 When someone sends you a WinTOTAL file it now appears in your e mail application like any other e mail 2 Open the e mail message click or double click depending upon your e mail application the attachment and choose Open 3 If this is a file for a new report rather than a file that you originally created and that has been returned a screen appears allowing you to select which WinTOTAL folder you d like to store the report in Select the folder from the list and click OK Report Delivery Copyright 2015 ala mode inc Page 183 Wintotal User s Guide Please select the WinTOTAL destination folder for this report Deleted Items New Requests hronized men Neighborhood 5 Tutorial Folder Open report cn 4 If this is a cop
97. workflow e The same QuickPix application found in previous versions of WinTOTAL To tell WinTOTAL which method you prefer to use 1 From the Images PowerView click the small arrow to the right of Get Photos in the toolbar at the top jay WinTOTAL 3705 W Memorial Rd File Edit View Forms Tools Options Del 5 Get Photos Optimize led Save As e Auto Retrieve 2 From the pop up menu choose Options 3 Mark the option for the photo retrieval method you d like the system to use as a default and click OK Note You can always override the default setting by Q choosing either retrieval method from the pop up E menu accessed by clicking the small arrow to the right of Get Photos in the toolbar Auto Retrieval Wizard The first time you run the Auto Retrieval Wizard you need to set the options you d like it to use each time it is run Once you ve configured WinTOTAL to import photos from your digital camera or card reader you can forego the setup and skip straight to importing the photos Images PowerView Copyright 2015 a la mode inc Page 124 Wintotal User s Guide First Time Setup 1 Connect your camera to your system or insert your storage device into a card reader 2 In the Images PowerView click Get Photos in the toolbar at the top of the screen 3 If asked to use previous settings click No to set up the import process Once you ve configured it you can click Yes to automatically perform the imp
98. you ve been working on your menu to help you quickly find exact dates and insert them report there hasn t been a quick way to give your report a into the fields of your report To insert a date into a face lift before sending it out the door Now the Change WinTOTAL field with the calendar Case tools new in Aurora help you ensure that your appraisals go out the door with the same capitalization scheme throughout the report To change the case of any or all text in your report 1 Anywhere in WinTOTAL place your cursor in a date field and click Tools Calendar from the menus BB Calendar 1 In the Forms PowerView click Tools Change Case Change whole report from the menus Alternately you can limit the case change to itd March 2007 Sun Mon Tue Wed Thu 1 o The current field 4 5 6 T B 11 12 13 14 15 o All selected fields 18 19 20 21 22 25 26 27 Eh 29 o The current form lt Today 3 28 2007 2 Once you ve selected the option that suits your needs you re prompted with a choice of case format Pick the option that suits you best and click OK to apply the changes 2 Navigate through the calendar to find the date you want to insert 3 When you find the desired date click to select it and then iar Change case click Insert to place it into your report field O Sentence case Example No apparent encroachments O lowercase Example no apparent encroachments UPPERCASE Example NO APPARE
99. you re editing a company contact scroll to the Contacts in Company section at the bottom of the Contact Details screen and Add or Edit a contact in your client company Then just fill out any necessary contact information check the Allow this client to login box in the XSite Login section on the right and enter a Username and Password for your client Site Login Once you enter a username password and click OK the client wil receive an e mail with their login After that only the client will ever be able to change this information O Allow this client to login and view orders they ve placed Username Password Confirm 4 Finally click OK to save your changes The client login is then created for your client and notifications are sent to inform your client of their login credentials Ad hoc Contacts As with all great billing tools in WinTOTAL it s vital to provide an accurate list of your contacts and customers to accurately track your billing activities To assist you in maintaining an accurate contact list WinTOTAL introduces a new type of contact the ad hoc contact Ad hoc contacts are those contacts with whom you work on a one time basis Over time aS you create contacts these one time contacts can accumulate cluttering your contacts list Ad hoc contacts can help you eliminate the contact clutter by providing a way to designate those one time customers as exactly that one time customers When you mark a
100. your addendum o Tabs Click anywhere on the ruler to set a tab stop Click and drag unused tabs off of the Ruler to delete them o Margins Margins are set by dragging the black triangles at either end of the ruler o Displaying the Ruler To toggle the ruler off or on click the View menu in the lower toolbar and select Ruler e e You can switch from a normal text editing view to a what you see is what you get view by choosing Print Layout from the View menu in the lower toolbar Then choose Normal to switch back Save Addenda With the powerful formatting and ability to link live fields you can build up a library of addenda to reuse in various reports To save an addendum for later use Forms PowerView Copyright 2015 a la mode inc Page 101 Wintotal User s Guide 1 From WinTOTAL s addenda tools click File in the toolbar just above the addendum O Note Do not click File in the toolbar at the top of 2 thescreen 2 Click Save type a name for your addendum in the Addenda Name box and click Save ia Save Addenda Type the name of your custom addenda in the text box below and dick on the Save button Addenda Name Modified Addenda Name SampleAddendum Use Existing Addenda Once you ve built your library of custom addenda using them in your reports is a matter of a few clicks To load a previously saved addendum 1 From WinTOTAL s addenda tools click File in the lower toolba
101. your standard message text Report Delivery Copyright 2015 a la mode inc Page 175 Wintotal User s Guide 1 Begin delivering your report using any of the e mail methods described in this chapter and click Edit standard message text in the Delivery Information screen int Report Delivery Delivery information To Lance Dockins lt lance dockinsdalarnode com gt LE Subject ini Standard Message Text Setp 1 Below you can create a standard message bo Include O A include in your e mails Your text will be sent exactly as Thanks for your Include sta Thanks for your order Let me know if you need anything Lance Dockins E Baytown Appral 2 gj Filename 37054 Step 2 Check the bowes for the report information you d ilename ta ha a Filename 3705 Step 3 Type your signature block below 2 Type the standard message you d like to include in the e mail message whenever you send a report in the first text box 3 Check any of the report items you d like to insert into the message 4 Finally type your signature block in the last text box and click Save Now each time you send a report this standard text is automatically inserted into the message and you can easily edit this text in the future if necessary Report Delivery Select E mail Recipients When sending reports and files using WinTOTAL s report delivery tools you can access your contacts dat
102. 12 31 PM Alert 1 of 12 Alert Results E Subject Terms amp Conditions Copyright Help Pre Delivery Dashboard ProQuality Review Results Additional Commentary Unsign your report to make changes while you review the Answer any questions sent back by VSS to provide errors warnings and alerts identified by the ProQuality additional commentary on your appraisal report Review ProQuality validation status Did not pass Commentary Required YES Errors 16 Total questions 1 Warnings 2 Questions answered 0 Warnings with Commentary 1 Questions remaining 1 Improvements O Rule El Sales Comparison Approach SUBJECT Identifier SUBJ_0190 1 E Signature 8 Form amp Acknowledged Warning 4 A Commentary Section rule fired requiring a response on the ProQuality Commentary tab in E Pending E Warning 2 E Subject E Sales Comparison Approach E Reconciliation E Form Print Rules Fired Next Steps Provide Commentary your software You did not provide comment Resubmit to ProQuality Save 8l Close Review Results Click Review Results below the ProQuality Review dd Results to open a separate window where you can view each rule that was triggered individually Report Delivery Copyright 2015 a la mode inc Page 179 Wintotal User s Guide Note If your report is unsigned you can edit it while working in the ProQuality Review o Ifa warning must be acknowledged review the war
103. 7 2005 Inspection scheduled for 0272072006 12 30 ew 5 Motes i ren i This Gate ts tentatree and depends upon changes in the home owners schedule y Update Chant E E Mail O Fax Ta mikeg1 23mortgage com a Page 197 Wintotal User s Guide Invoicing Your XSite s invoice manager provides a number of ways you can invoice your clients depending on the needs of the order With your XSite s invoice manager you can e Invoice an appraisal order e Generate an invoice for miscellaneous work e Manage and deliver your invoices e Track your recent invoice activity TO open your XSite s invoice manager click the Invoices button in the Navigation pane to the left of Business Management sb Navigation Dashboard Orders Accounting Invoices Reporting Notices Fees Setup XSites Network Management Login Manager Credit Card irwawced Dete EdiOueOste AmtOus Amt Ped Total Pess n 07 17 2013 07 21 2013 150 00 000 350 00 Create a New Invoice 1173 Western 3 140715 fa wane 400 0 000 40 02 Pay Employees A Enter Client Payments All Clients vV Show All Total Due 3500 00 Past Due 3100 00 lt 30 1750 00 30 to 60 1350 00 61 to 90 0 00 gt 90 0 00 Due Today 400 00 Non Invoiced 0 00 Paid 3 600 00 Cancelled a Starts With O Contains Field Subject Street W Placed Last 90 Days V Settings
104. AL finishes retrieving the map you request you can adjust the map s zoom and centering o To re center the map click anywhere on the map hold down the click and move your mouse in the opposite direction you wish to move the map Maps PowerView Copyright 2015 a la mode inc Page 144 Wintotal User s Guide o To change the map zoom click on of the zoom levels across the top of the map or use the scroll wheel on your mouse to zoom in and out 4 Next select a pre named title or type in a title for your map using the Title field to the upper right corner of the map 5 As necessary you can edit and annotate your map using the tools provided To simply move or verify the placement of a balloon you have several options o To move the balloon s head click and drag the head of the balloon to the desired location o TO move the tail of the balloon click the white square at the end of the tail and drag it to the desired location o To move the balloon based on a property s GPS coordinates click the property address in the Address Information pane and type in the correct GPS coordinates o TO manually move an entire balloon click to select the balloon then click Add Move Balloon in the Balloon tab on the left Then click the desired location for the tail of the map to move the entire balloon to the new location o If you believe the balloon s placement is incorrect you can verify it against Google s Maps and MapQuest Just
105. AND OR EMAIL SOLICITATIONS OR ADVERTISEMENTS THUS SATISFYING ANY EXPRESS WRITTEN PERMISSION REQUIREMENT 8 CONFIDENTIALITY You acknowledge that the Software contains proprietary trade secrets of a la mode technologies inc and you hereby agree to maintain the confidentiality of the Software using at least as great a degree of care as you use to maintain the confidentiality of your own most confidential information 9 ASSIGNMENT You may not assign transfer or lend the Software without a la mode technologies inc s express written consent UNAUTHORIZED DUPLICATION TRANSFER OR SALE OF THIS SOFTWARE SHALL CONSTITUTE A VIOLATION OF COPYRIGHT LAWS AND ENTITLES a la mode technologies inc TO ALL REMEDIES AVAILABLE UNDER APPLICABLE LAWS Copyright 2015 ala mode inc Page 8 Wintotal User s Guide 10 VIOLATIONS OF LICENSE Should a la mode technologies inc become aware of any violations of this License the party responsible for such violations agrees to be obligated to a la mode technologies inc for all costs incurred to enforce this License including reasonable attorney s fees and court costs 11 DURATION OF LICENSE This license is effective until terminated You may terminate the License any time by destroying the program together with all copies modifications and merged portions In addition this License will automatically terminate if you fail to comply with any of the terms of this License You agree upon such termina
106. Connect entry when WinTOTAL needs to talk to your XSite SO you can keep it up to date as you use it you can mark For convenience WinTOTAL remembers until you the Prompt to run net X Connect on program close close it option This initiates the net X Connect process any time you close WinTOTAL so you can keep WinTOTAL and your XSite up to date without having to remember to manually sync the two o If you re not the admin user for the XSite the Accounting and Order Management option under XSite User Management must be enabled 3 In the event that you synchronize an order that has different information in your XSite than in WinTOTAL you re prompted to decide which data you want to use Whenever this occurs you can merge in the data from the XSite order in one of three ways Options are 3 Click OK to save your information and then click Save to accept your new configuration Once you ve correctly entered XSite information into WinTOTAL WinTOTAL sends a signal to your XSite and enables the new Business Management features which o replace the Orders interface we previously had o Always prompt me to choose the direction of sync o Always use the information from WinTOTAL Configure WinTOTAL Copyright 2015 a la mode inc Page 36 Wintotal User s Guide o Always use the information from my XSite 4 Mark the option for the method you want to use 5 Click Save to update your changes Once you ve configured net X Connect s
107. ECK sintoma leida 177 USED IE eo ue heen ny bee Ras aes 178 ESMAI DELIVERY cotas viuda iccals ua calcula 181 Share WiINTOTAL PDP REPOM asii it 181 Share WinTOTAL ReportS cccoooccccocononccnonononaconconanononnnnononanonnonanononannonenaninnnnnos 182 ROVICW SCNT REDOITS a teunecaaneaes 183 Receive WIN TOTAL Re DOES as 183 DELVERWITA FO TAE CONNECT osos 184 BILLING amp BUSINESS MANAGEMENT ccccccccssssssssseeeeeeeees 184 CONFIGURE ASITES BILING dd 185 DEFINING User ROS tddi 186 SEUN UP YOUPPIOGUCE USE a A ta 186 Creating Client Specific FOC LS ii dia 187 ASSIGHIING CHORE FCO Sid ds 188 Setting Up YOUF Coverage Al CG mada dada 189 Setting OUO VOF eE SDIS xi 2c eatery ad 189 WinTOTAL User s Guide ASSIGNING Your Fee PIES as 190 Setting Up Billing Preferences cccccsssescccccssessccccsessececscseeesssesecessaaeneesssaaansees 191 CONFIGURE WINTOTAL BILLING cic cicerrototlivasalenwachecsnaetalatenaseecsawcsaratacdubtcsasuselaecacees 192 USE ASITES BILUNG asno AR 192 DMOO paolo 192 WV OTK WIE XSIEC Orders osito 194 Create site Orders sil 195 EAIA ME DIES curia ed 195 Create CHEAT Acco0 UNES ia 196 Change XSite Order Status ira AA 197 VOICING PROA ON 198 Creatine Orden ino Ces di noes 198 Creating Miscellaneous INVOICES nic A A Ni 200 D liver ASICS INVOICES risa dico ddaddaleveteneraides 200 Canceling INVOICE Suorien iio 200 Customizing the Invoice Oia iio 200 PAYMENTS iire A EO E EE ene teeauieauiae 201 RECO
108. FGING Full Payment annann lcd a id 201 Recording Partial Payment onnar na it 202 Recordine Balloon Payments isa ata 202 Charging Credit Cards tor Order ii 203 Payin EMPIECE is A SA A a 203 ACCOUNT O oia 204 REDONDO a taba 204 USE VINTOTAL BUUNG cane 207 WV OER WIT OUGEIS A E ve 207 Create OL CUS caia A re 208 create Client Loen ACCOUNTS ernen inant es ese dumencoueus 209 Update Internal Order statistics 209 PAYMENT amp INVOICINO pra e sac Ga E E 210 Create INVOICES ia E EEE 210 Delivering VOICES u aa ER ada 211 Mark R ports as Padua 212 Record Partal Client Pay Meninas 212 QUICKBOOKS INTEGRA MON oitenta E meactadeodtocesteraceatoos 213 Set UPOUICKBOOKS INTERIOR 213 Export Reports to QUICKBOOKS sitiada A A OE AN N a 214 TEOCK EXPO ed Reports iii aaa 215 Copyright 2015 a la mode inc Page iv Wintotal User s Guide WinTOTAL User s Guide WinTOTAL Aurora generation _ by a la mode This fully searchable help file is provided to give you a clear overview of working with WinTOTAL Use the links on the left to explore the various functions of WinTOTAL Click Search to find information on a particular topic or feature In addition to this user s guide you might also want to consult the additional resources in the Help PowerView of the Appraisal Desktop The additional help includes the following WinTOTAL resources e QuickStart Guide A brief tour through WinTOTAL e Networking Guide A guide to installing WinTOTAL o
109. For exact details on these processes see the Vault user guide a la mode Components Not A Scheduled Task 31 2007 12 55 00 PM 3311 2007 4 40 27 AM Not A Scheduled Task 3211 2007 1 37 00 AM 3 31 2007 1 02 03 AM 3 30 2007 5 59 22 PM Schedule XSite Synchronization If you re actively using your XSite to take and manage orders electronically or if you re regularly using your XSite s business management tools it s often useful to automate the synchronization process so that your XSite and WinTOTAL Copyright 2015 a la mode inc Page 42 Wintotal User s Guide are always in tune with each other To schedule the XSite synchronization process 1 Right click the Assistant icon and click Show 2 When the Assistant appears click to select Aurora to XSite Sync Then click Configure ContactSync Scheduling Enable Scheduling e Daily Weekly Edo at 2 54 16 AM A 3 Check the box to Enable Scheduling for your synchronization and then indicate whether you want to synchronize on a daily or weekly basis by marking the corresponding option 4 Select a time and day for your synchronization as necessary 5 When finished click Save to apply your changes Schedule DirectFax Synchronization If you regularly use DirectFax to archive items into your digital workfile or if your clients use it to send you pertinent information for your appraisal work you can automate the synchronization process so that Wi
110. ILITY SHALL IN NO WAY EXCEED THE TOTAL AMOUNT OF YOUR LICENSE FEE THAT YOU ACTUALLY PAY FOR THE USE OF a la mode technologies inc s SOFTWARE SOME STATES DO NOT ALLOW THE LIMITATION OR EXCLUSION OF LIABILITY FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES SO THE ABOVE LIMITATION OR EXCLUSION MAY NOT APPLY TO YOU 15 EXPORT RESTRICTIONS This License Agreement is expressly made subject to any laws regulations orders or other restrictions on the export from the United States of America of the Software or information about such Software which may be imposed from time to time by the Government of the United States of America You shall not export the Software Documentation or information about the Software and Documentation without consent of a la mode technologies inc and compliance with such laws regulations orders or other restrictions 16 SEVERABILITY If any provision of this License is determined to be invalid it will be deemed deleted and all remaining provisions will remain in full force and effect 17 UPDATES At a la mode technologies inc s sole discretion a la mode technologies inc may provide you with an update a la mode technologies inc reserves the right to provide the update in exchange for payment of a fee This License will govern all updates copies and merged or WinTOTAL User s Guide modified versions of the Software unless a new License is provided to you 18 CHOICE OF LAW AND VENUE You agree that t
111. If you do choose to create fewer but longer QuickList and Text Database items select this option When it s turned on the program overwrites any existing field data with the new data from your list Append to existing data If you ve created QuickList or Text Database items that build on each other the this option may help When it s turned on the program inserts your items at the end of the current field regardless of where your cursor Is Move to the next available field This option controls what your cursor does after you ve inserted a QuickList or Text Database item When it s turned on after you insert an item the cursor immediately moves to the next field in the form This can really speed up data entry as you don t have to press Enter to accept the text item Keyboard navigation Holding down the Ctrl key on your keyboard and pressing the left or right arrow keys allows you to move through your text in a more word processor like manner Mark the option for the behavior you want to use Options are Next Field Causes the cursor to move to the next field in your form Next Word Causes the cursor to move to the beginning of the next word in your field 3 When finished click Save to put your settings into effect Page 23 Wintotal User s Guide Fonts amp Form Colors If you don t like how the programmers at a la mode designed the look of the program you can change the look in th
112. L File Collector Then click Configure Copyright 2015 a la mode inc Page 43 Wintotal User s Guide Y WinTOTAL File Collector ied Save Exit File collection removes old and unused files from your computer that you no longer need This wil help you save disk space Enable file collection 4 Delete unused photos older than 39 days Delete ysed photos older than 180 days m more Delete recoverable files older than 30 days Cl Include 82U Files Athena upgraded Leam more Weekly Monthly 3 Check the Enable File Collection box 4 Check the boxes beside each type of file you wish to clean out of your system automatically and then indicate the age in days that each item must be before WinTOTAL Should clean it from your system Options are o Unused Photos Photos in your images database that you have not yet used in a report o Used Photos Photos in your images database that you ve already used in a report Bear in mind that wiping these used images from your computer DOES NOT remove them from the reports in which you used them o Recoverable Files WinTOTAL keeps backup copies called BZ1 files of every report you create Once you complete a report these files become unnecessary and you can safely remove them from your computer o Athena Upgraded Files When you upgrade from Athena to Aurora WinTOTAL creates backup copies of your original Athena reports If you ve se
113. L From this list double click a form you wish to add to your report 3 The list on the right displays the forms you ve added to your report Click Copyright 2015 ala mode inc Page 123 Wintotal User s Guide and drag the new form to the desired position in the report 4 Continue to add photo forms and click OK when you re done Note If you choose to add one of the Comparable Photos pages you should be prompted to indicate Q which comp or comps the page should be linked with gt Enter the desired comp number and click OK Any relevant information is automatically copied from the comp s to the photo page Some additional options are available in the Image pages pane as well e To delete an unwanted photo page select it and click Delete e To view any of the photo pages simply click it Download Photos If your camera is configured to work with your Windows operating system Windows should prompt you about how you d like to handle the images on your removable device or camera To simplify this process we ve added an option to this list so that you can choose to run the WinTOTAL photo retrieval process whenever you connect the device to your computer or place it in its docking station You have two options for retrieving photos e The new Auto Retrieval Wizard which can import your photos based on the same criteria each time and can eliminate some of the data entry that QuickPix requires from your
114. L Configuration Utility click Comps in the toolbar at the top Hove eben General Forms Images Pocket Internet Sketch Flood 2 Mark the options you want to use for your geocoding preferences Options are o Enable Scheduling Check this box to ensure that the geocoding information in your comps database is always up to date Then set the time and frequency that you d like the WinTOTAL Assistant to scan your files o Geocode Records at Each Run If you have a huge comps database and you re concerned that the geocoding process might slow down your system check this box to set a limit on the number of comps that get updated on each run Then enter a number of comps to geocode per run in the provided text box Bear in mind however that when this process runs only those comps that have not already been geocoded are processed So once your system is up to date subsequent runs complete much faster 3 Click Save when finished to put your changes into effect Configure WinTOTAL Integrate with XSites For files you need to keep in sync with your online products like Vault or your XSite WinTOTAL includes a synchronization tool called net X Connect that harnesses the power of our net X technology to give you the fullest control over what is sync d and what isn t Whenever you update a report with new order information change the internal status of a report mark a report to send to the Vault or make any ot
115. LICENSE APPLY TO YOUR USE OF THE SOFTWARE SHOULD YOU CHOOSE TO PROCEED WITH THE USE AND IMPLEMENTATION OF THE SOFTWARE The License in Plain English This software is protected by copyright You must treat this Software like you treat a book Just as one book cannot be read by different people in two different places at the same time neither can this Software be used on two different computers at the same time It may be moved from one computer to another so long as there is no possibility of it being used on two computers simultaneously The Software and the manuals are for use on a single computer only If two computers run the program at the same time it s a violation of this License Note In the case of a properly licensed network version of this Software substitute server for computer s in the explanation above Using a single user version of this Software on a network is expressly forbidden 1 LICENSE TERMS a la mode technologies inc hereby grants you the original user a nonexclusive nontransferable restrictive and conditional right to use the enclosed Software subject to the terms and conditions contained in this License on a single computer You assume full responsibility for the selection of this program to achieve your intended results and for the installation use and results obtained from this program 2 USE OF THE SOFTWARE In consideration of this License you agree that the enclosed Software and its
116. NT ENCROACHMENTS File Labels The ideal of the paperless office continues to elude most appraisers While some functions such as the digital workfile are now handled electronically many appraisers are still more comfortable with the old manila folder If you Tools Copyright 2015 ala mode inc Page 156 Wintotal User s Guide prefer the paper based approach you can print labels for o Click the Contact data option to display the fields your work folders from within WinTOTAL Using WinTOTAL s related to your office Double click any field to place it File Labels tool is a two step process on your label 1 Create a label template to use o With your cursor in the Label Template box begin 2 Print the label using your template typing to insert text or spacing Do not type anything between the brackets 4 surrounding the codes you inserted from the lists Depending upon the type of label you selected you may have anywhere from two To create a file label to five lines available Creating Label Templates 1 Click the Tools menu and then select Create File Labels a 2 From the Print Labels screen click New at the end of the Paba peta Ml a lr queres Jarpa as Template drop down menu SER ne Now select the label style you would like to print then add the fields from your report that you would like to print on the label You can type text into the label and any fields tn brackets will be replaced with curr
117. Once you ve created all of the client specific fee lists you need you must assign them out to your clients Assigning Client Fee Lists To associate a client with a custom fee table 1 From the Fees Setup section of your XSite s Business Management click the Assign Client Fee Tables link below the Navigation pane 2 All of the people in your contacts database that you ve designated as a Client or Lender are displayed Add or update any clients as necessary o TO add a new client to the list click Add new client fill out the contact details and then click Save o To edit an existing client click to select the client click Edit client contact record make any necessary changes and then click Save Copyright 2015 a la mode inc Page 188 Wintotal User s Guide 3 Then to assign a custom fee list to a client select the desired fee list from the drop down menu to the right of that client Assign Client Fee Table Listed below are the shared contacts from your database marked as either Client or Lender Select a fee table for each chent to determine available products when orders are entered for them Any fees notes or turnaround times associated with the products in the selected table will be automatically entered into the order form The fee tables shown in the drop down lists are configured under Define Client Specific Fees Clients 5 Page 1 ofi Client Name Company Assigned Fee Tab
118. Printed fe New Orders 1 E B In Progress 59 ik B Accepted 59 E Modification Requestec ES Inspection Scheduled 1 Inspection Complete 0 Pending Review 0 Ovi Due Today 0 Past Due 10 i a Completed 8 m m 4 m r Z AlFies O Orderfom 7 Wotkfie gt Directa ll oeo 7 How shash lt mith smithappraisal biz ZA 19 reports 3 WinTOTAL shows you a full list of items that have been sent through DirectFax into your report s workfile From here you can o Create a new DirectFax coversheet Using the DirectFax coversheet you can fax a stack of documents in to the number specified on the cover sheet to convert them into a PDF and attach them to your report s workfile Since this coversheet is specific to this report you can also give it to your clients so they can fax you important documents related to the selected report o Download pending DirectFax items If you ve sent anything in to DirectFax it takes a few moments to convert those items into PDF files When the PDF files are ready you can download them by clicking Sync or Sync All Sync simply downloads DirectFax PDF s related to the selected report Sync All retrieves any pending DirectFax PDF s and attaches those PDF s to the appropriate report workfiles Page 59 Appraisal Desktop Wintotal User s Guide For more information about DirectFax see the DirectFax section of this user s guid
119. QuickLists are available to insert common terms 4 Click Add in the Photo pane to select a photo to associate with this comp Select the photo from your hard drive and click Open Alternately you can copy a photo from another location and paste it into the comp by clicking Paste o Click All comp fields in the Views pane on the left to expand the form to allow more data o Click Summary fields to limit data to info in comps grid Notice that several of the items have additional Comps PowerView Copyright 2015 ala mode inc Page 115 Wintotal User s Guide fields in which you can enter specific data that may or may not appear on certain forms This data can be used to make automatic adjustments but won t print on the report See the Comps Detailed View section of this user guide for more information about this feature 5 When completed click OK and your new comp is added to the database Import Comps from Old Reports If you ve been using WinTOTAL to write up your reports for a while you ve accumulated a wealth of information you can add into your comps database for quick access later To capture the power of that information in your comps database you simply need to import it Before you begin you may want to collect all of the reports from which you wish to import comp data and place them in a single folder in your Appraisal Desktop File Cabinet If you have a huge number of files over 500 you may need to divide them a
120. Reports to QuickBooks Once you ve installed the QuickBooks integration tools you can easily export your reports to QuickBooks 1 Find the report you want to export in your File Cabinet right click it and choose Add report to QuickBooks at the bottom of the list Copyright 2015 a la mode inc 2 When the Add Invoice to QuickBooks window appears the relevant billing information from your report already appears in the form To export this report to QuickBooks without creating redundant information in QuickBooks you need to match the data from your report to the data inside of QuickBooks First choose the corresponding QuickBooks customer from the drop down menu to the far right of the Customer field Add Invoice to Ciickbooks amp Export amp Cancel Company ala mode Inc Please verify your information Anything with a red border must be completed prior to exporting P Customer Easy Money Savings amp Loan m hence Dockins au Bill To 102 Main Street City Edmond State OK Zip 73003 Invoice No THER FILE Invoice Date 2 17 2004 z Due 5 30 2002 Ta O Add WinTOTAL report info into invoice memo field Edit client data mems Edit Invoice Jem f AWinTOTAL Job QuickBooks tem PP Full Appraisal f URAR lt Double click to match gt Mileage Fees lt Double click to match gt F Duplicate Report Fee lt Double click to match gt FREQUENT CUSTOM lt Double click t
121. SBO customer you can upload that appraisal to your XSite A custom URL is created on your XSite which home sellers can pass along to perspective buyers When a buyer views the site they see the following Tools Copyright 2015 ala mode inc Page 163 Wintotal User s Guide e Summary of the professional appraisal report e Link to download the full appraisal report Beautiful Flash animated listings brochure e Unlimited full color photos provided by you during your inspection e Virtual tour e Online map 1437 Kings Crossin Carat raro Creating the Presentation To create an Online Property Listing 1 Open the desired report in WinTOTAL and click Tools Property Presentation Wizard from the menus 2 In the login screen enter your XSite Username and Password and then click Next Tools Copyright 2015 a la mode inc 3 The Additional Information screen appears allowing you to enter specific information about the property which may not be included in the appraisal report but would be beneficial in marketing this property to buyers Fill out any or all of the fields for which you have information and click Next 4 Give a description of the property and click Next 5 Specify how much if any of the report you d like to include on your site To include a PDF of the entire report mark the Print the entire report to PDF option To select certain pages instead choose Print specific pages C
122. Si iaa e cd EA any de iita nal ia Pax E aa aati all mena a a ieee LL E a E F la Seen ary ira sal a o ae ae cee p oi Lap FH m pap a min Ja iran Emu lib f 7 2 ia nad is A eo E H oe f TTT Pid ibidd bhail ia piai fia h oe E T TAr E E imitar a TT el E ML a BL 7 C ij a a dj 1 a bei saa H Pe eS i ee aa pees fe H p Ti HTA w A HH F Paii Dora Meapticood gt Sake ieg Tata Lomo Escorclaion Actor Comeneris Coat hppa inas J F Forms PowerView Copyright 2015 a la mode inc Page 82 Wintotal User s Guide Navigate Forms WinTOTAL s Forms PowerView provides a number of ways to help you easily navigate through your forms to the right fields in your report Ways to jump around in your report include e Collapsing Expanding Forms You can collapse all of your forms into nothing more than headers by clicking Collapse All Forms t expand all the forms in your report by clicking Expand All Forms or expand collapse each form individually by clicking the icon beside the header of each form you want to toggle e Jump Directly to a Form If you know exactly which form you need click the Jump to Forms menu in the top toolbar and pick a form to jump directly to it e Jump Directly to a Section If you need to quickly access a specific section of your major form click the tab at the bottom of the screen that corresponds to the section you want to access e Moving from Field to Field Just as you can mo
123. THAT YOU HAVE READ THIS LICENSE THAT YOU UNDERSTAND IT AND AGREE TO BE BOUND BY ITS TERMS AND CONDITIONS YOU FURTHER ACKNOWLEDGE THAT THIS LICENSE CONSTITUTES THE ENTIRE AGREEMENT BETWEEN YOU AND a la mode inc AND SUPERSEDES ANY PROPOSAL OR PRIOR AGREEMENT ORAL OR WRITTEN AND ANY OTHER COMMUNICATIONS BETWEEN US RELATING TO THE SUBJECT MATTER OF THIS LICENSE YOU ALSO AGREE THAT ALL OF THE TERMS AND CONDITIONS OF THIS LICENSE APPLY TO YOUR USE OF THE SOFTWARE SHOULD YOU CHOOSE TO PROCEED WITH THE USE AND IMPLEMENTATION OF THE SOFTWARE System Requirements a la mode s products are designed to run on Windows either 32 bit or 64 bit versions As such your PC needs to meet the requirements laid out by Microsoft for the version of Windows that you re using However as with any software the more it exceeds the minimum requirements the better your experience will be Beyond the official requirements to run Windows one thing to keep in mind when purchasing a new PC or upgrading your existing hardware is hard drive space You ll need to make sure you have enough to install the programs you need to work and store your reports too When it comes to WinTOTAL User s Guide storage space like all computer specs more is always better Here are some details about our products that will help you choose a PC with an appropriate amount of storage Program size on disk e WinTOTAL Aurora 1GB server and standalone e TOTAL Sketc
124. TO Retrieval VV IZ ONG ase csartie aN aaa 124 QUIERE asada 126 QUICKPIX COMMS ULATION Ge cia idia 127 UWS QUIC P oren aa A A A ta 127 Customize QUIERE aac cea liadrda ne E NAE teense adie ONA 128 IMAGE DATABASE dla added a loadss 130 LA ae tances EE O N 130 Unused Datapase IMAGES ie 131 MY ADUM S ira EE tale essere tad cass ncaa log EEO Vet aa aciakaw AAA Ree 131 PROTO POD UD VV NING OW siioni aE son Quen TA tense novineness eee 132 SCAN IMAGES aa 132 IMAGES ON DIS AA Ad 133 EDIT MVIAGE FORM Sessa ostias 133 PLACE PHOTOS aeaa r N ETT 134 EDITIMAGES 0 134 ODTAVUZE TIN OGES acts 135 Enhance MOG CS tia 136 Annotate IM OGCS ie 137 SKETCH POWER VIEW uo iia 138 CHOOSE OUR SKETCHER tina lad ato lada said 139 SETE iia aaa dede 139 IMPORT OLD SKETCHES ai A EN O 139 CREATE SKETCHES tao ted to tala aldea 140 WinTOTAL User s Guide SET UP IVIAP PREFERENCES ct dal 141 CEI AS a ee Al 142 VERIFY ADDRESS GPS DATA indi 143 RETRIEVE A LOCATION MAP sscossscovsssosnscvesccnsnccbsccntasnenscnusesnsevdsscunscsvnscvensoosnsensas 144 RETRIEVE FLOOD amp CENSUS DATA ds 145 RETRIEVE A EL OOD MAP oia dae 146 A A O A A e A 146 A CT 147 A O 147 A cade cteecetaa acca ata A E E cea pas ae ben et aed 148 ICON Satan iva 148 REPORT TRANSEERO PONS teas dl ciel 149 WORK WITEMAP S a da 150 ADD MAPS IVIANUALLY aeaee a dable 151 WORKFILE POWERVIEW Q0 ccccccssssccccsssccccsssccccscscsccccscsesenseeees 151 PAID FE VE Ss aa a A OS
125. TOTAL Configuration Utility click Edit my Database Paths in the General pane to the left 2 1f you re storing your report files images or image thumbnail files on your computer in a non standard location just type in or Browse to the folder where you re storing each type of file Paths Note It is highly recommended that you never alter these locations from the defaults without consulting our technical support staff first If you are on a network and set these incorrectly data corruption can occur as multiple workstations write to the wrong databases If you alter image paths the image databases may not be able to find them Please take this advice seriously as we cannot help recover data lost by improperly altering these Report Fles C alamode WinTOTAL Files Images Cia la modelWinTOTAL Images Thumbnails C a la model WinTOTAL Thumbs 3 Click Save when finished to accept your changes File Cabinet Settings WinTOTAL s File Cabinet settings allows you to enable or disable the Detailed View in the Appraisal Desktop change the alternate report color WinTOTAL uses in the File Cabinet or configure the stop lights you see there To access and change WinTOTAL s File Cabinet settings Copyright 2015 a la mode inc Page 20 Wintotal User s Guide 1 From the General Settings section of WinTOTAL Configuration Utility click File Cabinet in the General pane to the left 2 Mark your preferred options from t
126. TOTAL but when you paste only the text labels are pasted in so you have to copy your formulas individually Check E amp O Once your report is complete click E amp O Check in the Report pane of the Forms PowerView This executes the built in Errors amp Omissions tool and displays the results in a window below your forms Scroll through this list to review the results E weatotal ora Sample File S pe Sem Popes Je Geom feherto Clerc jib Og A E H E a ESA oe l kdl E i F J oer e sud ESS o y at Helo 1 Uniform Residential Ap Ma A A A A A AA A AA AAA Tey Diana EL Zep Code A Da perl hi eai mei cos p nl ld En Us ab Le a ee Pubs Loria bhaga ite Derea Sate Comparer Portian Leioa Comments Coot presorh incomes Pll lefa i io mamin O 10 ewer Deba 0 Ghee invite GO e Des 7 Weg ag id Pa tin E ADOTTICHAL COMMENTS ie Thee dorsal Correria Direct is bank E paT arias Sounce of coal deta re bind Results form in the Jump to Forms drop down menu to display and annotate this report Click Options to set the threshold values for the E amp O checker to use Once you ve made changes to your report click Run Again to update your E amp O report the E O rules and check your changes e Select the E amp O warnings option to display the specific warnings grouped by report section Double click any warning to quickly display the problem field in the form window
127. TOTAL should use to make use of the Internet Modem and phone line Select ths option if you connect fo your Internet Semice Provider TSP through a standard DiaHUp Networking DUN connection WnTOTAL will connect and deconnect as needed An always on or LAN connection With this setting WnTOTAL wil assume you are abeady online when t needs to access the Intemet Select the option if your PC amp connected va a Local Area Network LAN a cable modem DSL line that doesnt require dialing and ISP s with proprietary sian on processes lke AGL 4 Select the option to test drive your connection then click Next The setup wizard attempts to make a connection with the Internet o If all goes well the wizard informs you that it has so click Finish to complete the configuration o If the wizard encounters a problem connecting it notifies you and gives you the option of making another attempt or exiting the wizard If you think there was a mistake try the connection again by selecting the first option then clicking Next Otherwise choose the second option and click Finish At this point if you re unable to connect you need to troubleshoot your Internet connection from your PC The first thing you should check is whether you can access the Internet from another application Launch your web browser and try to access a popular site like www google com or www yahoo com e If you re not able to access either of these
128. TOTAL use Microsoft s Virtual Earth to retrieve street maps aerial photographs or hybrid street maps aerial photographs Since Virtual Earth is capable of retrieving basic street maps unless you prefer a different map style than what is available with Virtual Earth we recommend leaving this option set to Virtual Earth o Re use these settings and don t show this screen If you d prefer not to be prompted about your map preferences each time you retrieve a map mark this option Otherwise leave the box unchecked if you prefer to manually alter your settings for each map you retrieve Choose your map wizard opbtkers on this screen re Topi LEAT mott u Gat location map Ol Canet on subject E Wine high revolution 7200 1800 ponte maps E Ga Reed caiit and USPS data CO Ga FEM Booed mao from InterFlood Configura E Display popei damis oo that can veiy aire rra ow ento hai GPS comdnales bellota giir mina Property Placem nt Optinis E Piee Compe Place Parka Puce Lifan Balloon Options 2 Display pomy from subes C Show moody blocks rubasd of m ez Lise blocks per mike Switch to mies when ever Es blocks El Diper direction kom subject NW SE Ol Dipa cy vate and ap Chope Happing Syaber VeutFeth O Legacy MapPeril O Rene these settings and don t show this screen 3 When finished click OK to apply your changes Get Maps WinTOTAL s Maps Wizard help you quickly and easily retrieve an electronic map
129. TOTALSUSERSSLANCEDOTSSE Spell Check 4 To add or remove words in the dictionary click Tools Spell Check View edit user dictionary from the l l menus in the toolbar WinTOTAL s spell checker lets you spell check your entire report either all at once or piece by piece You can also add words to the spell checker s dictionary To use WinTOTAL s spell checker 1 In the Forms PowerView click Spell in the toolbar at the Dictionary edit options top of the screen to spell check the entire report or click To add a word into your dictionary type the new word in the Dictionary entry field and click Add To remove a word the Tools SpellCheck Check whole report from Dictionary Editor select it from the Words in dictionary box and click Delete Dictionary entry Spe I anywhere in WinTOTAL Words in dictionary 2 If you need to limit your spell check to certain portions of your report additional options in the spell checking options in the Tools menu are o Check current field o Check selected fields o Check current form 3 As you run the spell check you are prompted to add unknown words to the dictionary associated with your WinTOTAL Username Tools Copyright 2015 a la mode inc Page 155 Wintotal User s Guide Change Case Calendar Consistency is a key way to maintain a professional face to WinTOTAL provides a basic calendar tool through the tools your business Until now if
130. Text Adds the QuickList entry s data to the end of the current form field s data o Change Text Database Name Offers you a list of alternate WinTOTAL user profiles containing QuickList entries so that you can switch your QuickLists to use another user s o Create New Text Database Opens the QuickLists manager allowing you to create a new set of QuickLists and associate the new list with any WinTOTAL user profile o Resequence QuickList Calls up WinTOTAL s QuickList reordering tool so that you can change the order of the QuickList entries for the currently selected field This only applies for fields that have multiple QuickList entries Organize QuickLists As you continue to use your QuickLists you may need to reorder them to move more common QuickList entries into the top 10 move infrequent QuickList items out of the top 10 or to remove gaps in the numbering There are two ways you can reorder your QuickLists alphabetically and manually Organizing QuickLists Alphabetically QuickLists If you want WinTOTAL to automatically All Options Helo reorder your QuickLists alphabetically by the MN name of each QuickList entry from the Forms PowerView click the A Z icon to the upper left of the QuickLists pane Organizing QuickLists Manually To manually specify the order and numbering of your QuickList items 1 In the Forms PowerView right click any QuickList entry in the QuickLists pane
131. This option is also known as Freeform UAD mode The dynamic field expansions will not be displayed unless you press CTRL ENTER You can type the UAD formatted text or use the available shorthand to make formfilling faster o Select all text when jumping into a field When you select this option each time you enter a field in a form any existing text in that field is automatically selected That way you can begin typing and the old data is completely replaced with the new If this option is turned off your cursor is placed at the beginning of the field and you can use the arrow keys or mouse to re position the cursor and enter data o Show drop down lists for fields One of the innovations found in our previous version of WinTOTAL was the Recent Response list Each field in your forms would automatically remember the last several items you typed in The next time you entered that field you could reapply that text simply by choosing it from a drop down menu To use the Recent Responses feature in WinTOTAL check the box beside this option and then mark the Recent Responses option Page 22 Configure WinTOTAL Wintotal User s Guide Unfortunately the Recent Responses feature led to some confusion with our QuickLists text databases So in Aurora you have the option of displaying your QuickList items each field s drop down menu instead of the recent responses To do so check the box beside this option and th
132. User s Guide 7 1f the wizard discovers that you do not have an available license it prompts you with that information and directs you to contact the a la mode for additional assistance Fax Registration If you do not have a connection to the Internet you can register your Apex sketch software manually To do so 1 Install and launch WinTOTAL on the workstation 2 From the Sketching settings in WinTOTAL Configuration Utility select the Apex option corresponding to the version you own If you only have one available legacy Apex license type it s automatically selected for you 3 Then click the Register link that appears 4 The Apex Registration Wizard appears and gives you the option of registering through the Internet or manually Click the Manual Registration option and click Next 5 The wizard prompts you to enter your first and last names and prompts you with the name assigned to this workstation These items are used to help you manage which users and systems have your licenses in use Complete the fields then click Print 6 Print the resulting document on your local printer and fax it to the number printed on the page Service technicians then receive your fax and process your request normally within a few hours They then send you a registration code either via fax e mail or by phone 7 Once you have the code return to the Apex Registration Wizard following steps 1 4 above and click the Register button
