Report Management |
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The Files PowerView, often called the “File Cabinet,” is designed to help you organize and access your appraisal files. The screen is divided into two major sections: the folders list on the left and the files on the right.
Folders
- The top part of the folders section, the Files pane, allows you to sort your report files into logical “file folders” for easy retrieval.
- At the bottom of this section, the Tracking folders organize your reports from a 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.
- Clicking a report opens a Detailed View which displays the report’s status history, as well as the date of key events.
- The Detailed View also allows you to deliver, print or mark your report as paid, among other things.
- 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.
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