Delivering XML + PDF files via DataCourier

This document describes how to deliver MISMO XML reports to any client's email address, or get the XML file so you can upload it to your client's web portal.

Document 2012  ¦  Last updated:  01/17/2014 KMG

Delivering to Mercury Network?

If you intend to deliver your report to a Mercury Network client, you should NOT use DataCourier to deliver the report via secure e‑mail.  Instead, use the Mercury Network delivery plugin built into your software — you'll find instructions here.

Depending on the major form type in your appraisal, you might only see the option for "PDF via DataCourier"  when delivering your report.  To create both XML and PDF copies of your report, you'll need to swap your form for an XML supported forms.  Click here for more information and a list of XML supported forms.

Below, click the type of delivery you're trying to accomplish, and you'll see the steps to take.

Option 1:  Send XML + PDF via Secure E‑mail

Securely deliver XML and PDF files to any e‑mail address:

These instructions assume that if you've gotten to this point, you have completed and signed your appraisal report using the UAD version of the major form, or one of the supported non-UAD major forms.  Click here for a list of supported forms.

  1. In WinTOTAL, open the report and click Deliver to Client, hover over Deliver with TOTAL Connect, then select XML + PDF via DataCourier.
  2. An E&O check will be run, and if errors are found, you'll have a couple of options:
    Run E&O
    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 every error reported, and the Client Instructions option allows you to write notes (possibly describing why there may be errors) that will be transmitted with the XML and be visible to the client.
    Deliver
    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 print dialog appears, choose the forms you want in your PDF as you normally would and click OK.  This PDF is embedded in your XML file.
  4. After printing, the DataCourier Send Securely plugin will appear.

    Send securely

    Now there are few things to do before delivery.

    • Enter the e‑mail address from which the message should be sent in the From field.  This field will remember the last e‑mail address you entered, so you may not need to make changes.
    • Enter the recipient's address in the To field.  You can even enter multiple recipients if you separate them with a semicolon.
    • Notice that the dropdown for the Subject field pulls information from your report.  But if you like, you can customize the Subject line.
    • Type any message you want to accompany your delivery in the field provided near the bottom of the window.
    • Click the Preview PDF button to see the PDF you're about to send.
  5. Click Send, and that's all there is to it.

What your client sees

Your client will get a notification similar to the following in their Inbox.  Note that the PDF and XML files are not attached.  Instead, there is a link for retrieving them - which is much more secure, and less likely to be blocked by a spam filter.

If the recipient never gets the notification in their Inbox, be sure to have them check their SPAM folder.

After clicking the View Appraisal link, the client will then see a screen similar to the following.  From here, they can download the MISMO 2.6 compliant XML file and/or the PDF.  Even though the PDF information is embedded in the XML file, we're providing a separate link to just the PDF because many lenders and AMCs do not have tools to extract and view the PDF from the XML file.

That's it.  Your client has now securely downloaded the MISMO XML and/or PDF of the report.

Option 2:  Upload XML + PDF to a Client's Web Portal via SmartBrowser

You may have clients that request you upload your report MISMO XML file to their web portal.  Often, this means you'll need to remember the URL for the site, your username, a password, and even more details in some cases.  If you're working with more than just a couple of these portals, that's a lot of information to keep track of.  DataCourier's SmartBrowser will make things considerably easier than just using your usual Internet browser.  Here's how it works:

These instructions assume that if you've gotten to this point, you have completed and signed your appraisal report using the UAD version of the major form, or one of the supported non-UAD major forms.  Click here for a list of supported forms.

  1. In WinTOTAL, open the report, click Deliver to Client and select Upload to Client using SmartBrowser.
  2. An E&O check will be run, and if errors are found, you'll have a couple of options:
    Run E&O
    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 every error reported, and the Client Instructions option allows you to write notes (possibly describing why there may be errors) that will be transmitted with the XML and be visible to the client.
    Deliver
    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 Print Engine appears, mark the pages you want to include in the PDF of the report, then click OK.  This creates the PDF that is embedded in your MISMO XML file.
  4. Now, the SmartBrowser opens, and there are a few components that you'll want to notice:

    Saved Web Sites

    • The address bar at the top is where you'll enter the web address of your client's portal, then press Enter to view the site in the area on the right of SmartBrowser.  When you do, that address will be added to the Saved Web Sites tab on the left so you can easily return without typing the address again.
    • The Saved Web Sites tab is where you'll find quick links to those sites you've previously visited using SmartBrowser.  As you hover over each site in the list, you'll see an Edit icon ( Edit icon ) which you can click to enter a description, edit the URL, and save your Username and Password for the site so you don't have to re-key it next time.

