Configure Exact

If you're using TOTAL, there's a quicker way to configure Exact and adjust your backup settings. Click here for instructions on configuring Exact through TOTAL's configuration settings.

If you use TOTAL or WinTOTAL to create your appraisal reports, use Exact to preserve your entire WinTOTAL or TOTAL environment. Once you configure Exact, your digital signatures, user profiles, QuickLists, contacts, and other important settings are safe in the event of a crash, or if you need to move to another computer.

Before you begin uploading your software preferences, you must configure Exact to connect to the Internet and log into your account. Exact works in conjunction with Vault, and some of the configuration information is shared between the two programs. However, you can run Vault on a different schedule to suit your own needs. If you haven’t already configured Vault, it’s best to do so first. For more information, see the Configure Vault section of this User’s Guide.

The instructions below are recommended for most appraisers. If your installation settings are different, Exact may not back up your settings and databases correctly.

To configure Exact:

  1. Click Start, go to [All] Programs, hover over a la mode Vault, and select Configure Exact.
    If you're using Windows 8/10, simply press the Windows key and type Configure Exact into the Start screen/menu and press Enter.
  2. On the screen that appears, click the Next button to begin the configuration process.
  3. Choose your Internet connection. If you’ve already run through the Vault configuration, you don't need to change your settings, as Vault duplicates them in Exact. Click Next to continue.
  4. The next screen prompts you for your Username and Password. Since Exact pulls this information from the Vault configuration tool, your information will likely already be filled in. Adjust the login information if necessary and click Next to continue.
  5. Next, choose the software package you are using. You can choose both boxes if you are using both TOTAL and WinTOTAL. Click Next to continue.
  6. Select the Yes option to automatically upload your configuration settings. Exact keeps your last 7 preference configurations archived so you don’t lose any of the settings you need.
  7. Choose between the Daily, Weekly, or Monthly options to control how often Exact uploads your preferences. Then, choose a time in the field provided and click Next to continue.

    Schedule Exact

    You don't have to upload at night. Exact, like Vault, works in the background and can be running while you work on other things. But, if you just can't decide on a time, click Get Time to query the Vault server for the best time to upload your preferences, based on the current system load. You must ensure that your PC is on and connected to the Internet at the scheduled time in order for Exact to upload your preferences.
  8. Exact then begins its initial backup of your preferences. Once it's done, click Continue to begin uploading your preferences immediately and click Finish when it’s done. If you want to wait until the next scheduled backup to upload your preferences, just click Finish.

That’s it! You’ve configured your Exact tools to upload your WinTOTAL and/or TOTAL configuration settings to our secure servers. The files are still on your computer, but they are also safely backed up on our servers.