133. Utility click the Forms icon in the toolbar Bee asx i Pocket Sketch Flood Comps netX 2 Apply your changes and click Save Data Entry Options WinTOTAL s Data Entry Options control how your cursor QuickLists and drop down menus function when you are moving through the forms To access your Data Entry Options 1 From the Forms section of WinTOTAL Configuration Utility click Data Entry Options in the Formfilling pane on the left Data Entry Options For UAD reports Always display dynamic field expansions when entering a UAD field O Only display dynamic field expansions when entering a UAD field if the field is blank in error or spe ecte O Nev mic eid expansions wnen entering a UAD Mea Note CTRL Enter wil always open dynamic field expansions When PERE data in a form 2 Mark your preferences in the screen that appears Options are Copyright 2015 a la mode inc o Always display dynamic field expansions when entering a UAD field Select this item if you d like to all the assistance available when you first enter a field that s affected by UAD o Only display dynamic field expansions when entering a UAD field if the field is blank in error or specifically selected This still lets you see the UAD assistance via expanded fields but only does so in cases where the field is blank in error or specifically selected o Never display dynamic field expansions when entering a UAD field
134. Utility click the Sketch icon in the toolbar uvn gas Ms j iw General Forms Images Pocket Mobile Intern lood Comps nek Billing 2 Select your sketching software from the Choose your sketcher drop down menu 3 Apply your changes and click Save Configure WinTOTAL Copyright 2015 a la mode inc Page 31 Wintotal User s Guide Register Apex If you ve been using the custom version of Apex 3 or the old version of Apex 2 originally distributed with WinTOTAL you need not purchase an additional license Everything will continue to operate as if nothing changed To integrate your sketch program with WinTOTAL 1 From the WinTOTAL Configuration Utility click the Sketch icon in the toolbar SaRoawey vx Flood Comps net Billing 2 Apply your changes and click Save Internet Registration To register one of your Apex licenses on a workstation 1 Install and launch WinTOTAL on the workstation This can be a stand alone computer or a node in a local area network Also ensure that the computer has access to the Internet either through an always on connection or dial up 2 From the Sketching settings in WinTOTAL Configuration Utility select the Apex option corresponding to the version you own If you only have one available legacy Apex license type it s automatically selected for you Sketching Choose the VIP integrated sketcher you d like to register or unregister from the menu below Choose yo
135. Vault storage account To do SO 1 In the Workfile PowerView click Vault in the toolbar to upload the file F Send Files to the a la mode File Vault The following files will be sent to your Vault account If you would like your Vault software to send them at your regularly scheduled time or would like to add additional files press Send Later You can send them to the Vault now by pressing Send Now There are 3 files waiting to be sent to the Vault File Name 12456poplarst zap 03 08 2006 03 49 51 PM 12700npennsylvania zap 02 25 2006 10 24 53 AM 129mainstreet zap 02 25 2006 10 24 51 AM 2 Click Send Now to immediately send the file to the Vault or click Send Later to add it the net X queue to go out to the Vault the next time you synchronize WinTOTAL with your Internet products Note Whenever you send a file to the Vault it is O marked with a Vault icon in the Vault column of the i File Cabinet to keep you informed about which files you ve sent to the Vault and which remain to be sent Page 154 Wintotal User s Guide Tools Spelling Check Not in Dictionary Ignore vist Ignore All The Tools menu is WinTOTAL s centralized location for all of suggestions No Suggestions its time saving tools In addition to the tools introduced in Athena Aurora has a number of brand new tools like the Change Case tool to help you complete your appraisals quickly and easily Add Words Tox Cha la mode wyin
136. View Copyright 2015 a la mode inc Page 91 e To read a note double click the balloon Wintotal User s Guide e To remove a note from your report right click the balloon and choose Delete e To choose how QuickNotes are displayed in the report click the Show QuickNotes icon Y and select whether to hide all notes display only those of one kind expand all notes in the document or collapse them all Default Data amp Formatting Aurora like Athena allows you to customize the data fonts and formats you use in WinTOTAL to comply with the common formats fonts and data you prefer to use as you fill out your reports Using WinTOTAL s data and formatting tools you can adjust the font or field format that WinTOTAL uses by default and you can even add default data to specific forms so that you can avoid retyping data unnecessarily Set Default Fonts WinTOTAL can store custom font formatting such as italics and font size to use throughout your forms This can come in handy if you need to keep the font styles consistent throughout your report To use custom formatting 1 In the Forms PowerView open the form you need and make adjustments to the formatting in any fields that require it 2 Click the Form menu and choose Default data fonts You then have 2 options o Set default form data font This allows you to specify the font that is used to fill out all the forms in your report o Set default addenda data font This
137. _ Sign Date C Last Modified 2 01 22 2014 In Progress Open Report Unknown 1 22 2014 1 35 21 PM E lt Share Report by Unknown by MIKESMIT Za Deliver to Client y Last Printed Print 2 Last Yaulted Send w Create File Label Unknown 1 10 2013 10 16 00 AM e Mark as Paid by Unknown by ALM 2082 P4 Tracking al m r WinTOTAL Errors amp Omissions O al O xsite O winTOTAL WinTOTAL Errors amp Omissions E a All Reports 71 A Copyright 1996 2005 a la mode inc 4 a coe The following E amp O checks basic consistencies al In Progress 59 of an appraisal It cannot read the English des pd ted 59 of your appraisal it can only check standard i e Requestec mathematics simple equivalencies etc When PoE isdi ol le possible it will point out areas that only ii pen 7 an appraiser can verify as a reminder Inspection Complete 0 i op Pending Review 0 3 Revision Needed 0 REVIEW FILE DATA ES Delayed 0 Override Requested 0 Form Type 1004 ABB Due Today 0 Review Title i Past Due 10 Review Script 1004 RVS on Completed 8 Review Date 7 22 2005 14 31 02 qi m LD Ropon name Arora er x a All Files So Order Form po Workfile DirectFax A Check E amp 0 History 14 reports michael Hiu Another pane opens to display the results of the last E amp O check performed on that document Keep in mind that this is an E amp O viewer so no results appear if you have not yet Copyright 2015 a la m
138. a QuickBooks Item by clicking Add and filling out the necessary QuickBooks Item information 7 Click Match to associate the WinTOTAL job with a specific QuickBooks invoice item this one time or click the disk icon and then click Match to match the two items Billing amp Business Management automatically in the future 8 Finally once you ve returned to the main Add Invoice to QuickBooks screen fill out the remaining info check the Export Pre Payments box if you want pre payments you ve recorded in WinTOTAL Exported to QuickBooks as well and then click Export to finish You can now find your report s invoice information in QuickBooks Track Exported Reports If you re a regular QuickBooks user you may need an indication about which reports you ve exported to QuickBooks and which reports you have not To simplify this process the QuickBooks or QB column in the File Cabinet depicts a circular money icon if the report has been exported to QuickBooks If the column is empty you have not exported it to QuickBooks SAMPLE 101a 6200 Lee Vista Blvd SAMPLE Athena Sample 0000005 Aurora Sample SAMPLE Sample Report Copyright 2015 a la mode inc Page 215
139. a j 9 When you re ready to print your labels just click the Print pere bdo y ot gore art rl egos p e aa icon in the Label Preview pane to send them to the remind the current residents of those addresses that it s been somo time since they last had an appraisal and advertise your services pri nter a To fresh follow the steps below Once you ve selected and prmted your content and labels you re ready to prepare them for maling XSellerate Plugin Appraisal Reminders Step 1 Setup and print coment Click the letters or postcard below to preview them The print button is avadable in the preview Total Adu 3 emer Leter Label Preview t 2 tup and print labels otal Setu Below is the total number of recogrents from the date range exported from WinTOTAL Chck the Preview labels button to choose your label sheets layout and print them Prewew and Pret Labels l l l Now just combine the ads you ve created with the mailing 6 The provided ads are intentionally generic so that you can labels you ve printed and send your mailer to start bringing simply print an ad and send it out as a part of your in more appraisal business mailer without a need to edit it but it is possible to edit these ads to customize them before mailing them out In order to edit this ad prior to sending out your mailing you can simply copy and paste the ad s contents into a word processor edit it to your needs and save it for your printer from there
140. a map to your order form enter your XSite Username and Password when you fill in the full subject address for your order Note Whenever a new order from your XSite is e With Directions If you opted to include a map in your downloaded into WinTOTAL or a new order is pushed order form checking this option adds directions from your from WinTOTAL to your XSite an XSite symbol Order PowerView Copyright 2015 a la mode inc Page 75 Wintotal User s Guide After a few moments WinTOTAL automatically changes the appears in the XSite column to indicate that the synchronization is complete Change Start Points for Directions If you use WinTOTAL to retrieve directions to your property inspections you may need to change the starting location for those directions from time to time In WinTOTAL s Order PowerView you can specify an alternate starting point for your driving directions To do so 1 In WinTOTAL s Order PowerView check the Order Map and With Directions boxes in the Options pane on the left side of the screen 2 Click the With Directions link in the Options pane Start Location ES cg oe le pic Address O Address 2 City State Zip Latitude Longitude Get it lon for me O use Local Office Address 3 In the screen that appears indicate whether you want to start from your local office address or from an alternate starting point by checking or unchecking the Use Local Office Address box at the bottom
141. abase so you can quickly find and select recipients This ensures that you don t have to look up their contact information in other databases In addition since the Contacts Database can synchronize with your XSite s Contacts Database you can ensure that you always have the most up to date address information available in all locations To use the Contacts Database to address your e mails 1 From any of the Delivery Information screens that appear throughout the various delivery wizards click any of the To or CC links your WinTOTAL address book il Select Recipients Type name or select from bst as or _ cancel Message recipiente n lance dodinsB mbeiBl23mork Ce gt rt MEG 1Z3mort lal y IME 22 I rill can le Hew contact Edticortact Find contact Remove Contaci 2 If you know the name of your recipient begin typing it in the first text field As you type the list below sorts and displays any records that match the letters you re typing Or use one of the following methods to find add or remove contacts from your address book o Select a filter from the drop down list to filter your contact list to those that just fit a certain type Copyright 2015 a la mode inc Page 176 Wintotal User s Guide o Click Find Contact type a search phrase and click Find to search for contacts If you find one you like click it and click Insert to include it in your message
142. ad the latest features fixes and forms yourself To configure automatic updating in WinTOTAL 1 From the Internet section of WinTOTAL Configuration Utility check Enable Scheduling 2 Pick either a Daily Monthly or Weekly frequency and schedule a time and or date for WinTOTAL to automatically download and install the latest updates 3 When you re finished click Save Update hedk_ __ ______ _ __ _ ___ gt Select a schedule on which you would lke to check for Win TOTAL updates 4 Enable scheduling Daily O weekly ison am on Sunday Monthly Set Up Your Sketcher WinTOTAL and a TOTAL Sketch Pro license make it possible to integrate WinTOTAL with any participating sketch program While WinTOTAL is fully capable of integrating with the sketch program of your choice each available sketching program with which you can integrate is produced by a third party vendor As a result you must maintain a separate license for your Apex RapidSketch or AreaSketch software along with WinTOTAL If you need more information about the sketch programs with which WinTOTAL can integrate or are interested in purchasing a sketch license from any of the available vendors visit WinTOTAL s Store by clicking the Dashboard icon on the upper right of the appraisal desktop or a report To access WinTOTAL s sketch configuration options and select your default sketching software 1 From the WinTOTAL Configuration
143. ages PowerView Copyright 2015 a la mode inc Page 130 Images PowerView Wintotal User s Guide e Just click the column header like Address to sort by a given column e Click it again to sort your images in reverse order Unused Database Images WinTOTAL provides a simple way for you to find and manage the photos you ve previously imported into your Images Peimaces El Images database Database but have not yet used ina aie report To access the Unused Images view Scan images to help you manage these images click do once IN Edit forms Unused Images in the Images pane on the left side of the Images PowerView This view allows you to quickly sort through your photos when handling new properties You can also locate and delete photos that you have no intention of using in the future On this page you have the option of viewing thumbnails of your photos or a text list Check the View previews box at the bottom of the screen to toggle between these two options Note If you have the pop up window enabled your photos are displayed in that window regardless of whether you re viewing the thumbnails or the text list My Albums Photo albums are a great way to group images together as you import them Whenever you import photos into your image database you have the option of placing them into a new photo album This can be very convenient if you have multiple appraisers taking photos of different homes
144. aisers may find that their businesses are better served by using a professional accounting package such as Intuit s QuickBooks application Fortunately WinTOTAL includes direct integration with QuickBooks to share billing and payment information QuickBooks System Requirements Billing amp Business Management WinTOTAL s new QuickBooks integrations tools use Intuit s own proprietary integration backend for programs like WinTOTAL To use their tools Intuit requires the Pro version or better of QuickBooks 2002 or newer and therefore WinTOTAL s QuickBooks integration tools have the same requirements Note Intuit does not support QuickBooks versions prior to 2007 on Windows Vista If you intend to run Windows Vista as your operating system you must O upgrade to QuickBooks 2007 or later to leverage p WinTOTAL s integration with QuickBooks For more information on this issue visit Intuit s Vista support page Set Up QuickBooks Integration To take advantage of our improved QuickBooks integration you first need to install the proper integration software on your computer 1 Right click any report in the File Cabinet and choose the Add report to QuickBooks option in the menu that appears Once the progress bar disappears the necessary software in installed 2 When a window appears prompting you to permit WinTOTAL to access QuickBooks open QuickBooks and then open your company file 3 Once your company file is open Qu
145. al Desktop Wintotal User s Guide Move Copy Delete Rename gt Print Share Report an Deliver to Client Tracking Status Send to Yault ps E Look For Search In All Folders FindNow Clear Advanced Find XSite QB File No Report Description Map Reference Effective Date Major Form Apprais o Now 2012 2966 Scenic Highway 98 18880 12 12 2012 1004UA4D John Do 2966 Scenic Highway 98 Status Add New Report Activities Y Sign Date C Last Modified 01 22 2014 In Progress Open Report Unknown 1 22 2014 1 35 21 PM Share Report by Unknown by MIKESMIT Sq Deliverto Client 2 Last Printed Print 2 Last Yaulted Send E w Create File Label Unknown 1 10 2013 10 16 00 AM Mark as Paid by Unknown by ALM 2082 A Rename gt 2 Edit Wd Save O Cancel E Print 3 Full screen Report Description 2966 Scenic Highway 98 a Client Baytown AMC 13 Lender Baytown Mortgage __ Infernal Order Number Now 2012 17 Appraiser John Doe Lender Case Number 12 98532 Supervisor Clien Ale Humber 2012 781295 Order Date 1240 2012 Due Dat 42 20 2012 FHA f VA Case Number Priority Normal Loan Amount NA Main File Number on Form Nov 2012 17 Job Type 1004UAD Sale Price 2 900 000 Other Fle Number on Form 12 98532 Properly Type Waterfront __ Sale ae 1 2012 __ Loan Type Conventional Relinance No Form Type 1004U4D Owner Est Val NA Imeoics Number Now 2012 17 Property Rights Appraised D lt Fee Simple _ Lea
146. an virtually eliminate the need for MLS printouts Just click Comps Database in the Comps pane on the left mark the comps you want to use in your report and click Place to add them Remove Comps If you need to remove a comp from your report you can do so in the side by side comps view in two different ways depending on your needs e Clearing the Column If the comp data in a column does not apply to your current report just click Clear at the top of the comp s column and verify that you want to clear the column WinTOTAL flushes out all of the data from that column including the comp photo e Removing the Comp If you originally placed the comp in the report with the intention of using it in the current report but have since decided that the comp won t suit your needs click Remove instead of Clear When you click Remove WinTOTAL prompts you to add the comp to your workfile as a means of complying with USPAP Just Comps PowerView Copyright 2015 a la mode inc click Yes to save the comp to your workfile or click No to simply flush it out of your report Hint If you choose to add the removed comp to 9 your workfile you can find it in your workfile later click it and click Restore to add it back into your report Arrange Comps Whether you need to add a comp clear one out or just rearrange them WinTOTAL provides all the tools you need to manage your comps from the side by side comps view Moving Comps A
147. ance it Maps PowerView Copyright 2015 a la mode inc Page 150 Wintotal User s Guide o Deleting the Map To delete a map select it and click Delete Add Maps Manually If you have a map such as a plat map that you wish to add into your report from another source like a print out or website you can easily add it into your report To adda map into you report manually 1 From the Maps PowerView click the down arrow beside Add Manual Map and choose the source for your map from the menu that appears Tal Add Manual Map I Import from clipboard E Import from file a gt Import from scanner o Import from Clipboard Use this to copy an image or map from another page or from the Internet First select the image at its source and copy it to the clipboard o Import from File Select this option then browse your system to find any image or map file Click Open to retrieve that image o Import from Scanner If you have a hard copy of a document you wish to include select this option to launch your scanner software and retrieve the image 2 Whichever option you choose your map is loaded in the Image Optimizer where you can further enhance or modify it Workfile PowerView 3 At the top of the Image Optimizer window select a form type from the Page type drop down menu 4 In the Form title text box type the name you d like to have appear at the top of the form 5 Click OK to place the map
148. and an assistant importing them into your company s image database As you import the photos simply place them in an album that includes the date the photos were taken and the name of the appraiser that took them When that appraiser sits down to start building reports he can quickly find the album containing his photos For information on creating albums see the Download Photos section of this user guide To view the contents of an album 1 In the Images PowerView click My Albums in the Images pane on damos the left MA Unused images 2 Locate the desired album in the list My Albums and double click its name or select Scan Images it and click Show Images in Images on disk current album at the top of the eae armas window The photos in that album are displayed 3 Click Show all Albums to re display the list of albums If you have a large number of albums you can use the search feature to find a specific album See the Search for Images section of this user guide for information about using the search features Copyright 2015 a la mode inc Page 131 Wintotal User s Guide e Click and drag any edge or corner of the window to resize it The image resizes automatically to fill the new box Hint If you find that albums are a great way to sort your photos you can make sure that an album is e Click the title bar of the window to drag it anywhere on Y always created when you import photos Just check your screen I
149. and click the Send to Vault button in the toolbar 2 Confirm the list of files to be sent and click o Remove to delete these files from your Vault o Send Now to immediately connect to the Internet and send the selected files o Send Later to queue up these files in the net X Connect queue to be sent the next time your system connects to the Vault o Cancel to cancel this operation Appraisal Desktop Copyright 2015 a la mode inc Report Views As you continue using the Appraisal Desktop you may find it useful to see or edit information in your report without taking the time to open it search for it unsign it save it and so on WinTOTAL s Files PowerView provides an alternate method of viewing and updating your data on the fly to help you save time These powerful tools called views are controlled by the tabs appearing across the bottom of the screen Available tabs include e All Files Order Form Workfile DirectFax e ESO History In addition WinTOTAL provides a detailed view you can use to look up detailed information about the report print it send it to QuickBooks deliver it or label it Detailed View WinTOTAL s detailed view can give you insight into the current status of each report in your File Cabinet and can help you perform a number of basic report management functions without even opening the report To open the detailed view of any report simply click the plus sign beside
150. and distribute contains this Agreement the Acrobat Reader installer and the same copyright and other proprietary notices pertaining to this Adobe Software that appear in the Adobe Software If you download the Adobe Software from the Internet or similar on line source you must include the Adobe copyright notice for the Adobe Software with any on line distribution and on any media you distribute that includes the Adobe Software 2 Copyright and Trademark Rights The Adobe Software is owned by Adobe and its suppliers and its structure organization and code are the valuable trade secrets of Adobe and its suppliers The Adobe Software also is protected by United States Copyright Law and International Treaty provisions You may use trademarks only insofar as required to comply with Section 1 of this Agreement and to WinTOTAL User s Guide identify printed output produced by the Adobe Software in accordance with accepted trademark practice including identification of trademark owner s name Such use of any trademark does not give you any rights of ownership in that trademark Except as stated above this Agreement does not grant you any intellectual property rights in the Adobe Software Flood Data Certain third parties have granted a la mode inc the right to offer flood maps and other related flood information a la mode inc is nothing more than a conduit for any flood information provided to you by these third parties and a la mo
151. andard WinTOTAL Print screen from which you can choose which pages and forms you d like to print as well as choosing the printer to which you d like them sent o Auto print report This option automatically prints the report based on the default settings you ve chosen for that report in the past o Print invoice only If you just need to send out a new invoice choose this option Any invoice form found in the report is sent to your default printer o Print reports list The final option doesn t print the actual report Instead it prints a list of all reports in the current folder 3 Click OK to accept you print option WinTOTAL immediately prints the items you specified For further details on WinTOTAL s advanced printing features see the Printing chapter of this user s guide Appraisal Desktop Copyright 2015 ala mode inc Page 54 Wintotal User s Guide more options may appear For instance if you choose Inspection Scheduled additional fields appear where you can enter the date and time of the scheduled inspection Set Report Status 4 Type any comments you want to include with the status WinTOTAL s status management tools can be a great way to change in the Notes box track your office turnaround times generate a snapshot of rre your current workload and even organize your files But Morden as risa er when you couple WinTOTAL
152. any orders Oniy chante docenas with pardo orders are shown here Dynes 2 nd to hero MEA E COMPE Pam mit be pd rd bry urg ihe rea ma pang bni on AS or ey epee e indo ira a Lagt Neoral Bano aF lavish Details aman Tepes Check 4 Check Mis heck Gale CM Check Amount Payment Alloco tion bmesica Invoiced Date Client Fila No Borrower Addrass Balance Amount EJ 6000022 Simt noe 1 15 P00 CL 055000 50 5 55 El 65 5 pi o z Po Takes 21 755 00 LERE eai cy Papers Close Hint Each time you mark an invoice the amount paid is filled out automatically as long as the amount of the check exceeds the total of the marked invoices 5 Click Apply Payments Copyright 2015 a la mode inc Page 202 Wintotal User s Guide Charging Credit Cards for Orders If you want to charge a credit card for an appraisal order you ve completed on your XSite you need to enable the credit card processing tools on your XSite first Then to charge a credit card for an order on your XSite 1 From your XSite s order management find and double click the desired order in the list 2 Above the Order Details pane click the Billing menu and select Charge Card 2 soc 0 em E vaz sme E mn mos ose Inwoice Order Details 01929 2227863 E charge card 3 Now simply fill out the client contact and credit card information and click Charge Credit Card to process the charge Paying Em
153. arch for the form by typing a search phrase into the provided box and clicking Find If you want to search by form number type a sign followed by the form number without any spaces and then click Find Order PowerView Copyright 2015 a la mode inc Page 81 Wintotal User s Guide o You can scroll through the forms list and find the form based off of the folder organization Just double click any folder to expand it and show the available forms o You can customize the Most Common Custom forms list to show your list of needed forms and simply jump to that when you access contents If you want to customize your Most Common Forms list click the Click to Customize link and add in your favorite forms 3 If necessary click the Preview link to the lower right corner to see a live preview of the selected form 4 When you locate the desired form double click it to add it to your report or click and drag it across 5 On right side the forms currently in your report are displayed You can change the order of these forms by dragging them up or down the list Or use the Move Up and Move Down links 6 To remove a form from your report select the form and click Delete Do not double click the form in this case as that switches WinTOTAL to the Forms PowerView with that form open Note If you re removing a comps rentals or listings O page you must remove the forms in reverse order gt i e a listings 1 3 page can t be removed
154. ard copy e Mark Complete Mark an order as complete in WinTOTAL e Synchronize Synchronizes WinTOTAL with your XSite e Rules Brings up the Rules screen that allows you to control your filter in the Appraisal Desktop s Tracking folders WinTOTAL Toolbars While you may occasionally want to create new files delete old report files or otherwise manage the reports in your File Cabinet from within the WinTOTAL window the options available for your custom toolbar in the WinTOTAL window pertain more directly to those functions that facilitate report creation as opposed to report management To improve and simplify your workflow as you create and manage your appraisal files WinTOTAL provides items from each of the following categories for use in your custom toolbars e Menus Provides each of the full menus normally found in WinTOTAL for individual use in your custom toolbar Note The Menus group actually contains the complete menus you normally find at the top of the screen e For separate commands within each menu or PowerView simply click the appropriate category as listed below e File Individual File menu commands e Edit Individual Edit menu commands e Form Individual Form menu commands e View Individual View menu commands e Workfile Individual Workfile PowerView specific commands e Photos Individual Images PowerView commands e PowerViews Individual commands to switch PowerViews e SendReport
155. area Fill Color Line Color Line Thickness 2 Click Add Highlight and then click your map to place a Starting point for your highlighted area 3 Drag your mouse to create a border around your highlighted area When you re satisfied with your line click to place the line and set a new starting point 4 Repeat this process until you ve created a border around the area you wish to highlight Then right click your mouse to set the highlighted area 5 As necessary click the highlighted area and use the Fill Color Line Color and Line Thickness drop down menus to alter the styles on your highlighted area 6 As necessary click to select any highlighted area and press the Delete key on your keyboard to delete it Icons There are a variety of icons you can place on your map to indicate landmarks directionality and a variety of other items To place icons on your map Maps PowerView Copyright 2015 ala mode inc Page 148 Wintotal User s Guide 1 Click the Icons tab in the Annotate your map pane on 1 In the Maps PowerView click the Report transfer the left options link at the top of the Information pane a Annotate your map W Select an icon and click to place it on your map Color Baw Classic Rotate 90 degrees 2 Mark Color B amp W or Classic to select an icon set 3 Scroll through the icons at the bottom of the Icons tab and click to select one you wish to place 4 Then click your map
156. arrow displayed on the right side of them By clicking the arrow you can access a picklist of items You can also use the Alt Down Arrow keyboard Shortcut to open these lists e Pop up Lists Similar to Drop down lists only they will appear either above or below the link you click depending upon where they appear on your screen End User License Agreements WinTOTAL is a collection of products that work together to help you produce quality appraisals As such the product is covered by several license agreements created by the owners of each product and agreed to by each user during the installation process For your review these agreements are included here Copyright 2015 ala mode inc Page 6 WinTOTAL User s Guide Wintotal User s Guide WinTOTAL Aurora Software License License by a la mode inc IMPORTANT READ BEFORE CONTINUING IMPORTANT READ THE FOLLOWING TERMS AND CONDITIONS CAREFULLY BEFORE CONTINUING BY CONTINUING YOU INDICATE YOUR ACCEPTANCE OF THESE TERMS AND CONDITIONS IF YOU DO NOT AGREE WITH THE TERMS OF THIS LICENSE DO NOT CONTINUE PROMPTLY RETURN THE PACKAGE TO THE PLACE OF PURCHASE AND IF ALL APPLICABLE CONDITIONS OF RETURN AS SET FORTH HEREIN ARE COMPLIED WITH YOUR LICENSE FEE WILL BE REFUNDED By continuing you acknowledge that you read understand and agree with the terms of this License and you agree to abide by such terms YOU ALSO AGREE THAT ALL OF THE TERMS AND CONDITIONS OF THIS
157. assword 4 Be sure to set up your signature and seal 5 When finished click OK to save your account Once your user information screen is complete click to save this user profile Then repeat this process to create profiles for all of the WinTOTAL users in your office Later if you need to delete any user profile select it in the Available box and click Remove Note If you need further assistance with this O process or if you need some help creating your digital el signature file see Tech Doc 5056 on digital signature setup and creation Set Up Your Signature 1 From WinTOTAL s user manager select the user account needing a signature and click Edit or click Add to create a new account 2 Change any profile information as necessary 3 Then click Browse in the Signature box navigate through your hard drive to find your signature file select it and click Open to drop your digital signature into the sample form block 4 Click and drag the signature image to position it properly on the signature line 5 When you re satisfied with your signature placement click the link to Password Protect my Signature This ensures that nobody can place your signature on a report without knowing your password Copyright 2015 a la mode inc Page 19 Wintotal User s Guide 6 Type a password into the field and click OK 7 Repeat steps 3 and 4 using the links in the Seal box if you would like to add your digital seal to your repo
158. atically imports the data from your first file Then for future files that you ve downloaded from your MLS or other electronic data source you can simply re use the template you ve already created To define your MLS import template 1 Obtain the comp data file from your MLS provider and save it on your hard drive 2 In the Comps Database click Import in the toolbar 3 Select Import property data from external source and click Next 4 Click Browse find and select the import file from your hard drive then click Open 5 Type a description for your template so that you can quickly refer back to this template when you import additional data from the same source in the future 6 Select either the Residential or Commercial option to reflect the type of property you re importing 7 1f necessary check the Search for Duplicates box and tell it how to handle any it finds Options are o Don t Add Duplicates o Update the Existing Comp o Preview each duplicate found and let me decide what to do 8 Click Next to continue 9 Since WinTOTAL automatically guesses the correct delimiter it should already be selected for you If WinTOTAL is unable to guess the correct delimiter choose a different delimiter from the selection box You can also select a Text Qualifier if your data source uses a particular character most often a quote to designate text fields 10 Ensure that the data looks correct in the sample window and cl
159. ave your changes Synchronize Contacts Another option for setting up your contacts database is to synchronize it with your XSites Contacts Database Unlike importing when you synchronize your contacts names that appear in one database are copied to the other automatically So if you ve added a name in your WinTOTAL Contacts Database it is copied to your XSite Contacts list Or if you ve added a contact in Outlook you can upload it to your XSite and it is then added to the WinTOTAL Contacts Database To synchronize contacts with your XSite 1 First make sure that you ve associated WinTOTAL with your XSite 2 From WinTOTAL s contact manager click the Sync menu and choose XSite OR simply run net X Connect to sync your contacts and all other XSite related data WinTOTAL quickly synchronizes your WinTOTAL contacts with those in your XSite so you can maintain the same list in both places Import Athena Contacts If you used Athena prior to the current version of WinTOTAL you may have a long list of contacts you want to import from your old installation If you want to import your old contacts from Athena you can easily do so with WinTOTAL s contact import tool 1 From WinTOTAL s contact manager choose File Import from Athena 2 The Import Athena Contacts screen displays a list of contacts from your Athena database Use the scroll bars to scan through this list Check the Import box beside a contact to flag it for import
160. ay the list or simply press Alt Down Arrow on your keyboard Select the desired entry from the list to insert it into the field overwriting any text that already exists Exterior Description O l lr Foundation Wals Masonry o e cea Roof Sura ARES E 8 souispors lt i click edits ter Hint While selecting an item from the recent response gives you a visual clue as to the items available you don t actually have to use the drop down menu Just start typing into a text field If there is a recent response entry that begins with that letter it automatically appears Then press Down Arrow and Enter to select that item Forms PowerView Copyright 2015 ala mode inc Page 90 Wintotal User s Guide QuickNotes are available in three levels Standard Yellow e Needs Review Red Y Swap Recent Responses amp QuickLists e Reviewed Green If you like the functionality of the recent responses but To create a QuickNote would rather use your QuickLists instead you can turn off 1 In the Forms PowerView click the note icon of choice the recent responses feature and replace the drop down Yellow Red Green in the toolbar above your form menu with QuickLists 1 From the Forms options of WinTOTAL s configuration utility verify that the Show drop down lists for fields item is checked then below that mark the option for Po it AA mi QuickLists IA 0 2 If you d like check the box to Automat
161. bar and choose whether to clone the report With data copies the entire report along with all the information maps photos sketches comps and other items in place or Without data copies the structure of the report including all forms and addenda but without any information maps photos sketches comps or other items Aurora Appraisal Desktop File Folder Deliver to Client Tools Options Help E New E Open E Clone a GoTo X net X Connect Files Without data Customize EHC Reports al Deleted Items la JE New Requests CQ Tutorial Folder Dn Dick in 3 Your new report is opened in the Order PowerView of WinTOTAL Give this new report a description and click Save You re now ready to complete the report Print Reports While you can always print a report while it s open in WinTOTAL you can also print a report directly from the Appraisal Desktop without having to open the report first But unlike WinTOTAL s usual print options by printing through the Appraisal Desktop you can print a full reports list in your File Cabinet or quickly move from report to report printing out entire copies or just a series of invoices To use the Appraisal Desktop s print feature 1 In the Appraisal Desktop find and click to select a report you wish to print 2 Click Print in the toolbar and mark your desired print option in the screen that appears Options are o Print Report Choosing this option opens the st
162. before a listings 4 6 page 7 1f desired you can change the name of this form for this report Select the form and click the Rename link Type a new name and click OK Renaming the form here does not affect the default form name but it is reflected in any future reports you may create by merging this report 8 At the bottom of the window is the option to keep the contents window open even after you click OK If you have dual monitors or a particularly large display area you may want to select this option so you can continue to add forms as necessary without calling up the Contents again 9 Click OK to return to the order form Forms PowerView Arriving at the value of a property is only one step in the appraisal process The tedious task of creating the actual report can often consume as much or more time from an appraiser s day There are dozens of tools available to appraisers to help reduce the amount of time spent filling out the appraisal forms The Forms PowerView is the spot in WinTOTAL where you ll perform a majority of your formfilling tasks Be EE or gts E Gl Drac SS RARA AO AA emp to lr tee AA EXA 50 A Tris Fannia ae ataa T 3 OE EEE PERT COMER RS TA E a G hie m alent i EER EIEII nn a Li wee LU are DD EJ va pa a LE EEN E EE Maa CEN bi ieee ERE TEA Mie Sor dent Se EEN ger le a cion Ele Seu rn aa La pels ie dl Ai a itt cae i Lal i dal pel ately Ba le ee Er Stages cia dilaci n cir S Ss g
163. bel select Ue template that poo would bike to use and it will displey pat paenga ening right E Cencel Tenplate A eur Akas B67 Hew Bit Gelai Avery label 5207 4 X 2 117 X 1 3 4 3 Lines GE Select label starting meo Preview 2 From the Template drop down menu select your desired label format 3 Depending upon the type of label your template uses the label grid changes showing you a sheet of labels Click the label location on the sheet to the left to indicate the label you want to print This is useful if you have a sheet of labels that is only partially used 4 If you are curious how your label looks click Zoom at the bottom of the screen to get a closer look 5 If you need to tweak the label format click Edit Make your changes as necessary and click Save when finished When you label is ready click OK The Windows Print screen appears from which you can select the printer that holds your labels Click OK to send the label to your printer Copyright Reports New to the Aurora release of WinTOTAL is the ability to copyright your appraisal reports to ensure that their content is legally protected for legitimate use only To copyright a report 1 Open a report you wish to copyright 2 Once it s open click Copyright Report in the Tools menu i Copyright Report Here you can inserta copyright addendum into your report and set how you wank copyright text placed on report forms and photos i E Insert
164. ber of options for working with your orders Click the option to perform the desired action on the selected order Options include o Status Depending on the current status of the order you have different options when you click this button For example if an inspection hasn t been scheduled it defaults to that status item o Edit Use this button to edit the original order form o Message This option sends the client an e mail and logs the communication permanently with the order o Attach Use this tool to upload documents or use the DirectFax feature that digitizes things you fax to your website o Print This button generates a hard copy of the order details o Billing This allows you to generate invoices from the information contained in your XSite order In addition Copyright 2015 a la mode inc Page 195 Wintotal User s Guide you can also use this to quickly take credit card payments ror the active order dere nina and view orders they ve placed o Delete This naturally takes an order out of your active as list You may want to use Delete on test and sample eae orders so they don t affect your statistics and reporting 5 If you re creating a new client login account type a Username and Password for your client ensuring that E sas can C message Y araen Sp print Gy emng fE voete you type the same password in the Confirm field as well Then skip to step 8 Order D
165. ble reference guide for WinTOTAL stored on your local computer for easy reference Online User s Manual An easier to read reference guide for WinTOTAL located in our Knowledgebase WinTOTAL Tutorial A walkthrough of WinTOTAL that help should help you complete the most common tasks in WinTOTAL WinTOTAL Networking Guide If you intend to install WinTOTAL in a networked environment this guide walks you through the process of installing it correctly Reseller amp Education Network Our searchable network of authorized resellers and education partners is what you need if you want special training or support Need more help If you re having problems with WinTOTAL but don t have time to call our support desk you can get help by clicking Support Request in the toolbar This launches the Tech Support Assistant from which you can detail the problem you re having and send it to our support department As an added advantage the assistant scans your system and sends along a detailed diagnostic report that often helps our technicians to pinpoint your problem Market to Past Clients WinTOTAL now has direct integration with XSellerate to help you market your appraisal business to past clients Now if you want to send a mailer to your past clients to remind them about your previous work for them and suggest that it might be time to have their home reappraised you can do so by putting WinTOTAL together with XSellerate in your Enter
166. bly most beneficial for Copyright 2015 a la mode inc Page 209 Wintotal User s Guide you to update the internal status through the Appraisal Manual Invoices allow you to complete all aspects of the Desktop invoice yourself To add an invoice to your report 1 From either the Forms or Order PowerView click Contents in the toolbar 2 In the list of available forms on the left scroll down to the Invoices and double click the invoice s you wish to add Payments amp Invoicing to your report The Aurora generation of WinTOTAL comes complete with El Contents FER the same Payment and Invoicing tools found in previous To i aom dle Sa rae fa et den discurrir a Available Forms Fornes in ny report versions of WinTOTAL In WinTOTAL you can n H praia ae then witomartic Lal Het Giner Porms fe Tae al Contoria Ho Pro o Create Invoices EEI Scarned izeneral Documerit Forres amp Addenda Henkan iing g ee RI eee e Deliver Invoices Pieters A ae B inves Eiutomstr Lol miig Block la il BF Invoice Automatic ig woga El supplemental adder tigage e Log Full Client Payments 5P mus atmos Te of ew AN e Log Partial Client Payments P serene voce Pera E Inese Manua DOS 2000 Lir EF Inva Manual DOE 2000 Lgi es E E k ea meno Hint Since you can log all of this information inside net s s El igla Po bo Resd ral of WinTOTAL you can easily edit the layout of your ao ge ass File Cabinet to show you all of this in
167. board on the left Michael Smith Enterprise XSite my Business E DDD amp Management My Office XSite CertMail Contacts Schedule Tasks Vault XSellerate ness Management Ay Dashboard Y Orders B Accounting A Invoices z4 Reports YA Late Notices Fees Setup Credit Card 9 A Business Management upgrade is on the way We re upgrading Business Management to run on new servers and in all browsers In the meantime click a link below to open that area of Business Management View business performance and cashflow stats at a glance For orders you track online accept Dashboard reject set status and send messages Create and edit invoices as well as input payments ey See details on payments recently received mark items as paid and Accounting assign splits to appraisers Invoices 0 If you re starting from a different area of Business Management click Dashboard in the Navigation pane on the left Billing amp Business Management Copyright 2015 a la mode inc Dashboard Jy Accounting a Invoices Notices Fees Setup Logi n Manager Credit Card AN Opes Ordem jid A Paga 7 loa i E The pices Ge ter a cee ra li irc order Pom RN PA AE TOA circa and dated Shock am an esau the etter ip eee the o oll eke Nines a hap GG E ah each Aus repent a JUNE i PINN Grey Ce Mart Peru gh Ur Boel o aa i et es ja Ld tt 134 hemon Le Fach DLS TILA mi h Pat DS i HEG H raro
168. by logging into the same machine to see the directory 3 Click Browse select the desired directory from the directory list and click OK You can choose either a directory on your local computer a mapped drive on your network or an external storage device attached to your system 4 When prompted type a name for your attached directory and click OK Appraisal Desktop Copyright 2015 a la mode inc Page 48 Wintotal User s Guide The new directory is now displayed in your folder list Note If you ve linked to a network drive make sure you ve logged into the network before you click on the attached directory in your folder list to avoid an error message Likewise if you ve attached to an external storage device ensure that a disc CD or storage card is properly inserted e To remove an attached directory right click it and choose Disconnect from the pop up menu Tracking Folders In the Appraisal Desktop the lower portion of the Folders section displays the Tracking folders which automatically sort and display your reports based on their internal status By comparison with regular folders Tracking folders operate quite a bit differently Some of the differences include e Report Organization The reports in the Tracking folders are the exact same reports you have in your regular folders They ve simply been reorganized to provide a window into the current internal status of your office e Report Ma
