Tracking Folders

 
     

In the Appraisal Desktop, the lower portion of the Folders section displays the “Tracking” folders, which automatically sort and display your reports based on their internal status.  By comparison with regular folders, Tracking folders operate quite a bit differently.  Some of the differences include:

To use your Tracking folders:

  1. First, set up your Tracking Rules to filter out unwanted reports.
  2. Then, in the Appraisal Desktop, click any Tracking folder in the lower left corner of the screen.
  3. Click a Tracking folder to display reports with the related internal status.  If you need to limit this list to a subset of files you have three options:
  • To limit the list of files to those that also exist as orders on your XSite, mark the XSite option.
  • To limit the list of files to those that only exist in WinTOTAL, mark the WinTOTAL option.
  • To show all the files in your File Cabinet regardless of whether they are XSite or WinTOTAL files, mark All.

TrackingFolders

 



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