TOTAL Connect Pro Pre-Delivery Check

TOTAL Connect Pro's Pre-Delivery Check allows you to complete your client's review process prior to singing and delivering the report.  This streamlines your delivery process and allows you to make adjustments and provide commentary in the report during your final review, as opposed to canceling the delivery, returning to the report, and unsigning it to correct any issues.  The commentary you provide during the Pre-Delivery Check is added to your report as a PDF.

 

To begin a TOTAL Connect Pro Pre-Delivery Check:

  1. Click Deliver to Client.
  2. Hover over Pre-Delivery Check.
  3. Select the TOTAL Connect Pro partner from the list.

    TOTAL Connect Pro Pre-Delivery Check