      Right-click any saved site to set it as SmartBrowser's "home" page that will open by default.

      You'll also find your Internet Explorer Favorites in a drop‑down list on that tab.  So, if the address to one of your client's portals is already in your Favorites, just select it in the list of Favorites.  You'll also notice that, by default, a "help panel" appears near the bottom-left of SmartBrowser.  If you'd rather not see the help panel or it's in your way, check the box labeled Hide help panel near the bottom of the yellow help panel.

    • The QuickData tab gives you easy access to the report data so you can easily fill out any forms on your client's portal.  The main goal of the QuickData tab is to keep you from having to re-key data into your client's site.  So, on the QuickData tab, you'll see much of the report's salient data listed with a Copy Icon ( copy to ) next to it.

      QuickData

      Here's what to do:

      1. Place your cursor in the field on your client's portal (on the right of SmartBrowser) where you intend to enter information - let's use Property Address for example.
      2. On the QuickData tab, click the Copy Icon ( copy to ) in the Address field.  Now you'll see the address information has been populated to the field where you placed your cursor.  You can repeat this process for most any field you'll find on your client's portal (since they all require very similar information.)

        Notice that in fields on the portal that require you to click Browse and select the location of the MISMO XML or the PDF, you can instead place your cursor in the field, and click the Copy Icon ( copy to ) next to the XML or PDF file path on the QuickData tab.  SmartBrowser does the rest of the work, so you might see the portal's "Browse" dialog appear momentarily while the path is selected, but you don't need to do anything else.

        Also, when you click the Copy Icon ( copy to ) , the data in the field is copied to your computer's clipboard.  So, if you need to use the data in a popup, you can just Paste the data into the field.

      3. When all the information has been entered, use the button on the portal to Submit, Send, Upload — or whatever the site's equivalent button is — to finally upload the files and information to the client.

        Since SmartBrowser doesn't actually "monitor" the upload process at this point, you'll use the web portal's "progress bars" and/or "upload complete" notifications to confirm the file has uploaded - just as you would in any Internet browser.

      4. When the upload is complete, you can click the X in the upper-right corner to close SmartBrowser.  When you do, you'll see a prompt asking if the upload was successful or not.  Mark the correct option to store a record of this transmission in your DataCourier account (coming soon) and update the status of the file in WinTOTAL.

Option 3:  Save XML + PDF to Your Computer

In some cases, you may need to transmit your XML and PDF using a completely different method than a portal or via e‑mail.  This could include saving the files to a USB drive or some other storage to be securely delivered to a client.  Or, you may simply need to archive the data for your own purposes.  Either way, 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 e‑mail message is a potential violation of GLB privacy rules, and we definitely DO NOT recommend it.

These instructions assume that if you've gotten to this point, you have completed and signed your appraisal report using the UAD version of the major form, or one of the supported non-UAD major forms.  Click here for a list of supported forms.

To save your MISMO XML and PDF locally:

  1. In WinTOTAL, open the report, click Deliver to Client, and select Save XML and PDF to your PC.
    If the major form in your report is not the [UAD] version of the form, or one of the supported non-UAD forms, you'll only see the option for "PDF via DataCourier.".  Click here for a list of supported forms.
  2. An E&O check will be run, and if errors are found, you'll have a couple of options:
    Run E&O
    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 every error reported, and the Client Instructions option allows you to write notes (possibly describing why there may be errors) that will be transmitted with the XML and be visible to the client.
    Deliver
    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 Print Engine appears, mark the pages you want to include in the PDF of the report, then click OK.  This will create the PDF that will be embedded in your MISMO XML file.
  4. Now, in the Export 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.
    • If you've been requested to specifically name the XML prior to delivery, make sure that this box is checked prior to saving the XML to your computer.  When you save the XML and the folder you saved it in opens, right-click the XML file and choose Rename.  Then, just enter the requested file name and press Enter to save it.
  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 e‑mail message.

    Acknowledge

  8. Click Save, and the files will be saved to your selected location.  Depending on your 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.

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