Attaching Documents to Orders

Loan Apps > Ordering Appraisals > Working with Appraisal Orders > Attaching Documents to Orders


	Attaching Documents to Orders

Occasionally, you may find the need to send supporting documents - such as a plat map or sales contract - along with your order. With your online 1003, you can now do so and have the documents attached electronically to the order. Files can be existing electronic files, such as PDF's, or paper-based documents, which are sent through the DirectFax service.

Attaching Documents By Fax

From the loan app manager in your site, find and click to select a loan app for which you placed an appraisal order.
Click the Vendors tab and then click New Order in the Appraisal section.
In the screen that appears click Order, All Open Orders from the menu.
Find and click to open the order you wish to update.
Click the Order menu and choose Attach Document.
For the Transfer Method, click the Fax option.
Select the most appropriate Document Type from the drop-down menu and then type a description in the text box.

Now, click Print Cover Page. A fax cover sheet appears in a new Window. Print this sheet on your local printer.


		Note: Appraisal attachments are different from those that are attached to your loan application file. Do not use the DirectFax cover page from the loan application!

After the cover page prints, simply fax the documents with that cover page to the toll free number on the cover page.

Within a few minutes, both you and the appraiser should have access to the documents you faxed in.

Attaching Uploaded Documents

From the loan app manager in your site, find and click to select a loan app for which you placed an appraisal order.
Click the Vendors tab and then click New Order in the Appraisal section.
In the screen that appears click Order, All Open Orders from the menu.
Find and click to open the order you wish to update.
Click the Order menu and choose Attach Document.
For the Transfer Method, mark the Upload option.
Select the most appropriate Document Type from the drop-down menu and then type a description in the text box.
Click Browse and navigate to the document saved on your hard drive. Select it, and click Open.
Once the location of the file to be attached to your order displays in the File Name field, click Upload.
Repeat process to attach as many documents as needed. Then, click Done.

As with faxed documents, the appraiser receives notification of the attachments and is able to view them online though their XSites Network account.

Viewing Order Attachments

When you send a document along with an order - whether via fax or upload - that document is attached to this appraisal order. To view attached documents...

From the loan app manager in your site, find and click to select a loan app for which you placed an appraisal order.
Click the Vendors tab and then click New Order in the Appraisal section.
In the screen that appears click Order, All Open Orders from the menu.
Find and click to open the order you wish to update.
Scroll down to the bottom of the form.
If any documents are attached, they are displayed under the new heading "Documents." If no documents are attached, this heading does not appear.
Click any of the documents listed to open them.

If you believe a document has been sent, but it does not appear on the details page:

From the Order menu, choose Attach Documents.
When the Document Management screen appears, click Refresh in the upper left.
You can also delete a file from here by clicking the trash can icon.