Print a file number on every page in your report

This document shows you how to adjust your report options in WinTOTAL Aurora and TOTAL to print a specific file number on every page of your report.

Document 5058  |  Last updated:  03/21/2017 MJY

The FHA/VA Case Number is no longer required to be shown on every form in your report, according to new FHA EAD guidelines. Click here to learn more about the new guidelines FHA launched as of June 27, 2016. Click here for steps on how to comply with the new FHA Case Number standards.

Though FHA no longer requires their file number to be present on all the forms in your report your client still may require it or a different file number on all pages. You can adjust your settings to accomodate this request in a few easy clicks, and you only need to perform these steps once. After the initial setup, WinTOTAL and TOTAL remember your settings for future reports. Watch the video below to see how to do this in TOTAL.

Select your formfilling software by clicking the appropriate tab below for step‑by‑step instructions on how to include a file or case number on each form in your report:

If you're delivering your report in AI Ready (ENV) format, the steps below do not apply. The file number must be entered as either the Main File Number or Other File Number on Form. Click here for more information.
  1. Open your report in TOTAL.
  2. Go to the Assignment PowerView by clicking Assignment on the upper left.

    Click Assignment

  3. Verify or enter the file number in the File Numbering section in the upper right.

    Enter FHA/VA Case Number

  4. Click Tools in your menu bar on the upper left, and in the drop‑down select Report Options.

    Select Report Options

  5. In the Report Options window, check the box next to the Show Lender Case No. on each form. (Something other than "Lender Case No." may show in the drop‑down.)

    Report Options

    Use the drop‑down menu to select the appropriate file number option.

  6. Click OK to close the Report Options window. Keep in mind that your file number will only appear on the report when printed to PDF or delivered. It doesn't display on every page when viewing the forms in WinTOTAL or TOTAL.
  7. Now you can mark the pages to print and set any other print options as normal, then click Print to print the report with the FHA Case number on every form.
  1. Open your report in WinTOTAL.
  2. Go to the Order PowerView by clicking Order on the upper right.

    Click Order

  3. Verify or enter the file number in the File Numbering section in the upper right.

    Enter FHA/VA Case Number

  4. Print or deliver your report as you normally would.
  5. Once the print engine window appears, select the Click here to show additional options link at the bottom.

    Aurora Print Engine

  6. In the report options that appear to the right, place a check next to the Print "Lender Case No." on each form and Show Table of Contents Column options.

    Print engine options

    Use the drop‑down to select which file number you want to show on each form. (The drop‑down box might say something besides "Lender Case No.")

  7. A row of check boxes appears next to the pages in your report. Place a check next to each page on which you want your file number printed. Any page in your report that doesn't have a check mark won't print with a file number.

    Table of Contents list

  8. Now, mark the pages you wish to print, set any other print options as normal, and then click OK.

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