One of the most beneficial tools in Titan Reports, the digital Workfile not only helps you retain all of the supporting documentation used to create the report in an easy‑to‑find electronic format, but it also helps you to comply with USPAP guidelines for storage of your appraisals. On top of that, archiving your reports electronically saves you money and frees up space in your office for actual work!

The documents that make up your Workfile are the same as those that once took up space in your paper files: MLS sheets, plat maps, title info, site sketches, email correspondence, and field notes. These documents can be other electronic files, like Word or Excel documents, extra digital photos, or even PDF printouts of web search results. Your Workfile assists you in going paperless by storing digital copies of all your paper documents.

There are several ways to add files into your report's Workfile. The quickest way to add a file is to simply drag and drop it from anywhere on your computer directly into the Files in Workfile pane. You can even drag and drop email correspondence from programs such as Microsoft Outlook or Mozilla Thunderbird.

To add a file to your Workfile using the drag/drop function:

1. Click to select a file on your computer and hold down your mouse cursor.
2. While holding down your mouse cursor, drag the file and drop it into the Files in Workfile panel to add them to your report's Workfile.

   

1. Click Add in the Workfile toolbar.

   

2. Browse to the location of the file you want to add.
3. Select the file and click Open.

That's it! Your document is now available in your report's Workfile.

To preview a document in your Workfile, simply select the document from the list of files currently in your Workfile and it's immediately displayed in the Preview panel on the right. Some documents may not be able to display a preview. When a file cannot be previewed, double‑click the file to open it in its default program.

To open and view items stored in your report's Workfile, you must have an application associated with that file type installed on your computer. For example, to open a PDF document you'll need to have Adobe Reader® or a similar PDF viewer installed on your computer.

To delete a document from your Workfile, simply select it from the list of files currently in your Workfile and press the delete key on your keyboard, or click Delete in your Workfile toolbar. Then, click OK to confirm you want to remove it.

To print a document from your Workfile, select the document from the list of files currently in your Workfile, and click Print in your Files in Workfile toolbar.

Titan Reports automatically saves some items to your Workfile any time they are edited, or removed from your reports. Items such as Major forms and report comparables can be restored to their original state.

To restore an item from your Workfile, select it from the list of files, and then click Restore in your toolbar.

To download a workfile item to your computer, select the document from the list of available files, and then click Download in your Files in Workfile toolbar.