WinTOTAL Aurora — Save XML & PDF to your computer

In rare cases, you may need to transmit your XML and PDF using a completely different method than a portal or via email.  This could include saving the files to a USB drive or some other storage to be securely delivered to a client.  DataCourier lets you save your XML and PDF to a location on your local PC so you can deliver or store the files however you need to.

Please remember: attaching MISMO XML and PDF files to a standard email message is a potential violation of GLB privacy rules, and we definitely DO NOT recommend it.

To save your MISMO XML and PDF locally:

1. Click Deliver to Client and choose Save XML and PDF to your PC.

   

2. An E&O check will be run, and if errors are found, you'll have a couple of options:
   • Run E&O Now - The E&O view shows details about the errors that were found - UAD and otherwise.  Note that you can double click an error description and be taken to the field in the form to correct it.  The Details option shows a more narrative description of everything checked, and the Client Instructions option allows you to write notes, possibly describing why there may be errors that will get transmitted with the XML and be viewable by the client.
   • Deliver Anyway - This means you're okay with any errors that were found and/or have explained why it was necessary to leave these errors in the file.  If you're leaving any UAD errors, you can expect to explain your reasons to your client when they submit the report to UCDP, since they'll receive a report of any errors.
3. When the WinTOTAL Print Engine appears, mark the pages you want to include in the PDF of the report, then click OK.  This creates the PDF that will be embedded in your MISMO XML file.
4. Now, in the Save XML and PDF dialog, you'll see a path has already been entered for you.  Plus, you can click Browse to choose any location on your PC or network where you intend to save the files.
5. In the Name File field, you'll see names have been assigned to the files based on a field in the report (the main file number is used by default.)
   • You can't type directly in this field, but you can use the drop-down list to select a different field on which the file name will be based.
   • If you try to save the files using an existing file name, you'll be prompted to select whether to append a unique number to the new file name, or to overwrite the existing file.
6. Select if you want to Open folder upon closing the wizard. This will simply open the folder where the files were saved, giving you easy access.
7. Before you click Save, you must check the box near the bottom of the window to acknowledge that you're aware of the risks of sending appraisal data in XML format using a standard, unsecured email message.

   

8. Click Save, and the files will be saved to your selected location.  Depending on you selection in step 7, the folder containing those files may open for you.

That's it — Now your XML and PDF files are available on your local PC.