169. ce Comps Place Rentals and Place Listings Check the boxes for each type of property you want to display on your maps If you may need any one of these options in your future reports check them all WinTOTAL only places balloons on your maps for properties that are in your current report so if you Wintotal User s Guide don t have any rentals for instance no rental balloons would appear on your map o Display proximity from subject Mark this option if you want to show the distance from the subject to each comp rental or listing in your comp rental listing balloons o Show in city blocks instead of miles If you ve set WinTOTAL to show the distance from the subject on each balloon in your map you can also set it to use city blocks as the distance unit within a certain distance from the subject Just mark this option and then specify the number of blocks that correspond to a mile and the number of blocks at which WinTOTAL should switch to miles as the unity of measurement o Display direction from subject Mark this option to include the direction from the subject in your comp rental and listings balloons o Map Style Choose a map style to change the color and look of your maps As you select a style a live preview appears below so you can verify that you want to use that style o Mapping System Depending on your needs you can set WinTOTAL to retrieve basic street maps from Microsoft s MapPoint Legacy or have Win
170. click the questionable balloon to select it and then click the Google or MapQuest links to call up the Same maps in Google or MapQuest so you can compare maps 6 When finished customizing your map click Next to continue through the Map Wizard or click Finish if you re not retrieving any other map information Retrieve Flood amp Census Data If your map preferences are set to retrieve flood and census data in the third step of the Map Wizard WinTOTAL retrieves the flood and census data for your subject property along with the USPS formatted address for your subject 1 Review the flood and census data items that WinTOTAL retrieves WinTOTAL s confidence in the data is indicated by a red yellow or green stoplight If you re satisfied with the data check the Insert box beside it to include it in your report 2 Next review the USPS formatted address of the subject property As with flood and census data WinTOTAL ranks its confidence in the retrieved data by a red yellow or green stoplight If you re satisfied with the format of the USPS address and zip code of your subject property check the Insert boxes beside each address item to use them in your report instead of your hand typed address Rowbe Starts at 3705 W Memorial Road Directions to 56015 Lana Dr SUBJECT Depart 3705 W Memorial Read on W Memorial Rd West 0 42 mies s Turn LEFT South onto Local roads 0 06 miles a Tum LEFT East onto W Memorial Bd 0 46 miles
171. contact as an ad hoc contact WinTOTAL hides these contacts from your contact drop down menus and from regular view in the contact manager since it s unlikely that you will need to access their information again Over time if those contacts become regular customers you can promote them to full time customers through WinTOTAL s contact manager Viewing Ad Hoc Contacts To view and manage your list of ad hoc contacts 1 In WinTOTAL s contact manager click the View Ad hoc button to show your ad hoc contacts in the list The ad hoc contacts in your database appear each denoted by a yellow flag Appraisal Desktop Copyright 2015 ala mode inc Page 69 Wintotal User s Guide 2 Work with your ad hoc contacts as you would with any other type of contacts Then to hide them again click Hide Ad hoc in the toolbar Toggling Ad Hoc Status To toggle a contact from ad hoc to full time or vice versa 1 In WinTOTAL s contact manager click the View Ad hoc button to show your ad hoc contacts in the list 2 Click the ad hoc contact you wish to promote and then click Edit in the toolbar 3 In the screen that appears check or uncheck the Exclude from data entry drop down list check box An ad hoc contact is one that is excluded from your data entry drop down menus in WinTOTAL A full time contact is one that WinTOTAL includes in those drop down menus for quick reference as you re selecting contacts in your report 4 Click OK to s
172. ct a WinTOTAL folder in which to store the converted files You can either click the drop down menu to select an existing folder or create a new folder for your converted files by clicking New typing a name and clicking OK 7 Click Next to continue 8 The wizard presents a warning about the imperfect nature of file conversion in general Read the warning and click Next to continue 9 WinTOTAL then scans the selected directory on your system and displays any reports found in a list Select the report s you d like to convert from the list on the left and click Add Or click Add All to select all the reports displayed bp WinTOTAL Conversion Wizard On the left side select the report s you wish to convert by using the appropriate buttons After the report s are selected click Finish to begin the conversi n process 10 Click Finish to launch the conversion process 11 When the conversion is complete WinTOTAL notifies you with a summary of the results Just click OK and launch WinTOTAL to find your newly converted content Note Be aware that file conversion may take some time If you have hundreds of reports it is strongly recommended that you convert them in smaller batches When you next return to the File Cabinet your converted files should be displayed in the appropriate folders Likewise if you converted any other items they also appear when you next access the Files PowerView Collaboration For se
173. ctFax tab at the bottom of the screen Aurora Ap ee n ae File Folder Deliver to Client Tools Options Help ES os ue ww New E Open clone E Goto X net x connect MB Get Updates Files Contacts Marketing Pocket Snapshot Dashboard Help Files p E Movelcopy XL Delete 2 Rename amp Print e Share Report 2g Deliver to Client We Tracking Status Send to Vault Customize Reports i fal Deleted Items o XSite QB FileNo Report Description Map Reference Effective Date Major Form Appraiser Name New ese a xX Nov 2012 2512 Briar Ridge Road 18880 12 12 2012 1004UAD John Doe Laer 8 Now 2012 2966 Scenic Highway 98 18880 12 12 2012 1004UAD John Doe 4 TOTAL Shared Reports Look for Search In All Folders Find Now Clear Advanced Find 2966 Scenic Highway 98 tus Add New Sta 01 22 2014 In Progress Report Activities _ Sign Date Ef Last Modified Open Repo Unknown 1 22 2014 1 35 21 PM lt Share Report by Unknown by MIKESMIT y Deliver to Client Ly Last Printed Print 2 Last Vaulted Send ep Sexe File Label Unknown 1 10 2013 10 16 00 AM 2 Mark as Paid by Unknown by ALM 2082 9 Tracking Create Sync 9 Sync All O al O xsite O winTOTAL E a All Reports 71 a i Recently Modified 17 A DirectFax document 1 22 2014 2 34 19 pm 1 22 2014 2 34 19 pm Description Date
174. curity purposes and to prevent pirating of your data WinTOTAL limits its report delivery to files that were created with your same customer number The message that appears when you try to deliver a report not created with your customer number Tools Copyright 2015 a la mode inc Page 166 Wintotal User s Guide 1 From inside the report you wish to associate with an XSite i The report could not be converted because it was order click Tools Associate XSite Order in the menus SF created with a copy of WinTOTAL not registered to you 2 In the list of orders that appears find the order you wish to associate with this report and click to select it If you can t find the order in the list you may need to mark the Show all orders option to find it If you want to deliver a file created on another appraiser s computer simply deliver from inside of TOTAL Connect YA Select XSite Order Before beginning the delivery process TOTAL Connect must a Ent end os cae tases laos reune havoc Cae Fi i i it s possible that the incorrect plugin was selected Please verify the source of the order and be installed and configured Click here for step by step which plugin you need to use to deliver the report j j Show all orders O show open orders only instructions on installing TOTAL Connect w A nam ee Once you have TOTAL Connect installed and configured follow the instructions below to deliver your report using any Business Manage
175. d drop down menu is populated with your common photo descriptions like Front Rear and Street For instructions on adding additional photo descriptions see the Create Photo Labels section of this user guide 4 Once the desired images have been marked click Retrieve in the toolbar to import your photos 5 If you ve decided to use the albums feature in Aurora you re prompted to give this photo set a name Type a name in available box and click OK Or if you don t want to place these in an album click Skip and check the box to stop using albums in the future Note See the My Albums section of this user guide to learn more about albums 6 After the photos are downloaded you return to QuickPix If necessary you can retrieve additional photos from this Copyright 2015 ala mode inc set of previews creating separate albums for separate photo sets For reference the file names of those photos you ve already retrieved appear in the upper left corner of the preview image 7 When you are through downloading images exit QuickPix by selecting Exit from the File menu Customize QuickPix There are several options you can configure in QuickPix 1 In QuickPix click File Configure QuickPix from the menus at the top to start the configuration process You are presented with four tabs representing the different areas of the program which you may configure Configure QuickPix OK IM Record retrieved photos in the database
176. de inc is in no way involved in the location or determination of the data Therefore a la mode inc makes no warranties express or implied including but not limited to warranties of merchantability and fitness for a particular purpose This information is provided to you on an AS IS and WITH ALL FAULTS basis and you agree to use it at your own risk In no event shall a la mode inc be liable to you or any third party for any loss liability penalty or damage arising in any way either directly or indirectly from your use or reliance upon the flood information provided to you and through your acceptance of this provision you release all such claims You may not use any of this data to complete in whole or in part a flood hazard determination and or insurance quote You agree to use this information for solely immediate or near immediate personal purposes and not for service bureau time sharing or other similar purposes Accordingly you may copy this information only as necessary for your Copyright 2015 ala mode inc Page 12 Wintotal User s Guide personal use to i view it on your screen ii save a single copy on your hard drive or disk iii print it and iv transfer it to a portable computer device provided that you do not remove any copyright notices that appear and do not modify the information in any way You may not otherwise reproduce copy modify decompile disassemble or reverse engineer any portion
177. djustment Rules To create a set of automatic adjustments 1 From the side by side comps view click Auto Adjuster at the top of the Subject column Be pi pee Fasa fe Da Fe ee Ap See Gite IE ie E o Y k e ikii e LA ETE A p j E i i eT E ed do A cieri r E par U ra i LD GA pr rs Set ICAA i ami po De z ER E T l tr MMMM a DU 1i E j AS Y PONT a L E O IE El a Soe fed aa ne PETE wa baa ta dl sh a A 2 In the Auto Adjustment fly out column you can define adjustments for either text based responses OR numeric responses Depending on whether the column s data is text or numbers the process differs o For Numeric Fields Enter a per unit adjustment value into the Adjustment column For instance if you wanted to make a flat adjustment of 15 per square foot of difference for the GLA you d type 15 without the quotes into the Adjustment column for that field o For Text Fields Click the button with three dots to the right of the Difference column In the screen that appears enter each of the descriptions you might use for each comp into the Description column In the Value column enter a dollar value that you d like to apply to any comp that differs from the subject For example if in the Condition field you would normally use Excellent Average or Poor enter these values in the left column leave the additional fields blank Then
178. documentation are for your use only on a single machine You agree not to sublicense this Software nor make copies of the Software or its documentation to sell or to distribute free of charge You may copy the program into any machine readable or printed form for backup or modification purposes in support of your own use of the Software on a single machine Certain programs however may contain devices to limit or inhibit copying You agree to take all reasonable and necessary steps to ensure that all employees and other persons under your control do not use this Software in contravention of the terms of this License and are aware of and abide by the Copyright 2015 ala mode inc Page 7 Wintotal User s Guide terms of this License The Software shall be used only by you only for your own use and not for the benefit of any other person or entity 3 THIRD PARTY SOFTWARE ALM is not responsible for third party software You accept responsibility for all third party applications that you choose to integrate with ALM products 4 OWNERSHIP You have no ownership rights in the Software Rather you have a license to use the Software as long as this License Agreement remains in full force and effect Ownership of the Software Documentation and all intellectual property rights therein shall remain at all times with a la mode technologies inc Any other use of the Software by any person business corporation government organization or any
179. e E amp O View If you ve used the Errors and Omissions tool in WinTOTAL you can view the results with the E amp O view in the File Cabinet While you still need to run your E amp O checks inside a report this view provides a quick look into your most recent E amp O results so you can verify that they report is ready to be sent To use WinTOTAL s E amp O view 1 In the Appraisal Desktop click to select the desired report in the files list 2 Click the Check E amp O tab at the bottom of the screen 6 Aurora Appraisal Desktop File Folder Deliverto Client Tools Options Help mero a ul wa ua 7 New Open E Clone GoTo X net x Connect 8 Get Updates Files Contacts Marketing Pocket Snapshot Dashboard Help Files E Move Copy x Delete a Rename amp Print lt Share Report g Deliver to Client AN Tracking Status Send to Vault Customize Look For Search In All Folders Find Now Clear Advanced Find E Reports lt z A Pr Deleted Items XSite QB File No Report Description Map Reference Effective Date Major Form Appraiser Name new mA a Nov 2012 2512 Briar Ridge Road 18880 12 12 2012 1004UAD John Doe hee o Nov 2012 2966 Scenic Highway 98 18880 12 12 2012 1004UAD John Doe Vault Restore Y TOTAL Shared Reports 2966 Scenic Highway 98 a Status Add New Report Activities
180. e perfect if you already know i m Mo that you ll be optimizing every image Retain A C Equalize Brightness Crop Image a o Pixels per inch Resolution Choose the resolution eae a cad to which you d like to automatically optimize your re po rt j ma g es C Maintain aspect ratio when cropping o Detail Compression Quality Choose the detail to which you d like to automatically optimize your report images Images PowerView Copyright 2015 a la mode inc Page 136 Wintotal User s Guide 2 Apply your preferences to your image as necessary Options include o Slide the Brightness Contrast Saturation and Sharpness controls to the left or right to adjust the appearance o Click the rotated A buttons to spin your image to the proper orientation o Equalize Brightness attempts to balance your photo automatically o To eliminate unwanted items from your image click Crop Then click and drag a rectangle around the portion of the image you want to keep When you release the mouse button the image crops automatically If you want your cropped image to have the same height and width ratio as the original check the Maintain aspect ratio when cropping box before you crop it 3 When you re finished click OK to apply your changes Annotate Images The annotation tools in the Annotate tab of the Image Optimizer allow you to add icons balloon text and other items to your images To annotate your images
181. e History Click Here Inspection Complete by Appraiser Michael Smith Notes Inspected on 3 19 2015 2 15 PM In Progress by Appraiser Michael Smith 03 20 15 10 25 AM 03 20 15 09 34 AM 3 When the Create Edit Invoice screen appears the invoice is automatically populated with information from the order From here you have a few options Note If you entered any fee or payment information for this order in WinTOTAL this information is reflected in the invoice as well after synchronizing WinTOTAL with your XSite via net X connect o Change any items for your invoice by typing the new information in the appropriate text box o To edit existing fees click the Edit link next to the fee o To add an additional line item charge select the fee description from the drop down menu If you want to add a fee that isn t included in your products list manually enter the Description and the fee amount Once you ve selected the fee or entered a new fee click Add to update your invoice and add the new fee Fees Description U U O Ame y Y Uniform Residential Appraisal FNMA 1004 400 00 Edit Deletel 175 00 Billing amp Business Management o To enter a payment you ve received from your client select the payment type enter any additional details about the payment and click Add to update the invoice with the payment Payments Type Check No Description Date Amt Total Paid Total Due
182. e defined assign contacts to them by going to Assign Client Fee Tables The XSite Order Form fee table is a special fee table that cannot be deleted It defines what products appear in the Job Type dropdown on your XSite s public order form when the user is not logged in as one of your cliente or doesn t have a fee table assigned to them Create naw fee table Edit selected Fee Table Name Last Updated XSite Order Farm ABC Mortgage 6 19 2007 4 30 24 PM Bank of Oklahoma Fees Best Bank in the World Bockins Mortgage Fees For Difficult Clients For Good Cliente OO a oo ad 660666 3 In the screen that appears type a name that identifies this fee list like ABC Mortgage s Fees for instance 4 For any products that you need to add to this client specific fee list click Add new product select the product from the list of active products that you offer and fill out the Billing amp Business Management fee turnaround and other details for the product Then click OK 5 For any products that you need to remove from this client specific fee list just click the Delete icon beside it and then click OK to confirm that you wish to remove it from your fee list 6 Then for each product in the fee list click the pencil to the right of the product change the fee turnaround notes or other details for the product and click OK to save it back to your client specific fee list 7 When finished click Save
183. e report to the next To manage your report s workfile from the File Cabinet 1 In the Appraisal Desktop click to select the desired file 2 Click the Workfile tab at the bottom of the screen Copyright 2015 a la mode inc File Folder Deliver to Client Tools Options Help gt F eS ua gt fo 8 BD A a 09 7 New Open E Clone GoTo X net x Connect WB Get Updates Files Contacts Marketing Pocket Snapshot Dashboard Help Files E Move Copy x Delete a Rename e Print lt Share Report y Deliver to Client v A Tracking Status x Send to Vault Customize Look For Search In All Folders Find Now Clear Advanced Find B Reports M pee Items XSite QB File No Report Description Map Reference Effective Date Major Form Apprais gt H New aeni 30 x Nov 2012 2512 Briar Ridge Road 18880 12 12 2012 1004UAD John Do pal Tutoria a Nov 2012 2966 Scenic Highway 98 18880 12 12 2012 1004UAD John Do Ey Vault Restore i TOTAL Shared Reports 2966 Scenic Highway 98 Status Add New Report Activities _ Sign Date EJ Last Modified 01 22 2014 In Progress Open Report Unknown 1 22 2014 1 24 20 PM a lt Share Report by Unknown by MIKESMIT Zg Deliver to Client y Last Printed Print 2 Last Yaulted Send p E Create File Label Unknown 1 10 2013 10 16 00 AM Eind Nearby Reports e Mark as Paid by Unknown by ALM 2082 24 Tracking y R
184. e the documents in your workfile visit the workfile and use one of the following options e Opening and viewing documents To view any of your workfile documents double click it or select it and click the Click here to open document link in the File Details pane on the left WinTOTAL attempts to open whatever application created the original file Thus if it is a MS Excel file WinTOTAL loads Excel and opens the document Likewise if it is a PDF file WinTOTAL opens Adobe s Acrobat Reader e Handling unknown document types If WinTOTAL cannot automatically find the application that created your workfile document it notifies you and gives you the opportunity to select an application from your system Workfile PowerView Copyright 2015 a la mode inc Page 152 E pi pe mm jah a a ies EN EA Dei oie Sh R A e Adding comments Since file names can often be brief and difficult to decipher you can also add comments to each of your documents Click any file and then type your notes into the Comments field in the File Details pane on the left side of the screen These comments are then stored with your workfile and displayed whenever you click the file in the list e Restoring files Certain file types stored in your workfile are actually items from your report For example whenever you change major forms in your report a copy of the old form is automatically placed in the workfile If you decide you need to return to the or
185. e the entire report whether Standard or a 1007 by clicking Preview 10 If you need to make any adjustments to your cost estimate you can do so now or you can return at a later time before the end of your 7 day grace period To recalculate your cost estimate simply launch the SwiftEstimator tool in WinTOTAL make any necessary changes return to the Reports Calc step of the SwiftEstimator and click Calculate again 11 When you are satisfied with your cost estimate click Transfer to WinTOTAL to move the estimate into WinTOTAL Residential i vial la TE Mul 1018 12 When you return to WinTOTAL you may be prompted about adding the new data to your report If you receive a prompt click Yes to confirm that you want to add the new cost estimate to your report Your cost estimate is immediately added to your report Property Presentations As the appraisal industry evolves the savvy appraiser is always on the lookout for new ways to market appraisal services to different audiences One often overlooked segment of the real estate market is the For Sale By Owner or FSBO home seller These individuals are often marketing their homes without the benefit of a real estate agent to help them establish the value of their homes Enter the appraiser XSites include a feature which allows you to help FSBOs market their homes and justify their asking prices Specifically once you ve completed an appraisal for a F
186. e to Report s W OTRNIE Copies an original l version of your report PDF into your workfile so that Print page number on each form i 3 C Show numbering as X of XX you have a time stamped copy of your original PDF in Print Main File No on each form case you need it pra box around photos C show Table of Contents column 7 o Change Your PDF Output Directory By default PP Prinkiseband or WinTOTAL saves a copy of your PDF files to C a la ee a mode WinTOTAL PDFFiles If you want WinTOTAL to Printer options save your PDF files elsewhere click Edit and browse a out to the directory you want Pe C Select main printer for all forms o Edit PDF Adjustments Allows you to control print C Select photo printer for all photo pages marg in S SCa lin g an d more Send all pages to printer as one job C Use printer profiles 7 Edit Printer Settings o Edit PDF Security Settings Allows you to password protect your PDF or lock it to keep it safe from copying or tampering Printing Copyright 2015 a la mode inc Page 172 Wintotal User s Guide o Edit Advanced PDF Settings Helps you control the format of PDF to ensure that the maximum number of clients can open the PDF files you produce PDF settings C Save PDF to report s Wworkfile PDF Output Directory Edit C a la mode WinTOTAL PDFFiles Edit POF Adjustments Edit PDF Security Settings Edit Advanced PDF Settings 7 Note If you don t see t
187. e where it is in the Table of Contents or when you want to find all instances of a word within the help file Conventions in this Guide Before we get started let s cover a few of the conventions used in throughout this guide to describe the processes you ll use as you work in WinTOTAL Aurora WinTOTAL User s Guide Copyright 2015 ala mode inc Page 5 WinTOTAL User s Guide Wintotal User s Guide e Click double click and right click Most items are activated with a single click If a double click is necessary this guide will tell you To right click use the button on the right side of your mouse e Menus Menus are at the top of the window throughout WinTOTAL They are labeled File Tools etc to provide a general indication of what each menu contains e PowerView Functions in WinTOTAL are arranged in screens called PowerViews When a report is open you ll notice buttons at the top labeled Order Form Comps etc to indicate which functions each of these PowerViews contain Simply click any of these buttons to switch PowerViews and address the corresponding sections of your report e PowerPanes In every PowerView you ll find a sub menu of options located on the lower left side of the screen This PowerPane takes you quickly to the sub functions applicable to the current PowerView For example in the Comps PowerView is a Comps PowerPane allowing you to switch between your C
188. eady exists in your report adding new forms to your report when necessary o Merge in forms only Adds blank copies of the forms you ve specified into your current report As with other merge options this option does not overwrite the data in your report o Clone allows you to make an exact duplicate of the older report Any information you entered in the order form is overwritten with the data from the older report If desired click the check box to ensure that any tracking data order date etc is not deleted o Merge in forms only allows you to merge the forms from the older report but without the data in them Add Forms to Reports Adding additional forms into your report is simple Just use the contents view to navigate out to the forms you want drop them into your report organize them and you re done Specifically to add forms to your report 1 From either the Forms PowerView or the Order PowerView click Contents in the toolbar EP Sercices betee Merval Lal El Sumry of zabent Features URAR Forme 1004 03 05 ag URAR old 5 93 tg xenon Form 2085 0009 y Condo Form 1073 03 05 E Exter r Orip Condo Fort 1075 03 05 j Condo PUO fold 10 94 3 ERC Rer 09 03 Ol Kees open even after chcking Om Great for dual monitor mode 2 From the Contents window find the form you want to add in to your report Depending on your preferences you can find forms in one of several ways o You can se
189. eatures are only accessible from the toolbar displayed when you select Addenda in the Report pane of the Forms PowerView If you use the Jump to forms button to open your addendum you won t see that link e While the screen is split showing the form at the top of the screen and the addendum at the bottom you have control over the size of each area Move your cursor over the grey line seen just above the toolbar When it changes to a double arrow click and drag the line up or down to change the size of the window panes e If you ve used the Overflow Text feature to insert text from your form or linked data from any fields you can quickly locate these sections in your addendum Click Go To in the lower toolbar A screen displays all of the linked fields Just double click the desired link and you re taken directly to that section of the report jay Go to Field Go to Field Double click on field below to select 1 Subject Property Address e Each addendum form in your report has a header at the top of the page that conforms to the standard report formats used in other forms To quickly view and edit this header click the View menu in the lower toolbar and then click Page Header The header box appears immediately in the upper window pane ll Supplemental Addendum FN SAMPLE e The Ruler is displayed by default to give you a guide for laying out your document Use it to set tab stops and margins for
190. editor and return to your order e Click Preview to see how a printed invoice looks Click Close when in the preview to get back to the invoice a Create an Invoice Windows Internet Explorer Close ji INVOICE Naples FL 34102 17 0715 734183 DATE 7 17 2015 Henshaw Group LLC REFERENCE David Henshaw gt WT Internal Order 17 0715 734183 N Y PA Lender Case 17 9454598 3 Naples FL 34102 Client File 17 9454598 3 Main File on form 17 0715 734183 Telephone Number 3129582242 Fax Number Telephone Number 3129582242 Fax Number Other File of form 317495 Alternate Number E mail Info HenshawGroup com Federal Tax ID 129584102 Employer ID 5128611 e Click Send to send a PDF copy of your invoice from your XSite to your client Then an on screen form appears to help you compose an e mail message to accompany the PDF Billing amp Business Management Copyright 2015 ala mode inc Use this screen to send a PDF invoice For reliability select Send using SureReceipts From Your E mail Mike Smith Smith Appraisal com AOS Info HenshawGroup com ll Send using SureReceipts Es lv Remember this CC address ll Make this my default text Here is the invoice for the appraisal for 2234 N Sacramento Ave Thank you for your business e Click PDF to generate and open a PDF copy of the invoice From there you can save it to your computer or send it to your client in an e mail as
191. ee the Synchronize WinTOTAL section in the Appraisal Desktop chapter of this user s guide to learn more about how to use it HoverLinks Many are the times when you re working in a report in WinTOTAL and discover that you need to launch another application to retrieve data or check information Perhaps it s an MLS service tool Or a statistical analysis tool Or even one of our supporting applications like QuickPix While it s usually not too difficult to reach for the mouse click the Windows Start menu scroll up through the program options wade through the sub menus to find the desired application and launch it but we ve got a better idea called HoverLinks i iat Corset ai Se Peck al Sere lt 7 cones Foa Cor ass saa zea 36 ha coi i pi aara Configure WinTOTAL The HoverLinks pane appears in the lower left corner of all WinTOTAL PowerViews Simply move your mouse pointer over the pane and a series of links pops up to the right Click the desired icon to launch that applications or quickly jump to that section of WinTOTAL WinTOTAL HoverLinks WinTOTAL allows you to create HoverLinks that link to two different portions of the program PowerViews and tools Linking to a PowerView To create a HoverLink to an entire WinTOTAL PowerView 1 While in a report move your cursor over the HoverLinks pane on the left and click Add Link in the menu that appears 2 From the pop up menu select Add Wi
192. eee so column option and ensure that you ve added a Summary of Saberi Feabures WinTOTal POF Prnt e Sox around photos URAR oid 5 93 E show Table cf Contents column 24 Table of Contents form to your report pino C Print net and gross E Edit age 2 MinT F 1 scdiseral Comparables 6 werorareor i O Mtama Edta 7 Once you ve selected your options click OK to begin the Digs Medium Subject Photos WinTOTAL POF E Digs Medium Comparable Photos 1 3 WINTOTAL FOF C Seve POF ho reporta Wakile p Fl n t J O b 1 Digis Hedum Comparable Photos 6 WINTOTAL PDF poF output Directory Et Sopperental Acdencum Muise Locabon Flas Finod M p Statement of Lining Cord amp Aurora Print Engine Report mot signed Doudls cick a fom lo mark lw pining Drag and dop a form lo remudar repat Thie option vail cede a POF Me wig the Win OTAL POF Orear path the security sings pou heve configured O Print WWinTOTALPOR C Fax Ml Grins Tutoria Report options Fam Hame pude fo fp copies of highighbed page MINTOTAL POP WINnTOT L PEF iMeTOTAL PRE udi PDP Adm WinTOTaL PEF Cala mode en TOT AL Pes Rl a A A ADAN A A Re DE Page i WTOTAL PDF Pl ppe seart ermas ana 2 P EEE 2 Edi Achvanced POE Selina 2 Print Options 4 Double click each form you want to print or click Mark All to print everything An icon appears next to forms you ve When you re printing there s a link at the lower right of the marked
193. elves don t have specific fields for net and gross adjustments however many appraisers prefer to have them overlaid in the sales comparison approach If you wish to have the net and gross percentages printed you can set WinTOTAL to print them on your forms To do So 1 Print your report in the usual way 2 When the Aurora Print Engine appears check the Print Net and Gross box in the Report Options pane on the right The Edit link beside this option then enables you to specify how they are labeled Report options Include copies of highlighted page Print page number on each form Print Main File No on each form Print a box around photos Show Table of Contents column 7 Print net and gross Edit LI d Print a summary phrase Edit 3 When finished click OK to accept your changes and print your report Print Summary Phrases To identify the appraisal and report type many appraisers prefer to overlay the words Summary Appraisal Report at the top of the form If you want to overlay a phrase on your appraisal report 1 Print your report in the usual way 2 When the Aurora Print Engine appears check the Print a Summary Phrase box in the Report Options pane on the right The Edit link beside this option then enables you to specify the phrase you want to overlay on your report 3 When finished click OK to apply your changes and print your report Note Instead of overlaying a summary
194. employee payment tracking tools you must first setup your appraiser fee splits 1 From the Fees Setup section of your XSite s Business Management click the Define Appraiser Splits link below the Navigation pane 2 Now click Create new fee table 3 Type a name for your fee table such as Staff Appraiser or Trainee in the box provided 4 Add or remove any products with which you have appraiser fee splits to the list o To add a product select each of the products with which you intend to split the fees from the Active product Copyright 2015 a la mode inc Page 189 Wintotal User s Guide list drop down menu and click Add selected product to fee table o To remove a product later just click the Delete link Assigning Your Fee Splits peste ye Ue Tie ue Dem Once you ve created your appraiser fee split tables it s Hint If your split amount or percentage is consistent across necessary to assign them to the appraisers in your office SENS Real Proud VOU es Sule 0d Oude sie 1 From the Fees Setup section of your XSite s Business varying splits for the products to which they apply and then choose All Other Products for the consistent split Management click the Assign Fee Splits link below the to save time Navigation pane 2 All of the people in your contacts database that you ve designated as a Appraiser are displayed Add or Add Edit Appraiser Fee Splits This defines the different pay structures for apprais
195. en mark the QuickLists option Whichever option you choose for your drop down lists you have two additional options Enable Auto Complete When this option is turned on you can begin typing information into any field that has Recent Responses or QuickLists enabled WinTOTAL watches what you type and displays items from your lists that match Once the correct list item is displayed just press Enter to accept that item This function is very Similar to the way the address bar works in Microsoft Internet Explorer Automatically show drop down lists If you re using the auto complete function chances are you may not want to see the drop down menus at all The data is still available but you won t be bothered by the menu icons Turn this option on if you always want the option of picking items from the drop down menus as well Options for Inserting QuickLists items in multi line fields As you build QuickList entries for multi line fields you need to decide if you prefer to have a few very long comments or several smaller comments that you chain together Depending upon how you build your lists you need to adjust these settings Insert into existing data Use this option if you want to insert QuickList items into the middle of existing text When it is turned on the program Copyright 2015 ala mode inc inserts the QuickList item wherever in the field you have your cursor Replace any existing data
196. en no problems upgrading from Athena to Aurora you need not keep these backup copies called BZU files around 5 Finally indicate the frequency with which you want WinTOTAL to flush out old files As necessary schedule a time of day week or month for the cleanup process to run 6 When finished click Save to apply your changes Appraisal Desktop The Appraisal Desktop is WinTOTAL s central management point To open the Appraisal Desktop click Start All Programs WinTOTAL Appraisal Desktop From here you can e Organize your report files into folders for easy retrieval e Quickly locate existing reports using powerful search tools e Identify the state of the reports using the handy stop light icons e Update the internal status of any report e Print your report e Send a report to the Vault for backup or to share with other appraisers e Update the order form for any report e Add electronic documents to the report s digital workfile e Fax documents directly into your workfile e Record payments for any order or export information directly to QuickBooks In addition the Appraisal Desktop is used to update your contacts and to work with TOTAL for Mobile Appraisal Desktop Copyright 2015 ala mode inc Page 44 Wintotal User s Guide Report Management Cortacts Market Pocket Help The Files PowerView often called the File Cabinet is designed to help you organize and access your
197. ename Export to QuickBooks O al O xsite O winTOTAL ES Al Reports 71 o MIC130217 3303 El Camino Street Michael Recently Modified 17 _e MIC130204 3401 W Turner Road 3494 Michael i 8 New Orders 1 m r o In Progress 59 1 Edit TA save Cancel M Drag Drop gM Browse Y Scan XM Delete i y Accepted 59 ff Modification Requested 0 _Name Size Item type Date modified amp pow Inspection Scheduled 0 E 2966 Scenic Highway 444 MB Adobe Acrobat D 4 3 2013 4 16 PM i Inspection Complete 0 14768 Ocean Blvd CX 2 78KB CX File 1 22 2014 1 23 a Pending Review 0 4768 Ocean Blvd cxml 270KB CXML File 12 19 2012 11 0 Revision Needed 0 Y agreementtopurchaser 34 2KB Adobe Acrobat D 12 19 2012 11 1 a Delayed 0 TE Destin FI Zoning pdf 1 62MB Adobe Acrobat D 12 19 2012 6 37 7 E Override Requested 0 3 Destin FL Official We 117 bytes Intemet Shortcut 12 19 2012 11 2 e a Due Today 0 Destin 162 bytes Internet Shortcut 12 19 2012 11 2 pr ac a le E Measure 1 ipg 121 KB JPEG image 12 19 2012 7 29 2 nia i E Measure 2 ipg 112KB JPEG image 12 19 2012 7 22 Conditionally Declined 0 e Measure 3 ipg 112KB JPEG image 12 19 2012 7 33 E Declined 0 ll Measure 4 jpg 112KB JPEG image 12 19 2012 7 34 Municode 142 bytes Internet Shortcut 12 19 2012 11 2 rs E okaloosa county recor 236KB Adobe Acrobat D 12 19 2012 11 1 v wl All Files o Order Form J Wo
198. ent report data Avery Label SIG0 3 10 1 2 5 8 4 Lines E E U Meterolt Sens Seif Available Fields Report Contact data ai Print Labels To create a custom label select the template that yo in the preview window on the right Template Fetun Address 5267 K new E i Select label starting position 3 Type a name for your labels in the Template Name box 6 When your label template is complete click Save 4 From the Avery Label drop down menu choose one of the pre defined label types If you re using a non Avery label pay attention to the label sizes listed Printing File Labels 5 Begin building your label using any combination of three To print a file label for a report data types Click the Label Template box to place your 1 With the desired report open in WinTOTAL click the Tools cursor in the desired spot and then menu then select Create File Label o Click the Report option to display a list the fields from your report Scroll through the list to find the field OR whose information you d like included on your label Double click the field name and a code is inserted in From the Appraisal Desktop select a report in the Files the Label Template When you print the label this list then right click and choose Create File Labels from code is replaced with information from the report the pop up menu Tools Copyright 2015 a la mode inc Page 157 Wintotal User s Guide To create a custoen la
199. ers in your office For example update any appraisers as necessa ry trainees may get a different percentage than expenenced appraisers and you can configure this based on different job types Select a product from the active product list drop down and then click Add selected product to fee table From there select if it is a O To add a NEW appraiser to the list click Add new tagi dollar split and enter the amounts for each party NR ee ge contact fill out the contact details and then click Fee table name John Doe s Fee Splis Last updated 1205 06 Save Active product list A 7 AA o To edit an existing appraiser click to select the Job Form Type A A T appraiser click Edit selected contact make any All Other Products Percent 2000 30 00 Ll ers a ono limo 1h 3 necessary changes and then click Save LOM 3 06 URAR 1 Une vw Cost Approach Percent 30 00 70 00 11 a g 1004 2 08 URAR 1 Unit w o Cost Approsch Percent 30 00 70 00 0 o 3 Finally choose the appropriate fee split list from the drop a a down menu beside each appraiser to assign your split lists Assign Appraiser Fee Tables Listed below are shared contacts from your database that are marked either Appraiser or Other Select a fee table for each contact to determine how fees are split for each contact The fee tables shown in the drop down are configured under Define Appraiser Splits Add new contact Edit selected contact
200. ery Check UJ Click Deliver to Client Hover over Pre Delivery Check Select the TOTAL Connect Pro partner from the list Valuation Support Services Deliver with TOTAL Connect Upload to dient using SmartBrowser Save XML and PDF to your PC Set default Copyright 2015 ala mode inc Page 177 Wintotal User s Guide 4 When you re finished entering the VSS Order Info click VSS Pre Delivery Check Submit to ProQuality to begin the ProQuality Review 5 Once the review has finished the final status is displayed Click the panel below that corresponds to the ProQuality To begin the Valuation Support Services Pre Delivery Check Review Final Status for your report to continue with the instructions 1 Click Deliver to Client b Click here if your report passed the VSS 2 Hover over Pre Delivery Check and select Valuation ProQuality Review Support Services from the list If your report passes with zero rules needing to be reviewed and zero questions pending you re finished Simply click Save amp Close to complete the VSS PreCheck and return to your report Then sign the report and deliver it as you normally would Pre Delivery Check Valuation Support Services Deliver with TOTAL Connect Upload to dient using SmartBrowser Save XML and PDF to your PC L TOTAL Connect Pre Delivery Check Lo e lesa LJ TOTAL Connect Pre Delivery Check ValuationSupportServices Make corrections and answe
201. essary add this type of photo Small Comparable Photos y 2 Check the box to Import photos along with new comps if you want WinTOTAL to ensure that you always have both the data for the comp and the images associated with them 3 From the drop down menu choose the size of comp photo you prefer to use in your reports to ensure that WinTOTAL provides the right size 4 Click Save to put your changes into effect Copyright 2015 ala mode inc Page 27 Wintotal User s Guide o Automatically synchronize WinTOTAL and Pocket TOTAL when you connect your Pocket PC Pocket TOTAL Setup o Manually synchronize WinTOTAL and Pocket TOTAL by Note These instructions are for Pocket TOTAL the legacy clicking Pocket Sync in the Appraisal Desktop version of our field data gathering software While we no i PON longer sell Pocket TOTAL you are able to continue using o In addition WinTOTAL can help you maximize the it if you still have a valid license If you were looking for storage space on your Pocket PC by deleting files from our current mobile data gathering software TOTAL for Pocket TOTAL whenever you delete the corresponding Mobile click here file in the Appraisal Desktop s Synchronize folder To enable this handy feature click the Always delete l l l check box on this screen Pocket TOTAL was a la mode s field data gathering tool prior to TOTAL for Mobile If you still have the legacy Pocket PC hardware and a Pocket
202. etails 01929 2370403 This order has been accepted and is currently pending a scheduled A 6 If you want to attach an existing client login or XSites falde provided below and cick OX Dong co wil update the history record fol Network account to your contact click the here link keeping your client better informed of the progress a below the Username and Password information 7 A list of potentially related accounts should appear Search through the list and find the account you want to associate with your contact Create Client Accounts A FindXSiteLogin Microsoft Internet Explorer Your XSite s contact manager allows you to create login Select an XSite user accounts for your clients to use on your XSite These The following users were found Click Cancel if none of these accounts allow your clients to place orders online check contacts are yours status on the orders and pick up orders online If you want orley Appraisals to create a client login account for one of your clients 200 hw Som Expy Suite 1 1 In your XSite click Contacts in the top toolbar to open ie TS aul_ c alamode com your contact manager Click here if this is your contact 2 Fill in any of the necessary Contact Information for this 702 w Memoria Oklahoma City OK 73134 client 8002526633 Rebecca_atalamode inc Click here if this is your contact 3 Mark the Type of Contact as either a Lender
203. etch at Create Sketches Q any time click Delete Sketch in the Sketch PowerView to remove it To create a new sketch in your WinTOTAL report Maps PowerView Copyright 2015 a la mode inc Page 140 Wintotal User s Guide Maps PowerView Mapping is a critical component of the appraisal process Today s technology not only allows you to quickly generate simple maps but also choose between classic street maps and true aerial photographs that you can annotate and enhance to display information critical to the property value Plus you can gather additional data FEMA map numbers Census tract information and proper postal coding about properties based on their location Flood maps also play an important role in your reports WinTOTAL s built in tools can help you retrieve all of these types of maps and data without leaving your report to hunt for the data on the Internet or in public records Of course if you need a map that WinTOTAL can t provide you you can always locate a wealth of other maps plat topography demographic through the Internet and use WinTOTAL s tools to insert them into your report To access all of WinTOTAL s mapping tools click Maps in the upper right corner to open the Maps PowerView DISTA ZO Order Forms Comps Images Sketch Mapes WWorktfile Set Up Map Preferences The Maps PowerView provides several different options you can define to tell WinTOTAL how it should retrieve a map and
204. etermines the type of file that will be used when you capture photos within WinTOTAL I WinTOTAL Configuration Options y nm mE m am amp O dy da 2 A w Day X i General Forms ImagemiPohet Hobie Interet Sheth Flood Comps netX Bling Automati Settings AAN ra ai to save you te ond i l 4 Click Save in the upper left to commit your changes and chicks you have to deal i wth as you are fg out 15 225 close the window your report Det oreren udik 7 You can abo manage al o i Photo Capture Settings Enhance Images The options in the Enhance tab of the Image Optimizer help you adjust for lighting color or rotation problems In 3 On the right mark your preferred optimization settings addition you can use the Crop tool to eliminate unwanted Options include features from pictures To enhance an image in your Skip automatic image optimization for images report smaller than 500 KB This will keep the Image Optimizer from making changes if an image is smaller 1 In the Image Optimizer click the Enhance tab than 500 kilobytes KB since images of this size may not need to be much smaller than they already are Optimize El Image adjustments _ Brightness af l o o Show the Image Optimizaer whenver an images is Contrast ff o added to a page Automatically brings up the Image Saturation af o ote Sharpness Optimizer for each imag
205. etwork as was necessary with the older Access based system SQL enables the server to search through comps images the file cabinet and more on its own hard drive and simply return the results to the workstation If you want to install WinTOTAL on an office network so that you can share your WinTOTAL setup with everyone in the office see our WinTOTAL Networking Guide for specific steps on this process Note Aurora is not designed nor tested for use with Microsoft s Remote Desktop Terminal Services As a result we don t support installing Aurora in a Remote Desktop environment and our Support Technicians are unable to troubleshoot any potential problems Install WinTOTAL on a Laptop Copyright 2015 ala mode inc Page 15 Wintotal User s Guide Installing WinTOTAL on a laptop can be a great way for you great lengths to make the application as widely useful as to make WinTOTAL for Mobile but also bring your data back possible right out of the box But we recognize that every into the office to work on a dedicated computer or network appraiser has unique requirements and habits You can If you intend to use your laptop while on the go but use a access WinTOTAL s configuration settings in one of two dedicated workstation otherwise you should install ways WinTOTAL on your laptop first Then youi Vall need to perform some additional setup to ensure that your laptop and your dedicated office workstation or network can talk to
