WinTOTAL User's Guide Using this Guide Conventions in this Guide End User License Agreements WinTOTAL - Aurora Software License ("License") by a la mode, inc. Adobe Systems Incorporated Flood Data Apex License Agreement Appraisal Institute How To... Get Started Install WinTOTAL Register WinTOTAL Configure Your Firewall Set Up Your Connection Set Up Your Office Register Apex Authorize VIP Sketchers Enable Flood Maps Set Up Your Signature Install Pocket TOTAL Schedule Automatic Updates Integrate with XSites Manage Contacts Create Individual Contacts Create Company Contacts Synchronize Contacts Formfill Add Forms to Reports Merge in Report Data Add Documents to Reports QuickLists Recent Responses Check E&O Comps Add Comps Arrange Comps Remove Comps Import Comps from Old Reports Import Comps from Data Sources Automatically Adjust Manage Images Download Photos Edit Images Scan Images Work with Maps Get Maps Edit Maps Sign Reports Synchronize WinTOTAL Set Report Status Send Reports Deliver PDF Reports Deliver WinTOTAL Reports Deliver Reports to Athena Users XSite Delivery RealEC Delivery Rels Delivery ePC Delivery AppraisalPort Delivery PCV Murcor Delivery ACS Delivery CoreLogic Delivery Quantrix Delivery Southwest Financial Delivery Lighthouse Delivery Print Print Reports Edit PDF Security Settings Print Net & Gross Adjustments Manage Billing Set Up Your Product List Set Up Your Fee Splits Set Up Your Coverage Area Create Client Login Accounts Create Invoices Record Full Payments Record Partial Payments Record Balloon Payments Pay Employees Export Reports to QuickBooks Charge Credit Cards for Orders Configure WinTOTAL General Settings Manage User Accounts Create User Accounts Set Up Your Signature Set the Current User Change Database Locations File Cabinet Settings Formfilling Preferences Data Entry Options Fonts & Form Colors Spell Check Options Image Settings Image Quality Settings Create Photo Labels Comp Photo Import Settings Pocket TOTAL Settings Pocket TOTAL Setup Install Pocket TOTAL Register Pocket TOTAL Synchronization Options Internet Setup Set Up Your Connection Set Up High Speed Connections Set Up Dial-up Connections Schedule Automatic Updates Set Up Your Sketcher Register Apex UnRegister Apex Authorize VIP Sketchers Sketch Options Enable Flood Maps Geocode Comps Integrate with XSites HoverLinks WinTOTAL HoverLinks HoverLinks to Websites HoverLinks to Programs Customize Your Toolbars Toggle Custom Toolbars Appraisal Desktop Toolbars WinTOTAL Toolbars Register WinTOTAL Set Up Your Office Automate WinTOTAL Schedule Vault & Exact Backups Schedule XSite Synchronization Schedule DirectFax Synchronization Schedule File Cleanup Appraisal Desktop Report Management Organize Reports Create Folders Edit Your Column Layout Attach External Folders Tracking Folders Set Up Tracking Rules Rebuild Your Reports List Work with Reports Search for Reports Clone Reports Print Reports Set Report Status Send Reports to Vault Report Views Detailed View Order Form View Workfile View DirectFax View E&O View History View Synchronize WinTOTAL Contacts Find Contacts Create Individual Contacts Create Company Contacts Manage Existing Contacts Merge Duplicate Contacts Create Client Login Accounts Synchronize Contacts Ad-hoc Contacts Import Athena Contacts WinTOTAL Marketplace Pocket TOTAL Sync with Pocket TOTAL Define Critical Fields SnapShot Get Help Market to Past Clients Order PowerView Set Up Order Preferences Change Start Points for Directions Automate Order Numbering Complete the Order Form Get Flood & Census Data Set Status Merge in Report Data Add Forms to Reports Forms PowerView Navigate Forms Control Your View Formfilling Shortcuts QuickLists Create Line Item QuickLists Create Multi-field QuickLists Use QuickLists Organize QuickLists Share QuickLists QuickLists Options Recent Responses Edit Recent Responses Use Recent Responses Swap Recent Responses & QuickLists QuickNotes Default Data & Formatting Set Default Fonts Save Custom Formatting Set Default Data Field-specific Formatting Add Documents to Reports Write Addenda Create Addenda Create Tables & Columns Cell Attributes Table Attributes Insert Images Link to Form Fields Navigate Addenda Save