To deliver a report to a customer through Mercury Network…
- Open you report in WinTOTAL and click Deliver Report,
Using any XSite Order Manager Plugin from the menus.
- From the list of plugins, select Mercury Network and
click Next.
- The Aurora Print Engine appears, allowing you to select
which forms in your report you want to include in the final document. Select
the forms you want to include, set any other options necessary, and click
OK.
- The Mercury Network Wizard appears to guide you through
the delivery process. Click Next to launch the process.
- Verify the associated order details in the screen that appears and click
Next.
- In order to deliver your report, you must verify several items about your
report. Run through the delivery guidelines checklist, check each box to
verify it and then click Next.
- The next step in the wizard presents you with the results of an Errors and
Omissions review of your report. Confirm that the report is acceptable.
- Click Detailed View to get more information about the
errors that may have been found.
- Click Print if you wish to print the E&O report.
- If you do find a problem that needs to be corrected, click
Cancel to leave the wizard and return to WinTOTAL. Modify
the report as needed and then start the process over at Step 1.
- Click Next to continue.
- Click Finish to complete the report and deliver the
message to your client.