AppraisalPort Delivery from TOTAL
If you haven't installed TOTAL Connect, click here for instructions. Otherwise, to deliver your report to AppraisalPort from TOTAL:
Open your report in TOTAL, click the drop-down arrow beside the Deliver to Client icon (
) and hover over Deliver with TOTAL Connect.Select AppraisalPort from the list of plugins.
Enter your a la mode login information, check the boxes to Remember my password and Sign me in automatically to avoid re-entering your username and password each time you deliver, and click OK.
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.
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.
On the following screen, you're presented with a list of forms in your report:
Any forms that are incompatible are grayed out and display a conversion status of Incompatible.
If a form is compatible, 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 is not compatible.
Optional: If the option to SWAP the Incompatible form appears, you have the option to click SWAP and replace the form in the Contents panel.
Review the information, select or deselect the necessary forms, and click Next.
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.
In the final step of the delivery wizard, review the details about what to expect after you click Send. If you want to save a copy of your converted report in ENV format:
Check the box next to Save AI Ready (ENV) file to your PC…
Click Browse to choose where you want to save it.
Select a file naming convention from the Name File drop‑down menu.
Check the Open Folder… box to open the folder where the file was saved after you close the OADI Uploader.
When you're finished, click Send to launch the OADI Uploader and view your converted report in ENV format. From here, you have several options:
To save a copy of your report in .ENV format, click Save, and choose the location to save the file.
To deliver the file, click Send, and choose the destination for your report.
To see a preview of your report, click PDF to view the PDF copy being delivered.