Addenda Use Existing Addenda Text Overflow Options Worksheet Calculations Create Worksheets Link Fields Enter Formulas Format Worksheets Save Worksheets Use Existing Worksheets Check E&O Other Formfilling Tools Sign Reports Comps PowerView Add Comps Remove Comps Arrange Comps Map Comps Comps Detailed View Fill Out Comp Columns Automatically Adjust Comps Database Import Comps Enter Comps Manually Import Comps from Old Reports Import Comps from Open Reports Import Comps from Data Sources Define MLS Import Templates Use MLS Import Templates Search for Comps Map Comps View Database Comps Insert Database Comps Images PowerView Work with Image Pages Download Photos Auto Retrieval Wizard QuickPix QuickPix Configuration Use QuickPix Customize QuickPix Images Database Search for Images Unused Database Images My Albums Photo Pop-up Window Scan Images Images on Disk Edit Image Forms Place Photos Edit Images Optimize Images Enhance Images Annotate Images Sketch PowerView Choose Your Sketcher Sketch Areas Import Old Sketches Create Sketches Maps PowerView Set Up Map Preferences Get Maps Verify Address GPS Data Retrieve a Location Map Retrieve Flood & Census Data Retrieve a Flood Map Edit Maps Report Transfer Options Work with Maps Add Maps Manually Workfile PowerView Add Files Manage Files DirectFax Send Reports to Vault Tools Spell Check Change Case Calendar File Labels Copyright Reports Area Calculator Area Estimator Square Footage Adjuster Math Calculator Marshall & Swift Cost Estimates Property Presentations Legacy Management Reports Convert Competitor Files Collaboration Associate XSite Orders Roll Back to Athena Printing Print Reports Print Options Print Net & Gross Adjustments Print Summary Phrases Remove Pages from the TOC PDF Options & Security Edit PDF Adjustments Edit PDF Security Settings Edit Advanced PDF Settings Report Delivery Default Delivery Methods Message Templates Select E-mail Recipients E-mail Delivery Deliver PDF Reports Deliver WinTOTAL Reports Deliver Reports to Athena Users Review Sent Reports Receive WinTOTAL Reports SureReceipts Deliver Reports with SureReceipts Receive Reports from SureReceipts XSite Delivery ACS Delivery ACS Overview Acknowledge ACS Orders Start ACS Delivery Complete ACS Delivery CoreLogic Delivery CoreLogic Overview Acknowledge CoreLogic Orders Start CoreLogic Delivery Complete CoreLogic Delivery Quantrix Delivery Quantrix Overview Acknowledge Quantrix Orders Start Quantrix Delivery Complete Quantrix Delivery Rels Delivery Rels Overview Acknowledge Rels Orders Start Rels Delivery Complete Rels Delivery ePC Delivery ePC Overview Start ePC Delivery Complete ePC Delivery AppraisalPort Delivery Start AppraisalPort Delivery Complete AppraisalPort Delivery RealEC Delivery RealEC Overview Acknowledge RealEC Orders Start RealEC Delivery Complete RealEC Delivery GAC Delivery Start GAC Delivery Complete GAC Delivery PCV Murcor Delivery Start PCV Murcor Delivery Complete PCV Murcor Delivery Southwest Financial Delivery Start Southwest Financial Delivery Complete Southwest Financial Delivery ILS Delivery Start ILS Delivery Complete ILS Delivery LFS Delivery Start LFS Delivery Complete LFS Delivery Lighthouse Delivery Billing & Business Mgmt Configure XSites Billing Define User Roles Set Up Your Product List Create Client Specific Fee Lists Assign Client Fee Lists Set Up Your Coverage Area Set Up Your Fee Splits Assign Fee Split Lists Set Up Billing Preferences Configure WinTOTAL Billing Use XSites Billing Billing Stats Work with XSite Orders Create XSite Orders Edit XSite Orders Create Client Accounts Change XSite Order Status Invoicing Create Order Invoices Create Miscellaneous Invoices Deliver XSite Invoices Cancel XSite Invoices Customize the Invoice Grid Payments Record Full Payments Record Partial Payments Record Balloon Payments Charge Credit Cards for Orders Pay Employees Accounting Reporting Use WinTOTAL Billing Work with Orders Create Orders Create Client Login Accounts Update Order Status Payments & Invoicing Create Invoices Deliver Invoices Mark Reports as Paid Record Partial Client Payments QuickBooks Integration Set Up QuickBooks Integration Export Reports to QuickBooks Track Exported Reports