WinTOTAL Aurora — Save XML & PDF to your computer

In rare cases, you may need to transmit your XML and PDF using a completely different method than a portal or via e-mail.  This could include saving the files to a USB drive or some other storage to be securely delivered to a client.  DataCourier lets you save your XML and PDF to a location on your local PC so you can deliver or store the files however you need to.

Please remember: attaching MISMO XML and PDF files to a standard e-mail message is a potential violation of GLB privacy rules, and we definitely DO NOT recommend it.

To save your MISMO XML and PDF locally:

  1. Click Deliver to Client and choose Save XML and PDF to your PC.

    DataCourier Delivery

  2. An E&O check will be run, and if errors are found, you'll have a couple of options:
  3. When the WinTOTAL Print Engine appears, mark the pages you want to include in the PDF of the report, then click OK.  This creates the PDF that will be embedded in your MISMO XML file.
  4. Now, in the Save XML and PDF dialog, you'll see a path has already been entered for you.  Plus, you can click Browse to choose any location on your PC or network where you intend to save the files.
  5. In the Name File field, you'll see names have been assigned to the files based on a field in the report (the main file number is used by default.)
  6. Select if you want to Open folder upon closing the wizard. This will simply open the folder where the files were saved, giving you easy access.
  7. Before you click Save, you must check the box near the bottom of the window to acknowledge that you're aware of the risks of sending appraisal data in XML format using a standard, unsecured e-mail message.

    Acknowledge

  8. Click Save, and the files will be saved to your selected location.  Depending on you selection in step 7, the folder containing those files may open for you.

That's it — Now your XML and PDF files are available on your local PC.