Sign Reports Securely

Signing your report Securely with eSign is the best way to prove that the data in the report is your original data — and it gives anyone reading the report a simple way to verify that fact. 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. 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.

5. 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
   • Check the box to Export report properties to the database, if you want to export them to your Comps Database.
   • Insert eSign Addendum — Inserts a full page addendum into your report describing eSign signatures, their significance, and how to verify the validity of the report.
   • Insert eSign Verbiage on General Text Addendum — Inserts a brief description of eSign signatures, their significance, and how to verify the validity of the report into the General Text Addendum in your report.
   • Insert eSign Verbiage in Major Form's General Comments — Inserts the brief description of eSign signatures, their significance, and the validity of the report into the comments section on your major form.
   • Click Report Options to set additional options and adjust the visual appearance of your printed forms.
6. Adjust your report options as you would when printing to PDF.
7. 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.