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:
To synchronize orders and open them in TOTAL:
Begin by opening TOTAL Connect. If you have a desktop shortcut, you can launch the program using that as well. Otherwise, follow the steps below based on your version of Windows:
For Windows Vista and 7 users
Click Start → All Programs → TOTAL ConnectFor Windows 8 users
From the Start screen, click the arrow (⬇️) in the lower-left corner, then click TOTAL ConnectFor Windows 10 users
Click Start, locate the TOTAL Connect folder, then click TOTAL Connect
Enter your E‑mail address and Password, check Remember my password to avoid reentering it each time you log in, check Sign me in automatically to avoid seeing this screen again until you log out, and/or click OK.
Once you have logged in, TOTAL Connect automatically synchronizes your orders and organizes them into folders based on their order status. Click Refresh (
) at the top of the Orders list at any time to synchronize and update your list of orders.To begin working on an order in TOTAL, select the order from the list, click File on the upper left, hover over Export, and select TOTAL.
Once you've exported your order, TOTAL opens a new report filled out with any information available in your order. Now you can proceed with the appraisal as you normally would in 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.
To deliver reports using TOTAL and TOTAL Connect:
Open your report in TOTAL and click the Deliver to Client icon (
).Hover over Deliver with TOTAL Connect and select your plugin from the list. If your report is already associated with a plugin, you can also select Using Delivery Plugin Linked to this Report.
For most plugins, the next step is to mark all the pages to include in the delivered report, and choose Print. For some plugins the steps are slightly different. Click here for more information about TOTAL Connect Pro Plugins, including links to step‑by‑step delivery instructions for each one.
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!