TOTAL - Upload XML & PDF to a web portal
Some clients request that you upload your report in MISMO XML format using their web portal. Often, this means you'll need to remember the URL for the site, your username, a password, and even more details in some cases. If you're working with more than just a couple of these portals, that's a lot of information to keep track of. DataCourier's SmartBrowser makes things considerably easier.
Click the drop-down arrow beside the Deliver to Client icon (
) and select Upload to Client using SmartBrowser.
An E&O check automatically runs, and if any errors are found, you have a couple of options:
Yes, correct UAD error. The E&O view shows details about the errors that were found - UAD and otherwise. Note that you can double click an error description and jump to the field in the form to correct it. The Details option shows a more narrative description of any fields that are in error, and the Client Instructions option allows you to write notes that are transmitted with the XML and are viewable by the client.
Continue. This means you're okay with any errors that were found and/or have explained why it was necessary to leave these errors in appraisal. If you're leaving any UAD errors, you can expect to explain your reasons to your client when they submit the report to UCDP, because they receive a report of any errors when uploading.
If No UAD errors are found, you are automatically taken to the TOTAL print engine where you select the pages to be delivered.
When the TOTAL Print Engine appears, select the pages you want to include in the PDF copy of the report, then click Continue. This creates the PDF that is embedded in your MISMO XML file.
Now, the SmartBrowser opens, and there are a few components to be aware of:
The address bar at the top is where you enter the web address of your client's portal, then press Enter to view the site in the area on the right of SmartBrowser. When you type an address into the address bar and press enter, that address will be added to the Saved Web Sites tab on the left so you can easily return without having to type the address again.
The Saved Web Sites tab is where you find quick links to the sites you've previously visited using SmartBrowser. As you hover over each site in the list, you'll see an Edit icon (
). Click the icon to enter a description, edit the URL, and save your Username and Password for the site so you don't have to re-key it next time.Right-click any saved site and select Make Default Page to set it as SmartBrowser's "home" page.
Your Internet Explorer Favorites are accessible via a drop-down list on the left. If the address to one of your client's portals is already in your Favorites, select it in the list of Favorites.
By default, a "help panel" appears on the lower left of SmartBrowser. Check the box labeled Hide help panel near the bottom of the yellow help panel to permanently hide this from view.
The QuickData tab gives you easy access to your report data so you can easily fill out any forms on your client's portal. The main goal of the QuickData tab is to keep you from having to re-key data into your client's site. On the QuickData tab, much of the report's salient data is listed with a Copy Icon (
) next to it.
To insert data from your report into a field on your clients portal:
Place your cursor in the field on your client's portal (displayed on the right side of SmartBrowser) where the information will be transferred- let's use Subject Address for example.
On the QuickData tab, click the Copy Icon (
) in the Address field. The address information is populated in the field where you placed your cursor. You can repeat this process for most any field found on your client's portal (because they generally require very similar information.)Fields on the clients portal that require you to click Browse and select the location of the MISMO XML or the PDF, can be inserted instead using the Copy Icon (
) next to the XML or PDF file path on the QuickData tab.When the necessary information has been entered, use the button on the portal to Submit, Send, Upload, or the site's equivalent button to upload the files and information to the client.
When the upload is complete, click the X in the upper-right corner to close SmartBrowser. When you do, you're asked if the upload was successful or not. Mark the correct option to store a record of this transmission in your DataCourier account (coming soon) and update the status of the file in TOTAL.