Creating Orders

 
     

To enter a new order on your XSite...

  1. From your XSite's Order Manager, click Create a New Order below the Navigation pane on the left.
  2. Now, fill out the order form.  Notice there are drop-downs for Clients, Lender, Appraiser and other contacts, which are pulled from your contacts database. Likewise, your job types and fees are pulled from your product list.

  3. Click OK when you're finished.


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