Report Delivery > Default Delivery Methods

Default Delivery Methods


Before you use the report delivery tools in WinTOTAL, you should set the default method you’d like to use to help you save time in future deliveries.  To set your default delivery method:

  1. Click the drop‑down arrow next to Share Report or Deliver to Client and select Set Default.
  2. Mark the option in the list beside the report delivery method you plan to use most often. If you’d like the system to default to whatever method you used last, mark the Remember what I did last time option.
  3. Click OK to save your default.
Hint: Even though you've set a default, you can always choose any of the delivery methods by choosing it from the Deliver Report menu, or by clicking the down arrow to the right of the Send button in WinTOTAL or the Appraisal Desktop.