Saving an .ENV (AI Ready) File.

This document explains how to save your appraisal in the .ENV file format.  This is useful for uploading your appraisal to a portal that requires the .ENV format.

Document 2030  ¦  Last updated:  12/17/2015 KMG

 

Before you begin:

You must have an active TOTAL Connect Pro membership to create an .ENV file.  To learn more about the differences between our free TOTAL Connect and paid TOTAL Connect "Pro" memberships, click here.

Watch the video below to see how to do this in TOTAL.

Choose the appropriate section below to get started.

TOTAL .ENV File Creation

  1. With the report you want to convert signed and open in TOTAL, click File, then select Save as ENV… (Requires TOTAL Connect Pro).

    Click TOTAL Connect

  2. If you're prompted, login to TOTAL Connect.

    Login

  3. Enter your Job Number and click Next.

    Enter Order Number

    If this is your first time using the AppraisalPort plugin, you're prompted to confirm that you have read the AI Ready Conversion Details.  Check the box on the lower left, and click OK to proceed.

    AI Ready Agreement

  4. Choose the pages you want to include in your report and click next.  Any pages marked Not Supported are not included in the converted report.  Click here for a complete list of supported forms.

    Choose your pages

  5. In some cases, the delivery wizard is unable to convert your digital signature.  If this screen appears, click Browse to locate and manually attach your digital signature file (and the supervisor signature if necessary).  Check the box to Reuse this signature the next time to avoid this step the next time you deliver and click next.

    Choose your pages

  6. Click Send on the Final conversion notes screen to convert your report to AI Ready format and open it in the OADI Viewer.

    Click Send

  7. When FNC's OADI Viewer appears, review each page of the report.  When you're ready, click Save at the top of the screen.

    Click Save

  8. In the window that appears, browse to the location, or select from the drop down menu at the top.  Make sure this is a location you can find easily, like your Windows Desktop or My Documents folder.

    Choose folder to save, enter file name

  9. Once you've selected where you want to save the file, enter a File Name and click Save.
  10. When you're finished, close out of the OADI Viewer.

That's it!  Your report is now saved in .ENV format and is available for you to upload to a website or attach it to an e‑mail.

ENV File

WinTOTAL .ENV File Creation

To access the AppraisalPort plugin in WinTOTAL with TOTAL Connect must be installed.  Click here for instructions on installing TOTAL Connect.

Once TOTAL Connect is installed, follow these steps to create your .ENV file:

  1. With the report you want to convert signed and open in WinTOTAL, click Deliver to Client at the top of the screen, hover over Deliver with TOTAL Connect, and select AppraisalPort from the list of plugins.

    Deliver to Client Menu

  2. Enter your a la mode login and click OK.

    Login to TOTAL Connect

  3. Enter your Job Number and click Next.

    Enter Order Number

  4. If this is your first time using the AppraisalPort plugin, you're prompted to confirm that you have read the AI Ready Conversion Details.  Check the box on the lower left, and click OK to proceed.

    AI Ready Agreement

  5. Choose the pages you want to include in your report and click next.  Any pages marked Not Supported are not included in the converted report.  Click here for a complete list of supported forms.

    Choose your pages

  6. In some cases, the delivery wizard is unable to convert your digital signature.  If this screen appears, click Browse to locate and manually attach your digital signature file (and the supervisor signature if necessary).  Check the box to Reuse this signature the next time to avoid this step the next time you deliver and click next.

    Attach Signature

  7. Click Send on the Final conversion notes screen to convert your report to AI Ready Format and open it in the OADI Viewer.

    Click Send

  8. When FNC's OADI Viewer appears, review each page of the report.  When you're ready, click Save at the top of the screen.

    Click Save

  9. In the next window that appears, browse to the location or select one from the drop down menu at the top.  Make sure this is a location you can find easily, like your Windows Desktop or My Documents folder.  Enter a File Name and click Save.

    Choose folder to save, enter file name

  10. Once you've selected where you want to save the file, enter a File Name and click Save.
  11. When you're finished, close out of the OADI Viewer.

That's it!  Your report is now saved in .ENV format and is available for you to upload to a website or attach it to an e‑mail.

ENV File

.ENV File Creation from other formfillers

  1. Begin by generating a MISMO XML file from your formfilling software and save it to a convenient location on your computer (like your Windows desktop).  This is the same type of file that you create when delivering your report in UAD Compliant format.  If you're not sure how to do this, contact your formfilling software provider for assistance.
  2. Once you have generated your MISMO XML file, open TOTAL Connect by going to Start, [All] Programs, then expand the TOTAL Connect folder, and click TOTAL Connect to launch the program.  If you have a TOTAL Connect shortcut on your desktop, you can also double-click that to open the program.

    TOTAL Connect Shortcut

  3. When TOTAL Connect has loaded, click Tools on the upper left and select Deliver.

    Deliver

  4. In the Select delivery destination window, select AppraisalPort, and click Next.

    Select AppraisalPort

  5. Click Browse to locate the MISMO XML file you created in Step 1.  Once you've located the file, select it and click Open.

    Browse For MISMO XML File

  6. The next window prompts you for a Job Number and is populated with the report's Main File Number (if available).  If the field is blank or you need to change the job number, adjust it as necessary, and click Next.

    Enter Job Number

    If this is your first time delivering to AppraisalPort, you're prompted to confirm that you have read the AI Ready Conversion Details.  Check the box on the lower left, and click OK to proceed.

    Conversion Details

  7. On the following screen, you're presented with a list of forms in your report:
    • Any forms not supported are grayed out and display a conversion status of Not Supported.
    • If a form is supported, but the delivery wizard detects an issue that may occur when converting the report, a conversion status of Needs Attention is displayed.
    • Click the Needs Attention conversion status for additional information and to determine why the form needs attention.

    AI Ready Supported Forms

    Review the information, select or deselect the necessary forms, and click Next.

    Click here to view instructions on Getting started, Best Practices, and Common questions regarding AppraisalPort delivery.
  8. In some cases, the delivery wizard is unable to convert your digital signature.  If this screen appears, click Browse to locate and manually attach your digital signature file (and the supervisor signature if necessary).  Check the box to Reuse this signature the next time to avoid this step the next time you deliver, and/or click Next to proceed.

    Assign a signature

    If you're seeing this screen each time you deliver, check your signature in your formfiller.  AppraisalPort supports only JPG formats for images, including your digital signature.  If necessary, convert your signature to a JPG format and apply that as your signature.
  9. In the final step of the delivery wizard, review the details about what to expect after you click Finish.  The rest of the delivery process is handled by software developed by FNC called the OADI Viewer, so this step is simply informational.  When you're finished reviewing the information, click Send.

    AI Ready Final Conversion Notes

  10. When FNC's OADI Viewer appears, review each page of the report.  When you're ready, click Save at the top of the screen.

    Click Save

  11. In the window that appears, browse to the location, or select from the drop down menu at the top.  Make sure this is a location you can find easily, like your Windows Desktop or My Documents folder.

    Choose folder to save, enter file name

  12. Once you've selected where you want to save the file, enter a File Name and click Save.
  13. When you're finished, close out of the OADI Viewer.

That's it!  Your report is now saved in .ENV format and is available for you to upload to a website or attach it to an e‑mail.

If your client or lender requires the FHA/VA Case Number to be printed on every page, it must be entered as either the Main File Number or Other File Number when delivering to AppraisalPort.  Click here for more information.

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