Managing Online Orders with TOTAL
The process of receiving and delivering reports is slightly different in TOTAL when compared to WinTOTAL Aurora. We want to keep all you Aurora users in the loop, so this document describes some of the differences between the two, as well as the steps you'll use to receive and deliver your reports in TOTAL.
Document 6560 | Last updated: 08/04/2017 MJY
If you've been using WinTOTAL Aurora, the report delivery process in TOTAL is very similar and we're sure you'll find delivering and receiving reports is just as efficient and easy. Here's an overview:
TOTAL uses TOTAL Connect to receive and deliver reports:
- You must install TOTAL Connect to deliver your reports using TOTAL Connect Pro plugins. The installation process is quick and easy. Click here for step‑by‑step instructions.
- TOTAL Connect automatically walks you through the delivery process for each plugin. Even though it's a separate application, you don't have to worry about opening it to deliver your reports.
- Any orders you receive through your XSite, or any orders you acknowledge through your client's portal are synchronized and exported to TOTAL using TOTAL Connect.
If your client requires you to acknowledge an order, it must be acknowledged before it will appear in TOTAL Connect.
If you receive orders from CoreLogic via e‑mail, you need to save the RXML or SXML file to your computer either from your e‑mail or their website. Then simply Open the file in TOTAL Connect and Export it into TOTAL.
That's all there is to it! You get efficient order management and delivery with TOTAL Connect, and streamlined formfilling with TOTAL.
For more information about the features and processes in TOTAL Connect, click here.
TOTAL Connect does the work of keeping your plugins updated, and we do all the work to make sure that the plugins work with their intended destination partner — all so you can do your work faster!