Mercury Network Delivery

Any orders you receive through the Mercury Network must be delivered back to your client via the Mercury Network plugin in XSite Order Manager.

 

	Mercury Network Delivery from WinTOTAL

To deliver your report through Mercury Network Delivery from WinTOTAL…

1. With the report open in WinTOTAL, click Deliver Report, Any XSite Order Manager Plugin from the menus.  
2. Choose Mercury Network in the list of XSOM plugins and then click Next. Mark the pages you wish to include in your client’s PDF report and click OK to create the PDF.
3. When the Mercury Network Wizard appears, you see a brief overview of the Mercury Network delivery process. Click Next to continue.
4. Before delivering your report, XSOM downloads and installs any updates we've released for the Mercury Network plugin.  When this is complete, click Next to continue.
5. XSOM attempts to find the correct order to match the file you're delivering.
   • If it finds a likely order, verify whether the order is correct, mark the respective option and click Next.
   • If XSOM could not find a likely order for the report you're delivering or it incorrectly guesses, you must select the appropriate order. In the screen that appears, mark the Show Open Orders Only or Show All Orders option to filter the list accordingly.  When you find your order click to select it and then click Next.
     
6. 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.
7. Before delivering the report, XSOM runs a quick E&O review of it.  Review the E&O results, click Next.
   
8. When finished, click Finish to upload the report to Mercury Network and make your file available for immediate pickup.

XSOM uploads your reports, marks its status as "Complete," and sends a notice to your client(s) explaining how to securely pick up their report.

	Mercury Network Delivery from Other Programs

One benefit of clients embracing the Mercury Network format is you may use any forms software you wish.  To deliver your report through the Mercury Network plugin when you’re using a third party formfilling software…

1. Create a PDF of your appraisal report in your formfilling package as if you were going to deliver it to a client using regular e-mail.
2. When the PDF is complete, close the file and open the XSite Order Manager.
3. Click Plugins in the main toolbar.
4. On the left, under Source Plugins, click the plugin for your appraisal software once.
5. On the right, under Destination Plugins, click Mercury Network.  Then, click Begin. 
   
   
   
6. Review the information XSOM provides about the Mercury Network delivery plugin. Then, click Next to continue.
7. In the screen that appears, click Browse and browse out to the source file (not the PDF) for your report.  Depending on the software you use to produce reports, the exact location of your source files varies. Once you find it, click it once, click Open, and then click Next.
8. In the next screen, click Browse again and select the PDF file that matches the appraisal report you selected in the previous step.  Then, click Next to continue.
9. XSOM converts your original source file into the popular XML format used to relay information to your client in the format they need. Of course, the PDF copy of your report accompanies the XML to ensure that your clients have an original copy of the report. Once the conversion finishes, either scroll through the accuracy review or click Full Screen to open a larger view.  (When in the Full Screen view, click Close when you’re ready to get back to the wizard.) 
10. If you’re satisfied with the converted report, click Next.
11. Click Next to open the Mercury Network Wizard. 
12. An overview of the Mercury Network delivery process appears.  Once you’ve reviewed the information provided, click Next to continue.
13. In the screen that appears, match up with file you’re delivering with order in XSOM.  Mark the Show Open Orders Only or Show All Orders option to filter the list accordingly.  When you find your order click to select it and then click Next.
14. 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.
    
15. Before you deliver your report, XSOM runs an E&O review so you can verify that everything is addressed in your report.  After looking through the E&O results, click Next.
    
16. Once your message is composed, click Finish to upload it to Mercury Network and make your file available for immediate pickup.

XSOM uploads your reports, marks its status as "Complete," and sends a notice to your client(s) explaining how to securely pick up their report.

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