Using DirectFax (Athena Only)
Document 5039
Revised 5/1/2006 LD1


Not everybody can work a scanner and make a PDF, so your XSite has a feature that lets you fax things to a toll-free number, along with a special cover page, and they show up in the online order.  When documents are attached, each party is sent a special message notifying them of the action.

This document explains how to take advantage of your Appraiser XSite's DirectFax capabilities.

 
 

 

To attach hard-copy fax documents to an appraisal order...

  1. Login to the Orders section of your XSite.
  2. Locate the order to which you wish to attach a fax document, and click the link under the Status column in order to open the Appraisal Order Details screen.
  3. Click Order and select Attach Document from the drop-down menu.
  4. From the Document Management screen, click to select the Fax option under Transfer Method.

  5. From the Document Type drop-down menu, make the appropriate selection for the type of fax document you wish to attach to the order.
  6. Type free form text which you wish to include as a message into the File Description entry field.
  7. Click Print Cover Page.  A special bar-coded fax cover page will be generated which you will need to print to hard copy.
  8. When the Print dialog displays, select the printer to which you wish to send the fax cover page for print out, and then click Print.
  9. Fax the bar-coded cover page along with the documents you wish to attach to your order to the fax number pre-printed on the cover page.

Again, your faxed documents will be converted to .TIFF format and attached to your order for both you and your client to access.