206. etwork you need not do anything WinTOTAL shares them with the other members of your office by default They simply need to swap their QuickLists set to use yours instead of their own To switch your QuickLists set so you re sharing another WinTOTAL user s QuickLists 1 In the Forms PowerView click Edit Change Text Database name from the menus 2 When QuickList name window appears you should see a list of the other WinTOTAL users on your computer or network fay QuickList Name This name will be used to determine which QuickList to display For more information about what the QuickList Name is and how it s used click Help SLLEM JOHNODOEO JOHNOOE1 e 3 Rename MATT E TOTAL The names of actual users are marked with These cannot be renamed Note You can also change the name of the Text Database for some of the users in the list by clicking O Rename typing a different name for that entry and clicking OK This can help to clarify whose QuickLists you re viewing in the QuickList name window 3 In addition if you want to create a new blank database with no QuickList entries click New and then type a name for your new database 4 Click the name of the user whose QuickLists you want to use and then click OK Forms PowerView Copyright 2015 ala mode inc Page 88 Wintotal User s Guide You re now using the QuickLists from the user you chose QuickLists Options In addition to creati
207. eview and return this as quickly as possible Thanks Copyright 2015 a la mode inc Page 182 Wintotal User s Guide 3 When sending a WinTOTAL report can exclude some information that may not be appropriate to share with another appraiser such as your WorkSheet or Invoice from the report you send Removing other features like Photos or the Digital Workfile can reduce the size of the file you re going to send Just check the boxes for any items which you wish to exclude from the report 4 Click Finish to attach your report to an outgoing e mail message from your default e mail client whether that s Microsoft Outlook Outlook Express or any other MAPI compliant e mail tool Then just click Send to deliver the message 1837 Kings Crossing Edmand OK 73013 Gus limenscnacozenes ater Please revien and FecuUrA AS 200n as possible Thanks Review Sent Reports In past versions of WinTOTAL you could view the reports you sent to customers in the EDI Center In Aurora the reports you send like other e mails are saved in the Sent Items folder of your e mail client or whatever your e mail software calls that folder For example to view the reports you sent through Microsoft Outlook 1 Click the Sent Items folder in your list of folders on the left side of your Outlook window Or from the menu choose Go Folder click Sent Items and then click OK 2 The reports you sent are saved in this folder You can
208. ew but remain in your report This can help you organize your comps so that they re flush with the subject to make adjustments easier but without reordering the comps in your report e Restoring Hidden Comps If you ve hidden some of your comps from view so that you can align other comps to ease the adjustment process you may need to restore them to view at some point To do so just click Show Desired Comps in the Subject column and either click Show All OR click Show Specific mark the comps you want to see and click OK Map Comps If you want to evaluate your comps based off their proximity to the subject property you can place the comps in your report onto a location map for reference To do So 1 From the side by side comps view click Map in the toolbar 2 In the Maps Wizard confirm the property addresses and click Next La ii i i 7 d de E xs sa Vode orjama Ur map de de el beki rr eri m s Lier ap lia derimaradl te pha of Es Pa pla 3 Modify your map as desired using the Annotate tools in the Location Map Options pane 4 Click Finish when you re done referencing the map 5 Finally you re prompted to add the reference map to your report s digital workfile for safekeeping Click Yes to add itto your workfile or click No to simply close the Map Wizard Comps Detailed View On top of the standard comparable information you can now store additional data about every comp This data such as separate f
209. f WinTOTAL the Aurora generation of WinTOTAL recognizes the difference between a company contact and an individual contact As such you can pair contacts with companies easily allowing you to redistribute individuals who move to other companies later To access WinTOTAL s built in contact manager click Contacts in the top toolbar of the Appraisal Desktop Appraisal Desktop Copyright 2015 ala mode inc Page 63 Wintotal User s Guide Find Contacts With WinTOTAL s built in contact manager you can manage a full list of contacts and keep that list in sync with your XSite As the list continues to grow you may need to rearrange your contacts view to filter out unnecessary contacts sort your contacts based off a specific piece of contact information or perform a basic search for contacts Filtering amp Grouping Contacts To filter and group contacts 1 From WinTOTAL s contact manager click the item in the View pane on the left to show the types of contacts you wish to find Options are o All Shows all contacts grouped by company o Contacts Shows the individuals in your contacts database o Company Shows only company contacts in your database 2 If you want to filter the list further select another filter from the View menu at the top of the screen Options are 3 View menu and select the appropriate filter Options are o Contacts for all users If you work in an office with multiple appraisers
210. f un check the Public Contact box If this is checked all of the users on your system can view this contact 5 Complete the remaining text boxes for this individual and be sure to select the appropriate company from the Assign to Co menu Note Keep in mind that the drop down company list only contains company contacts that you ve created O thus far If you need to add a company to the list add it first and then assign this contact to the company later 6 Depending on the contact Type you indicated you have different options available For Appraiser Contacts e Choose an XSite User profile that corresponds with this appraiser if you ve integrated WinTOTAL with your XSite Appraisal Desktop Copyright 2015 a la mode inc e Fill out the appraiser s license and certification in the fields provided For Client and Lender Contacts e Create a Username and Password for your clients to use when they log into your XSite to place orders and check order statuses e Resend a password to clients who have lost their usernames and passwords for your XSite Note These options require that you have integrated O WinTOTAL with your XSite For more information on dl this process see the Create Client Accounts section of this user guide e Finally type any notes about this contact in the available Notes box e When the contact information is complete click OK to save this contact to your database Create Company Contacts
211. f you chose to preview duplicates use Add New Update Existing or Skip options 20 When the Import Complete message appears click Close to complete the process Use MLS Import Templates After you ve defined an MLS import template for your local MLS you can use the same template to quickly import data from download files you generate from your MLS later The next time you need to import data from the same source copy the new data file to your hard drive then 1 From the Comps Database screen click Import 2 Mark the Use a previously defined template option and click Next Copyright 2015 a la mode inc Page 119 Wintotal User s Guide 3 From the drop down menu select the import template you wish to use 4 If necessary select Edit this template and click Next to repeat the above steps 5 Otherwise mark Proceed to Finish Page import now and click Next 6 If any errors occur during the import process an error log appears allowing you to correct the error and re import the data or enter it manually Search for Comps Of course the real power of any database is the ability to search for information quickly The Comps Database has several search options Quick Searches The Search pane on the left contains several common search fields 1 From the Comps Database enter search criteria in any or all of the fields listed in the Search pane on the left Use complete information or partial text For example in
212. f you re working with dual monitors you can the Always use albums when retrieving images tuck it out of the way on your second display box at the top of the My Albums page e As you change views by clicking any of the items in the Images pane on the left the pop up window remains in place e If you click a view that does not support the pop up viewer Photo Pop up Window or you leave the Images PowerView the window closes automatically The Images PowerView gives you several ways to view both the images in your database and those stored on your computer In each view listed in the Images pane on the left the images are displayed as thumbnails Using thumbnails instead of the actual photos greatly speeds up WinTOTAL However thumbnails may be a bit hard to view depending upon your screen resolution To give you a better view of your images each of the image views has an option to Show selected photo in pop up window Check the box to enable this feature and a separate window appears e To close the window click Close in the upper right of the window or un check the option on your image view screen Scan Images WinTOTAL provides a simple way for you to scan images into your report Images can be photos maps or any other paper based documents To scan an image containing whichever image is currently selected Each time 1 From the Images PowerView click Scan ga images you click a different image the window displays the
213. formation at a poi Hol Sketch Pages glance By doing this you can see who owes you y money how much and for what orders without actually opening the report For more information 3 When finished double click the invoice you added to your about how to do this visit our WinTOTAL Tips archive report in the column on the right at www alamode com wintotal tips 4 Any fees you entered into the Order PowerView should automatically propagate into the invoice if you chose one of the Automatic forms From there you can add any additional fees that you need in the fields provided If 3 necessar ou can also add an re payments Create Invoices y Y y pre pay Hint If you re using the Extended Billing option Q from the Order PowerView on your report you can also add fees or payments through the order form WinTOTAL includes both automatic and manual invoices to help you bill your clients Automatic Invoices pull information directly from the Order PowerView while Billing amp Business Management Copyright 2015 a la mode inc Page 210 Wintotal User s Guide Delivering Invoices In your XSite s invoice manager you can save and send an invoice in a few different ways Just double click to open any invoice Then in the invoice editor choose the appropriate option for your needs Options include Bse cose a Preview Gsen E ig Add e Click Save to save any changes you made to the invoice e Click Close to close the invoice
214. fre in reper Resor is D hae pepes 9 Tutorial Polder Send Client Notification Info HenshawGroup com Subject Inspection Scheduled for David Henshaw 2966 Scenic Highway 98 Preview Message 5 When you re finished click Save to update your internal status Lask For Search in Recorte Hem Regueste Tutora End May Tea dnd Involoe bosi Lal Table of Corbera Ple Piai WD LISAS Tdent icaton Rew 1 07 i Somrtary dl Sabini Fisted E LURAR Subjesl Mapian Puo ee inpren 2 Find and click to select a report from which you wish to merge data If necessary use the Look for field to locate the desired report or template file Order PowerView Copyright 2015 a la mode inc Page 80 Wintotal User s Guide 3 Indicate whether you want to merge the Entire report or just the Selected forms in your report by marking the corresponding option 4 If you choose to merge in just selected data from your other report the forms contained in that report are displayed below the file list Double click each form in this box to select or deselect it for inclusion in your new report Click Mark All to select all of the forms in the report 5 Once you ve indicated what you want to merge from your old report click one of the buttons in the top toolbar to tell WinTOTAL how to blend that data into your current report Options are o Merge in forms AND data Blends the selected data into the data that alr
215. g Rules 18 Pending Questions 1 Please wait while your report is being validated Overview 18 Rules need review and 1 question s are pending Y Validation Done Your report didn t pass the VSS ProQuality Review Next you ll be able to see the rules that were triggered during the review and provide additional commentary if needed Click Review Results to Final Status No Pass continue Final Status Report did not pass validation 12 Alerts and 4 pending Acknowledged Wamings require your attention 2 Warnings fired that also need to be reviewed You may not submit the report until all Alerts are resolved and you have acknowledged all warnings that require acknowledgement You must also provide commentary on all Warnings with Commentary Please select View Details to identify the Alerts and Wamings that require further review and action VIEW DETAILS Review Results 7 Inthe screen that appears click Review Results to open and work through the ProQuality Review results You re able to make changes to your report while working through the ProQuality Review as long as it s unsigned Click Provide Commentary to answer any questions returned by VSS and provide additional information about your report if o Click Next to increment to the next rule that was necessary triggered or click Back to view the previous rule Use the navigation on the left to jump to a specific section of rules FO UALITY uesday November 18 2014
216. g in your documents you must print this page and use it as your cover sheet Failure to do so will result in your document not being routed property Report Information Report Description 3705 W Memorial Rd Property Address 1837 Kings Crossing File Number SAMPLE 101a Company Information Company Name Baytown Appraisals Address 3705 W Memorial Bldg 402 Oklahoma City OK 73134 Phone 800 211 4514 E mail infoitbaytownappraisal cam Ee ih ILU Aj j WITL 40521053841 207050742178261682391 8 018870046 0 Hint You can use a tool like Adobe Acrobat to create an electronic version of the cover sheet which you can then e mail to your clients k 4 Fax all of your documents with the cover sheet on top to the toll free number provided on the cover sheet 5 Once the fax has been sent click Sync in the toolbar to retrieve any faxed docs and add them to the list of workfile documents 6 Double click any DirectFax document to open it in the Acrobat Reader application Workfile PowerView Copyright 2015 a la mode inc Note All documents that are faxed at one time are converted into one PDF file Even though you may Q have different kinds of documents they re all stored inonefile If you d like to have them stored separately use the same cover sheet but fax them a few minutes apart Send Reports to Vault Once your workfile is complete you can send the entire report directly to your online
217. ges You can often shorten the time it takes to find a photo you wish to use in your report by searching or sorting the images in your database Searching for Images To search for an image in your Images Database 1 In the Images Database type an address street name or other information in the Find field If you re not sure of the complete address or street name just type a portion of the name For example just entering elm finds anything on Elm Street Elm Avenue Elmhurst Blvd or Shady Elms Court 2 From the Search In menu select the field you would like to search 3 Click Find to begin the search and display the results in the window 4 To reset the database view to show all photos click Show All in the toolbar at the top If you d like to narrow your search criteria even further click the Advanced link The Advanced Photo Search screen appears offering additional search fields Enter as many search criteria as needed to pinpoint your property You can use any combination of the fields As with the quick find method described above if you type partial information in the Address Description Filename or Notes fields the program finds any photos that contain that information in their fields If you d like to limit your search to exact matches check the Exact match box at the end of each field Click OK to view the results of your search Sorting Images To sort the images in your Images Database Im
218. gram and your purchase price will be refunded to you within a reasonable period of time 13 DISCLAIMER OF WARRANTIES THIS SOFTWARE IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND EITHER EXPRESSED OR IMPLIED INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE UNLESS SPECIFICALLY PROVIDED HEREIN THE ENTIRE RISK AS TO THE QUALITY AND PERFORMANCE OF THE SOFTWARE IS WITH YOU SHOULD THE SOFTWARE PROVE DEFECTIVE YOU AND NOT a la mode technologies inc ASSUME THE ENTIRE COST OF ALL NECESSARY SERVICING REPAIR OR CORRECTION SOME STATES DO NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES SO THE ABOVE EXCLUSION MAY NOT APPLY TO YOU THIS WARRANTY GIVES YOU SPECIFIC LEGAL RIGHTS AND YOU MAY ALSO HAVE OTHER RIGHTS WHICH VARY FROM STATE TO STATE 14 LIMITATION OF LIABILITY IN NO EVENT SHALL a la mode technologies inc BE LIABLE TO YOU OR ANY THIRD PARTY FOR ANY LOSS LIABILITY PENALTY OR DAMAGE ARISING IN ANY WAY EITHER DIRECTLY OR INDIRECTLY OUT OF THE USE OF THIS SOFTWARE OR ITS DOCUMENTATION YOU AGREE THAT IN NO EVENT SHALL a la mode technologies inc BE LIABLE FOR ANY SPECIAL Copyright 2015 ala mode inc Page 9 Wintotal User s Guide INDIRECT OR CONSEQUENTIAL DAMAGES INCLUDING BUT NOT LIMITED TO ANY LOST PROFITS LOST BUSINESS OPPORTUNITY OR LOST SAVINGS THAT IN ANY WAY RELATE TO THE USE OF a la mode technologies inc s PRODUCTS a la mode technologies inc s LIAB
219. graph of the area containing your properties with street names and details overlaid da el ee ee ee be gee sel de Oe er ee pete Yeg ipa pppu m m gj ah ps rel ober sr by dr ibr pie or Tite Lre tgp Hap maqory dsid 1 AFA A ee En he ey Be ge Hint If your Internet connection stalls or the map does not load for any other reason just click the Refresh button above the map area to force WinTOTAL to retrieve the map again Note If you retrieve an aerial or hybrid map it may contain a range map dates in the bottom right corner Unlike traditional street maps aerial and hybrid maps are built from a series of photograph panels taken at different times This date range just means that your map area is built out of multiple panel photographs taken at different times O 2 WinTOTAL can also display bird s eye view maps depicting an oblique overhead view of your subject property for reference purposes To view a bird s eye map of the property click the eye icon to the right of the type drop down menu Bear in mind bird s eye view maps cannot be printed annotated or placed in a report You must select a different map type before proceeding a E Doph ie J im em ee Prepregy ple m Har berria opr sea n dreri rera yener irs abem wap i yom reel be reyr Per plas reiru ol a peer or ammai alem ee dia bee iber kaa O Pyr WiPe Pje e A A de abi L g Jarm biha raa 3 SP see Mi Lacuna Map 3 Once WinTOT
220. h 200MB e TOTAL Connect 220MB e 1024 MB 1 GB 1024 GB 1 TB The above sizes don t include the size of the install file which can be around the same size as the program itself Keep this in mind if you re downloading the install files on a slow or limited Internet connection Report file sizes Since appraisal files continue to grow we recommend that you have at least 10MB of storage space available per report that you complete Use this to estimate the amount of storage you need by multiplying this value with the number of reports you complete in a year then multiple that value by two WinTOTAL and TOTAL keep a local backup of every file on disk to determine your annual ongoing storage needs Choose a supported version of Windows below to view Microsoft s official minimum system requirements If you re unsure which version of Windows you use click here for a Microsoft support page that will tell you Windows Vista Windows 7 Windows 8 8 1 Copyright 2015 a la mode inc Page 14 Wintotal User s Guide Install WinTOTAL The first step of course is to install WinTOTAL Here s how Note As with most Windows software administrative rights are required to install WinTOTAL If you don t have administrative rights contact your system administrator Install from the Internet 1 First you need to download the latest WinTOTAL installation file from our website To do so visit the My Downloads section of your account
221. he available fields in the database Future Photo Imports 1 In the Images PowerView click Get Photos in the toolbar at the top of the Images PowerView 2 Click Yes to reuse your previous settings and begin the import immediately Or click No to change your import options QuickPix If you re more comfortable using the QuickPix application found in previous versions of WinTOTAL it s still available in Aurora While this utility can often require you to enter more property information about your photos than the Auto Retrieval Wizard requires an advantage outside of familiarity is that you can always run this tool entirely outside of WinTOTAL As with the Auto Retrieval Wizard the first time you run QuickPix you must configure it to work with your digital camera or card reader From then on WinTOTAL remembers your configuration so you can skip to the import process To start QuickPix Images PowerView Copyright 2015 a la mode inc Page 126 Wintotal User s Guide e In the Images PowerView click the small arrow to the right of Get Photos in the toolbar at the top of the Images PowerView and choose QuickPix Or if you ve configured your default retrieval options to always use QuickPix just click Get Photos in the toolbar e Click the Windows Start menu and then choose All Programs WinTOTAL QuickPix QuickPix Configuration 1 With QuickPix open click Camera Card Disk Setup from the menus gt Camera Se
222. he depbred dd from Eha list on the left and uso thee arrow buttons bo dd E mto your report and arrange it Avallabde Fledds Fiekis in Report Creating Custom Reports Enterprise Level XSites Only Creating custom reports is a simple process involving three steps Step 1 Select the fields you want to display in your report Step 2 Choose a filter to select the data you want to l 4 When you re finished adding fields use the up and down include arrows to arrange the sequence of the fields Step 3 Indicate how the data is to be sorted and grouped Step 4 Indicate if and how the report should be 5 Click the Report Filter tab This is where you limit the summarized and sub totaled data included in your results To create a custom report 6 Click the link to Add a new filter As an example you might want to limit your report to the current month s invoices To do so you d choose Date Invoiced from the drop down box and choose Between in the adjacent drop down Then you would pick the first and last dates 1 In Business Management click Reports in the Navigation pane on the left 2 Now click Create a New Report Or if you prefer you of the current month from the final boxes Click Save to can click Copy to the right of an existing report to use add your new filter to the report You can filter by that as a starting point To edit an existing report click multiple criteria so you can even have a report Edit custo
223. he password you assigned and click OK Y Set report status to complete the next time you sync with y Now all pages of the report have been signed Copyright 2015 ala mode inc Page 108 Wintotal User s Guide Unsigning Reports To unsign a report e In the Forms PowerView click Sign again and choose to Remove your signature s instead fa Sien as Appraiser This report is signed by Lance Dockins as the appraiser Iwantto Remove Appraiser Signature Sign as Supervisor Default Red Blue Black Select user Signature color Actions to perform upon signing hau 31 2009 il O Export report comps into Comparables Database Options Set report status to complete the next time you sync with your XSite O Deliver report using XSite Delvery Wizard Comps PowerView The Comps PowerView is designed to turn one of your most valuable assets your comps into a powerful business tool The expanded Comps Database allows you to quickly find and place the best comps for your report while the side by side view allows you to quickly apply standard adjustments across all of them at once Coupled with the new MLS import tools these new features can easily save you countless hours and help you generate more business in the process Comps PowerView WinTOTAL s side by side comps view gives you the flexibility to manage all of your comps at once Since you re not constrained to form layouts for your comp work you ca
224. he remaining steps in this process Printing Copyright 2015 a la mode inc Page 168 Wintotal User s Guide screen under your Online Tutorial link to tell WinTOTAL El Print options aj which printers you use Print Selection Select the appropriate print option and click OK Note You can also change the printer settings by 2 Print report lets you mark the report forms you want printed O O Auto print report report prints immediately using the report s default print settings a using Edit Printer Settings in the additional print options Print invoice only sutomatically prints just the report invoice Print reports fet prints the ist of reports displayed In the Fle Cabinet 6 If you see the column titled TOC you can mark whether or not a form is listed on WinTOTAL s dynamic Table of Contents form When this box is cleared for a form it is Skipped when printing as well as page number This feature is handy for comps pages included for analysis but not necessary for the final report invoice forms and other photo pages 3 When the Aurora Print Engine appears you should see a list of the forms in your report and other options Mark the option for the format you want for your print job Print WinTOTAL PDF or Fax Note By default this column does not appear in the print window To enable it click the Click here for more printing options link in the lower left corner of er the screen check the Show Table of Contents
225. hem into your report 1 Anywhere in WinTOTAL find the field into which you want to insert your calculation and click to select it 2 Click Tools Math Calculator from the menus M Calculator LJ LA Lu oe os You may enter a below and press a to a ea value C Close after Insert 3 Use the basic calculator functions to determine a value OR enter an Excel formula into the bottom text box and click Eval 4 If you re satisfied with the value you ve calculated indicate whether you want to keep the calculator open after you insert the value into your field by checking the box at the bottom and then click Insert to add it into the selected field Marshall 8 Swift Cost Estimates WinTOTAL now integrates directly with Marshall and Swift s online estimation product SwiftEstimator SwiftEstimator automates cost data searches calculations and data entry on appraisal forms letting you easily create a detailed Cost Approach without even having to pay an annual subscription fee for cost data For more information on SwiftEstimator click here If you prefer to use the Marshall amp Swift approach to cost estimates you can take advantage of this integration via the Tools menu To runa cost estimate 1 From anywhere in WinTOTAL click Tools Launch SwiftEstimator The information below 6 puled from the subject data in your report You can ed amp the information here a apy the Launch SwftEstr
226. hen click Finish to complete the process item or to a custom page Publishing the Presentation Convert Competitor Files Once the report is complete you must return to your XSite If you ve come to WinTOTAL from a 3 party formfilling to enable it Before doing so you should contact your application chances are you ve got a wealth of data locked customer and ensure that they received the electronic End up your old appraisals files Luckily WinTOTAL has the key User Agreement and are willing to accept the terms They re to unlock that data To convert your old appraisal files prompted to visit the site online and complete an acceptance 1 Anywhere in WinTOTAL click Tools Convert Competitor form Once this is done you re ready to launch the property Files from the menus to launch the WinTOTAL report on your XSite Conversion Wizard 1 Log into your XSite and click the XSite in the toolbar at th e to p El WinTOTAL Conversion Wizard 2 Click Online Properties in the Extra Tools pane on the Apo Conversion Wizard left Welcome to the WinTOTAL Conversion Wizard 3 The reports you ve uploaded from WinTOTAL are displayed This wizard copies and then converts your non a la mode appraisal files your business contacts and photos and text databases Once the c i have taken in the Online Properties window Click Preview to look place you ll be able to use those files and data within WINTOTAL S at the site If your site s
227. her changes that require WinTOTAL to update information on your online accounts WinTOTAL adds those changes to a queue that you can preview before the changes are posted to your online accounts Before you can harness the full power of net X Connect you ll need to configure it with your Username Password and preferred options To access the net X Configuration options 1 From the WinTOTAL Configuration Utility click net X in the toolbar at the top D A E General Forms Images Pocket Internet Sketch Flood Comps 2 Apply your changes and click Save Setting Up Your Username Password The first step to enabling the net X Connect s powerful XSite integration tools is to supply WinTOTAL with your a la mode Username and Password To do so 1 Open the net X configuration screen per the steps above if you have not already done so Copyright 2015 a la mode inc Page 35 Wintotal User s Guide 2 Then click the Edit link to the right of the XSite field to In the future if you need to change or remove XSite enter your XSite Username and Password integration from WinTOTAL Hoe e Click Clear to remove WinTOTAL s XSite integration ERA EAS Configure netxX Connect e Click the Edit link to the right of Current XSite User to tie The cpbtona below control how WIATOTAL communicates with your XSite to synchrenias orders Ding and contact ivfometion your current user profile to a different profile on your Many of the
228. hese settings to the right you Q may need to click the link at the bottom of the Aurora Print Engine to see the additional printing options 3 Once you ve applied your PDF options click OK in the Aurora Print Engine to accept your preferences and create your PDF Edit PDF Adjustments WinTOTAL s PDF options help you control the print scaling margins and optimization settings for the PDF s you create To change your PDF adjustments 1 From the Aurora Print Engine PDF options click the Edit PDF Adjustments link Printer Adjustments PDF Settings These options can be used to adjust the positioning of forms when printed For example if you find that your forms are not justified correctly when printed change the margin adjustments below Scale printouts hoo E z Adjust left margin points there are 72 points to an inch Adjust top margir paints Sketch Optimizations Thiz setting can be used to overcome printer driver problems that may occur when printing sketch pages to WinTOTAL C Optimize sketch printing for HP Deskjets 2 Determine whether you would like to scale your PDF or adjust the PDF margins and use the corresponding fields to make your adjustments 3 You should also notice another setting that pertains to sketch printing with HP DeskJets If you are experiencing difficulties printing hard copies of your sketch pages using your HP DeskJet check this option 4 Finally click OK when you re f
229. his License shall be governed by the internal substantive laws of the State of Florida U S A The Collier County State of Florida U S A District Court and the United States District Court for the Middle District of Florida shall have sole and exclusive jurisdiction and venue over any dispute conflict or claim arising from this License or your use of the Software Whether you are a United States citizen or a citizen or resident of Canada or any other country you agree to submit to the terms of this License and to the laws jurisdiction and venue as provided by this License By continuing with the use and implementation of the Software and related programs you agree to submit to such laws jurisdiction and venue as set forth herein 19 SURVIVAL The provisions of Sections 8 9 10 and 12 shall survive termination of this License ERC RESTRICTIONS Certain material contained in this License may be licensed from the Employee Relocation Council ERC and is subject to the terms of that license The use of all ERC forms generated by this Software is limited to the preparation of completed forms by the end user for its business use The production of blank forms is strictly prohibited ERC reserves the right to change modify or discontinue the use or endorsement of any of its forms at any time without notice to the end user ERC makes no claims or representations concerning its forms whatsoever including their fitness for any specific pu
230. hose provided Options are o Automatically expand details grid Enables the File Cabinet s automatic detailed view expansion feature o Animate expanded row details in the Files PowerView When checked WinTOTAL automatically slides the detailed file view onto the screen as you access each report When this option is unchecked the detailed view simply pops open o Alternating Row Color Controls the background color that WinTOTAL uses for every other row in the File Cabinet o Grid Background Color Controls the color that WinTOTAL uses as the background color for the details view Configure your Files Powerview grid below Automaticaly expand detak grid in the Files Powerview Animate expanded row detais in the Files PowerView Alternating Row Color Grid Background Color L File Cabinet Stop Lights This setting enables the Appraisal Desktop to automatically track the status of your reports and present them in a simple color coded stop light view 1 From the General Settings section of WinTOTAL Configuration Utility click File Cabinet in the General pane on the left Configure WinTOTAL 2 If you want to manage file status on your own select the Manual state only option To have WinTOTAL manage the process click Automatic state then select from the reporting options presented o Currently you can base the stop light reporting on a comparison of the date you sign a report to either the
231. iated with a comp imported as well 7 Click OK to begin the import process 8 If you selected the Prompt for additional information option a screen appears for each comp allowing you to enter items like the neighborhood name notes sale date or age Enter the desired data and click OK Repeat for each comp or click Stop prompting me for this information to discontinue the prompts kti rans E X 5 ka Additonal Comp Information O Stop prompting me for this information Neighborhood You mey enter the neighborhood in which this comparable resides below Although this information does not directiy comespond to any fields in a reports comparable grid t has been provided for ease in searching and sorting the comparables database Neighborhood OO Hoke Below are two fields that mey be used smilarty to the neighborhood informetion above For example you could use the first field to always indicate a comparable s subdivisi n The second fiald could be used to record the appraiser who entered or verified the comparable s data Keeping the type of information consistent in thasa fields wil allow you to effectively search and sort by them Motes OY sl Sale Date The date on your report may not be ina format for finding compos by a date or range of dates Entering a properly formatted date MIDD YYYY for this comp wil enable you to fiter comps using data values Data Found im C n te Numerical Age The date an your report
232. ically show drop Sota same He cr A LES fuer peri you Tens f down lists when entering a field With this enabled h warts jo densae ETa COSTO whenever you enter a field with a recent response or ed oe zi QuickList associated with it the drop down menu A sefiwara i appears immediately i o E l 3 Click Save to complete the change he nig Sesen mar a e Fa Seat ey reer ee UE AAA ce y aij i eee AA ae eee ee ETA PA m n nn 2 Click the area of the form where you want note to appear 3 Type your comments in the box that appears SETS 4 Click the X in upper right corner to close and save your In the past one of the advantages to a printed form was kii that you could attach a note to it if you wanted to convey The note is placed in your document shown as a semi some information about the report for another appraiser In transparent balloon extreme cases review appraisers could often attach enough e If you need to reposition the note just click and drag the of these messages that it was hard to see the report behind balloon to another location the notes Now WinTOTAL lets you leave electronic sticky notes anywhere on any form These notes display on screen but do not show up on the printed copies They e To change the type of note right click the balloon then make a great teaching tool as mentors and reviewers can choose QuickNote Type and select the desired note point out minor items as well as critical errors type Forms Power
233. ick Next to continue m n 7 a in Comps Database Import Wizard a Select The Format Of Your File Please select the delimiter your import file uses A delimiter is a character or string used to separate or mark the start and end of each property detail Delimiters defaults to most likely o espe bo sole Text Qualifers 10 O Tah Cl S5emi calon Comma Idouble quote O Space O Pipe other Here you should see column headings in lhe grey tithe bar Tf you doni werthy your file s delimiter above Click hare te peg correct examples Daie Added Addes 1 City Stale Hesgibirhaza Dala Source Leeson Map Code Courtesy OF 1505 54 did Lawton Get Park Podge Lewton MLS 118000 HLE ds broker 3106504 68h Lawton Gt Park dge Leviton MLS 117300 HLE amp broker Comps PowerView Copyright 2015 ala mode inc Page 118 Comps PowerView Wintotal User s Guide 11 Now you need to choose the data fields that you want to import from the source file and tell WinTOTAL into which WinTOTAL fields you want to insert each MLS field WinTOTAL always makes an educated guess about what data belongs in which fields When it knows it automatically maps those fields for you In the event that WinTOTAL is unsure about where to place the data from your MLS it makes those data fields available in a drop down list so that you can choose which WinTOTAL field maps to your MLS field Note You can select as many fields as necessary and you can inser
234. ick OK 3 Now click Print and fax the resulting document to a la mode Once your fax is received a technician will update your account Sketch Options WinTOTAL s Apex configuration options allow you to set how WinTOTAL and Apex interact You can set WinTOTAL to save an extra copy of your sketch to a folder outside of your report To save a copy of your sketch outside of your report 1 From the Sketching settings in WinTOTAL Configuration Utility click Apex File Options in the Sketch pane on the left 2 Check the box to enable this feature and then click Browse 3 Locate the directory on your computer or network in which you d like your sketches saved and click OK Apex File Options Using the a la mode custom version of Apex you cen have Win TOTAL create a copy of your sketch which is saved outside your appraisal report These sketches can be brought into Apex ter by using amp s import feature This method is prefered by some who used to use other appraisal softwere and traditionally cloned old sketches using the standalone version of Apex Save a copy of my sketch when I exit Apex and enter WinTOTAL Copy Apex sketch here C a la mode WinTOTAL ASketch 4 Click Save to put your changes into effect Configure WinTOTAL Enable Flood Maps If you use a la mode s InterFlood product you can configure WinTOTAL to automatically access your account and retrieve flood maps whenever you use the net X features
235. ick the Images icon in the toolbar a ge ASX ocket Internet Sketch Flood Comps netx 2 Apply your changes and click Save Image Quality Settings Today s multi megapixel digital cameras can produce photos in details far beyond what is necessary for the standard appraisal report Unfortunately these photos can rapidly use up even the ample space provided on today s computers To reduce this problem you can adjust the compression that WinTOTAL uses when storing images To do so 1 From the Images section of WinTOTAL Configuration Utility click Image Quality Settings in the Photos pane on the left side of the screen JPEG Quality and Compression Settings Quality 95 Lower A _ a Higher qualzy Smaller file i Larger file Photo Capture Settings Fie Format JPG recommended Copyright 2015 ala mode inc Page 26 Wintotal User s Guide 2 Use the slider to change the quality percentage you want to use You may need to experiment with this setting to find the balance that s right for your reports 3 The Photo Capture Settings option allows you to specify the file format that WinTOTAL uses by default This option is only used in rare instances and should most often be left to its default setting JPG 4 Click Save when finished to put your configuration changes into effect Create Photo Labels When you add photos to the WinTOTAL image database you have the option of labeling them as to
236. ickBooks should immediately prompt you about allowing WinTOTAL to access its information Mark the option to always allow this connection even if QuickBooks is not running and click Continue Copyright 2015 ala mode inc Page 213 Billing amp Business Management Wintotal User s Guide QuickBooks Application with No Certificate An application without a certificate is requesting access to the following QuickBooks company file a la mode Inc Access may indude reading and modifying QuickBooks data as well as enhancing the QuickBooks user interface The Application Calls Itself a la mode Interface Certificate Information This application does not have a certificate QuickBooks cannot verify the developer s identity QuickBooks Solutions Marketplace Search for informaten about this appicabon at the gt QuickBooks Solutions Marketplace Do you want to allow the eopbcation to read and modify thie company fle Ono O Yes prompt each time O Yes whenever this QuickBooks company file is open O Allow this application to access personal data such as Social Security Numbers and customer credit card information Tel me more 4 When QuickBooks prompts you to confirm this permission click Yes Then click Done on the second confirmation 5 Close QuickBooks and return to the WinTOTAL screen prompting you to connect with QuickBooks and click Connect Once you click Connect the integration tools are fully functional Export
237. ields for garage and carport or porch patio and deck is included with the comp and can be used to make automatic adjustments However the data is aggregated and inserted into the proper field on the form s grid To use the comps detailed view click Detailed View at top of Comps PowerView Copyright 2015 a la mode inc Page 111 Wintotal User s Guide Subject column in the side by side comps view to expand the grid in the report and enter additional data Be E fies Poa Todo Gets Gelert Clete Ep Sie fe E ALA ele ede ruda FER aG mm Sie AN Average 7 Fill Out Comp Columns When you re editing comps in the side by side comps view you may often need to pull data from another comp column into the field where you re currently working WinTOTAL acknowledges this fact by providing a number of shortcuts you can use to copy data to and from other columns To use WinTOTAL s comp specific formfilling tools e Press the equals key at the beginning of any field to copy information from the corresponding field in any other comp or the subject For instance if your cursor is in the Location field pressing O copies the contents of the Location field in the subject to the Location field in the current comp Pressing 1 copies the contents of the first comp 2 the second comp and so on e Press the equals key at the beginning of the address field for any comp to copy the data for the entire column from an
238. ific help for the function and platform desired Frequent Functions Where to get it done WinTOTAL XSite Enter new orders Y v Create invoice for order Y Y Add misc fees to invoices Y Y Create stand alone invoices Y Send invoice to client Y Y Record partial payments v v Record full payments v v Record payment for v v multiple reports Process credit cards Y Billing amp Business Management Where to get it done Periodic Processes WinTOTAL XSite Define products and fees Y Assign client fee tables Create appraiser fee splits Publish coverage area Set up user accounts Set up client accounts Y Record appraiser payments 4 8 8 8S Run business reports In addition to these powerful WinTOTAL XSite functions some users may find it useful to export their WinTOTAL report information to Intuit s QuickBooks application for more specialized accounting functions See the QuickBooks Integration section of this user guide for more information Configure XSites Billing All of WinTOTAL s integrated invoicing and payment features work right out of the box However if you plan to use the combined power of WinTOTAL and your XSite you need to go through a couple of configuration steps first This section details how to setup each portion of your XSite s Business Management tools and a few key configurations in WinTOTAL There are eight types of information you can configure While not all of these sections pertain
239. ight click any comp and choose Mark Comps Mark All from the pop up menu 2 Click Place in the toolbar at the top H 4300 w Memorial Rd a 7 14000 qual Sp You have 2 selected comparables Are YOU Sure you want to place these comps into the current report 3 When you re prompted to confirm your comp placement just click Yes to place your comps in the grid Images PowerView The photo capabilities of WinTOTAL are accessed by opening a report then clicking Images from the toolbar at the top In each of the different views thumbnail images are displayed You can view a larger image by simply hovering your mouse pointer over any thumbnail The image then expands and remains there until you move your mouse away Images PowerView from that photo To access the Images PowerView just click e pr pre Ree pa ceri Debo la ci ea os yy Mi cholo P Cote leer ds id et ek ee Fosa Co Espia Medir Lom Exile re Comos able Y Epia Work with Image Pages The Image pages list on the left side of the Images PowerView shows all of the photo pages currently in your document To add additional photos pages 1 In the Images PowerView click Add at SE the top of the Image pages pane to J wiee j Digital Medium Subject Phote bring up the Contents page Digital Medium Comparable A Digtal edium Comparable A 2 The list on the left shows the available A a ocala Map photo pages in WinTOTA
240. iginal form you can quickly restore the old report Likewise if you delete a comparable from your report you re given the opportunity to store that comp in the workfile If you need to add additional comps to your report following a review you can quickly re add these deleted comps to the report To do so just select the item in the list and then click Restore in the toolbar Workfile PowerView Note If you restore a copy of your report with an old form the new form is removed along with any changes you may have made At the same time this form is also stored in your workfile DirectFax The DirectFax system works in tandem with your Enterprise Appraiser XSite to convert all your paper workfile documents into one electronic file Anybody can fax a document to special toll free number using a custom cover sheet You can fax supporting documents to yourself or have your clients fax important supporting documents to you These documents are converted to electronic files and then attached directly to your report To use DirectFax 1 Gather up all of the supporting documents related to the current report 2 Then in the Workfile PowerView click Fax a document in the DirectFax pane on the left 3 Click DirectFax in toolbar to create and print a customized cover sheet for this report Copyright 2015 ala mode inc Page 153 Wintotal User s Guide Appraiser DirectFax Cover Sheet Fax To 1 866 704 6542 Before faxin
241. ign Now you can click in any other cell to use the contents of that cell in your calculation For example to add the contents of two cells 1 In WinTOTAL s worksheet tools select the cell that you want to contain the calculation and press the key on the keyboard 2 Click on the cell containing the first number you want to add and then type the plus sign on your keyboard 3 Click on the cell containing the second number and press Enter The sum of the two numbers then displays in the cell Note The cells you re adding may be linked to data O in your form or other cells in which you ve manually entered numbers Page 105 Wintotal User s Guide Format Worksheets 3 Click OK to save your formatting changes Hint Worksheets are not intended for print Instead To add formatting to the cells in your worksheet these formatting options can be applied to make your 1 In WinTOTAL s worksheet tool select the appropriate cells worksheets easier to use For example since linked then click the Format Cells button Or right click and fields are colored red and yellow you might color data choose Format Cells from the pop up menu Y entry cells blue Also to preserve your formulas from 2 From the Format Cells screen you can change several selg eee ciel in el Esa US tasks options Click the desired tab at the top of the screen to A Panen trek change the Number formatting cell Alignment Font formatting applied in the
