Set Up Order Preferences

Order PowerView > Set Up Order Preferences


	Set Up Order Preferences

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 processes in your report, check each of the options you wish to apply using the Options pane to the left of the Order PowerView. Options include:

Default Settings - Allows you to determine how WinTOTAL names your new report files and whether you automatically or manually push your WinTOTAL orders to your XSite.
Order Map – Automatically adds a map to your order form when you fill in the full subject address for your order.
With Directions – If you opted to include a map in your order form, checking this option adds directions from your office to the subject property to your order form as well.
Extended Contacts – Adds new sections to your order form permitting you to add detailed information about all of your contacts to it.
Extended Billing – Adds a Billing section to your order form to help you track billing and payment for your report. This section replaces the Billing PowerView in Athena.
Extended Info – Adds another section to your order form allowing you to add notes and a wealth of other information about the subject property.
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 this user guide for more details.
FEMA/Census Data – Automatically adds IDC data to the appropriate fields in your report as you fill out your order form.
XSite Integration – If you have an Appraiser XSite and want to keep your XSite order list in sync with WinTOTAL, just mark this option. If it’s your first time using XSite Integration, click the XSite Integration link next and enter your XSite Username and Password.


		Note: Whenever a new order from your XSite is downloaded into WinTOTAL or a new order is pushed from WinTOTAL to your XSite, an XSite symbol appears in the XSite column to indicate that the synchronization is complete.