TOTAL Connect's Layout

The TOTAL Connect window has 4 main components:

TOTAL Connect's Layout

Menu barFolders panelOrders panelOrder info panel

Menu bar | Folders panel | Orders panel | Order info panel

This bar gives you access to open, export, delete, deliver, and print orders.  Here, you'll also find tools for changing TOTAL Connect's settings, as well as checking for the latest updates.

File Menu

Refresh — Connects to the cloud and checks for any new or changed orders

Open — Opens the order details for the currently selected order in a separate window

Export — Exports the currently selected order and opens it in the selected formfiller

Delete — Deletes the currently selected order

Print — Prints the currently selected order

Sign Out — Logs out of the current account

Exit — Closes TOTAL Connect completely

Tools Menu

Deliver — Allows you to deliver a report manually using one of the TOTAL Connect Pro Plugins.  This delivery method should only be used if your formfiller does not offer direct integration.

Edit Column Layout — Allows you to edit and rearrange the columns that appear and display your order information in the Orders panel.

Login Manager — Links TOTAL Connect with client accounts, such as Mercury Network.  Once you log in, the orders you accept through your client are synchronized and made available in TOTAL Connect.

Help Menu

Check for Updates — Connects to the update server to check for and download any available updates.

Read User's Guide — Opens the TOTAL Connect User's Guide in your default web browser.

About — Displays information about TOTAL Connect including the current version number, current update, edition, program directory, user information, and more.

 

2)  Folders panel

At the top of this panel, access search tools that help you find a specific order regardless of current status.  This panel also contains folders that automatically organize your orders based on their current status.  These folders let you quickly find any orders with a given status without manually sorting and moving individual orders.

 

3)  Orders panel

This panel shows a list of orders based on the search criteria or folder you selected in the Folders panel.  They're organized into customizable columns, and the list can be sorted by any of these columns by clicking the column header.

Below the list of orders are the page icons.  TOTAL Connect displays 50 orders per page, so if you have more than 50 orders in the current status filter, click the corresponding page icon below the list of orders to view additional orders.  Below is a breakdown of each icon and its intended function:

First Page icon ( First Page )
Jumps to the first page of 50 orders
Previous Page icon ( Previous Page )
Goes back one page and displays the previous 50 orders
Page Numbers icon ( Page Numbers )
Jumps to a specific page of orders
Next Page icon ( Next Page )
Goes forward one page and displays the next 50 orders
Last Page icon ( Last Page )
Jumps to the last page of orders

 

4)  Order info panel

This area shows detailed information about the order, organized into tabs:

Details:
Displays essential property and assignment information, such as fees, subject address, and contact information.

A banner is displayed at the top of the Details tab that offers a link for you to log in to your client's portal, update the status of the order, and communicate with your client.

History:
Displays a complete history of everything that happens with the order from start to finish.

Instructions:
Displays any instructions that were included in the original order that was placed by the client.

Contacts:
Displays available contact information for the order contacts, as well as the Client, Appraiser, Lender, Supervisor, Bill To, and Ship To contacts.

Documents:
The Documents tab allows you to view, save, and delete any documents that have been uploaded and attached to your order.  Simply select the document from the list and click View Document, Save Document, or Delete accordingly.  To upload a new document, such as an invoice, click Attach Document and select the file you wish to upload.