WinTOTAL Aurora — Secure XML & PDF Delivery

DataCourier helps you avoid costly fines and trust-destroying privacy violations associated with sending unsecured MISMO XML reports as e-mail attachments.

Instead of simply attaching the report files to an e-mail, the message you deliver to your client will contain links to the files which allow your client to securely download the files they need.  They'll be able to download the MISMO XML, as well as a standalone version of the PDF that's embedded in the XML file.

Once you've completed a report on the UAD version of the major form, you're ready to deliver the files via DataCourier.  Here's how it works:

  1. Click the drop-down arrow beside the Deliver to Client icon (  ), hover over Deliver with TOTAL Connect, and select DataCourier.

    Deliver via DataCourier

  2. TOTAL Connect runs a quick UARR review of your report before delivery.  If the UARR review finds any errors that are considered to be "critical," the Delivery Wizard notifies you.  Click Cancel to stop the delivery process and correct the error.  When the errors have been addressed, begin the delivery again.

    UARR Review

    If there are any errors or warnings:

  3. If there are no errors, or if you've reviewed the warnings and errors and determined that no changes are necessary, click Next to proceed.
  4. In the Delivery details dialog, enter the information relevant to your delivery:

  5. When you've entered all the necessary delivery information, click Send to deliver the message.