242. ilable to only you or to everyone using this copy of WinTOTAL 4 Click OK to save the assumptions Loading Adjustment Rules As you continue working new reports you will need to load the proper set of saved adjustment rules in order to have WinTOTAL automatically apply the right adjustments to your comps To load a set of adjustment rules 1 In the side by side comps view open the auto adjuster by clicking the auto adjuster button at the top of the subject column 2 Click Load and choose the desired assumptions set from the list 3 Click OK to accept your choice and apply your automatic adjustment rules across all comps in the report Hint Your auto adjustment assumptions are saved Q as part of the report When you clone an old report pl or use the SmartMerge feature the auto adjustments are brought along Comps Database The Comps Database is your central location for getting the most out of one of your most precious resources When adequately stocked with an ample supply of comp data your WinTOTAL Comps Database can virtually replace your MLS as a source of reliable comp information Moreover if you add comps from your old reports into your database you can even place comps in the grid with data in your own shorthand Regardless of where you acquire your data the Comps Database is a fast improved appraiser centric replacement solution for your MLS print outs and county records To access your Comps Database 1 I
243. image quality no additional compression Pao Prats o After photos are retieved and avelable in winTOTAL prompt ma to delete the originals imam my camera dsk directory or PC card 1 07738 7 This step allows you to designate the information you want to place in the Notes field for each image after it is imported This can be very useful in finding images using the image database s search features Options are o The Notes field allows you to enter any other data that is not likely to change each time you import images For example you might wish to include your initials or office ID o The Append dates to Notes option puts the date that the images were imported into the database in the notes field o The Append photo number to Notes adds a sequential number to each image and adds that to the notes field 8 Click Next to continue 9 Automatic filenames are generated for each image as it s imported These can replace the often cryptic file names that most cameras apply to photos The name is made up of any of these optional items Images PowerView Copyright 2015 ala mode inc Page 125 Wintotal User s Guide o Any text filename prefix you d like to assign Once again this might be the appraiser s initials or some other individual designator o A two digit Year a numeric or text Month and the Day These items are taken from the date that the images are imported o As you make your selections note the Sample
244. in the table click the Table Options button again and choose either Table Attributes or Cell Attributes Select the desired modifications from the screen and click OK Cell Attributes As necessary you can adjust the formatting of any cell in your table to emphasize certain aspects about it To adjust your cell s formatting 1 From WinTOTAL s addenda tools click the cell you wish to adjust and then either right click it and select Cell Attributes OR click the Table Options button in the middle toolbar and select Edit Cell iv Table Cell Attributes General properties Horizontal Position of Cell 0 Horizontal Extension of Cell 5040 Border Width of Cell oO Text Gap of Cell 0 Back Color of Cell Select Cell border widths Left Border 0 Top Border 0 Right Border 0 Bottom Border 0 Text gap properties Left Gap 30 Top Gap 0 Right Gap 30 Bottom Gap 0 Apply changes to Cell EF Row PF Table C Column 2 In the screen that appears mark your preferred options and click OK Options include o Horizontal Position and Extension The Horizontal Position and Extension dictate the left and right position of the cell o Border Width Controls the thickness of all four lines around the cell Change any individual line by changing the width of that side in the Cell border widths section below o Text Gap Controls the space between each edge of the cell and the text Fine tune the marg
245. ing scheme they must repeat this process and use the Just for me option Order PowerView Copyright 2015 a la mode inc Page 76 Wintotal User s Guide 4 iei Configure Internal Order Number fx First choose how to apply pour Internal Order Humber settings Select settings and click OF Office wide all winTOTAL users Just for me Now configure the auto numbering of Internal Order Number Auto number sequentially 0000001 Auto number based on my settings below Pretis LAN ear e 05 Month gt EA Digits 01 12 Y by oe 05 Plus a digit sequence oie 01 Example LANOSO70501 5 Next configure the auto numbering scheme you d like to use for your internal order numbers by choosing from the following options o Auto number sequentially Increments the internal order number each time you generate a new report When you choose this option you need to designate the starting number for your internal ordering scheme o Auto number based on my settings below Provides a customizable format for your automatic internal order number Using this option you can include a prefix year month or day in your internal order and control the order of their appearance Hint If you re using the Auto number based on my settings below option you can preview the y internal order number format by viewing the Example field at the bottom of the window 6 Depending on which option you chose you mu
246. ing user and or log in with a different account click Clear Credentials Then enter the new login information and click Verify Save 6 When you re finished click Close That s it Once you ve linked your accounts TOTAL Connect downloads any new orders you accept from your client s portal when you download new and changed orders using net X connect Keep in mind that an order must be accepted from your client s order management portal before it will be downloaded and displayed in TOTAL Connect Organize Reports To help you reach your optimum performance WinTOTAL s Appraisal Desktop includes a host of file organization tools In addition to the standard file folder approach WinTOTAL also includes self managing folders called Tracking folders full control over the data columns that appear and tracking rules that allow you to filter the list of reports that appear e Top level folders are displayed along the left with sub folders nested beneath them e If a folder has sub folders they are shown with a plus next to them e Clicking the plus expands the folder and displays any sub folders e You can create as many of the manila folders as you like in WinTOTAL Page 46 Appraisal Desktop Wintotal User s Guide jal Files P4 Tracking Customize ae O al xsite winTOTAL E Deleted Items E All Reports 20 New Requests fag Recently Modified 3 ba E Tutorial Folder fy New Orders 0 CD
247. ing with your XSite you need to make sure you ve told WinTOTAL your XSite domain and login information 1 In WinTOTAL click Options and then Configure WinTOTAL Settings ation Options GO Dax AMY General Forms integers Pockel hieme Skeich Flood Compe elk Configure met X Connect The sation below control how iin TOTAL communicates with your XSite to gyndhronite orders bling and contact information Many of the options on repletion ri Associate WINTOTAL with your XSite reduce the number of SEE clicks you have to deal wih as you are filing out Four report Sekat net Connect Options You can ako manege al of the users on your PE or network configura your digtal agnature and set al of your paths 2 Click the net X icon in the toolbar at the top to access the net X configuration options 3 From there use the Edit link to the right to enter your XSite Username and Password o Your XSite information is specific to your WinTOTAL user profile The net effect is that network users can plug in their individual XSite logins so they only work with orders assigned to them o If you re a single user mark the option to save your password However appraisers in a multi user office may wish to leave that disabled requiring password entry when WinTOTAL needs to talk to your XSite Billing amp Business Management o If you re not the admin user for the XSite the Accounting and Order Management option under XSite
248. inished making your adjustments Edit PDF Security Settings WinTOTAL s built in PDF creation tool can assist you in securing your PDF s so that no one can tamper with your PDF or copy data out of it for any reason To apply security settings to your PDF s 1 From the Aurora Print Engine PDF options click Edit PDF Security Settings Printing Copyright 2015 a la mode inc Page 173 Wintotal User s Guide amp PDF Security Options serca POF Security Options Below pou can select security oplions to prevent users changing the document selecting text and graphics or adding or changing notes and form fields Do not allow recipient to 2 Select text and graphics Change the PDF Add or change notes and form fields Set PDF Passwonds Enter the password users must enter before they can change any security options Change Security 2 Then determine whether you want to permit your clients to o Select text and graphics in the PDF o Change the PDF o Add or change notes and form fields Note PDF files aren t protected by your digital Q signature and can be edited unless you specify otherwise by checking the Change the PDF box 3 Check the corresponding boxes to prevent your clients from changing any of these features 4 If you d like to password protect your PDF so that a password is required to change the PDF security options enter a password in the Change Security field Keep in mind that this set
249. ins on any side by editing the values in the Text gap properties section below o Back Color Lets you select a background color for this cell from the drop down list o Apply changes to While designed to modify one cell you can apply the changes you make here to either the entire row column or the table itself WinTOTAL immediately applies your changes to the cell To undo these changes click Undo Note When entering values for the Cell Attributes each point size equals 20 Thus to put a line width of 2 points on the bottom of the cell you would enter 40 in the Bottom Border field Forms PowerView Copyright 2015 a la mode inc Page 98 Wintotal User s Guide Table Attributes As necessary you can adjust the formatting of your table to emphasize certain aspects about it To adjust your table s formatting 1 From WinTOTAL s addenda tools click the table you wish to adjust and then either right click the table and select Table Attributes OR click the Table Options button in the middle toolbar and select Edit Table Table Properties Background i None User defined Diz Text distances Left 1 50 Ft Top por Right 1 50 Ro v Bottom 0 00 Pr 2 In the screen that appears mark your preferred options and click OK Options include o Line width From the drop down menu select the width for a line Then in the Frame display above click the position for the line Continue to
250. into your report Workfile PowerView One of the most useful tools in WinTOTAL the digital workfile not only helps you retain all of the supporting documentation used to create the report in an easy to find electronic format but it also allows you to comply with USPAP guidelines for storage of your appraisals On top of that archiving your reports electronically can save you money and free up space in your office for actual work The documents that make up your workfile are the same as those that once took up space in your paper files MLS sheets plat maps title info site sketches field notes These documents can be other electronic files like MS Word or Excel documents extra electronic photos or even PDF printouts of web search results But your workfile can also contain digitized copies of your paper documents easily converted using a scanner or our innovative DirectFax service You can add and view workfile attachments directly in the Appraisal Desktop or through the Wor kfile PowerView in WinTOTAL See the Workfile View section in the Appraisal Desktop chapter of this user guide for more details Copyright 2015 ala mode inc Page 151 Wintotal User s Guide Add Files To add a file to the workfile from the Workfile PowerView 1 From the Workfile PowerView add the files you need to store for USPAP compliance directly into the workfile There are several ways you can add files into your workfile Lal Brow
251. ion Requested 0 Inspection Scheduled 2 3 Pending Review 3 z Revision Needed 0 ie Delayed 1 ff Override Requested 0 3 Due Today 0 z 3 Past Due 4 Cancelled 3 3 Conditionally Decined 0 If you plan to actively use WinTOTAL s Tracking folders to help you keep track of your files you must first take a few Copyright 2015 ala mode inc Page 49 Wintotal User s Guide moments to define the list of reports you want to handle with those Tracking folders To do so 1 In the Appraisal Desktop click Options Tracking Rules To customize what you want in Tracking use the settings below Any changes will take time but they will be run in the background letting you continue to work x WinTOTAL Tracking options Don t show reports in Tracking that are older than 03 30 2014 Y Select folders to exclude from tracking Older WinTOTAL report Athena generation options For Win TOTAL Automatically show all Athena reports as Completed Except for those reports newer than 03 16 2015 Place under In Progress in Acceptec Iused Athena s status on my reports so automatically match them as best as possible to Aurora s new tracking If any aren t categorized correctly I ll manually make any necessary changes on a per report basis 2 In the screen that appears mark your preferred options to limit the list of reports that appear in your Tracking folders Optio
252. ion and the name of the ZAP report file on your hard drive e Deleting Reports Select the report or reports you wish to delete in the files list and drag them to the Deleted Items folder on the left Alternately you can right click Appraisal Desktop Copyright 2015 a la mode inc Page 51 Wintotal User s Guide and choose Delete from the pop up menu or click the Delete button in the toolbar e Restoring Deleted Reports Whenever you delete a file from the Appraisal Desktop it is placed in the Deleted Items folder If you delete a file by accident click the Deleted Items folder on the left and then drag the desired file or files to another folder e Recovering Reports As you work on your reports WinTOTAL automatically saves backup copies of your files as BZ1 files on your hard drive If something happens to your file you may be able to recover it from this backup Click any folder then right click and choose View Recoverable Files from the pop up menu or choose it from the Options menu All BZ1 files located in that directory are displayed Double click any desired report to recover that file Or right click it and choose Recover from the pop up menu The backup file is renamed to an active report and is displayed in the folder with the text recovered added to the file description Aurora Appraisal Desktop SAMPLE 10la 3705 W Memorial Rd 1837 Kings Xing 1837 Kings Xing 3 CD in Drive D Search
253. ion tools include 3 When finished click Finish to complete the Map Wizard e Call out balloons and insert your maps and data into your report sines e Highlighting e Icons Maps PowerView Copyright 2015 ala mode inc Page 146 Wintotal User s Guide Balloons To add or modify a balloon in your map 1 Click the Balloon tab in the Annotate your map pane on the left a Annotate your map Lg Choose balloon properties Add Move Balloon Back Color Text Color Choose Font Verify placement for selected property 2 Click Add Move Balloon and then click the place on the map where you wish to move place the balloon 3 In the screen that appears mark one of the existing balloons to move it to the new location or click the Create new custom balloon option and type in a label to create a new balloon Then click OK to move place the balloon 4 Then you can change the text font or coloring on each balloon Maps PowerView Copyright 2015 ala mode inc o To change the font on a balloon click to select the balloon you wish to change then click the Choose Font link in the Balloon tab on the left In the screen that appears mark your font style formatting and size Then click OK to update the font o To change the font or balloon color click to select the balloon you wish to change Then select your preferred font or balloon color from the Text Color or Back Color drop down menus respectively 5 AS neces
254. is section of WinTOTAL s Configuration Options to reflect your sense of style To access and change WinTOTAL s look and feel 1 From the Forms section of WinTOTAL Configuration Utility click Fonts and Form Colors in the Formfilling pane on the left 2 Apply your changes and click Save Fonts WinTOTAL stores a separate default font for your forms and your addenda To change the typeface used when you print your forms 1 If you have not already done so open WinTOTAL s forms and fonts manager by following the steps above 2 Then click the Data Font button in the Fonts section at the top 3 Choose the font style and size from the Font screen Then click OK 4 Click Addenda Font and repeat the process choosing the same or a different font as you desire It is recommended that you modify this setting instead of continually selecting all and changing the fonts manually in each document Colors Configure WinTOTAL If you don t like the standard black text on a white background this is the place for you to exercise your creativity You can change just about any aspect of the screen coloring as well as the colors of your output if you print on a color printer Colors Screen Cols Data Entry Fields Sample Prom ray Des criti os UNIFORM RESIDEN N Pasy Arian 123 Oak AAN e dle Lega Deseos Lot 2 Block 56 Oak Manors Pesma to 8023 Hint While it is tempting to infuse your working e
255. ist click Add new product Then fill out any important details about the product and click OK to add it to your product list Product details include o Description The label that appears in your XSite and in WinTOTAL for this product o Default Fee and Default Turnaround The typical fee and turnaround time for this product o Add to public XSite order form s product list Check this box if you want the product to appear in your public order form o Add to and update in all client fee tables Check this box if you want to offer this product or service and its associate fees and turnarounds to existing clients for whom you have custom fees o Default fee notes Any miscellaneous information about this product like mileage fees that may apply to the product Add job to client fee table Enter details for the product you re adding to the current fee table Items entered here will be entered automatically into orders where this entry is used Description 1004 Full URAR Default Fee 350 Default Turnaround 3 days Y Add to public XSite order form s product list W add to and update in all client fee tables Default fee notes to be entered on order 3 As necessary click any product in the Active list and then click the red left arrow to remove it from your Active products list 4 Once you have all the products you need in the Available list on the left click each product you wish to add to your product list and
256. ited number of comps that meet your y criteria Then right click any comp and choose Mark Comps Mark All from the pop up menu 2 Click Map in the toolbar at the top or right click anywhere in the Comps display and select Map Selected comparables from the pop up menu 3 In the Maps Wizard confirm the property addresses and click Next Comps PowerView Copyright 2015 a la mode inc Page 121 Wintotal User s Guide m Lan Wira HP 2 Pot m 4 babe y vaii 7 d Map Wirard gt a L ra l Terres l r map de de ami bki piur emer mi Uer map la brusni aza deag u Tbr aru pss Tas ian ivben ii or inr milh opine kiril oor ot dy s in ae 4 Modify your map as desired using the annotation tools in the Annotate your map pane 5 Click Finish when you re done 6 Next you re prompted to add the map to your digital workfile for this report to better maintain compliance with USPAP Just click Yes or No to indicate your choice Another option is to use a map to find all comp within a certain radius of the subject To do so 1 In the Comps Database right click any comp in the list From the pop up menu choose Map then 1 2 5 or 10 miles To enter a different distance click Custom type the amount and click OK 2 In the Maps Wizard confirm the property addresses and click Next 3 Modify your map as desired using the annotation tools in the Annotate your map pane 4 Click Finish when you re done View Database Comps When y
257. its contacts synchronized between WinTOTAL and your XSite You can manually synchronize at any time by clicking Sync with XSite from the Order PowerView or using the Appraisal Desktop s Sync tool For more on setting up XSite integration see the Integrate with XSites section of this user guide o Extended Billing This enables extra fields at the bottom of your order page for line item fees payments and a due date This information transfers Billing amp Business Management to WinTOTAL s automatic invoice forms and to your XSite Hint With XSite billing you may find that you don t even need an invoice in your report You can send an invoice straight from your XSite For a quick example of the integration in action create a new order in WinTOTAL and mark the option to integrate it with your XSite All you need to enter is a client contact a valid address and an invoice amount Then after closing the order log into your XSite and you should see that the order has indeed transferred de E e Pi ph ge pieh la il el Fi E de dl Pita Pl Peres Crd FL GF a al Of course you re not required to have an XSite to use WinTOTAL s invoicing features You can still manually insert your invoice from WinTOTAL s Contents view or using the SmartMerge or Clone tools Plus you can always register any necessary payments by editing the invoice inside WinTOTAL or editing the report s order form The XSite Integration tools
258. k HoverLinks provide one way to do this but if you prefer to update the main toolbars at the top of WinTOTAL you can do that as well To create a custom toolbar 1 From either the Appraisal Desktop or WinTOTAL right click any toolbar you would like to customize and click Customize in the menu that appears 2 In the screen that appears click New in the Toolbars 3 Type a name for your new toolbar and click OK to create it 4 An empty toolbar titled with the name you specified appears on your screen Click the Commands tab and simply drag and drop any of the available commands into the blank toolbar on your screen to build your custom toolbar Customize Toolbars Commands Options Categories Commands Configure WinTOTAL 5 Once you ve added all of the menu items that you want in your custom toolbar click its title bar drag it to the current toolbars location and drop it at a comfortable anchor point to replace the current active toolbar Hint While you can drag and drop any of the primary menu items like the full File Edit and View menus into your custom toolbar you may want to add only a portion of that menu into the custom toolbar For Q instance if you regularly use the copy and paste r commands in WinTOTAL s Edit menu you may want to consider adding just the Copy and Paste commands into your custom toolbar instead of adding the entire Edit menu to make them more easily accessible Toggle Cus
259. kest from the drop down menu 3 Click Save in the upper left then close WinTOTAL When you start WinTOTAL again your checkbox preferences will go into effect Copyright 2015 ala mode inc Page 25 Wintotal User s Guide Spell Check Options You can change WinTOTAL s spellchecking to react to certain types of data like words that contain numbers Appraisals often contain lot numbers plat designations and other information that combine numbers and letters To change the way WinTOTAL handles this type of information 1 From the Forms section of WinTOTAL Configuration Utility click Spell Check Options in the Formfilling pane on the left Spell Checker Options When spell checking Ignore words with numbers C Ignore words in UPPERCASE E Ignore words with mixed case 2 Mark the boxes beside the options you wish to use Options are o Ignore words with numbers o Ignore words in upper o Ignore words with mixed case 3 When finished click Save to put your changes into effect Image Settings WinTOTAL s image options allow you to control how WinTOTAL manages the photos you use in your reports Using these options you can add photo labels to the Images PowerView ensure that comps you import into your comps Configure WinTOTAL database contain the images from your reports and decide how WinTOTAL displays image previews To change your image options 1 From the WinTOTAL Configuration Utility cl
260. knows how much text can fit in that field Once you ve reached that capacity the program automatically prompts you to create an addendum See the Text Overflow Options section of this user s guide for exact detail on generating addenda with this tool e Select an Addendum Form If there s a particular addendum form you wish to use you can simply add the form to the report using the Contents feature Just add an addendum form from WinTOTAL s Other Forms amp Addenda folder inside the Contents tool e Split screen addenda The quickest way to create an addendum This method allows you to view the contents of your forms while you re editing your addendum To use it click Addenda in the Report pane Create Tables Columns Using WinTOTAL s addenda tools you can create tables to help you display structured lists or create columns in your document To create a table in an addendum 1 From WinTOTAL s addenda tools click the Table Options button and choose Insert Table 2 Specify the number of rows and columns you would like to see Note There is no way to change the number of rows and columns for the table once it has been inserted into the addendum 3 Click OK Once a table is inserted you can begin typing text into each cell Click and drag the borders of the table to resize each Forms PowerView Copyright 2015 a la mode inc Page 97 Wintotal User s Guide cell To further customize the table with your cursor
261. l Since each of these queues is self managing all you need to do to add something to the queue is to update it In other words create or change an order in WinTOTAL or your XSite update the internal status of an order or flag some files to send to the Vault Keep in mind that if you re using Vault s watched folders feature new and updated files are added to the Vault s upload queue automatically and you need not do anything Then when you re ready to send those changes to the web you can approve them at your convenience 1 An order download queue that downloads new and hanged orders f XSite into WinTOTAL eer cnanged orders trom your Ite INTO in Syncing with net X Connect 2 An order upload queue that compares your orders in WinTOTAL with your orders in your XSite and then uploads the new or changed orders that it finds To preview and send updates that are queued to go to the web Appraisal Desktop Copyright 2015 ala mode inc Page 61 Wintotal User s Guide 1 From the Appraisal Desktop click net X Connect in the toolbar at the top of the screen 2 If you re running net X Connect for the first time be sure to configure it per the steps in the Integrate with XSites section in the Configure WinTOTAL chapter of this user s guide 3 In the screen that appears check the boxes to indicate what you want to sync to the web Options are o Download New amp Changed Orders from XSite When downloading new and changed
262. l of your Athena contacts at once you can go back and repeat these steps Each time you run the Import function only those contacts which you have not already imported are displayed If you want to see other contacts click the Show all contacts check box in the Import Athena Contacts screen Pocket TOTAL Note These instructions are for Pocket TOTAL the legacy version of our field data gathering software While we no longer sell Pocket TOTAL you are able to continue using it if you still have a valid license If you were looking for our current mobile data gathering software TOTAL for Mobile click here The Pocket section of the Appraisal Desktop lets you configure the Pocket TOTAL data gathering system for use with WinTOTAL To access the Pocket PowerView click Pocket at the top of the Appraisal Desktop Lt eee Sensi Pocket TOTAL Help Resources s reyeoniiy Asked Qurslar Prd amarar to fhe remit coreronty iod goeriona by amen b y de al et Td dede j den it i Seguin hon md Conta Pocket TOTAL For more information on Pocket TOTAL its installation and use consult the Pocket TOTAL user s guide SnapShot The SnapShot PowerView in WinTOTAL contains a wide variety of helpful tools and content While the SnapShot view may seem familiar to you if you ve used previous versions of WinTOTAL it has been upgraded to encompass more useful information to help you become familiar with WinTOTAL To access WinTOTAL
263. latest a la mode product Ey contacts an mere o g Appraisal Desktop i Tech Support Assistant Exact specials so you can find the products you need for the ee A ai AAA get a 50 credit i Comps Database QuickPix Importer cad nic best p rl ce far ind comparables for your report de Import your photos un Launch Customer 4054742242 Support 800 200 0334 Hours 24 x 7 x 365 Go to My Account gt WinTOTAL Dashboard TOTAL for Mobile Sync The WinTOTAL Dashboard gives you access to instant upgrades data integration and support contract information It also gives you a central point to view or Get Help launch any of the tools within WinTOTAL as well as tools purchased from the WinTOTAL Store WinTOTAL includes a wide variety of resources you can use to familiarize yourself with the forms features and functions it provides Whether you learn by reading seeing hearing a the WATO TAL Dashboard Ci the Dashboard icon or doing WinTOTAL has a solutions that can assist you in e on the upper right of the Appraisal Desktop or from maximizing the efficiency of your business To access a full within a report list of help tools including a fully searchable knowledgebase click Help in the Appraisal Desktop Appraisal Desktop Copyright 2015 a la mode inc Page 72 Appraisal Desktop W E wa 4 O Files Contacts Marketing Pocket Snapshot Dashboard Help l WinTOTAL Help Resources Sea
264. le Wh Johnny Smithers Default Fees Ryan Grasty ist Trust Mortgage Service Default Fees T John Jacob J Schmidt S123 Mortgage For Good Clients l John Jacob Schmidt Wa 123 Mortgage ri Mr William Quire Wa 123 Mortgage sit 4 When finished click OK to save your changes Setting Up Your Coverage Area TO maximize the exposure your business has on the Internet it s important to set up your coverage area By doing this you will list yourself as an active appraiser in the various counties you cover on our XSites Network and increase the potential for new business through your Appraiser XSite To set up your coverage area 1 In the screen that appears click Add Billing amp Business Management 2 A list of states and provinces in the US and Canada appears Click the link corresponding to the state or province of your choice 3 When the list of counties appears simply check all of the counties that apply to your coverage area Use the Select All and Clear All buttons at the bottom of the window to quickly select or deselect all the counties in the state of province of your choice 4 When youa ve selected all the applicable counties in the state or province of your choice click Add at the bottom of the screen to save your changes and continue adding counties in other states or click Done to return to your completed list of counties covered Setting Up Your Fee Splits Before you can take full advantage of your XSite s
265. le order or a series of orders and wish to log your payments in WinTOTAL you can do so in a variety of different ways If you ve received payment in full it s typically fastest to simply mark the reports as paid 1 Open the Appraisal Desktop and select the report s you wish to mark as paid in full Hint If you wish to select a series of unrelated Y orders just press and hold the Ctrl key as you click each of the orders you wish to mark as paid 2 When finished right click your order s and choose Mark as Paid in the menu that appears 3 When the Mark Report s as Paid screen appears enter the check number and date corresponding with the check you received for your order s and then click Mark as Paid Billing amp Business Management a Mark Report s As Paid de Mark As Paid Y Cancel Enter as much information as you want What you enter will transfer into the reports invoice and order forma Check Number 231 Date Paid 11 29 2005 12 Description Paid Repot __ Total Fee 2330 Gail Hollows 3705 Memorial Ad Total Due 725 WinTOTAL marks each report in the list as paid in full and connects with your XSite to update the payment information there as well Record Partial Client Payments If you need to log partial payments instead of full payments for an appraisal you can either do so through the Order Form view in the Appraisal Desktop or directly within the order form or invoice of your report To
266. le to help you fill out entire sections of a form at any given time Forms PowerView Hint With a bit of forethought QuickLists can be a great way to quickly fill out subject data that relates to a specific neighborhood In other words if the neighborhood characteristics in your area are similar enough you may want to create and use QuickLists that fill out the related fields with specific neighborhood information about each neighborhood in your area depending on which neighborhood QuickList you use e SmartMerge is available to help you merge in data from previous reports Unlike cloning you can do this as many times as you want without overwriting data that you ve already entered in your report e As you fill out fields in your major form WinTOTAL takes the relevant information from that field and applies it throughout other forms in your report to help you save time In any field that contains the a or a icon you can select data from or add entries to your Contacts Database In the field that contains the a icon you can automatically insert a location map flood and census data into your report when you click the icon When the icon appears in a field click it to designate that the content of that field is the same as either the Internal Order Lender Case Client File or FHA VA case numbers When the icon appears in a field this indicates the presence of a recent response entry Use your mouse and c
267. lect a whole range of files by clicking the first file in the range scrolling down to the end of the list holding down the Shift key and clicking the last file in the range All files between the two ends are then selected e Copying Reports Select the report or reports you wish to copy in the files list Right click and choose Move or Copy to from the pop up menu Mark the Copy option and then choose the new folder you d like to contain the new report and click OK Move Copy Files Select a folder from the list and press OK and the reportis will be moved into that folder Select Folder Move Selected Folder New Requests Synchronized Tutorial Folder 28 Disk in Drive A e Moving Reports The simplest way to move a report from one folder to another is to simply click a file and drag it to the desired folder You can also select multiple files and drag them all at once Or you can select one or more files then right click and choose Move or Copy to from the pop up menu Mark the Move option and then choose the new folder you d like to contain the new report and click OK e Renaming Reports To rename a file select the file you can only select one then right click and choose Rename from the pop up menu or click the Rename button in the toolbar In the available box type the new name for your file and click OK Note Renaming a report from the Appraisal Desktop changes both the file s descript
268. led for David Henshaw 2966 Scenic Highway 98 a ror Preview Message 07 09 2015 Note 07 09 2015 Inspection Complete 07 05 2015 Inspection Scheduled 07 04 2013 In Progress 6 When you re finished click Save to update your internal 3 When the Add Internal Status window appears choose status the desired internal status from the drop down list in the upper right corner Depending on the status you select Appraisal Desktop Copyright 2015 a la mode inc Page 55 Wintotal User s Guide Send Reports to Vault The Vault is a utility that allows you to store your files in a secure online repository for backup purposes or to share files with your colleagues While this tool can monitor your system and automatically upload any modified files on a regular basis you can also send files to the Vault manually from the Appraisal Desktop P Send Files to the a la mode File Vault The following files will be sent to your Vault account If you would like your Vault software to send them at your regularly scheduled time or would like to add additional files press Send Later You can send them to the Vault now by pressing Send Now There are 3 files waiting to be sent to the Vault File Name 12456poplarst zap 03 08 2006 03 49 51 PM 12700npennsylvania zap 02 25 2006 10 24 53 AM 129mainstreet zap 02 25 2006 10 24 51 AM 1 From the Appraisal Desktop select any file or multiple files in the file list
269. lick Next to continue 6 You re given the option of uploading any photos from the report to your XSite Check the box for the photos you wish to include If you have additional photos from your inspection that aren t included in the report click Add additional photo Find the photo file on your hard drive and click Open Repeat this step to add additional photos Click Next to continue 7 Select the XSite you wish to upload this report to from the Your XSite drop down menu In the Path to presentation box type the URL which you d like the homeowner to use For example you might type the property address 8 Complete the Client s Name and E mail address fields to automatically generate a Disclosure Agreement form The client completes this form to grant you permission to display the report on your site Click Next to continue 9 The wizard now generates the report If you opted to include only a portion of the report the standard WinTOTAL Print screen appears allowing you to select which pages are printed Make your selections and click OK Page 164 Wintotal User s Guide 10 Once the report is generated you re prompted to Your customer s property is now available online to assist in preview the site Click the link to open a window and marketing their home Note that it is not viewable from your ensure that the information is correct Click Next to XSite unless you choose to add the link to either a menu continue and t
270. lick the icon to display the list of your most recent entries in that field Or press Alt Down Arrow on your keyboard Copyright 2015 ala mode inc Page 84 Wintotal User s Guide e If you ve enabled FreeForm UAD mode in WinTOTAL s Data Entry Options you ll be able to use shorthand entries to speed up formfilling Click here for a complete reference on using the FreeForm UAD shorthand QuickLists WinTOTAL s QuickLists system is both Br QuickLists P Quick Options Help one of WinTOTAL s most powerful Double click or use A n o features and also one of its least P understood features Using QuickLists earn you can eliminate the need for repetitive CERAMIC TILE A i i CERAMIC TILE typing for good and with the proper CERAMIC TILE G i i MEE setup you can complete entire fields or OL even entire sections with a single Le keystroke And since QuickLists are field CMP SHNGL 20YF specific you don t have to scroll through CMP SHNGLASOY A CMP SHNGLI40YA long lists to find the appropriate COLONIAL e comments There are two different types of QuickList entries you can create in WinTOTAL single field entries and multi field entries Single entries provide a simple tool for stocking your common line item responses Multi field entries on the other hand provide you with a way to stock entire sections of a form into a single QuickList Generally you can achieve the best results through
271. lt to inset z O I lt new gt Lock field From transfers Ctrl L Remove transfer locks from current form Remove transfer locks from all Forms Apply transfers to current Form appralsa repo IS 10 pro Apply transfers to all Forms x ceni Cc H i ghway 98 ones 13 Field Format Forms Data Tools Options Deliver to Client Help Fonts Default data Fonts RES OF SUNNY BEA Set default form data Font Default field data gt Set default addenda data font Default field Formats res UI SUM EAU Add QuickNotes Tenant Vacant ad 2 In addition to traditional word processing commands you can also use the following commands o Fonts This allows you to change the field s font style o Field format This allows you to change various formatting options for the field o Override number format This overrides a default number format so that the field accepts whatever data you enter into it 3 If you chose Fonts simply choose the font type size style and colors from the appropriate fields and click OK when you re finished Notice that as you change your Copyright 2015 a la mode inc Page 93 Wintotal User s Guide font effects you can preview them in the preview pane to the bottom right of the window 4 Alternately if you chose Field format you have the following options o Read Only Only allows you to read a field and does not permit manual changes to
272. matic latitude and longitude retrieval settings for comps hil K net X Integration and synchronization settings for your XSite Click an icon to access the various settings in WinTOTAL make changes to your WinTOTAL configuration and click Save to apply these changes General icon in the toolbar 2 Apply your preferred settings and click Save The available settings include o Ask before saving changes Whenever you close a report or exit WinTOTAL the program checks to see if you have made any changes to the file By enabling this option WinTOTAL prompts you before saving changes you ve made to your reports If you disable this feature WinTOTAL saves your changes automatically o Open Appraisal Desktop when WinTOTAL starts Check this option to ensure that WinTOTAL opens the Appraisal Desktop whenever you open it o Close Appraisal Desktop when opening a report Check this option to close down the Appraisal Desktop whenever WinTOTAL starts to that you can reclaim any resources used by the Appraisal Desktop If you need both WinTOTAL and the Appraisal Desktop open at the same time leave this option unchecked o Always default to the printer that was last selected If you regularly switch back and forth between several printers in your office you can select Copyright 2015 ala mode inc Page 17 Wintotal User s Guide this option if you want WinTOTAL to remember the last printer you used If you d prefe
273. mation Chen ABC Momgege North Edmond Sandra Feier 155e Chert Lender ABC Momgeje Herth Edevond Sandra Feeley Ste Chert pprazer Alen Heh hehe Weer Sumer one Selected Order Deo WiN 2000F ity Cree Dabe IT Soa Prortr Laer Armar Job Type Unknown f Sale Pree Preg Type Nane Selected Gale Gabe Laan Type Othar Refinance Creare Coder 4 BSS 71064 Chartete Est Vaks Larder Cece F Property lights one Selected Chara Fiba s Ordered By PHA A Caba F Other Raf F Property Information Addr 1837 Kira King Gey Edmond hal hd aj HOODOO MOM i i Sime Cilstoma Za 73013 444 Courty Legal Came APN Mesghborhood Copper Creek RE Tamed 2 Fill out the order form Notice there are drop downs for Clients Lender Appraiser and other contacts which are pulled from your Contacts Database Likewise your default job types are pulled from our Fee Tables Billing amp Business Management 3 Click OK when you re finished The next time you synchronize WinTOTAL this new order appears in your Appraisal Desktop s New Requests folder Edit XSite Orders Using the same tool your XSite provides to help you create new orders you can easily edit any existing order in your site To edit an existing order in your XSite 1 From your XSite s order manager double click any order in the list to access details and make changes to it 2 At the top of the Order Details pane there are a num
274. may not be in a format for finding comps by a date of range of dates Entering a properly formatted date MM DD YY Y for this comp wil enable you to filter comps using data values age Foundin C rera Import Comps from Data Sources A great way to get comp data into your database is by importing it from a source such as your MLS Most modern systems have a service that provides you with sales data in a common database compatible format WinTOTAL supports the following data types e Microsoft Access 97 or 2000 MDB e Comma delimited CSV Text file TXT Xtensible Markup Language XML Pipe delimited e Tab delimited Using WinTOTAL s MLS import tool is a two step process Comps PowerView Copyright 2015 ala mode inc Page 117 Wintotal User s Guide 1 Define an import template for your MLS and import the first time 2 Re use the import template for future MLS export files If you use NDCData com Click Here for special import instructions Hint For best results download new comp data from your Q MLS on a regular basis By regularly importing the W new data into your Comps Database you can ensure that the existing data in your Comps Database is both extensive and as up to date as the data in your MLS Define MLS Import Templates The first time you import data from an electronic data source like your MLS you must tell WinTOTAL how to accurately import the information Once you ve done so WinTOTAL autom
275. mized for dates and a single client 3 In the Report Data tab use the arrows in the center of the screen to add any of the available fields on the left to 7 If you d prefer to have your report prompt you for your report information each time you run it click the Prompt options that appear In our example clicking these options would cause the report to prompt you for the invoice date range each time you run the report Billing amp Business Management Copyright 2015 a la mode inc Page 205 Wintotal User s Guide Add New Report Filter Create your filter below You can select Prompt to be prompted for data at report time a and amp 2 Date invoiced ESTE Prompt Prompt bolis See coves 8 Click the Report Sorting tab to continue building your report Here you can sort the output by choosing the items from the primary and secondary sort columns For example you might want to use the client s company name as the primary sort item and then the client s name as the secondary item so you can group together orders from different loan officers at the same company Create Edit Report This screen e where you create and echt reports Fest choose a report name and Geen setect the data you want included in your report from the taba below Report Mame Custom Billing Stetenent of Ac Catagory Mieancial Reporte a 1 Report Data Report Fit r Report Sorung Report Sur an Tha ie Where vou migrate which f
276. mong two or more folders to process them in batches Once you re ready to begin to import comps from your old appraisal reports 1 From the Comps Database click Import 2 Select the Import from reports in your File Cabinet option and then click Next 3 Choose a cutoff date to insure that you do not pull in comp data older than your cutoff date and then indicate how you want WinTOTAL to deal with duplicate comps by checking the Search for duplicate comps box and marking your choice When finished click Next 4 Select the desired folder from list Individual reports stored in that folder appear in the window to the right for reference fa Import Comps From Reports 5 Click Finish to begin the import Import Comps from Open Reports To import the comps from your current report in your database 1 In the Comps Database click Add in the toolbar Comps PowerView Copyright 2015 a la mode inc Page 116 Wintotal User s Guide 2 Click WinTOTAL in the screen that appears E Ada Comperable E plions The folowing option rebtes to importing comps from the report After Pare conc you have selected the desred options cick on OR to continue PTA E Import the Subject k Prompt for additional comp information for every comp found Additional come information includes a numeric age correct formatted sales date and neighborhood and notes fields This nformation will assist later in searching for comparables
277. mouse and click the icon to display the list of your most recent entries in that field Or press Alt Down Arrow on your keyboard Get Flood amp Census Data If you want to have a bit more control over what data WinTOTAL automatically inserts into your report when it gathers flood census and other data from the Internet you can define your preferred format for that data in WinTOTAL s Order PowerView To do so 1 In WinTOTAL s Order PowerView check the FEMA Census Data box and then click the FEMA Census Data link in the Options pane on the left 2 Mark your preferred data using the provided settings Options include o Make all addresses and other inserted data in uppercase o Append the FIPS to the beginning of the Census Tract o Control which information Census Tract FEMA Zone Subject Address Zip etc is automatically retrieved for you by having WinTOTAL prompt you each time download all data insert only data that it finds when it connects to our servers or choose the data you want WinTOTAL to add to your report automatically by checking the each option Copyright 2015 ala mode inc Page 78 Wintotal User s Guide 3 When finished click OK to apply your changes Report Transfer Options ES These setting will take affect the next time _ cancel you retrieve Census and flood data Cancel C Make all alphabetical characters uppercase C Append the FIPS to the beginning of the Census Tract As defaults fo
