Delivering Orders

When your order is complete and you're ready to deliver it to your client you have two options:

To upload the order to your XSite and send a notice of the completed order to your client:

  1. From your XSite's order management, find and double-click to open the order you want to complete.
  2. When the order details appear, click the Add Internal Status button in the toolbar.
  3. Mark the Internal Status of the order as Completed using the drop‑down menu.
  4. Click Browse beside the Upload the report field and locate the PDF copy of your completed report.  When you find it, select it and click Open.
  5. Indicate whether you wish to require payment before delivery by marking or unmarking the provided checkbox.
  6. Type any notes or a message for your client in the Notes text box.  Then, indicate whether you want to send a notice to your client by fax, e‑mail, or both and fill out the respective information.
  7. When finished, click Save to update the internal status of your report and send a notice to your clients to pick up their completed report.