Sign Reports Securely

Signing your report Securely with eSign is the best way to prove that the data on the report is your original data - and it gives anyone reading the report a simple way to verify that fact.  This is a powerful new feature in TOTAL.

To sign your report securely with eSign:

  1. In a report in TOTAL, click the drop‑down arrow beside the Sign button (  ) and choose Securely with eSign from the drop-down menu.

    If you haven't verified your identity and set up your eSign signature, TOTAL automatically prompts you to set it up.  Click here for instructions on verifying your identity.
  2. Enter your a la mode Username and Password into the provided boxes and click OK.
  3. In the signature screen that appears, choose whether you want to sign as an Appraiser or Supervisor, and then choose the signature/license you want to use from the Signature Options panel on the left.
  4. If necessary, choose a Signature and Seal color from the respective drop-down menus at the bottom of the Signature Options panel.
  5. In the Mark Pages for Signing panel on the right, check the box beside each page you want to sign with eSign.  Then, check the box in the TOC column beside each page you want TOTAL to include in your report's final table of contents.

    Keep in mind, any pages not marked for printing won't be delivered to your client.
  6. In the Perform These Actions When Signing a Report panel at the bottom, check the Insert Signed Date box and specify the date you want to stamp onto your report as the signed date, then check the box to Export report properties to the database, based on your preferences.
  7. Next, check your preferred eSign options on the right of the Perform These Actions When Signing a Report panel.
  8. When you're finished, click Sign, and then click Agree to sign your report with eSign.  When the signing process is complete, click OK.

Click here for instructions on validating a TOTAL report signed with a secure signature.