278. mparables Database Bake OEEO so can me eng ere E E This option automatically adds the comps and subject Signing Reports To sign a report 1 From the Forms PowerView click Sign in the toolbar or choose Tools Sign Unsign from the menus mn c fai Sign as Appraiser This report is not signed want to Sign as Appraser Sign as Supervisor Select user Actions to perform upon signing Insert Signed Date Judy 31 2009 O Export report comps into Comparables Database Options O Deliver report using XSite Delivery Wizard Forms PowerView information from your current report to your comps database so you can retrieve them easily later If the comp is already in your database you may be prompted about whether you want to update the comp with the latest information in your report o Set report status to complete If you re using WinTOTAL s internal status tools in conjunction with your XSite you can indicate that the report is complete automatically when you sign a report by marking this option o Deliver report using XSite Delivery Wizard If you are using WinTOTAL in conjunction with your XSite this feature automatically starts the XSite Delivery Wizard to deliver your report when it s checked For more information on the XSite Delivery Wizard see the Report Delivery section of this user guide 6 Click OK 7 1f you configured your system to protect your signature your XSite type t
279. n easily make adjustments to all of your comps copy data back and forth from comps and rearrange comps without the usual copy and paste process that forms require To get to WinTOTAL s side by side comps view just click Comps in the main toolbar He po y Fee ee ae ee ee es a E ed ee RA GM A ig pices BUA EXA B We p 7 f EHPA ni Lit s al DIF ES E E Ea EA ia jeg as EE Blas are ee ee i E natal Re nall PRE ni a ed tj cs From this view you can Define and apply automatic adjustments Rearrange your comps Add remove or import comps Reuse comp data from other comp columns And more Add Comps WinTOTAL provides several ways to assist you in adding comps into your reports There are three ways you can add comps into you report Copyright 2015 a la mode inc Page 109 Wintotal User s Guide e Manual Data Entry In the side by side comps view just click the Add a Comparable link at the top of the Subject column to insert another comp column e Old Reports To import a comp from an old report click Old Reports in the toolbar of the side by side comps view Then browse to a folder in your File Cabinet click a report and double click mark each of the comps you want to import from a previous report Finally click Import to pull in all the data about the marked comps e The Comps Database Your Comps Database is your desktop resource for electronic comp data When used appropriately you c
280. n loaded into WinTOTAL Some considerations to remember e Only one worksheet can be attached to a report However any worksheet can have multiple calculations in it e Worksheets can pull data from more than one form in your report e While primarily used to manipulate data worksheets can also be used to simply transfer data from one field to another To create a worksheet just load up WinTOTAL s worksheet tools A worksheet automatically appears at the bottom of your screen for use If you need to create a new blank worksheet for any reason click New Keep in mind though that creating a new worksheet erases the worksheet that s currently loaded in your report so you should save your current worksheet before creating a new one Link Fields Once your worksheet is open you can link data from a form into any cell in the worksheet 1 From WinTOTAL s worksheet tools place your cursor in the worksheet cell where you want to insert data from a report field 2 Select the field in the form that you want in the worksheet You can use Collapse all and Expand all r or Jump to forms to display the desired form Forms PowerView Copyright 2015 a la mode inc Page 104 Wintotal User s Guide 3 Click the Link Field button The cell in your spreadsheet turns red to indicate it is a linked field ie i ies pai ie wig A Aa de EA A as Pa A Ae Was of ete rias E Ci La fll ee bn E eens aa Bi
281. n WinTOTAL click Comps in the toolbar at the top 2 Then click Comps Database in the Comps pane on the left to open the comps database Seri Comps Side by side comps Comps database Hint For a faster way to access your Comps Q Database you can create a HoverLink directly to it This is great for those avid Comps Database users Comps PowerView Copyright 2015 a la mode inc Page 114 Wintotal User s Guide Import Comps The first step in using your Comps Database effectively is to fill it with reliable comp data While you may get your comp data from your MLS county records other appraisers old reports or another public source the WinTOTAL Comps Database has a way for you to import them There are four primary ways to import comp data into WinTOTAL s Comps Database e Manually type the data Import it from your File Cabinet Import it from open reports Import it from your MLS or another electronic source Enter Comps Manually To add a comp to your database manually 1 In the Comps Database click Add in the toolbar at the top 2 Click Manually to open the Add Comparable screen l Add Com parable Use the QuickList for fast data entry Using the links in the lower left choose the data entry horm you tke best QuickList f ES ca E3 Views A Summary fields Form felda l MLS flelds All comp fields 3 Enter the required data in the fields keeping in mind that
282. n Yes to save your merged contact Create Client Login Accounts Whenever you create new contacts in WinTOTAL you can easily create client login accounts on your XSite at the same time In addition to consolidating and simplifying the ordering process for both you and your clients client login accounts provide a variety of other benefits such as e You can automatically send your clients an updated status message when you change the status of their orders e Your clients can view the order details for existing orders or place new orders from your XSite e You can deliver the finished report back to your XSite so that your clients can pick it up at their convenience Appraisal Desktop Copyright 2015 ala mode inc Page 68 Wintotal User s Guide e Your clients don t have to sign up on your XSite in order to use your XSite s ordering features To create client logins for your clients 1 From WinTOTAL s contact manager choose a contact or company from your list and click Edit to open the contact 2 When the Contact Details screen appears check the box es to indicate that the contact is either a Lender or Client in the Type of Contact section at the top of the screen 3 If you re editing an individual contact check the Allow this client to login box in the XSite Login section on the right and then type the Username and Password you want your client to use in the available boxes on the right OR If
283. n a network e Video Library A complete series of online tutorials e 2Webinars An exhaustive list of web based training e And more Visit www alamode com Appraiser Support for access to our full list of help resources Using this Guide We hope this on screen help file provides a good reference as you begin using WinTOTAL Here s a short guide to help you make the most use of this tool and how to navigate through it Contents The Table of Contents allows you to navigate through the chapters of the manual Each blue arrow represents one chapter By clicking a blue arrow icon you can see the topics within that chapter Just click a topic or chapter name to view it in the right hand pane Many pages contain both text and photos In addition some of the text will be blue Error Hyperlink reference not valid This blue text is called a hyperlink When you click on it you ll be taken to another webpage or another section of the manual which further explains or illustrates a topic Search The Search feature provides full text search capabilities for this guide From here just enter the words you want to find within topics and click Go to view a list of all pages containing your search criteria Again to view the desired pages simply click on them and they ll appear in the pane on the right Search is particularly useful when you want to find a section of the help file that is unique but you re not sur
284. n on new other fee tables When fees are specified they ll automatically pop be able to edit the fee field themselves To add a default turnarou the default description on a product click the pencil icon in the ac Add new product Available Products 2055 3 05 1 Unit Exterior Only w Cost Appro 2055 3 05 1 Unit Exterior Only w Cost Appro 2055 3 05 1 Unit Exterior Only w o Cost Appr 2055 3 05 1 Unit Exterior Only w o Cost Appr 2055 Exterior 2055 Exterior UAD Auto Inspection Auto Inspection w Verification Fannie 2055 Drive By Fannie 2055 Drive By UAD Fannie 2055 Full Fannie 2055 Full UAD Freddie 2055 Drive By Freddie 2055 Drive By UAD Freddie 2055 Drive By With Comp Photos V Freddie 2055 Drive By With Comp Photos UAD 4 e 1004C 3 05 1004D 3 05 1025 3 05 2 1025 3 05 2 1073 3 05 1073 3 05 1075 3 05 1075 3 05 2 If you want to enable your XSite s client accounting features so that your clients can view their payment and invoice histories check the Enable Client Accounting box Billing amp Business Management Copyright 2015 a la mode inc Note For your XSite s Client Accounting tools to function properly you must use your XSite whether via WinTOTAL synchronization or directly from your XSite to manage your invoices and payments 3 If you want to require clients to pay by credit card check the boxes to require all new clients all clients or both
285. n the square footage of all comparables in one easy step 1 Ensure that the sales price and square footage for all comparables have been entered 2 Then in the Forms PowerView or Comps PowerView click Tools Square Footage Adjuster from the menus A Te tema Foe a Oren Size Facior Factor of Prisa Bue Sdqueimard acia s Fet Adusia l WAL Tel T AL A 3 The first section of the Square Footage Adjuster shows you the methods available for calculating the adjustment Choose the method you want to use for your calculation and set the parameters that determine if the adjustment is relevant the SF Adjuster shows you the resultant net gross percentages as they appear on the form 4 Click OK to merge the adjustment figures into the current report If for some reason you must change the square footage of a comparable be sure to reload the SF Adjuster so that it can recalculate the adjustments Math Calculator You can now do basic math operations using WinTOTAL s Math Calculator so that you can drop those calculations into your report By running this option a basic calculator appears on your screen to help you quickly calculate most common calculations as your build your appraisal In addition WinTOTAL s Math Calculator can accept basic Excel like formulas to help you make your calculations more Tools Copyright 2015 a la mode inc Page 160 Wintotal User s Guide easily To perform calculations and insert t
286. nTOTAL always has the latest DirectFax items To do so 1 Right click the Assistant icon and click Show 2 When the Assistant appears click to select DirectFax Synchronization Then click Configure Configure WinTOTAL EP ry mmi inj DirectF ax Configuration bi Save Exit Your Internet configuration settings show that this computer is connected to the Internet at all times This will allow WinTOTAL to check for DirectFax documents at the interval rate you have set below This process will only ocour after you have printed a DirectFax document from the File Cabinet or WinTOTAL until the DirectFax is mserted back into the report Enable Scheduling Check for DirectFax documents every minutes 3 Check the Enable Scheduling box and indicate how often you want WinTOTAL to synchronize your DirectFax items by typing a number in minutes into the provided box 4 When finished click Save to apply your changes Schedule File Cleanup As you continue to use WinTOTAL to build your appraisal reports you may accumulate a number of backup reports called BZ1 files along with a host of old images To help you maintain as much free hard drive space as possible WinTOTAL provides a simple tool the File Collector you can configure to automatically flush the old backup reports and images from your system To set it up 1 Right click the Assistant icon and click Show 2 When the Assistant appears click to select WinTOTA
287. nTOTAL shortcut 3 Next choose the PowerView option and select a PowerView that contains the section in WinTOTAL with which you d like to link 4 Finally choose the section from the list that appears in the menu for that PowerView Linking to a WinTOTAL Tool Copyright 2015 ala mode inc Page 37 Wintotal User s Guide To add a HoverLink that opens specific WinTOTAL tool 1 Open a report in WinTOTAL 2 Move your mouse pointer over the HoverLink pane on the left and then click Add Link 3 From the pop up menu select Add WinTOTAL shortcut 4 Finally choose the Tools option and select a tool that contains the section in WinTOTAL with which you d like to link HoverLinks to Websites To add a HoverLink to a website 1 While in a report move your cursor over the HoverLinks pane on the left and click Add Link 2 From the pop up menu select New Internet Website 3 In the Add Web Site screen enter the URL for the desired site in the Web Address field O Note You do not have to use the http portion of 2 the URL 4 Enter a name for this site in the Description box and then click OK S tag ed a stabe web address g dado Ar pipe address wang information from your report For example Howard cml take y een tesa for a a Jee giran ote address Soe how irst enter the name wou would lu to see dipGyed over the hoverink Hoverlinks descHApiion ala mode s petite How provide the website address IF yo
288. nagement Unlike regular folders you can t move reports into a Tracking folder Tracking folders are self managing so the reports move themselves to the appropriate folder as you continue working with them While there are several different criteria that the Tracking folders use one common way you can move a file from one folder to the next is by changing its internal status e Overall Report Data To help you get an accurate picture of your office WinTOTAL totals the number of reports in Appraisal Desktop each Tracking folder and displays the total to the left of each Tracking folder To use your Tracking folders 1 First set up your Tracking Rules to filter out unwanted reports 2 Then in the Appraisal Desktop click any Tracking folder in the lower left corner of the screen 3 Click a Tracking folder to display reports with the related internal status If you need to limit this list to a subset of files you have three options e To limit the list of files to those that also exist as orders on your XSite mark the XSite option e To limit the list of files to those that only exist in WinTOTAL mark the WinTOTAL option e To show all the files in your File Cabinet regardless of whether they are XSite or WinTOTAL files mark All Set Up Tracking Rules pa Tracking O al xsite winToTAL El All Reports 82 ZB Recently Modified 19 gt New Orders 2 ee In Progress 76 3 Modificat
289. nces through WinTOTAL s Report Transfer Options To apply your mapping and FEMA Census data preferences Maps PowerView Copyright 2015 ala mode inc Technology issues a set of codes that identifies geographic entities in the United States Check the second box to insert these Federal Information Processing Standards or FIPS into your report along with the census tract information For more information about FIPS codes visit the US Census website at http www census gov geo www fips fips html Page 149 Wintotal User s Guide o Property Proximities If you d like the distance from your subject property to each comp transferred directly into the comps grid mark the Transfer proximities option o FEMA Census Data Retrieval Options The final set of options allows you to indicate how WinTOTAL should decide what information it needs to retrieve and embed into your report when it downloads a map The options included in this set are o Never check boxes If you rarely use the FEMA Census or USPS information mark this option so that you can manually select each item you want to insert into your report as you retrieve your maps o Insert if data is present Only inserts the data into your report if it is available allowing you to manually enter it whenever it isn t available o Always check each box Always inserts the data retrieved from our net X servers and inserts blanks whenever the data is not present
290. nd click User Management in the toolbar that drops down 2 Click Add User to create a new user account or click any existing user s name in the list to open it for editing 3 In the User Information section choose the appropriate role for this user from the Type drop down menu 4 Scroll down to the User Privileges section and add or delete any of the privileges 5 Make any other changes to the user account you feel are necessary and remember to click Save when you re finished Note The user account flagged as the Admin does not have a User Privileges section By definition the Admin has access to all facets of your XSite For more information about your XSite s User Permissions see the User Privileges section of the Appraiser XSites User s Guide Setting Up Your Product List Before your clients can begin placing orders on your website you first need to set up the list of products you offer through your appraisal business Your Appraiser XSite frees you to use any of the industry standard products like a URAR Full Copyright 2015 a la mode inc Page 186 Wintotal User s Guide Appraisal or any custom product that you offer To set up your product list 1 From the Fees Setup section of your XSite s Business Management click Product List in the links below the Navigation pane on the left 2 Review the list of Available Products on the left If any products that you offer are not listed in the Available Products l
291. nd later decide that you ve done more harm than good 1 If you have not already done so open WinTOTAL s forms and fonts manager by following the steps above 2 Click Defaults to reset everything back to its original settings Initial Form Zoom Level The Initial Form Zoom Level section allows you to set the default zoom level with which WinTOTAL displays reports when you open them If you have a particularly large display unit on your computer you may need to experiment with the various zoom levels to find the one that is the right balance of text size versus the amount of the form that is displayed If you re using a single standard sized monitor choosing Configure WinTOTAL Page Width is probably your best bet To change your default zoom level 1 If you have not already done so open WinTOTAL s forms and fonts manager by following the steps above 2 Choose your preferred default zoom level from the available drop down menu in the Initial Form Zoom Level section of this screen Check Box Appearance Even though the appearance of most forms is dictated by third party entities like Fannie Mae many appraisers like to adjust the appearance of the check boxes on the forms To change your check box appearance 1 If you have not already done so open WinTOTAL s forms and fonts manager by following the steps above 2 If you d like your check boxes to print out a bit darker choose either Dark Darker or Dar
292. ndependently from your report To do so 1 From your XSite s invoicing tools find and double click an invoice you wish to send 2 When the invoice opens use one of the buttons across the top to preview your invoice deliver it directly or create a PDF you can send manually Options include o Save To Save any changes you made to the invoice o Preview To see how the printed invoice looks Click Close when in the preview to return to the invoice Billing amp Business Management o Send To send a PDF copy of your invoice straight from your XSite An on screen form then lets you compose an e mail message to accompany the PDF o PDF To have your XSite create and open a PDF copy of the invoice From there you can work with it like any other PDF perhaps saving a local copy or attaching it an e mail E Save Close E Preview Ser 5 PoF Canceling Invoices Cancelled invoices are neither due nor paid and show up in your Cancelled filter 1 In your XSite s invoice manager locate the invoice you wish to cancel using any of the links on the left side of the window Or use the Find text box to search for an invoice 2 Select the invoice from the list on the right and then click Cancel Customizing the Invoice Grid If you prefer to see different information in your XSite s Invoice Manager grid than what you see by default you can customize it to show the information that works best for you
293. new Images in the Images pane images database photo 2 Click Source at the top of the screen to en oe T select the scanner device you wish to dE A N use A list of scanner devices masona configured for your system appears er Select your scanner from this list and click Select 3 Click Acquire Image to scan a picture or Acquire Document to scan a document Depending upon how your system is configured your scanner software should launch and lead you through the steps to bring in your image Images PowerView Copyright 2015 ala mode inc Page 132 Wintotal User s Guide 4 When the scanning process is complete the image appears in the available box at the bottom of this view From here you can add a new image page and drag the Scanned image to the page See the Work with Image Pages section of this user guide for instructions on adding an appropriate page to hold your scanned image Images on Disk If you have images on your hard drive or another disc that you need to insert into your report you can easily browse out to those photos in WinTOTAL and add them into your report To view the photos on your hard disk or other media 1 From the Images PowerView click Images on disk in the Images pane on the left 2 Type the directory name into the Path field at the top of the screen or click Browse to select a directory from a local or networked drive or select an attached storage device The photos in that directory
294. ng Deliver to Client on the upper left and hover over Deliver with TOTAL Connect 2 Select the appropriate plugin from the list 3 Follow the instructions in the delivery wizard to complete the delivery process Click here to view the complete TOTAL Connect User s Guide or click here to find step by step instructions specific to the plugin you are using Billing amp Business Management WinTOTAL includes all the fundamental billing tools you need to create and send invoices to your clients Plus you can quickly enter full or partial payments as they re received forming the basis for a simple accounting system Couple WinTOTAL with your Appraisal XSite however and you ve got a powerful business management toolkit providing features like Copyright 2015 a la mode inc Page 184 Wintotal User s Guide e Creating multiple invoices for each report e Creating XSite Client Login accounts e Enabling accounting functions to employees not running WinTOTAL e Increased security for sensitive information like fee splits e Report tracking and business management tools available from any computer connected to the Internet See our FAQ about the new billing processes at http help alamode com docs 5003 htm This section of the User s Guide provides step by step instructions for using all of the billing and business management functions in both WinTOTAL and Appraiser XSites Click the check mark in the chart below to view spec
295. ng and sharing QuickLists you can customize your QuickList preferences in several ways to tailor them to your needs To change your QuickLists preferences 1 In the Forms PowerView click the Options link in the QuickLists pane concrete 2 From the menu that appears select the item you wish to use Options are o Create New Text Database Opens the QuickLists manager allowing you to create a new Set of QuickLists and associate the new list with any WinTOTAL user profile o Show Entries for this Name Only Filters the list of QuickLists appearing on screen to show only QuickList entries that belong to your current Text Database This option only applies when you set your QuickLists view to All instead of Quick o Show this Form s Entries Only Filters the list of QuickLists appearing on screen to show only QuickList entries that apply to form you are editing This option only applies when you set your QuickLists view to All instead of Quick o Change Text Database Name Shows a list of other QuickLists profiles along with a notation indicating the total number of QuickLists in the set that apply to the current field along with the total number of QuickLists in the set The number on the left shows the total number of QuickList entries in the set for the selected field The number on the right shows the total number of QuickList entries in the set Click a name in the menu that appears to change your QuickLists set
296. ning details click the orange Acknowledge button in the middle at the top and click Next to proceed to the next rule Click Guide Me for additional information or help with a specific rule Y ProQuality Re ss cti ni ARNO O Acknowledged Warnj E Results E Subject Improvements Sales Comparison Approach Reconciliation Cost Approach to Value y PUD View Quality of Construction Age Condition Heating Cooling Extra Item 1 Extra Item Soki 2 Rooms Below Grade has adjustments gt 5 on more than 50 of the Comps Signature E Form Consider expanding the time and distance search parameters in an effort to locate E Prior Sales History additional comparables that do not require high line item adjustments B Acknowledged Warning 4 E Pending Subject Provide Commentary Click Provide Commentary to open a separate window to review and answer any questions that were returned by Valuation Support Services Each question that was returned must be answered before the report will pass the VSS Pre Delivery Check While you re working on answering questions save your progress at any time by clicking Save Comments on the lower right When you re finished make sure you ve saved your answers by clicking Save Comments Then click Close Comments on the lower right to return to the Pre Delivery Check Report Delivery Copyright 2015 a la mode inc LJ TOTAL Connect Pre Delivery Check Mercury Network Pre
297. ns are o WinTOTAL Tracking Options These Tracking options allow you to filter your report list to just those files that fall after a certain date and reside within certain folders Click the Select folders to exclude from tracking link and check the box beside each folder you want to filter out of tracking o Older WinTOTAL Report Athena generation options If you ve been using WinTOTAL for some time it s likely that you have some of the older Athena format reports throughout your File Cabinet Depending on how long it s been since you upgraded to Aurora it s possible that some of those reports are still active These options help you gracefully handle those old reports in your Tracking folders You have two options Check the Automatically show option to place all Athena files in your Completed Tracking folder If you need to refine the filter to ensure that active reports aren t filtered out check the Except for box and specify a cutoff date and status to classify the newest Athena reports under a status other than Completed If you were diligent about using Athena s status tools you can select the I used Athena s status on my reports option and WinTOTAL will use your previous status information to sort your reports in Tracking 3 When you re finished click OK Rebuild Your Reports List If you regularly add files into your WinTOTAL file folders outside of WinTOTAL or experience other diffic
298. nvironment with a little pizzazz remember that you have to stare at these screen colors often for hours Q on end Studies have shown that eye fatigue can be compounded by poor screen contrasts or vivid background colors So use caution before adjusting these settings to the extreme To set your Screen Colors 1 If you have not already done so open WinTOTAL s forms and fonts manager by following the steps above 2 Choose Screen Colors from the drop down menu at the top 3 Select one of the specific field options from the drop down menu on the right A sample of the current settings is displayed 4 Click either Text Color or Background Color to change either aspect of that field Copyright 2015 a la mode inc Page 24 Wintotal User s Guide 5 Select one of the pre defined colors from the palette or click Define Custom Colors to create your own favorite Shade Click OK when finished The sample screen Shows the results of your changes To set your Printer Colors 1 If you have not already done so open WinTOTAL s forms and fonts manager by following the steps above 2 Choose Printer Colors from the drop down menu at the top 3 Then follow the same steps above to change how your report prints Remember that if you deliver your reports via e mail or through your XSite in PDF format the color settings will be included in that PDF file To reset your colors If you do make changes to your color settings a
299. o Remember the last fields I checked Remembers which items you selected the last time and re selects those by default By using this option you can also mark the boxes beside any of the data you want WinTOTAL to transfer into your report automatically leaving the data you don t want unchecked 3 When finished click OK to apply your changes Work with Maps Once maps have been added to your report you have several options for working with those maps To edit maps that are already in your report 1 From the Maps PowerView click a map page you want to edit in the Map Pages pane on the left pe Map pages 2 Options Flood Map 2 Then you can edit several aspects about the map using the options provided Options include o Editing the Map Form Just edit the text in the map form by typing directly into the form o Collapsing Expanding Map Pages Click Collapse All to reduce the forms to headers Then click the header of the form you want to edit to expand it Click the header again to collapse it Or click Expand All to expand all of the forms at once o Replacing the Current Map To replace an existing map select the map in the Map pages pane and then click Replace in the toolbar Depending upon the type of map you select the wizard launches with those options selected o Editing the Existing Map Selecting a map and clicking Edit reopens the map in the Map Wizard where you can further enh
300. o match gt Invoice Description l Invoice Total 350 00 f Pre Payments Y Export Pre Payments Check Motes Pay Date Account 3 If you need to add a job type or a new customer to QuickBooks so that you can associate it in WinTOTAL click Add to the right of the customer drop down menu Then when the Add Customer Job screen appears fill out the customer or job type information in the fields provided and click the respective Add button at the bottom 4 Continue filling out the form with the data you want to export to QuickBooks If you want to include other WinTOTAL report info in the report that s exported to Page 214 Wintotal User s Guide QuickBooks check the Add WinTOTAL report info box and then click Edit client data to select the report info you want to export Once you ve selected the data you want remember to click OK 5 Next you need to associate the WinTOTAL invoice items with the invoice items you have in QuickBooks Double click each item to match it with the associated QuickBooks Item Match Job with QuickBooks Item WinTOTAL Job Full Appraisal f URAR Item Category Service Discount Inventory Other QuickBooks Item Full Appraisal URAR 6 When the Match Job with QuickBooks Item screen appears choose the Items Category that fits your needs and then either o Choose the corresponding QuickBooks Item from the available drop down menu OR o Add
301. od column Top 5 Clients by Volume You can control the time range for this report by clicking the Today Week Month Qtr and Year links Office Workload This is a breakdown of all orders that are still in progress based on the internal status logged in your XSite Invoice Analysis Click between Today Week Month Qtr Year and All to view a snapshot of your invoicing including Total Billed and Total Due the Current due and Late invoices in the Total Due Analysis and you can also monitor the frequency of overdue payments via the Late Payments Analysis at the bottom Work with XSite Orders XSites provide a number of power order management functions you can use to keep track of your appraisal work keep your clients up to date and generate invoices with just a few clicks To access the order manager on your XSite click Orders in the left pane inside Business Management Loses bakia n My Business Management yh Carina All Open Grders 15 a Page 1 ofa e Tha fofowng ip a bet of si open ordere Jt inciodas orders from every shatus antepi completed eecgled and deleted Cirk on pni indandsal onder fo peet bhe complete catadp Internal Order Address Giy Due Date DOOMOSOTSS24 1577 Kings Mire Eder 4 05 07 Once you ve entered your XSite s order manager you have a lot of options to find the orders you need e Your web based order management system first shows you a list of all your open o
302. ode inc run an E amp O check inside WinTOTAL For details on running E amp O Checks in WinTOTAL see the Check E amp O section of this user s guide History View Whether you re the only appraiser working on a report or several colleagues have assisted you it can be a great benefit to track when each change was made and by whom With WinTOTAL s report history view you can quickly track what was added or deleted from a report or verify that you did in fact send the report to your client To look over a report s history 1 In the Appraisal Desktop click to select the desired report in the files list using any of the search features listed above 2 Click the History tab at the bottom of the screen 3 Another pane opens showing each of the changes made to this report when it was made and by which WinTOTAL user Click any of the headers to resort the list of changes according to that column For example click the top of the User column to quickly see all of the users who have changed the report grouped together Page 60 Wintotal User s Guide 1 a cn e moe ne z EET 3 A status message queue that holds all of the status Sl e or rer 7 o messages for XSite orders that could not be sent when Fs e e ao re the status was updated for example if you were offline ua e eee SE when you updated the status
303. of WinTOTAL adding files to your report could be a complicated process Now WinTOTAL s new Add Documents feature allows you to add anything from a PDF to a scanned document to your report in a few simple steps To add a file to your report 1 In the Forms PowerView click the down arrow next to the Add button Files can be added to your report using one of four methods o Document from clipboard Copies the image currently in the Windows clipboard into your report file This allows you to use Windows copy and paste features to import image files into your report o Document from image Allows you to browse your computer for the file that you want to add o Document from scanner Allows you to scan a hard copy of a document directly into your report Forms PowerView Copyright 2015 a la mode inc Page 94 Wintotal User s Guide o Document from PDF Allows you to import PDF files directly into your report 2 Click the option that corresponds with the source of the file you want to import Then WinTOTAL prompts you about the type of form you d like to use to import this data p Deliver to Client Add J Sign a Spell E Close AA E 7 Document from clipboard j Document From image Document from scanner E Document From POF Document options 3 Choose a form type that suits your preference and then type a title that reflects the file you re importing 4 Finally choose an
304. of copies on a page by page basis o Print page number on each form Prints the page number on each form Or course a page number gives your report a more professional appearance and keeps pages from being misplaced Show numbering as X of XX When page numbering is enabled along this option page numbers are formatted as 1 of 10 for example Otherwise WinTOTAL just prints the page number at the bottom of each page of your report o Print on each form Overlays the selected number at the top right of each form This is handy for forms that don t have a place for a file number or for including a specific identifying number on every form to meet your client s requirements Available options in the drop down box include Main File number Other file number Internal Order number Lender Case number Client File number FHA VA Case number o Print a box around photos Select whether or not you want a border around photos o Show Table of Contents column Toggles whether the TOC column is hidden in the print window When enabled you can remove forms from the printed TOC by unchecking them o Print net and gross Controls whether or not the net and gross adjustments print on the major form Click the Edit link to the right to change formatting options o Print a summary phrase Allows you to print a summary phrase about each form in the top left corner of the page Click the Edit link to the
305. old are usad When cortina and propina Sorting Grouper Paras Sort Cokin ml To Ca Bill To Co gt Secondary Sort Coia Deta Envosoed Pt Ci Shaw count fer each group EjPrnt each group on a seperate page Third Sort Colkimr all Coss Debe het Sort Ascending sort Descending 9 Choose the field by which you wish to group the output Using the above example you d group by the company name Billing amp Business Management 10 If you wish to count the report s invoices by group or print each group to a separate page indicate so by marking the corresponding boxes 11 Finally click the Report Summary tab and choose how you want to summarize the data by clicking Add a new summary Generally you d choose a field and choose Subtotal but there might be times when you want to average values or get a count In the Summary types field choose the type of summary you d like to use and remember to select a field you want used in the summary from the Reporting fields drop down Add New Report Summary Create your report summary below This summary will not be saved until you click Save in the main window Reporting fields Amt Due Summary types Subtotal 12 Click Add to save your report summary and then check the box in the Report Summary tab to include it in your report 13 Finally click Save to save your report The report you created is now listed with your other reports Copyright 2015
306. omps database and the Side by Side view of your comps grid e Select When this guide tells you to select something it means to click it once Often an item that has been selected appears to be highlighted to indicate that you have selected it e Window Dialog Throughout this guide we ll use the terms window and dialog when referring to the active screen e Tabs Some windows within WinTOTAL have tabs to help you navigate through the content in the window Tabs are effectively the same in WinTOTAL as tabs you may find on manila folders you d use to file physical copies of important documents You ll notice these throughout WinTOTAL particularly as you fill out your forms e Links URLs web addresses and hyperlinks Each of these items refer to nearly the same thing Links and hyperlinks are actually just words that you can click to link to another program website or other content Typically these links are indicated by their appearance as they are often blue and underlined Web addresses and URLs refer to the address connected to the hyperlink For instance a link to our Video Library would take you to the web address or URL of http www alamode com wintotal videos e Fields Fields are any places in WinTOTAL whether in a form or in a dialog box where you can type information e Drop down lists Often fields in a WinTOTAL form or dialog box will have an
307. options on this screen are designed po ON th your ES dl vol praba ssoclate WINTOTAL with your XSite XS ite reduce the number of oe diks you have bo deal rent Gita User ah WE 25 you are filing out sa cas aaa We C fi S P f pour raport Sekat netX Connect Options O n Ig u ri n g y n C re e re n ces You can aka manage al BF Promot to ran net X Connect on program cose af the users on your PC or network configure select how you want net Connect to schronie with your xSte and WinTOTAL allows you to specify how and when it cs synchronizes new and changed orders from your XSite To change your net X Connect configuration options 1 Open the net X configuration screen per the steps above if you have not already done so Select net X Connect Options Prompt to run net X Connect on program close o Your XSite information is specific to your WinTOTAL user profile The net effect is that network users can plug Select how you want net X Connect to synchronize with your XSite and in their individual XSite logins so they only work with resolve conflicts orders assigned to them Always prompt me to choose the direction of sync Always use the information from Win TOTAL o If you re a single user mark the option to save your Always use the information from my XSite password However appraisers in a multi user office may wish to leave that disabled requiring password 2 1f you want WinTOTAL to automatically run net X
308. or Client by checking the appropriate Type box and then click Save 4 Once the contact is finished saving an XSite Ordering Options section appears Check the Allow this client to 8 When you find it click the link at the bottom of the contact login box information for that client and confirm the change Billing amp Business Management Copyright 2015 a la mode inc Page 196 Wintotal User s Guide 9 If you wish to disable any or all automatic status notifications for this contact indicate so by marking the appropriate options in the Disable Notifications section 10 Finally if you want to inform your client that he or she can now log into your XSite using the login account you associated click the here link that appears in the XSite Login Information section of your contact details to send the client the information XSite Login Information Click here to send this contact their XSite login information Mike Smith 12701 N Pennsylvania Ave Oklahoma City OK 73120 2002326633 mike 10123mortgage com Remove this contact s XSite login information 11 When you re finished click Save If you created a new client login account your client is immediately e mailed the relevant information including the Username and Password you created Your client can now log into your XSite and place view or manage appraisal orders If you wish to remove their account at any time just edit their contact at any time
309. or device are automatically displayed in the window Pat Cha la ode OF zy o fr hef athe Fi p me i e COIE AG 1146 LALERDGE A mts Me TERA 3 Check the View Previews box at the bottom of the screen to toggle between viewing thumbnails of your photos and a simple list view In the list view click the heading of each column to sort your photos based on that column If you have a large number of photos you can use the search feature to find a specific image See the Search for Images section of this user guide for more information about finding your images Edit Image Forms As you re working in the Images PowerView you may need to directly edit your photo forms While some of your photo information is automatically transferred from your report into the appropriate fields you can edit the information or type additional data in the comments fields through the Edit Forms view in the Images PowerView To edit an image page 1 From the Images PowerView click Edit Forms in the Images pane Images PowerView Copyright 2015 a la mode inc Page 133 Wintotal User s Guide 2 Now select the desired form from the Image pages pane at the top of the page You can also use the Next and Back links at the bottom of the forms to cycle through Edit Images the image pages in your report In an ideal world every photo you take is perfect But in the 3 Click in any of the fields on the displayed page to
310. ort in the future 4 The Auto Retrieval Wizard appears to walk you through the configuration process Click Next to begin 5 The first step is to configure your camera o Select the Photo Source from the drop down menu if you use an older camera Otherwise choose Disk Directory PC Card o Mark the Retain image quality option if you prefer to have your photos imported without any additional compression o In the Path to Photos field type the directory name where your photos are stored If you re using a storage device like a Compact Flash or SD card reader just enter the drive letter Windows has assigned to that device If necessary click Browse to find your directory o The final option forces WinTOTAL to prompt you about deleting the images from the directory or storage device after they are imported This is useful if you wish to keep your memory card clean for your next batch of photos 6 Click Next to continue Photo Wizard LN Digital Photo Wizard WinTOTAL features drect support for nearly any camera on the market and aso reads photos that have already been saved on your hard drive or on memory cards Simply select your Photo Source and options below Camera Sehup Photo Source Disk Directoy PE Card Quick Fu may be configuied to read digital photos that have seedy been saved on 4 disk orina haldes on pout system Please peciy the folder of dive below where pour digital images ae sawed O Retain
311. other comp or subject column For instance pressing O from the address field copies the entire Subject column into the current comp column This can help you shave formfilling time off of the life of your report when you re dealing with a very similar property e Press the equal key twice to clear the current field e Press F2 in the description field of any comp to copy the contents of that field forward across all higher numbered comps e Clicking the Suggested value listed at the top of the subject column inserts a weighted average of your comps into the field for the indicated value based off the sales comparison Note WinTOTAL determines its suggested value for sales comparison based off of a weighted average of your comps In addition to these comp specific formfilling tools keep in mind that you can use both QuickLists and comp data from your Comps Database to save even more time when filling out the grid Automatically Adjust In the past WinTOTAL included the ability to make standard adjustments across all comps based on square footage While the Square Foot Adjuster is still alive and well in the Tools menu the newest version allows you to make adjustments across ALL comps in the report based on just about any field In addition you can build sets of assumptions and adjustments then save and load them at will Comps PowerView Copyright 2015 ala mode inc Page 112 Wintotal User s Guide Defining A
312. other entity is strictly forbidden and is a violation of this License Agreement 5 COPYRIGHT The Software and Documentation contain material that is protected by United States Copyright Law and trade secret law and by international treaty provisions All rights not granted to you herein are expressly reserved by a la mode technologies inc You shall not remove any proprietary notice of a la mode technologies inc from any copy of the Software or Documentation 6 RESTRICTIONS You may not publish display disclose rent lease sublease modify loan distribute or create derivative works based on the Software or any part thereof You may not reverse engineer decompile translate adapt or disassemble the Software nor shall you attempt to create the source code from the object code for the Software You Shall not transmit the Software over any network or between WinTOTAL User s Guide any devices although you may use the Software to make such transmissions of other materials 7 USER COMMUNICATION a la mode technologies inc reserves the right to send service e mails notifying User of operational or other changes that may affect or change the Services offered by a la mode technologies inc Please note that you cannot opt out of such service e mails because these service e mails provide information critical for the operation of the Software USER HEREBY GRANTS a la mode technologies inc EXPRESS WRITTEN PERMISSION TO SEND FAX
313. ou first enter the Comps Database you re presented with a list of comps with limited information in columns However there s a wealth of information just under the surface e Quickly sort the comps list by clicking header name e Click the plus sign for any comp to view the details for that property Note the new MLS oriented view of the information 4126 SW 65th Address Lawton OK Location Park Ridge Source MLS broker M Sale Dat Sale Pric Basement mone e To select which fields are shown in the detail view 1 Right click any comp and choose Edit Property Detail Fields 2 From the list of available fields on the left double click the ones you want to include Similarly double click any item in the right column to remove it from the detailed view 3 Use the Up and Down buttons to reorganize the items in the list 4 Click OK to accept your changes e To edit which columns appear right click any heading and select Edit Column Layout Use the steps 1 4 above to add or delete columns Comps PowerView Copyright 2015 ala mode inc Page 122 Wintotal User s Guide Insert Database Comps Once you ve found the comps that you want to use in your report it s easy to place them in your report To do so 1 In the Comps Database check the boxes next to the desired comps Hint Use the Comps Database s search features to 5 display a limited number of comps that meet your W criteria Then r
