The Assignment PowerView contains all of the basic order information, report contacts, subject information, and additional information like an order map and directions to the subject property. It can be filled out without the need to have a major form in the report. Once you add a major form to the report, any relevant data transfers to the new form.
To edit the report's order information:
In a report in Titan Reports, click the Assignment PowerView tab at the top of the screen.
Fill out the details in the report's order form.
To print the order form and/or invoice:
From the Assignment Powerview, click Print Assignment in the top toolbar.
Check the box next to each page you want to print.
Adjust your Export Options and Report Options on the right. Click Generate PDF, and then click Download PDF to download the order form or invoice to your computer.
To add contacts to your report, do one of the following:
Type the name of the client into the contact field.
If the contact is the same for a particular field as another contact in your report (e.g. client/lender), click the Same As icon (
) to the right of the field and select the contact to copy from elsewhere in your report. The symbol changes according to the option you select from the menu.
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