Save XML and PDF to your computer

DataCourier allows you to save a copy of your XML and PDF file directly to a location on your computer in order to deliver or store the files based on your needs.

Attaching MISMO XML and PDF files to a standard email message is a potential violation of GLB privacy rules, and we definitely DO NOT recommend it.

To save your MISMO XML and PDF locally:

1. Click the drop‑down arrow beside the Deliver to Client icon and select Save XML and PDF to your PC.

   

2. 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're automatically taken to the Titan Reports print engine where you select the pages to be delivered.

3. In the window that appears, select the pages you want to include ( A ), choose how you want to name the files ( B ), and adjust your report options ( C ). When you're finished, click Generate PDF and XML ( D ).