314. p Swift 1007 LGL Runs your cost estimate and inserts the resulting 1007 into your report as a legal sized form Keep in mind that when you select this option the cost estimate is NOT transferred into the cost approach section of your major form o Marshall 8 Swift 1007 LTR Runs your cost estimate and inserts the resulting 1007 into your report as a letter sized form Keep in mind that when you select this option the cost estimate is NOT transferred into the cost approach section of your major form Note Each of these options adds a copy of the cost estimate to the workfile automatically so that you can keep an original copy around as required by USPAP O If a revision to your estimate is required later the SwiftEstimator integration again copies the update to your workfile with a time and date stamp so you can track and verify the history of the report 4 Finally click Launch SwiftEstimator to begin your cost estimate through Marshall amp Swift s online tool Note You must have available cost estimates in your a la mode account in order to launch the SwiftEstimator If this screen indicates that you have no available cost estimates click Purchase More to buy the necessary number of cost estimates before proceeding 5 When the SwiftEstimator appears fill out the required property details for your cost estimate For additional information or assistance using the SwiftEstimator click the Help link in
315. pdated has changed in WinTOTAL and on the XSite Please select the data you would like to use or click cancel te prevent the order from syncing at this time Address for current report 987 W Main St Use WITOTAL data WINTOTAL Value 175 001 2 1 05 19 2006 Lance Dodens x 1004 URAR with interior ins 1004 URAR with interior ins Lance Dodins HINT To save time you can configure WinTOTAL to always use the data from WinTOTAL or your XSite instead of prompting you each time there are conflicts between the data in each location For more information about how to change this default see the Integrate with XSites section of the Configure WinTOTAL chapter in this user s guide 8 When the synchronization is complete click Close to close the net X synchronization screen or check the Automatically close box first if you d prefer that WinTOTAL closes this screen for you in the future Sync History As you use net X Connect to synchronize WinTOTAL with your XSite or your Vault account you may want to see a detailed history of what you ve sync d To view all items that have been successfully synchronized 1 From the Appraisal Desktop click Tools net X Connect History 2 When you re finished viewing your history click OK to close it Contacts Naturally WinTOTAL contains a complete contact database you can use to store and retrieve information about all of your business contacts In contrast to former versions o
316. phrase you may wish to use our USPAP identification form It provides more detail on the appraisal and report as well as room for comments and other disclaimers Printing Copyright 2015 a la mode inc Page 171 Wintotal User s Guide 4 Finally uncheck each page of your report that you wish to hide in the TOC and proceed with printing WinTOTAL will leave any pages you unchecked out of the Table of Contents Remove Pages from the TOC If you need to prevent certain pages of your report from pelng listed in your Table of Contents wre provides a PDF Options amp Security simple way to remove them when you print your report To prevent certain pages from appearing in the TOC WinTOTAL provides a wealth of options you can apply as you 1 Print your report as usual print your PDF files so that you can ensure that the PDF s 2 When the Aurora Print Engine appears if the print options niga A and a pica aren t displaying to the left click the Click here link to ad y be Ana Se a El sd i oon ee the lower left of the screen to show the advanced E E i a printing options 1 Print your report as usual 3 In the printing options check the Show Table of 2 When the Aurora Print Engine appears make sure you Contents column box to display a list of check boxes mark the PDF option and then apply your PDF options beside each form in your report using the PDF Settings pane on the right Options include Report options 7 a _ aa esis as o Save En
317. ples FL 34109 11800 Will Cook Road Naples FL 34108 11438 Prospect Awe Naples FL 34112 2328 N Monticello Ave Maples FL 34103 Send status and or client notifications Notify Email 2512 Briar Ridge Road Completed Synchronize WinTOTAL and XSite contacts Send new and updated files to the Vault Configure net X Connect Learn more about net X Connect 6 When finished click Connect to apply the synchronization 7 Then WinTOTAL s net X synchronization screen appears Showing you a live indicator of what it s syncing to the Internet Appraisal Desktop Copyright 2015 ala mode inc Page 62 Wintotal User s Guide y TH ia nets Lonnect This screen adows you to monitor the status of the net X Connect dalog and view details fan tem doesn t sync successfully Items that are not successfully sent wil automaticaly be retried during the next connection orders from XSite Done Processed 0 orders Processing 1 of 1 o If you indicated you wanted to send files to the Vault be sure to click Finish once the upload is complete o AS WinTOTAL synchronizes your data with your XSite it compares the information in your XSite with the information in WinTOTAL If it finds differences in the data in those locations it prompts you about which data you d like to use Just mark the option above the data you want to use and click OK to continue Order Synchronization Conflict 987 W Main St The current order being u
318. ployees Using the tools built into your XSite you can easily record payments you ve made to employees for the appraisal work they ve completed Note This tool only records the payment to your employees and does not actually transmit any money to their bank accounts Billing amp Business Management 1 From your XSite s invoice manager click Pay Employees just below the Navigation pane on the left Employee Payments Select an appraiser mpera or other contact to pay Only contacts with balances due are avadable here Cahen Adam 6 1ifz008 T m E Close Display Orders Select tema you wouid like do pr with tis check Apply full or parial amgunts to each dem Note This same option is available in the Accounting section as well 2 Enter the check number and date 3 Select the employee from the drop down list Only employees you have included at the bottom of an invoice form with an amount due will show in this list 4 Enter a date range for the orders you want to see 5 Click Display Orders and a list of orders for that appraiser should display 6 Mark the orders for which you want to log the appraiser as paid and the amount they were paid for each one 7 Finally click Pay Items to mark them as paid Copyright 2015 ala mode inc Page 203 Wintotal User s Guide Accounting Ther ppal or parra Pao Por ba o sch prey of He Pryce fo ae ee Pan parad of ra F r mad art 7 Tair farrier steel part o
319. praisal Desktop Using the Appraisal Desktop s order management tools you can e Sort the order list by clicking a column heading e View your orders based on their status by clicking a status item from the Tracking pane on the left side of the screen e Update the internal status of the order by clicking Add Internal Status at the top of the screen and selecting a status from the list that appears e View or edit the order form by clicking the Order Form tab at the bottom of the screen Billing amp Business Management Copyright 2015 a la mode inc Page 207 Wintotal User s Guide Create Orders To create a new order in WinTOTAL 1 Click New in the Appraisal Desktop or choose File New from the menus at the top You re immediately taken to the Order PowerView which replaces the Requester found in previous versions of WinTOTAL It ties directly into both your WinTOTAL invoice form and your XSite s accounting data Of course if your client places orders on your XSite the Order PowerView s options and the data within the form are already filled out for you On the other hand if your clients still prefer to fax you an order you can simply create an order for them on your XSite by starting a new report in WinTOTAL as usual 2 Mark the following options in the Options pane along the left side of the screen o XSite Integration If you have an XSite mark this option to tell WinTOTAL to keep the order and
320. prise level Appraiser XSite If you want to print mailing labels and customized print messages advising your past clients to have their home reappraised 1 From the Appraisal Desktop click Tools Export Address Data to XSellerate 2 When a screen appears prompting you for a date range choose From and To dates to limit the mailer to those Copyright 2015 a la mode inc Page 73 Wintotal User s Guide clients whose last appraisal falls within the dates you 8 In the Print Labels window that appears choose your specify Avery label type and preferred printing options from 3 Click OK to continue the available choices Options are o Require that the contact contains a full mailing address to print a label for it so that you don t print labels you can t use for mailings 4 When your XSite s login page appears type in your XSite Username and Password Then click Login 5 In the screen that appears you re presented with 3 ad options Preview each option by clicking the respective links When you find an ad that you re satisfied with click the disk icon to save a copy of the ad to your o Force the label printer to print a full sheet of your computer custom labels o Print a custom label instead of labels from contacts by typing in the preferred label o Choose the starting label on your label sheet by clicking A aa a a the corresponding cell in the preview page on the left AE Home Ad Lewy Marbotrg Tips apap
321. r and choose Load 2 Select the addendum you wish to use and then click Load Your custom addendum should now appear in your report replacing whatever addendum you had before And any linked field in the addendum is updated with information from the current report En ura int Load Addenda Select the custom addenda you wish to load from the list below and click on the Load button Addenda Name Modified Sample Addendum 2 11 01 05 09 30 4M 1101405 09 30 AM Addenda Name Sample Addendum 2 O Note When you load a new addendum it overwrites the existing addendum in your report Hint The Load Addenda screen lists only the addenda files you created and saved in WinTOTAL 9 However you can also load any MS Word or Text file y into your addendum From the screen that appears click More files Browse your system to find the desired file and click Open Text Overflow Options As you re typing data into any multi line text field only a certain amount of text can fit when the report prints Based on the field size and your default font WinTOTAL knows how much information this is When you exceed the limit you re presented with a screen allowing you to move the excess text into an addendum Forms PowerView Copyright 2015 a la mode inc Page 102 Wintotal User s Guide fa Text Overflow Options You have entered more text in the field SUBCITY than can be printed You can move some or all of the text to a text addend
322. r any questions sent back by VSS then resubmit to ProQuality Review to complete the Pre Delivery Check Set default 3 Enter your VSS Vendor ID your Username and ie Your report passed the VSS ProQuality Review Due 12 24 2023 Password and the Order in the fields provided Then a roe J 03 05 UAD Version indicate whether or not any undue influence was placed on Everything checks out you during the completion of the order If you select Yes a a provide an explanation in the text box that appears Orders 40215279 EA TOTAL Connect Pre Delivery Check oe ee Welcome to the TOTAL Connect Pre Delivery Check for the Valuation Support Services VSS plugin Unsign your appraisal report to make changes while working in the Pre Delivery Check r A r a ed Overview 0 Rules need review and O questions are pending Your report has passed the VSS ProQuality Review Please sign the report and deliver it to Valuation 2512 Briar Ridge Road regido Follow these steps to submit your report for ProQuality Review Support Services via the delivery plugin Click Save amp Close to return to your report Vendor Id 127584 1 Enter you Valuation Support Services VSS Vendor ID Username Mike Smith lt 2 The username amp password you use when logging into Valuation Password seeeseeee Support Services website v Remember m Forgot Order 41010864 lt 3 The VSS order number for
323. r data checkboxes which control whether net X data automatically flows into reports Never check boxes I ll manually check them to insert data Check Insert box but only if data is present Always check each Insert box transfer blanks if present Remember the last fields 1 checked and use those each time Flood and Census Fields Census Tract Fema Zone Map Date Fema Map No Fema Special Hazard Area MSA No USPS Data E Subject Address E Zip Code Set Internal Status In addition to the internal status tools provided in WinTOTAL s Appraisal Desktop you can also view and update your internal status history through WinTOTAL s Order PowerView Viewing Status Details Status change occurred in addition to any notes you may have included at the time you changed the order status 2 Use the Previous and Next buttons to see the detailed information for each previous status change 3 Click Back at the top of the Status pane to return to the order history overview HINT To quickly review an entire status history or update the status of numerous reports in a hurry you can use the detailed file view provided in WinTOTAL s Appraisal Desktop Updating Order Status To update the status of your current report 1 In the Order PowerView click Set Status in the Status pane to the left 4 Status 2 When the Add Internal Status window appears choose 6 22 Completed the desired internal sta
324. r to always use your default printer turn this option off o Create transfer locks when converting old reports WinTOTAL attempts to save you time by pushing relevant data forward into related fields in your report To ensure that you have full control over those fields WinTOTAL also provides a way to disable this behavior SO you can enter the exact data you want into those fields Since older versions of WinTOTAL didn t have this feature you can enable this option to ensure that your old report data remains intact when you merge it into your new reports o Automatically save report every XX minutes If you enable this option and specify a number of minutes in the provided box you can set WinTOTAL to automatically save your report every so often This is a great way to make sure that system crashes don t cause you to lose work as well o Enable the scroll wheel on my mouse If you use a mouse equipped with a scroll wheel you may need to enable this setting for it to work properly within WinTOTAL o Hide data lookup panel inside of SwiftEstimator If you re using WinTOTAL s integration with SwiftEstimator to produce your cost estimates you can toggle the data lookup panel that shows you key information from your report on the left side of that feature Check the box to hide the data lookup panel or leave it unchecked to continue showing the data lookup panel o Display side items in WinTOTAL By default your QuickLists and
325. rate directly with WinTOTAL Note If you have any questions about licensing or Q usage for these sketch programs you should contact your sketch manufacturer directly This user s guide discusses key integration points for these applications as well as certain key options that are available in WinTOTAL to facilitate your sketching and sketch management To access WinTOTAL s Sketch PowerView click Sketch in the upper right corner of WinTOTAL i ONAL Aer Largie Ii ph pE ee pels la chal eb A ee p A Buide Sen Page 1 Sketch PowerView Copyright 2015 a la mode inc Page 138 Wintotal User s Guide Choose Your Sketcher While the sketch configuration utility inside WinTOTAL allows you to set your preferred sketching software and authorize it all in one location you can still select a sketcher you d like to use in WinTOTAL from the Sketch PowerView To select a preferred sketcher from 1 From the Sketch PowerView click the Sketch With button in the toolbar 2 In the list of sketch vendors that appears select your preferred sketching software 3 When you try to draw a new sketch WinTOTAL prompts you to authorize your sketcher If you d simply like to demo it choose Demo Mode and click Next Otherwise choose an authorization method to authorize the sketcher immediately Note TOTAL Sketch is a la mode s free sketching solution provided with WinTOTAL If you prefer
326. rator button te continue Estrrates can be revsed or recalcuated r seven days Felds bheled wih a are required A a SwiltEstimator Estimate Information Estirate x BAMPLE 101a 3705 W Memorial Rd Oliahoma City Estimate created on 7 24 2006 You have 4 days to edit You have 24 cost est n bes remained acto Mora 2 In the screen that appears a summary of the data from your report that you wish to submit to Marshall Swift appears along with a statement of your total remaining cost estimates the remaining number of days you have to recalculate an existing estimate for your report and a choice of form to use for the final estimate First verify that all required information denoted with a red asterisk has been filled out and fill in any remaining gaps Tools Copyright 2015 a la mode inc Page 161 Wintotal User s Guide Note Due to limitations in SwiftEstimator s integration tools the square footage client and appraiser fields cannot be transferred into your Marshall amp Swift Cost Estimate at this time 3 Next choose a type of estimate you wish to use Options are o Cost Approach w Addenda Runs a standard report and transfers the data to both the Cost Approach section of your major form and into a special cost approach addendum created by WinTOTAL o Cost Approach Only Runs a standard report and transfers the data into the Cost Approach section of your major form only o Marshall am
327. rch As you continue to work up new reports WinTOTAL keeps track of the latitude and longitude it finds for each new subject property Over time this can assist you in finding suitable reports that you can use to merge in relevant report data or flag as potential comps for a new report If you want to find a series of reports within a certain distance of another report 1 In the Appraisal Desktop click to select a report around which you d like to find properties 2 If the detailed view does not expand automatically click the symbol to the left of the report to open it 3 Click the Find Nearby Reports link and choose a proximity from the pop up list to limit your reports list to those within the desired area A REA ME E Tracing Smin Gy Saadi Waai Hint Alternately you can right click the file and Y choose Search within 12 1 or 5 miles from the menu that appears Appraisal Desktop Copyright 2015 a la mode inc Page 53 Wintotal User s Guide All reports within your specified radius then appear in the reports list on the right Click Clear at the top of the list to reset the search criteria and display all reports Clone Reports If you d like to start a new report based on the contents or structure of an existing report you can use WinTOTAL s Clone tool to help you do so To clone a report 1 In the Appraisal Desktop locate the report you wish to clone and click to select it 2 Click Clone in the tool
328. rch Our Online Knowledge Base of tre leshooting documents in addition to our user guide Search hundreds ouble a search comfort of your own desk Each 1 1 2 hour session covers an individual feature or PowerView in WinTOTAL If you have s 4 id Webinars amp Training Videos gt Our online fully interactive Webinar training sessions are geared toward showing you how to get the most out of WinTI resource please send an e mail to S or ee docs alamode com l je from your desk you can attend a Webinar On Screen User s Manual Afully searchable file containing everything you need to know to run WinTOTAL User s Manual hoos pter below to view one of our online manuals e Configuration e Maps PowerView e Appraisal Desktop e Workfile Powerview e Order PowerView e Tools e Forms PowerView e Printing e Comps PowerView e Report Delivery e Images PowerView e Billing amp Business Management e Sketch PowerView e WinTOTAL Hot Keys Here s a brief description of the tools you can expect to find in WinTOTAL s Help PowerView Searchable Knowledgebase Simply type in a search phrase and click Search to use our searchable knowledgebase Webinars amp Training Videos Sometimes the easiest way to learn a product is to see it in action Visit our training page through this link to review a full list of live training sessions and pre recorded educational videos On Screen User s Manual The complete searcha
329. rder of your columns select the column yeu wish bo move then select up or down To change the number of records on 6 page enter a number in the records per page basto Click the OK button to save your changes and return to your previous screen Billing amp Business Management Payments Your XSite s billing tools include an array of payment tools that have never been available in WinTOTAL or XSites before Just as there are several different types of payments you have to track as you manage your business from day to day XSites provide simple tools to help you easily log partial payments full payments balloon payments and employee payments All of your XSite s payment tools are located inside business management To access them visit either your XSite s invoice manager OR through the accounting view that helps you review your recent payment activities Recording Full Payments When looking at your list of invoices you can quickly mark an invoice as paid in full on the current date 1 In your XSite s invoice manager locate the invoice you wish to edit using any of the links on the left side of the window Or use the Find text box to search for an invoice 2 Select the invoice from the list on the right and click Mark as Paid B Involcing a Total Dwe Perm cnc Cata al Base ii oE Address city Invoice Invoked Date miti 4739 Gayeide Creve Baytoen 51451 08 31 2005 PEH Portland Bee Long bsp DA
330. rders with their present or most recent status and some high level statistics about orders on your XSite e While viewing this list you can sort it by clicking a column heading You can view orders based on their status by clicking a status item from the left side of the screen To limit the orders to just those received from a particular client pick that client from the drop down list Similarly to limit the orders to just those assigned to a particular appraiser pick that appraiser from the drop down list If you have too many orders to fit them all in one screen as designated by the page numbers in the upper right Billing amp Business Management Copyright 2015 a la mode inc Page 194 Wintotal User s Guide corner of the screen just click one of the available arrows or enter a page number e To view the details of an order or take action on it double click it Create XSite Orders At any time from any computer connected to the Internet you can log into your XSite and place an order To create a new order on your XSite 1 From your XSite s order manager click Create a New Order below the Navigation pane on the left kara r Imber fergie TiS My Business Management Faldi mih fed adhered nad lo them bia regared Hoewiwer plesda Gl Sot ki ouch nf k el J ifermaben aa posible Gee ss voll elerenate delays caused by us hening lo contest you for addbonal informaban Woo Asulgnrment Infor
331. re WinTOTAL s Internet connection Set up automatic updates Integrate with your favorite sketching software Configure WinTOTAL WinTOTAL provides an array of options you can define to design your optimal appraisal experience We ve gone to Configure WinTOTAL Copyright 2015 a la mode inc Page 16 Wintotal User s Guide e Integrate with InterFlood or your XSite e And more General Settings COnriguracion OPrens To get the most out of WinTOTAL you should customize some of the configuration options to suit the way you work To access WinTOTAL s general program settings 1 From the WinTOTAL Configuration Utility click the The configuration utility is divided into several sections indicated by the icons in the toolbar Then inside each section look to the pane on the left for additional relevant Configure WinTOTAL functions Here s a brief description of the options contained in each section Y General Various settings controlling how the application appears plus settings for individual users l l Y Forms Settings that allow you to control how WinTOTAL functions during formfilling Te Images Settings for image size quality and labeling B Pocket Pocket TOTAL installation and configuration tools g Internet Internet connection and update settings e Sketch Settings for your preferred sketching software Flood Flood map integration and colorization settings E Comps Auto
332. reate Folde S nas te a E E ET 47 Edit Your Column Layout voii raid ol di EE EN ONREINE 47 Attach External FOCUS reisir A A 48 Tracor cada 49 Set UG TICKER AAA EA AAA 49 Rep ild Your Reports sans 50 WOW Repo iiO 51 Searc MOr REDOT a 52 CONS REBOTES a n EET A da 54 PENE REDONUS dado 54 Set Reports adas 55 send Reports to Valla 56 RODOVE VIEWS da 56 Detailed VIEW serta a TO EA T ET 56 Order FOM VEW aens E aE EEE S A E ETO 57 NVC TITLE Vi Wer dia 58 Direct Fax VW oi AAA AAA AAA 59 O O 60 FASTON VIEW erene E E a 60 SYNCHRONIZE WINTOTA Lo ia AAA 61 Wintotal User s Guide CONTACTS anal 63 EGIE RECENT RESPONSES aaa taa 90 Fina CONTAC rante ds 64 WSC kecen RESPONSES ot TOEA ais 90 Create INIA CONAN T OT 65 Swap Recent Responses 8 QUICKLISES ocooooccnccoononocononnonanonoconcnnonaronconanononanenos 91 Create Company CONTA dci es 66 CINCO TES oi ac acne atune 91 Mangge EXISUING Contacts aa 67 DEFAULT DATAS FORMATTING aaa dadas 92 Merge DUDIICOTECONLGELS lada 67 SCOT T ONES eraa O OI E EI 92 Create Client LOGIN ACCOUNTS dais 68 S ve CUSTOM FORMO TINO A E R 92 PAO IOC CONTICS da 69 SOE Peru E DO I ai E a a T E T 93 SVIMGIILONIZO C OME CES EA E A ANE 70 FIELD SPECIFIC FORMATTING ica aa a a a a aaa 93 WADOTEATICNG CONTOS AS AT As 70 ADD DOCUMENTS TO REPORT io lana 94 POCKET TOTAL nta 71 WRITE ADDENDA agoan eaa rE Ena a tums a 97 SNAPSHOT usarei a al a 71 Create Addend ost iba 97 WINTOTAL DAS HBO ARO aio 72 ECETIA E pak Ges tel bee
333. red on your computer When QuickPix imports them from your digital camera it assigns them a name and stores them in the default image directory normally that is C A LA MODE WINTOTAL IMAGES As a default QuickPix assigns the images a file name based on the date of the download and the picture number However you can customize this aspect of QuickPix to meet your needs QuickPix automatically assigns a file extension based on the format of the o File Output Directory Depending on your circumstances you may need to change the directory in which QuickPix saves its images We strongly discourage doing this since it could cause an inexperienced user difficulty in tracking images But if you re fairly comfortable with your system and desire a different location for images you can certainly do SO o File Format Depending on your circumstances you may need to change the format in which QuickPix Saves its images You can choose one of several formats in this screen As you click each particular type of file a brief description appears at the bottom of the screen o For the JPEG format you also have the option to change the compression level that QuickPix uses to make your image files smaller Move the slider to the left to reduce file size Of course this also reduces the quality of the photo But given the high detail most modern digital cameras produce you can often move this down to the 40 range without compromising quali
334. rkfile zi DirectFax A Check E amp O D History 19 reports michael smith smithappraisal biz A 3 Next click Edit to open the workfile for editing From here you have several options Page 58 Wintotal User s Guide o To view any item in your workfile Double click it to open it in its native application o To add new items into your workfile Simple select drag and drop files from any other window or click Browse and navigate out to the desired files to add them into your workfile o To scan new items into your workfile Click Scan and use your scanning software to generate a new scan When your scanning software is finished scanning your documents WinTOTAL adds them into your workfile automatically For information about additional workfile functions or details on using the workfile inside your report see the Workfile PowerView section of this user s guide DirectFax View Our electronic fax system called DirectFax provides an easy way for you to quickly add a stack of documents into your workfile without individually scanning each item Of course since DirectFax is a faxed based technology you can give DirectFax coversheets to your clients so that they can electronically send you important documents for any given appraisal To use the DirectFax view 1 In the Appraisal Desktop click to select the any file in your File Cabinet Appraisal Desktop Copyright 2015 a la mode inc 2 Click the Dire
335. rop down menu E TE ee AX AA OAK ooooooooooooOn az 0 0O 0O O 0O 0O O O O O oy g ooooo0op0oo00aalo OO 000000000000 3 oo O O O O O O O O m sp areme a e w a h x x m a e x a e x 2003050300 5 Enter the first measurement in the available box and press Enter or click Add Side 000000000008 00 poo poa oaooOoooO Gross Building Area 2230 00 z if 12 Gross Living Area GLA 7125 00 Bess dme 8 Benrt 500 00 Gaage 629 00 Lew 1 712500 Load this data nto suitable fields automaticaly whenever a form 2 Type your figures in the appropriate fields specifying the type and level of the area you re calculating Tools Copyright 2015 a la mode inc Page 159 Wintotal User s Guide f r Bai Arca Estimator The Area Estimator is intended oniy for rough estimates and uses the ox average mie method Ganoel Enter length of a sde Preview l arta Ak Gai Units for sides Units hor area Sq Feel Estimated Area 8 16 sq ft 6 Continue entering additional sides until all dimensions have been entered The Estimated Area is calculated as you add sides and displayed in the Estimated Area box 7 Click OK to place the calculated area into your form o If you make an error in one of the dimensions click Clear all sides to start over o At any time you can select different Units for area Square Footage Adjuster The Square Footage Adjuster allows you to easily adjust for differences i
336. rpose Copyright 2015 a la mode inc Page 10 Wintotal User s Guide ERC is not connected in any way with any software vendor and licenses its forms widely APPRAISAL INSTITUTE User may have the option of using or including Appraisal Institute AI Reports data in conjunction with User s use of the software In such case User agrees that the Appraisal Institute is not responsible for the data analysis or work product User provides to User s client as part of such use User will only use AI Reports for User s own internal business purposes and User may not re sell or sublicense AI Reports User further agrees to indemnify defend and hold harmless the Appraisal Institute from and against any and all third party claims or liabilities for any third party claim brought against the Appraisal Institute arising from or related to User s use and or any misuse of AI Reports FLOOD DATA Certain third parties have granted ALM the right to offer flood maps and other related flood information ALM is nothing more than a conduit for any flood information provided to you by these third parties and ALM is in no way involved in the location or determination of the data Therefore ALM makes no warranties express or implied including but not limited to warranties of merchantability and fitness for a particular purpose This information is provided to you on an AS IS and WITH ALL FAULTS basis and you agree to use it at your own risk In
337. rt your changes back to the original photo Alternatively you can also right click a photo slot and select Load photo from file to manually locate and place a photo Note If you switch to Windows 8 Windows prevents access to the drag and drop feature in WinTOTAL even with UAC disabled Because the Windows 8 security features prevent this function from working properly in WinTOTAL we are not be able to support the drag and drop feature However future versions of our TOTAL software will support this feature Images PowerView Copyright 2015 a la mode inc Page 134 Wintotal User s Guide 5 Set colors This setting will have the smallest effect on Optimize Images The options in the Optimize tab of the Image Optimizer allow you to minimize the size of your images while maintaining photo quality To optimize your image 1 0n an image page double click any image to open it in the Optimize Enhance Annotate Step 1 Set pixels per inch Image Optimizer Resolution 266 a M3 EEE 2 In the Image Optimizer click the 150 225 300 Optimize tab Step 2 Set image detail Quality 75 3 Set pixels per inch This setting Ki _ E A will change the resolution the dd we sd number of dots per inch of the ten 3 Set colors image A lower number will Retain Curent decrease both the dimensions oir uy pisado and the file size of the image 1 Run the Image Optimizer when images are
338. rts 8 Finally if you want to associate this WinTOTAL account with the same user s profile on your XSite click Change my XSite Login Info type in the user s a la mode Username and Password and click OK Set the Current User While WinTOTAL prompts you about which user profile you want to use when you log into WinTOTAL you can switch the active user profile at any time by accessing the WinTOTAL s user manager To do so 1 From WinTOTAL s user manager select the name for the profile you wish to activate in the list of users and then click Set User 2 If this is the primary or only user of this system check the box to Automatically Login Using this Name in the Future Hint If this option is not selected and there are Y multiple user profiles configured on your system W WinTOTAL prompts you to select a user each time you load it Change Database Locations WinTOTAL allows you to configure the location or path of your report files images and image thumbnails on your Configure WinTOTAL computer If you choose to change these settings keep in mind that configuring them incorrectly could interfere with WinTOTAL s ability to create load and save certain types of files that it uses For this reason we recommend that you only change these settings at the direction of an a la mode technical support representative In the event that you choose to do so on your own 1 From the General Settings section of Win
339. s To use default form data 1 In the Forms PowerView open the form you need and make adjustments to the formatting in any fields that require it 2 Click the Form menu and choose Default field data You then have 3 options o Save data as new default This saves the data 1 In the Forms PowerView open the form you need and right click a field you d like to reformat Mr John Q Appraiser c Urban E Suburb f paste Over75 E 25 75 m soa currently in the form as that form s default to preload Rapid Stable Z italic on all new files the current information in the report o Restore standard default data This resets the Increasing C Stable U Underline _ Shortage In balar a Fonts o Load default data This merges the default data with XX Under 3 mos 7 3 6 mo 3 gt avere number format the racial composition of th p Field format undaries and characie stics Add to QuickLists alt o filed f hing avenue on the East by Goldenrod avenue on the Soul default data with the original information that shipped the marketability of the properties in the neighborhood prox with WinTOTAL Forms PowerView File Edit view New i l Open UAD Guidance Window Ctrl Shift G Deliver to Client E Add Y Sig y QuickLists Merge form data from existing report E amp Z 4 B All Options Recalculate current form 34 Double click Save major Form in Workfile Powerview A
340. s denoted with a red flag are contacts that have previously been deleted but that are still tied to orders in WinTOTAL Hint To select multiple contacts at once hold down the Ctrl key on your keyboard and click each contact you wish to select 5 Click Merge Selected to merge the selected contacts 6 In the screen that appears verify that the contact information for the merged contact is correct Then click Save to apply your changes and click Yes to merge the selected companies 7 Repeat this process for any other duplicate company contacts and then click Next 8 In the Individual Contact Cleanup step repeat steps 3 6 above to merge your duplicate individual contacts 9 Finally in the last step click Finish and then Yes to apply your changes to your current reports and upload the changes to your XSite When the process is finished click OK Merge Duplicate Contacts Once you ve run through the Contact Cleanup Wizard for the first time you may never need to run it again It s always available in case you need to merge a bunch of duplicates but often you can avoid that by just merging contacts as you notice them To do so 1 From WinTOTAL s contact manager click to select the contacts you wish to merge 2 Click Merge Selected in the main toolbar 3 In the screen that appears verify that the contact information for the merged contact is correct and make any necessary changes 4 When finished click Save and the
341. s you continue to work on your report you may decide that you need to rearrange the order of comps in your report hide a few comps from view so that you can make that comp flush with the subject or pull hidden comps back into view There are several ways you can reorganize your comps e Swapping Comps If you need to swap the order of two comps in your report click the Move link in the top of either comp column Then choose Swap With and select the comp column where you want to move the current comp e Manually Reordering Comps If you need to fully reorder your comps click the Move link at the top of any comp column and then choose Reorder Comps In the screen that appears use the up and down arrows to reorder the comps list to fit your needs Then click OK to apply your changes Page 110 Wintotal User s Guide e Automatically Reordering Comps If you need to order your comps by their similarity to the subject property click Move Best Comps Closest at the top of the Subject column WinTOTAL evaluates the adjustments you ve made to your comps and reorders them so that those with the smallest adjustment percentage are closest to the subject e Hiding Comps If you re comfortable with the order of comps in your report but you want to hide some of the comps from the side by side view so that you can place certain comps flush with each click Hide at the top of each comp you want to hide from view The comps disappear from vi
342. sary you can validate WinTOTAL s placement of each balloon by comparing it with the same property locations in other service providers If necessary click to select a balloon and then click the Google or MapQuest links in the Balloon tab on the left to view a Google or MapQuest map for comparison 6 As necessary you can remove any balloon on your map Just click to select the balloon and then press the Delete key on your keyboard When you re finished editing your map remember to click Next Back or Finish to save your changes Lines To add a line to your map 1 Click the Line tab in the Annotate your map pane on the left Page 147 Wintotal User s Guide a Annotate your map W Choose line properties Line Color Line Thickness 2 Click Add Line and then click and hold the mouse button With the mouse button clicked move your mouse to draw a line on your map 3 As necessary click to select a line on your map and use the Line Color and Line Thickness drop down menus to change the color and width of the line 4 As necessary click to select any line in your map and press the Delete key on your keyboard to delete it When you re finished editing your map remember to click Next Back or Finish to save your changes Highlight To highlight an area on your map 1 Click the Highlight tab in the Annotate your map pane on the left a Annotate your map W point then right click to complete the
343. se Click Browse in the toolbar and use the standard Windows Open screen to navigate your system select a file and click Open To select multiple files at once simply hold down Ctrl on your keyboard and click the files you wish to add to your workfile Scan This option uses your attached scanner to scan any document directly into the digital Workfile When you click Scan in the toolbar WinTOTAL presents you a list of the installed scanners Select the desired device from the list and click Select Your scanner software launches and guides you through the scanning process At the end the resulting document is inserted directly into your report s workfile For help with your scanner software please consult the documentation that came with your device DirectFax A powerful new service offered by a la mode Click Create in the toolbar to print a custom fax cover sheet for this report Any documents faxed to a la mode using this special cover sheet are automatically attached to your report s digital workfile See the DirectFax section of this user guide for more information 2 Once you ve added all the files you need into your workfile remember to click Save to save your workfile Manage Files Once your files are added to the workfile they appear in the file list As with all WinTOTAL file lists clicking any of the headers sorts it by that item allowing you to quickly find any document in your workfile To manag
344. se will also terminate immediately upon conditions set forth elsewhere in the Agreement or if you fail to comply with any term or condition contained herein LIMITED WARRANTY Apex Software makes no representation or warranties either expressed or implied by or with respect to the program and related documentation including but not limited to implied warranties of merchantability or fitness for any particular purpose s In no event will Apex Software be liable for any damages whether direct or indirect special consequential or incidental arising from the use of this program RETURN Policy Please contact Apex Software or your authorized dealer to obtain a Return Merchandise Authorization RMA number in order to expedite handling Programs returned without an RMA will not be processed 1988 2002 APEX Software All Rights Reserved Appraisal Institute The Appraisal Institute is not responsible for the data analysis or any work product the User provides and or that provided by the appraiser s signing the report in this Al Reports Form User further agrees to indemnify defend and hold harmless the Appraisal Institute from and against any third party claims or liabilities brought against the User arising from or related to User s acts or Copyright 2015 ala mode inc Page 13 Wintotal User s Guide omissions and or those of the appraiser s signing the report with respect to this AI Report Form YOU ACKNOWLEDGE
345. sehold E Other Describe Invoice Dae 12 9 2012 Property Address 2966 Scenic Highway 98 Ordered By City Destin Ste FL Zip Code 32541 Bill To Baytown AMC County Okaloosa APH 12 98532 Legal Descripion SHORES OF SUNNY BEACH LOT 7 Preterred Payment Method Neighborhood Shores of Sunny Beach Base Fee Full UAD Appraisal Map Rei 18880 Tax Yr 2012 Taxes 23 661 Special Year BH 1995 Tol Rms 12 Tol Bdrms 5 Toi Baihs 6 2 Sq A 5 168 Ship To Baytown AMC AAA ma fon m Alio ed B i o me Molomona Es Order Form y Workfile ES DirectFax IA CheckE D 25D History michael smith smithappraisal biz A PROPERTY w All Files 2 In the order form view you have several options o To edit the order Click Edit in the lower type your changes directly in the form and then click Save to update your report If you wish to cancel your changes click Cancel in the lower toolbar o To print the order Click Print in the lower toolbar o To switch to full screen view Click Full Screen to expand the order so that it takes up the whole screen To revert back to the split screen view click the Split Screen button that appears in place of the Full Screen button Workfile View While WinTOTAL provides a full array of workfile management features inside each report it s often faster to manage your workfile from the Appraisal Desktop since you do not have to open the report and since you can quickly move from on
346. select your main and photo printers Print Reports Depending on where you print in WinTOTAL you have different options When printing from WinTOTAL you can print a hard copy or PDF copy of any pages in your report But when you print from the Appraisal Desktop you have the option to print a reports list invoice only or just a quick print copy of your report To print a report 1 From inside a report or from the Appraisal Desktop click Print in the top toolbars or go to the File menu and choose one of the print options 2 1f you re printing from the Appraisal Desktop mark your preferred printing option and click OK Otherwise skip this step Options are o Print Report This option opens the standard WinTOTAL Print screen from which you can choose which pages and forms you d like to print as well as choosing the printer to which you d like to send them o Auto print report This option automatically prints the report based on the default settings you ve chosen for that report in the past so you can skip the remaining steps in this process o Print invoice only If you just need to send out a new invoice choose this option Any invoice form found in the report is sent directly to your default printer so you can skip the remaining steps in this process o Print reports list The final option doesn t print the actual report Instead it sends the report list directly to your default printer so you can skip t
347. sen 82 OTHER FORM FILLING OO Sana oi acusa 107 NAVIGATE OR 83 SIGN REPORTS roisean araia Or tes 108 CONTROL OUR VIEW cc vaiccsase sees sated iio 83 FORMFILUNG SHORTCUTS estrada io 84 A A cium tideoeaeaasrmatedenss 85 COMPS POWERVIEW ccscsssssssssssssssssssssssesesssssssseeseseseseseseseseseseseenens 109 I SN eo A PA 109 Create Multi field QUICKLISES ssesssessseeeseseseseeenssessenssenssenssensconieeniennscenssenstenty 85 A AE AEE EAE A 110 Use QUICKLISES comicios 86 ARR NGE COM Poni tidad 110 A ee TLE REET A A Ia a7 A 111 Share QUISE ab 88 eea a EN re eee ains 111 QUIERES TS ODON S a is 89 FILL OUT COMP COLUMNS occcococccccecooccoceceoeoooeooeooccoooce 112 RECENT RESPONSES sure sce cgtansahd scala dageyDasuauien EEE S a AN 89 AUTOMATICALLY ADJUST oooccooecceccocccoceoceceeeeooeooeeo 112 WinTOTAL User s Guide Copyright 2015 ala mode inc Page ii Wintotal User s Guide MAPS POWERVIEW doit ceeaarctaeehe acabas 141 COMPS DATABASE 114 IMPOR COMODOS atinada 115 Enter Combs Manually asa aia 115 IMport comps from Old Reports ai 116 Import Comps from Open Repo anormal 116 Import Comps tromData SQUICES asadas 117 Search Tor COMPS sisosesias AE i A E ANR 120 MOD COTS A EET T E TR 121 View Database COMpS ooocccccoccnnocononocnonononononnonanonnnnanonononcnnonanonnonarononaninnenaninonns 122 Insert Dat pase A aaa 123 IMAGES POWERVIEW oi ee ae 123 WORK WIATEIMIMIAGE PAGES is 123 DOWNLOAD PROTOS 355s coors E ale 124 AU
348. sions of WinTOTAL Co Pics placing far more data merging power into your hands as you ee Mes Inspection scheduked fo onpoyzmns JE m T begin your reports WinTOTAL now allows you to merge data from individual sections of forms as well as the whole form or the whole report at any time during the life or your report se J _ems You can even merge multiple different reports with different Note If you re using WinTOTAL s status tools in conjunction sections of each report you merge to help speed up your with your XSite so that you can benefit from proactive formfilling process without any concern about any data being status messages the Notes field becomes the body of overwritten Merge simply blends the data you select with the status notice e mail y the data you ve already placed into your report To merge in 4 If this is an XSite order and you ve integrated with your data from another report or template XSite check the Send Client Notification box to senda 1 In WinTOTAL s Order PowerView click Merge in the notification of this status change to your client Then toolbar at the top of the Order PowerView use the drop down menus to select a recipient and S u bj ect fo r yo u r mM essa g e O r j u st ty pe th at n fo rm ati O n E Please select the desired report to merge data from El Merge forms Apdo A Menge in irean Da gone towerarites al deta in resort EY Cancel you rself ol Folders Hegan C Evtergert E Selected
349. sites chances are there s a problem either with your connection or with traffic through the Internet itself Configure WinTOTAL Copyright 2015 a la mode inc Page 29 Wintotal User s Guide e If you ve confirmed your connection to the Internet is working repeat steps 1 3 above to configure your connection Set Up Dial up Connections If you are still using a dial up connection to reach the Internet follow these steps 1 From the Internet section of WinTOTAL Configuration gt s mi Internet Setup Wizard Dial Up Networking settings We found the folowing O HJp Networking connections configured on this PC Please select the one you want to use WinTOTAL will use the following connection Sanie Di Cemmecon Utility click Trusted Sites to ensure that WinTOTAL can connect to all pertinent a la mode servers 6 Now select the option to test drive your connection and click Next The setup wizard attempts to activate your modem and make a connection with the Internet 2 Then click Internet Setup 3 Select the Modem and phone line option and click Next 4 The wizard scans your system and displays any Dial Up o If all goes well the wizard informs you that it has so click Finish to complete the configuration Configure WinTOTAL Network connections you have configured on your system If none are found a message appears notifying you that you need to setup your Dial Up Network connection s In
