XSite Delivery

  
     

XSite delivery offers a number of advantages over traditional e-mail delivery methods. In addition to delivery confirmations and GLB compliance through secure XSite delivery, by delivering through your XSite you can also leverage advanced payment options like pay-on-pickup or payment-by-credit card.

 

     
 

XSite Delivery from WinTOTAL

 
     

To deliver your report through XSite Delivery from WinTOTAL…

  1. With the report open in WinTOTAL, click Deliver Report, Any XSite Order Manager Plugin from the menus.  
  2. Choose XSite Delivery 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 XSite Delivery Wizard appears, you see a brief overview of the XSite Delivery process. Click Next to continue.
  4. Before delivering your report, XSOM downloads and installs any updates we've released for the XSite Delivery plugin.  When this is complete, click Next to continue.
  5. If the file you did not create the report you’re sending by first exporting it from XSOM, you must first match it up with its corresponding order in your XSOM database. 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.

    FindOrders
  6. Before delivering the report, XSOM runs a quick E&O review of it.  Review the E&O results, click Next.
  7. A series of options for customizing your delivery e-mail appears.  Mark the options you desire and click Next to continue.  Options are:
    • Custom E-mail - Allows you to create a custom e-mail message as if you delivered the message through your e-mail program. 
    • Attach PDF to Message – Attaches a PDF copy of the message to the report just as if you manually e-mailed the PDF attachment to your client.  As clients will not have to log into your site to retrieve their report, this option is less secure than typical XSite delivery and does not offer a delivery confirmation.
    • Save Copy of E-mail to WinTOTAL’s Delivery Center “Sent Items” Folder -  Places a copy of the delivery message into Athena’s sent items folder for you to review or log as necessary. 
  8. If you marked the option to customize the e-mail message, compose your message using the provided editor. Select or type the e-mail address where you want to deliver the report and a subject line for your message.  Type a message into the body of your e-mail or use one of your custom message templates. 

    ComposeEmail
  9. When finished, click Finish to upload it to your XSite 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.

     
 

XSite Delivery from Other Programs

 
     

One benefit of clients embracing the XSite format is you may use any forms software you wish.  To deliver your report through the XSite Delivery 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 XSites Delivery.  Then, click Begin. 

    Plugins
  6. Reviewed the information XSOM provides about the XSite 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 XSite Delivery Wizard. 
  12. An overview of the XSite 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. 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.
  15. A series of options for customizing your delivery e-mail appears.  Mark the options you desire and click Next to continue.  Options are:
    • Custom E-mail - Allows you to create a custom e-mail message as if you delivered the message through your e-mail program. 
    • Attach PDF to Message – Attaches a PDF copy of the message to the report just as if you manually e-mailed the PDF attachment to your client.  As clients will not have to log into your site to retrieve their report, this option is less secure than typical XSite delivery and does not offer a delivery confirmation.
    • Save Copy of E-mail to WinTOTAL’s Delivery Center “Sent Items” Folder -  Places a copy of the delivery message into Athena’s sent items folder for you to review or log as necessary. 
  16. If you marked the option to customize the e-mail message, compose your message using the provided editor. Select or type the e-mail address where you want to deliver the report and a subject line for your message.  Type a message into the body of your e-mail or use one of your custom message templates. 

    ComposeEmail
  17. Once your message is composed, click Finish to upload it to your XSite 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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