Delivery from TOTAL

  TOTAL Connect Pro contract required
  MISMO XML delivery from other formfillers not supported
  Orders available through XSite and/or Mercury Network

If you haven't installed TOTAL Connect, click here for instructions.  Otherwise, to deliver your report to XSites from TOTAL Connect:

  1. Open your report in TOTAL, click the drop-down arrow beside the Deliver to Client icon (  ) and hover over Deliver with TOTAL Connect.
  2. Select XSites from the list of plugins.
  3. Mark the pages you wish to include in the report PDF and click Print.
  4. When the TOTAL Connect appears, enter your a la mode username and password.  Click OK to continue.
  5. Before delivery, TOTAL Connect downloads any available updates.  When this is complete, click Next.
  6. TOTAL Connect attempts to match your report with the correct TOTAL Connect order in your account.

    Choose Plug-in

  7. You must verify several items about your report.  Run through the delivery guidelines checklist, check each box to verify it and then click Next.
  8. In the UARR results screen, review any errors or warnings.  If you do not have any errors or warnings click Send.  If there are any errors or warnings:

    Associate Order

  9. Enter the e-mail address you are delivering to, e-mail subject, and any message you want to include and click Send to complete the report and deliver the message to your client.

    Create E-mail

  10. The final screen displays the delivery results and the new report status.

    Complete Delivery

TOTAL Connect uploads your reports, marks its status as "Complete," and sends a notice to your client(s) explaining how to securely pick up their report.