350. st either configure the starting number for your internal order number or the prefix day month year and order of appearance in your internal order numbering scheme 7 When you re finished click OK to implement your internal order numbering scheme on all your future appraisals Complete the Order Form In order to take advantage of all WinTOTAL s time saving features you should take the time to fill out as much information as possible Where applicable WinTOTAL uses this order information to fill out related fields throughout your report 1 Through the Order PowerView fill out a Report Description Property Address City State and Zip at a minimum 2 For best results be sure to select contacts from your contacts database using the drop down menus provided beside each contact field 3 Finally fill out any additional information in your order form as are necessary As you re filling out the order form keep these things in mind to assist you in filling it out quickly o QuickLists are available in the pane to the left of the screen to help you fill out your order form quickly Hint One of the fastest ways to fill out the order form is to create QuickList entries for the different e products you offer or the different areas you regularly iyi appraise With a strong set of product or area based QuickLists you could easily fill out the entire order form and invoice with only a few clicks Order PowerView Copyright 2015
351. t If you re using your XSite Mercury Network or one of the XSite Mercury network partners like RealEC or Rels then this delivery method is the one to use Reports are uploaded and the status is immediately reflected in your online order management system To begin the delivery process click the Share Report or Deliver to Client button or select a specific delivery method using the drop down arrows next to the buttons Default Delivery Methods Before you use the report delivery tools in WinTOTAL you should set the default method you d like to use to help you save time in future deliveries To set your default delivery method 1 Click the drop down arrow next to Share Report or Deliver to Client and select Set Default 2 Mark the option in the list beside the report delivery method you plan to use most often If you d like the system to default to whatever method you used last mark the Remember what 1 did last time option 3 Click OK to save your default Hint Even though you ve set a default you can always choose any of the delivery methods by choosing it from the Deliver Report menu or by clicking the down arrow to the right of the Send button in WinTOTAL or the Appraisal Desktop Message Templates Using standard message text in reports you deliver via e mail can be a great way to consistently send a standardized message to your clients while still including report specific information in each message To set up
352. t the same field more than once This is useful if your data source has information in one field that you would like to divide up and place in multiple fields Ha 12 source Makir loft to map MLS Pron Typ ara Middle laa E in the repdowna dont show a me ae cms y E Fiet Ta B in the dropdowns don t show MLS fields that are already mapped 13 To map the remaining fields click Pop up unused fields at the top and review the list of fields you still need to map 14 Find a field in the sample form that WinTOTAL provides to map any of the remaining fields from your MLS file 15 When you ve found a field on the WinTOTAL sample form that correlates with a field from your MLS file just click it and choose the appropriate field from the drop down menu 16 Repeat this process until you ve mapped all the remaining fields from your MLS file and then click Next 17 The spreadsheet like tool that appears next is useful for manipulating data from your source file before it is imported into your Comps Database For example you might need to consolidate data from several fields into one item Or you could find a code in a source field that indicates a feature of the property You can use the power of the spreadsheet s text handling formulas to find this information and put it into a format that is more useful to you in your appraisal practice 18 Enter the desired formula in the cells and click Finish 19 I
353. the upper right corner of the screen 6 Since Marshall amp Swift currently limits the automatic upload of data from your report to basic subject address information a Data Lookup sidebar appears on the left with information from your report To copy this information into our Windows clipboard so you can paste it into SwiftEstimator click the Copy link beside the desired information Then just paste it in as you would anything else 7 When the details of your Cost Estimate are complete you arrive at the Reports Calc section of the SwiftEstimator A brief overview of your data is supplied Review the data you see and make any adjustments to the data before proceeding 8 When you re satisfied with your data click Calculate to determine your cost estimate Tools Copyright 2015 ala mode inc Page 162 Wintotal User s Guide Note One cost estimate is deducted from your account when you click Calculate If you determine that adjustments must be made to your cost estimate you have 7 full days after your first cost estimate is generated when you first click Calculate to recalculate your cost estimate free of charge As you continue to work with the cost estimate WinTOTAL displays the number of days you have left to recalculate After 7 days another cost estimate is deducted from your account when you attempt to recalculate 9 When the calculation is complete the results appear in the same window but you can always se
354. their purpose Of course the most common appraisal descriptions Front Rear Street Interior are already included However if you d like to add your own description or manage your existing descriptions 1 From the Images section of WinTOTAL Configuration Utility click Create Photo Labels in the Photos pane on the left side of the screen Standard Photo Descriptions When you add a new photo to the database these descriptions wil be provided in a ist so that you can quickly select them To add an tem to the list type it in and cick Add To remove an item select t and click Remove Configure WinTOTAL o To add a label type the label you want to add into the text field and click Add o If you no longer need a particular description select it in the list and click Remove or click Defaults to remove all of the types you may have added and revert to the original list 2 Click Save to put your configuration changes into effect Comp Photo Import Settings If you are going to import comparables from another source that includes photos such as old appraisal reports you can change how WinTOTAL handles those photos by changing your comp photo import settings To do so 1 From the Images section of WinTOTAL Configuration Utility click Create Photo Labels in the Photos pane on the left side of the WinTOTAL Configuration Options screen Comp Photo Import Options Import photos along with new comps If nec
355. then click the green arrow between the Active and Available product lists to add it to your list Once you ve configured your product list you can set up client specific fees turnaround times and more to cater to good clients Creating Client Specific Fee Lists Once you ve set up your master product list and the fees associated with it you can also create client specific fee lists Billing amp Business Management Copyright 2015 a la mode inc Page 187 Wintotal User s Guide so you can cater to your clients When you set up and assign these client specific fee lists your XSite automatically distributes those fees to the clients you select The next time clients with a custom fee list place an order your XSite automatically shows them the custom fee you provided for them instead of the default fee associate with their order To create a custom fee list 1 From the Fees Setup section of your XSite s Business Management click the Define Client Specific Fees link below the Navigation pane 2 Click Create new fee table to create a new fee list or click an existing fee list and then Edit selected to open an existing list for editing Client Specific Fee Tables These are the different fee schedules for your clients For example you may have different prices or products for regular clents versus one time or new cliente Job types must first be set as active in your product list before being used here Once tables ar
356. tings affects all PDF s that you create so you should be careful when using this feature 5 When finished click OK to accept your changes and click OK again in the Aurora Print Engine to create your PDF Printing Edit Advanced PDF Settings The Advanced PDF settings allow you to control the process that WinTOTAL uses to print your report to PDF Here you can toggle whether WinTOTAL should prompt you for a PDF file name or simply name the PDF file using its own naming conventions You can also toggle whether the PDF should appear in your PDF Viewer once it has been created or change the compatibility settings for your PDF s To change your advanced PDF settings 1 From the Aurora Print Engine PDF options click Edit Advanced PDF Settings Advanced PDF Options POF Options C Do not prompt for filename Launch POF Viewer PDF Specification Acrobat Bo Y 2 In the screen that appears indicate whether you want WinTOTAL to prompt you for a PDF file name when creating PDF s 3 Mark or unmark the checkbox to indicate whether you want WinTOTAL to launch your PDF viewer so you can see the PDF when it is complete 4 Choose a PDF specification option from the drop down list This option controls the compatibility mode for your WinTOTAL PDF s By default WinTOTAL uses the Adobe Acrobat 4 x option to ensure that all of your clients can open the PDF In general unless a technician specifies otherwise it
357. tion to return to a la mode technologies inc all copies modifications and merged portions upon 12 LIMITED WARRANTY a la mode technologies inc warrants for a period of 100 days from your receipt of the Software delivered with this package that if operated as directed this program will operate substantially in accordance with the Documentation However a la mode technologies inc does not warrant that the functions contained in the Software will meet your requirements or that the operation of this program will be uninterrupted or error free Any use by you of the Software is at your own risk This Limited Warranty is the only warranty provided by a la mode technologies inc regarding the Software To make a warranty claim you must return this program to the location where you obtained it along with proof of purchase within such 100 day period If this program does not perform substantially in accordance with the Documentation a la mode technologies inc s entire liability and your exclusive remedy shall be limited to at a la mode inc s sole and exclusive discretion either WinTOTAL User s Guide a The replacement of any software not meeting a la mode technologies inc s Limited Warranty which is returned to a la mode technologies inc or b If a la mode technologies inc is unable to deliver replacement software which is free of defects in materials or workmanship you may terminate this Agreement by returning the pro
358. tively disables the feature If this is selected when you overflow a field you remain in the form However you are not able to add any more text to the field Forms PowerView Copyright 2015 a la mode inc Page 103 Wintotal User s Guide Worksheet Calculations WinTOTAL includes numerous automatic calculations And yet there s no way that our programmers can anticipate everything you might want to calculate in the course of your appraisal Luckily WinTOTAL s worksheet feature allows you to take control and create sophisticated models using data from your reports Based on industry standard spreadsheet capabilities WinTOTAL s worksheets can include mathematical and statistical formulas as well as handle text manipulation While worksheets do not print as part of your report you can utilize calculated data by inserting it into your forms To access WinTOTAL s worksheet features click the Worksheet button in the Report pane to the left side of the Forms PowerView Bla Ek fer Papa Jud ic arar ia Dari fi AAA A DO gh Duchas enem e FUE E ET E g oo em me mom sm Pati l in gt pp o yq oro 7t h hntoOhr trnrnrrt yyo_rpJo_n z gt RR_ uba Corte Hp aia Ti prerai Takki eld E Al Cin Co ppi iros PUD boa Formal Cos jf ci 9 orir Af has G om Him re F al Create Worksheets Worksheets can be created from scratch within WinTOTAL or created in a Microsoft Excel compatible application the
359. to every office here s Copyright 2015 a la mode inc Page 185 Wintotal User s Guide the definitive list of items you should take the time to configure in your XSite as they pertain to you e User Profiles Coverage Area Default Jobs amp Fees Client Specific Fees Matching Fee Tables with Clients Appraiser Fee Splits Matching Fee Splits with Appraisers General Billing Options Most of this configuration is done through the Business Management area of your XSite To access it 1 Log into your XSite 2 Click Business Management at the top of the window 3 Select the item you would like to configure from the Navigation menu on the left Defining User Roles If you have multiple staff members appraisers apprentices office admins that will be using the WinTOTAL and XSite Business Management functions then your first step is to build User accounts for each member of your staff and assign a role to each Once their user accounts are established then each appraiser can link their copy of WinTOTAL or TOTAL Connect to the corporate XSite Now each staff member will only see order tracking information in XSites that relates to them This helps keep such sensitive data as accounting data or appraiser fee split data in the Billing amp Business Management hands of the right people To create user accounts and apply the appropriate roles and privileges 1 Hover your cursor over My Office in the main toolbar a
360. to place the selected icon 5 As necessary click any icon on your map and click Rotate 90 degrees in the Icons tab to rotate it 6 As necessary click any icon and press the Delete key on Report Transfer Options E These setting will take affect the next time Cancel you retrieve Census and flood data C Make all alphabetical characters uppercase EJ Append the FIPS to the beginning of the Census Tract Transfer proximities into forms As defaults for data checkboxes which control whether net X data automaticaly flows into reports Never check boxes I ll manually check them to insert data Check Insert box but only if data 6 present Always check each Insert box transfer blanks if present Remember the last fields I checked and use those each time Flood and Census Fields Census Tract Fema Zone Map Date Fema Map No Fema Special Hazard Area MSA No Subject Address Zip Code your keyboard to delete it 2 Mark your preferred options Options include o Caps Check the first option to have your FEMA Census and USPS data converted to all uppercase before they re inserted in your reports o FIPS The National Institute of Standards and Report Transfer Options If you need to customize the way that WinTOTAL retrieves map related information so that it does so in all caps only retrieves specific pieces of information or gets property proximities as well you can apply your prefere
361. to the other Text Database entry o Clear Text Database Entries for Current User Flushes out your Text Database so that you can start your list over from scratch Only click this option if you intend to wipe out your QuickLists o More Options Calls up the Data Entry Options in WinTOTAL s Configure WinTOTAL utility Recent Responses WinTOTAL s Recent Responses system automatically stores the last 10 entries you place into each field on your forms into temporary storage so that you can access those responses again as you continue working up future reports This system can save you some typing time from one line item to the next but is not quite as powerful as our QuickLists system Since this system is automatic you need only fill out your reports to create new recent response entries WinTOTAL then stores those 10 recent entries into drop down menus that appear in each field Forms PowerView Copyright 2015 ala mode inc Page 89 Wintotal User s Guide AS E Exterior Description materiala condition L Foundation Wals Masonry Roof Sure ee IE Utes asus E click edits ter If you prefer to use our QuickLists system for data entry but you d prefer to use the drop down menus to select your desired QuickList response instead of the QuickLists pane or Shortcuts you can actually swap out the recent Reponses in the drop down menus for QuickLists For details on this process see the Swap Recent Responses
362. tom Toolbars If you decide to hide or show your toolbar at any time after you have completed it simply right click it and click the name of the toolbar you want to display hide from the menu that appears Alternately if you are in the Customize screen while editing your custom toolbar and wish to display hide it simply click the Toolbars tab and check the box for the appropriate toolbar Appraisal Desktop Toolbars Depending on whether you attempt to create a custom toolbar in the Appraisal Desktop or in WinTOTAL itself WinTOTAL offers different functions for your custom Copyright 2015 a la mode inc Page 39 Configure WinTOTAL Wintotal User s Guide toolbars For instance in the Appraisal Desktop you can add buttons such as New Clone Delete and Print Report to help you manage your reports In the Appraisal Desktop you can add items from any of the following categories to your custom toolbar e File Contains commands to open any of your recently used appraisal files e Workflow Contains the following items to improve your workflow e New Creates a new report file in your File Cabinet e Clone Creates a new report file in your File Cabinet by cloning the report you currently have selected e Delete Deletes the report file you currently have selected in the File Cabinet Print Report Allows you to print all or part of the currently selected report file in the File Cabinet to either a PDF file or to a h
363. tup Windows treats today s cameras just like a disk drive When connected the camera memory ls assigned a drive letter and wil appear in a directory list Connect your camera or card reader then click Browse to select the folder containing your photos Path to Photos Card Ca la modeVW nTOTALWmages Browse T Tuse an older serial port style camera Show me legacy camera settings 2 Type the path to your photos on your camera or disk or use the Browse link to browse out to them Alternately if you have an older camera that does not comply with most common Windows integration methods you can check the box indicating that and search the drop down list for your camera 3 Once you have either indicated the camera type or path to your photos just click OK You should now be able to load your photos into QuickPix Use QuickPix One of the advantages of this utility is the ability to preview the photos on your camera or storage device before you load them into your database The process of downloading images from your digital camera into your Images Database is summarized as follows 1 Load previews of your photos into QuickPix 2 Mark the photos you wish to import 3 Label the previews with address descriptions and other notes 4 Download the selected images into your database ie QuickPix Ble Sat ComeraftardDiek Hein Click Previews to get images from your camera memory card and then Retrieve to place them into yo
364. tus from the drop down list in the upper right corner Depending on the status you select more options may appear For instance if you choose Inspection Scheduled additional fields appear where you can enter the date and time of the scheduled inspection Set Status 3 Type any comments you want to include with the status change in the Notes box To view the full details for any internal status update in your order s status history 1 In the Order PowerView click the status name s link in the Status pane on the left WinTOTAL replaces the order history with a detailed explanation behind the change in order status You can view the time and date that the Order PowerView Copyright 2015 ala mode inc Page 79 Wintotal User s Guide i Add Internal Status 2966 Scenic Hiahwav 98 So Add Internal Status The owner has been contacted and the inspection has been scheduled for Thursday July 9th at 2 15 P M The owner had been contacted and an inspection has been scheduled for Thursday July 9th at 2 15 P M Order Information Internal Status Order 17 2414933 1 Inspection Scheduled Product Unknown e Due Date 077720 Merge in Report Data Notes Inspection scheduled for 07 09 2015 M 215PM d Internal Status 2966 Scenic Highway 9 es WinTOTAL s SmartMerge function takes the place of the Se clone function provided in older ver
365. ty Hint JPEG is by far the most common file format for Y images Unless you have a compelling reason to select one of the other formats it is strongly recommended that you stick with JPEG image 2 Once you ve configured QuickPix click OK to save your changes You can exit QuickPix by selecting Exit from the File menu Images PowerView Copyright 2015 a la mode inc Page 129 Wintotal User s Guide Images Database The Images Database allows you to quickly find images that you ve imported from your camera scanner or card reader and use them in WinTOTAL This can be great when you need to find additional photos for later reports as you can search for the photo by its address instead of visually scouring your old images to find the one that looks correct As with many other sections of WinTOTAL the Images Database contains a variety of views to help you reorganize your images in more intelligible ways There are three primary views in the Images Database e Images Database This option shows you all of the images in your database regardless of whether they ve been used or not e Unused Images Shows you images that you ve added to your database at some point but have not yet used in a report e My Albums Shows a list of images grouped by the time you imported them from your digital camera or storage device To access an alternate view simply click Images Database in the Images pane on the left Search for Ima
366. ty A i r click Synchronization Options in the Pocket pane on A high speed Internet connection such as that provided by the left side of the screen DSL or cable is highly recommended However WinTOTAL can work through a dial up connection if that is all that is available to you To access WinTOTAL s Internet configuration options Configure WinTOTAL Copyright 2015 a la mode inc Page 28 2 Mark the option you d prefer to use with Pocket TOTAL Options are Wintotal User s Guide 1 From the WinTOTAL Configuration Utility click the Internet icon in the toolbar Ge YD Y Avs Y General Forms Images Pocke ke Flood Comps net 2 Apply your changes and click Save Depending on your needs there are two different ways to configure your Internet connection for dial up and for high speed Set Up High Speed Connections To configure your system to allow WinTOTAL to access the Internet 1 From the Internet section of WinTOTAL Configuration Utility click Trusted Sites to ensure that WinTOTAL can connect to all pertinent a la mode servers 2 Then click Internet Setup 3 In the screen that appears the first option is to select whether you have a modem based connection or an always on Internet connection Click the option for An always on or LAN connection then click Next F y ag fel Internet Setup Wizard Specify how your system is connected to the Internet Please select the type of connection Win
367. u want a dynamic address cick Add field from report WinTOTAL wil add the selected Pelis fom your report to your web address Website Address Le www abamo com Add fel imm report Tact LIRI waw alamoda com Configure WinTOTAL Hint If you re an advanced computer user you can also take advantage of the Add field from report Q feature to dynamically pass parameters into the website URL so that the same link can work for several different appraisals HoverLinks to Programs To add a HoverLink to an external program 1 While in a report move your cursor over the HoverLinks pane on the left and then click Add Link 2 From the pop up menu select Link external program 3 In the Add External Program screen click Browse and browse to and open the program file for your external program then click OK n w Add External Program Select your options and click OK Program path C Program Fileshhicrasolt O fice O FFICET EXCEL EXE Command line if any Click here for help Hint If you re an advanced computer user you can S also take advantage of the Command line field to W dynamically pass parameters to the program as you start it Copyright 2015 a la mode inc Page 38 Wintotal User s Guide Customize Your Toolbars Sometimes the best way to shave work time off of the average life of a typical report is to customize WinTOTAL so that your favorite functions are available with only one clic
368. ulties with files in the Appraisal Desktop WinTOTAL s file list could become corrupt If this occurs your File Cabinet may not reflect all of the files that are actually available in your WinTOTAL file folders For such occasions WinTOTAL provides a simple utility you can use to restore your file list to its full inventory again To use it click Options Rebuild Reports List in the Appraisal Desktop WinTOTAL then scans through the folders in your WinTOTAL installation and builds a list of all current reports in your File Cabinet Note You should only need to use this feature on very rare occasions normally only if directed to do so by an a la mode tech support representative If you find that you re regularly using this function contact one of our support technicians for further assistance Appraisal Desktop Copyright 2015 a la mode inc Page 50 Wintotal User s Guide Work with Reports Appraisal reports found in the File Cabinet can be moved copied or renamed as needed from within the Appraisal Desktop e Creating New Reports You can create a new report in one of two ways 1 Click New to create a new report from scratch 2 Click Clone to create a new report based off an exact copy of another report in your File Cabinet e Selecting Reports To select a file in the files list simply click it You can also select multiple files by holding down the Ctrl key on your keyboard and clicking multiple files Or se
369. um Please select an option below and click OK to jump to the text addendum or click Cancel to return to the form Options for moving text Move all the text to the addendum then jump to the addendurr Add this note to the field on the form See attached addenda O Jump to the addendum without changing the text on the form The current field is called City This text will be used for the section title in the addendum Supplemental Addendum City Edit standard section title definition What to do in the future Show me this box every time Don t show me this box again just do automatically Don t show me this box again and don t jump to the addendum You can take advantage of WinTOTAL s overflow capabilities in two ways automatically and manually The automatic method takes care of itself As you re typing if you overflow a text field the overflow tools launch asking you what to do If you need to manually overflow a field just place your cursor in the field and then from WinTOTAL s addenda tools click Overflow in the addenda toolbar There are two options for how the text in your form is treated when you overflow a field e Move all the text to the addendum Mark this option if you d like all of the text you ve already typed moved to the addendum In its place on the form you can insert a descriptive phrase directing the reader where to look for the information Check the box to enable this feature
370. upper left of the QuickLists pane Depending on your current QuickLists view the link says either Quick or All to indicate the view you will switch to when you click it Basic QuickList Usage To use a QuickList entry 1 In the Forms PowerView place your cursor into the field in which you intend to use the QuickList entry 2 Double click the QuickList entry in the QuickLists pane OR Hold down the Alt key on your keyboard and press the number on your keyboard that you see listed in the QuickLists pane to the left of the entry you want to use The QuickList entry immediately fills out your form with the data you saved into it Advanced QuickLists Options Forms PowerView Copyright 2015 a la mode inc Page 86 Wintotal User s Guide If you need to specify exactly where WinTOTAL inserts the QuickList entry in your field you must use the advanced QuickLists entry options To do So 1 In the Forms PowerView right click the QuickList entry you want to use 2 From the menu that appears select the item you want to use Options are o Replace Current Field Text with QuickList Overwrites the information you currently have in your form field with the data in your QuickList entry o Insert QuickList into Current Field Text Inserts the data in your QuickList entry into the existing content in your field at the location of your cursor in the field o Append QuickList at the End of the Current Field
371. ur images database Yee Betiave Mark Al Unmet All Open Database Address 6200 Lee Vista Blvd Descipion Froni r Notes F Retieve thus photo a as03090001 JPG Address 6200 Lee Vista Blvd Devciption Fran Ls Ha 7 Rebieve thi photo ss OSO IP A SS09SwaieoOe Deienpiaory Front s Nees gt R Retievethisphoio as 050509000 PG Oo ooo aes o Descrip O s s s is ef eae i cd Rebivethispholoas Store files in Chala madeWWinTOTALVmages AAA A KS OTR QuickPix allows you to first see previews or thumbnails of the images in the camera before taking the time to acquire Images PowerView Copyright 2015 ala mode inc Page 127 Images PowerView Wintotal User s Guide the whole picture It automatically assigns a filename to the pictures it downloads and inserts them into the WinTOTAL Images Database Here s how to do it 1 From QuickPix click Previews 2 Once the previews are loaded use the scroll bar on the right to move through the photos Mark the check box to the right of those images you wish to retrieve or click Mark All to quickly select all of the photos you ve loaded 3 For each photo you mark complete the Address Description and Notes fields as desired If you loaded QuickPix from within the Images PowerView and have a report loaded in WinTOTAL you can select the address of the subject property and any comps from the drop down menu Likewise the Description fiel
372. ur photo o Lines As with highlighting your image drawing lines on the image can be a good way to draw attention to certain aspects of the property 1 To draw a line on your image choose the desired size for your line from the thickness from the Line Width drop down menu 2 Click Line Color to choose the color 3 Click and draw the desired line across the image o Balloons Balloons often pair well with lines and highlighted areas as a way of designating and explaining key aspects about the property 1 To add a balloon choose a background color text color and font for the balloon from the drop down menus 2 Click the image to place the balloon 3 Type the text for your balloon in the box available and then click OK 4 Once a balloon is placed click and drag the balloon or its square handles to reposition or resize the balloon Note When you click another tab to leave the annotations section all annotations become one item and you cannot go back and reselect or edit individual modifications 3 When finished click OK to apply your changes Sketch PowerView WinTOTAL s new VIP integration system now allows any sketch vendor to integrate directly with WinTOTAL If you ve been using the custom integrated version of Apex 3 inside WinTOTAL that will continue to function normally but if you want to use a different sketch vendor like AreaSketch or RapidSketch those alternatives are also available and can integ
373. ur sketcher Please Select A valid TOTAL Sketch Pro license is required to integrate third party sketching applications To purchase licenses click the Buy Licenses button below Use License Manager to assign licenses to others in your organization or to allow them to manage license assignments themselves License Manager Legacy Sketching Choose existing legacy sketching software already installed on your machine Apex Version 3 0 a la mode custom version O Apex Version 2 0 legacy version 3 Then click the Register link that appears 4 The Apex Registration Wizard appears and gives you the option of registering through the Internet or manually We recommend using the Internet registration as this speeds up the process significantly Click the Internet Registration option and click Next 5 Now the wizard prompts you to enter your first and last names and prompts you with the name assigned to this workstation These items are used to help you manage which users and systems have your licenses in use Complete the fields then click Finish 6 The wizard accesses the a la mode servers through the Internet and confirms that your customer account has an available license to assign to this machine If so the license is assigned your account is updated and you Should see a screen telling you how many licenses you have left Click OK and you re done Configure WinTOTAL Copyright 2015 a la mode inc Page 32 Wintotal
374. utomatically transfer the figures into copyright click OK to copyright your report your report if desired WinTOTAL flags your report as copyrighted and adds an Note When you re using the Building Area unlimited use license agreement to your report explaining G Addendum form you must use the Area Calculator the terms of use for your appraisal report Mi in order to enter figures onto the form 4 When finished with your calculation OK to close the window and insert any calculations you specified Area Calculator If you don t use a sketch program to calculate areas WinTOTAL comes complete with an interface for entering Area Estimator room dimensions in the Area Calculator To use the Area Calculator Calculating the area of an irregular lot can prove a challenge for even the most geometrically gifted appraiser WinTOTAL 1 Anywhere in WinTOTAL click Tools Area Calculator provides a simple utility to estimate areas using the from the menus average side method To use the area estimator NS 1 Anywhere in WinTOTAL place your cursor in the field you d like to contain the results of your calculation Area Dimensions Type of Area ri Factor Area g Bsmnt Garage O 2 From the menus select Tools Area Estimator 3 Select the desired units Feet inches meters miles from the Units for sides drop down menu 4 Select the units for the result Sq feet Acres Sq meters Sq miles Sq kilometers from the Units for area d
375. vault Restore a In Progress 5 oe CD in Drive Ez E B Accepted 5 g Disk in Drive Nz E Inspection Scheduled 0 fee E Pending Review 0 Era 3 Revision Needed 0 ES T Delayed 0 tig Due Today 0 pus s Past Due 4 a a Completed 15 3 Conditionally Declined 0 ia Declined 0 Create Folders WinTOTAL allows you to create as many manila folders as you need to effectively organize your files Since the tracking folders come with WinTOTAL and are designed to manage themselves you need not create any additional tracking folders or try to manually place your files into those folders They take care of themselves To create a new manila folder 1 In the Appraisal Desktop click the folder in the Files pane into which you want to add your new folder or if you re creating a new top level folder click the Reports folder 2 Right click the folder and click New in the pop up menu that appears Or click the Customize link located in the Files pane followed by New 3 In the available box type the name for your new folder and click OK Your new folder now appears in the folder list From here you can e Delete a folder by right clicking it and choosing Delete or clicking the Customize link in the Files pane and clicking Delete in the menu that appears e Rename a folder by right clicking it and choosing Rename or clicking the Customize link in the Files pane clicking Rename in the
376. ve about your forms in several ways there are several ways you can move from field to field Pressing Enter moves your cursor from field to field in the logical order in which you might fill out the form Pressing Shift Enter moves you backward in that order Pressing Tab moves you across the form horizontally where possible or to the next logical field if you re at the right edge of the form Pressing Shift Tab moves you backward horizontally Control Your View WinTOTAL provides a number of ways to help you maximize the viewable area of your report on screen while providing each access to the same tools you need throughout your report To arrange WinTOTAL for best use of screen real estate click the View menu in the Forms PowerView and select the appropriate option for your needs Options include Zoom to full width Zooms in on the form until the entire form fits within the viewable area in the WinTOTAL window As you resize your window the form changes size to accommodate your new window size 100 Zooms in on the form until it s displayed at its full width and height defaults Zoom Calls up the Zoom window so you can choose the exact zoom setting for your needs Show Left Pane Toggles the left pane on and off You can also toggle this setting by pressing F9 on your keyboard Show form icons Controls the field specific icons that appear while you re filling out your forms and that assist you in
377. way that Athena did with the EDI Center There are two primary methods of delivering e mail through e mail e Sharing PDF reports e Sharing WinTOTAL reports The method you choose depends entirely on the intended recipient of your report Share WinTOTAL PDF Reports PDF s are files that anyone can view As such they are best suited when delivering your reports to your clients If you re delivering your report to someone you want to update the report sharing a WinTOTAL report should better suit your needs Note Unprotected PDF s are still subject to tampering after you ve delivered them To ensure that no one tampers with the PDF copy of the report you send see the PDF Options amp Security section of this user guide To share a WinTOTAL PDF via e mail 1 Once you ve completed and signed your report in WinTOTAL from the toolbar choose Share Report WinTOTAL PDF via e mail Or if you ve configured this as your default delivery method just click Share Report in the toolbar Note See the Default Delivery Methods section of this user guide for more information about configuring your delivery default 2 3 Complete the necessary fields in the Delivery Information screen To save time you can automatically fill in most of these items based on the customer information from your report Click the drop down menus to see the automated information available for each field Ka Report Delivery Delivery information orders
378. what it should display in the balloons To edit your map options 1 In the Maps PowerView click the Options link in the Map pages pane on the left side of the screen Maps PowerView Copyright 2015 a la mode inc Page 141 2 Mark your preferred options Options include o Get location map Mark this option if you want the Map Wizard to retrieve a location map o Center on subject Centers the location map on the subject property o Get flood census and USPS data Mark this option if you want the Map Wizard to retrieve flood census and USPS data for your report o Get FEMA flood map from InterFlood If you want the Map Wizard to download flood maps from your InterFlood account mark this option and then indicate whether you always want to retrieve a flood map or just want a flood map whenever the subject property falls in a flood zone o Use high resolution 1200 x 1800 maps Retrieves a higher quality map so that the map is better defined in print and PDF Keep in mind that this option may make your map appear fuzzy while it s on your screen but actually improves the print and PDF quality clarity of your map o Display property details so that I can verify address or enter their GPS coordinates before getting maps If you use a GPS device to retrieve the latitude and longitude of the properties in your report or if you want to always verify the property addresses before generating a map mark this option o Pla
379. worksheet does not transfer cell Borders fill Patterns or Protection In addition up to the form you can restrict the data entered in a cell by using the Validation tab prat Cells Save Worksheets Type WinTOTAL allows you to save copies of your worksheets so Genera that you can load them into any future report To save a worksheet 1 From WinTOTAL s worksheet tools click Save in the Worksheet toolbar 2 Give the spreadsheet a name so you can identify it later and click Save Sample Er Use Existing Worksheets Note The cell formatting options are similar to the If you ve already created a spreadsheet in an application like O options found in MS Excel and most other MS Excel or have one from a previous version of WinTOTAL f spreadsheets For specific help in using any of these you can quickly load that into your current report To do so options consult your spreadsheet software manual 1 First in your spreadsheet application save your work in an MS Excel 5 0 format Forms PowerView Copyright 2015 a la mode inc Page 106 Wintotal User s Guide 2 In WinTOTAL s worksheet tools click Open from the Worksheet toolbar 3 Browse your system and select the spreadsheet you wish to use and then click Open Your custom spreadsheet should now appear in the WinTOTAL worksheet replacing whatever spreadsheet you had before Note You can use copy and paste to get your spreadsheet from Excel into Win
380. xtended Info Adds another section to your order form allowing you to add notes and a wealth of other information about the subject property Set Up Order Preferences Auto Internal Order WinTOTAL automatically generates an order number for each new report when this option is selected To specify the format of the numbering click on the link and set your preferences in the screen that appears See the Automate Order Numbering section of As you fill out the order form in the Order PowerView you have the option of allowing WinTOTAL to complete several tasks for you on the fly These items are controlled from the Options menu located on the left side of the Order PowerView To automate some of the initial order setup this user guide for more details processes in your report check each of the options you wish FEMA Census Data Automatically adds IDC data to the to apply using the Options pane to the left of the Order appropriate fields in your report as you fill out your order PowerView Options include form e Default Settings Allows you to determine how WinTOTAL XSite Integration If you have an Appraiser XSite and names your new report files and whether you want to keep your XSite order list in sync with WinTOTAL automatically or manually push your WinTOTAL orders to just mark this option If it s your first time using XSite your XSite Integration click the XSite Integration link next and e Order Map Automatically adds
381. y Accounting An alternative view into your finances is available through the Accounting area of Business Management To use it 1 Click Accounting in the Navigation pane on the left side of Business Management Here in one list you can see cash flow both debits and credits for a given date range and or for a client specific filter o To filter the list to just debits or credits mark the Debits Only or Credits Only boxes on the left Reporting o To filter the list of activities to just credits from specific i The reports in your XSite s Business Management tools offer clients choose the client from the Bill To Client unlimited customization and like all XSite features can be run menu on the left from anywhere o To limit the list of debits and credits to a certain range of dates choose the beginning and ending date using the calendars on the left and then click Submit Running Reports To run a report that s already been created 1 In Business Management click Reports in the Navigation pane 2 Now review the list of debits and credits for the account history you need o Click a column header to sort the list of payment Select te repart you want to et ore om Sh bt ele Nou can Mer the reports sapped by activities by that column _ Beper name oat erst FIGA 15 FA a ANO 10 09 AH CE AAA E A YEG de EH CST o Select any item in the accounting list and click View ame e A Sle Jo ir da Se Deed
382. y of an existing report the Update WinTOTAL Report screen opens showing details of the report you just received as well as any existing reports in your WinTOTAL files list that match the new one At this point you can o Select the desired report in the lower list and click Replace to overwrite the file on your system with the new file you received o Click New to save the incoming file as a new report You re then prompted for which folder you d like the new report saved in Choose an existing folder from the list and click OK o Click Cancel to close the screen and perform no action Hint If you d like the report to open automatically in WinTOTAL after either replacing another report or r starting a new one make sure the Open Report box is selected Your report is saved on your system and if you choose opened in WinTOTAL ready for you to edit review or deliver Billing amp Business Management Deliver with TOTAL Connect If you are using your XSite or Mercury Network to track orders or if your client has their own delivery plugin the option to Deliver with TOTAL Connect is the delivery method to use Before beginning the delivery process TOTAL Connect must be installed and configured Click here for step by step instructions on installing TOTAL Connect Once you have TOTAL Connect installed and configured follow the instructions below to deliver your report using any of the delivery plugins 1 Begin by clicki
383. you can display the contacts from your colleagues databases as well as your own Click the arrow beside the View button in the toolbar and select Contacts for All Users o Contacts for this user only To limit your display to only those contacts you entered click the arrow beside the View button in the toolbar and select Contact for this user only o Appraiser Client Lender Agent Owner Other Limits the displayed list of contacts to just those that qualify as the types you specify Click to check each type of individual you wish to see 4 If you re looking for a very specific contact you can limit the list of contacts to just those that begin with a certain letter Just click the appropriate beginning letter across the top of the screen to limit your contacts to those that begin with that letter To revert to a full list of contacts click All 5 If you want to organize your contacts in ascending or descending order by a specific column in your contacts database click the column header for the column by which you want to sort Click that column header again to reverse the sort 6 Then to group your contacts by a piece of related information select an appropriate category by which to Appraisal Desktop Copyright 2015 ala mode inc Page 64 Wintotal User s Guide group from the Group By drop down menu at the top of the screen Options are o Full Name o Last Name o E Mail o Phone o Fax o Mobile o Address
384. you can insert into your report To insert a location map and retrieve additional data about your subject property 1 In the Maps PowerView click New Map in the toolbar 2 If you re retrieving a map in WinTOTAL for the first time or if you ve set WinTOTAL to prompt you each time a window of options appears Set your map preferences and click OK Maps PowerView Copyright 2015 ala mode inc Page 142 Wintotal User s Guide 3 There are four total steps in WinTOTAL s Map Wizard to help you retrieve a location map flood map or flood and census data Depending on your map preferences not all steps will appear for every map that you insert into your report Steps include o Confirming your address GPS information o Retrieving and annotating a location map o Retrieving flood and census data o Retrieving and annotating a flood map Verify Address GPS Data If your map preferences are set to prompt you about address GPS data before retrieving each map in your report you re asked to verify and update this information as you start the Map Wizard 1 In the first step of the Map Wizard indicate whether you want to retrieve a map by looking up the addresses of the properties in your report or by using exact GPS coordinates rra pii s rt bba wale ree m ha Pbi heia Pa tier med air pe el re paa er a Liba Pe eg Sed ee ree pe ene Leet pe bee eis othe os ae D ais a A ire ee i ee Arrasate CA mondeo rasie ein ll e A par eee
385. you would with any other PDF 2 Ja 853 y Tools I Sign Comment A INVOICE Naples FL 34102 z 7 17 2015 REFERENCE Telephone Number 3129582242 Fax Number Internal Order 17 0715 734183 Lender Case 17 9454598 3 Client File 17 9454598 3 Main File on form 17 0715 734183 Other File of form 317495 Federal Tax ID 129584102 Employer ID 5128611 Naples FL 34102 Telephone Number 3129582242 Fax Number Alternate Number E mail Info HenshawGroup com e Click Add to create and add a new invoice to this order When an order has more than one invoice you can switch between the invoices using the blue arrows on the upper right of the invoice Page 211 Wintotal User s Guide Hse Qcose E preve sea Dror a aad Create Edit Invoice This screen is where you create and edit invoices You can also apply payments to an invoice here The toolbar above has options for sending or creating a PDF file Invoice lof 4 gt From Tracking Numbers and Dates Company Smith Appraisal Address 2512 Briar Ridge Road Invoice Number 17 0715 734183 Address 2 Invoice Date 7 17 2015 E City Naples st FL_ v zip 34102 Phone 3129582242 Fax Bill Due Date 7 20 2015 72 Alt Phone E mail michael yancey SmitH Mark Reports as Paid Whenever you receive payment for either a sing

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