Delivering Orders to your Inspector XSite
Document 5828
Revised 5/2//2006 LD1


Once you have configured your XSite to use the Order an Inspection and Client Login pages, you will start receiving orders from your clients via
e-mail.

This document tells you how to use your XSite for order delivery in lieu of regular e-mail.

  
 

 

Orders from your Inspector XSite come to you automatically through e-mail and fax.

Uploading the PDF to your XSite Instead of E-mail...

Once you are through with the assignment, you can deliver it in the PDF format to
your client using your XSite – instead of e-mail. This is potentially faster, more
traceable and more reliable than e-mail. Note – any type of file may be uploaded,
though PDF's are the most common and highly recommended.

  1. Go to the Orders area of your XSite. Just login to the admin area of your XSite
    and click the Orders icon.
  2. Now browse to the active job. By clicking the column headings, you can sort on
    particular items. This can help you find the right order.
  3. Click the “status” item for the order you wish to upload. Most of the time it will
    be “In Progress”.
  4. The order details will appear. Click Order, Complete to mark the order as complete and upload your PDF document.

  5. You’ll then see a place for notes as well as a Browse button. Click Browse and
    select the PDF document created from your report.
  6. Then, mark the box that you wish to notify your client of the order’s completion,
    type in any additional notes you wish to attach to the job, and click OK.

Stand by as the report is uploaded instantly to your XSite and notification is sent to your client that an order is waiting for pickup. You'll be returned to the XSite Order Manager. From there, you can close out the window or perform other actions in your XSite.