You can set up a compliance certificate to be included with the completed
order when it is sent to the client. The certificate can include dynamic data
such as property information, appraised value, and the appraiser license
information as it appears in the final report. You can also customize the
compliance certificate to include your logo and compliance policies.
To set up your compliance certificate...
- Access VMP XSite Preferences.
- If you have multiple VMP XSites connected to your Mercury Network account,
use the drop-down under VMP XSite to Mercury Network
Configuration to select the site for which you'd like to make
changes.
- On the left, choose Compliance Certificate.
- Now, several options appear that let you customize the compliance
certificate's contents. The first set of tools for customizing the compliance
certificate appears under the main menu bar.
- Save: Click this button at any time to commit the
changes you've made to the compliance certificate.
- Logo: Click this button to display the Company
Logo dialog, where you can upload and position the logo that will
appear on your compliance certificate. For best results, it's recommended
that the compliance certificate be 300 wide x 100 tall - measured in pixels.
- Click
Upload to upload the image file for your logo to your
compliance certificate. After you upload the file, the preview will appear
in the Preview area in this dialog.
- If you've uploaded a logo to your Appraiser XSite in Theme Prefs,
click Use my VMP XSite logo to use that logo on your
compliance certificate.
- Use the Logo Location drop-down to choose how the
logo should be positioned at the top of the compliance certificate
- Intro: Click this button to define the contents of the
compliance certificate's intro, which will appear at the top of the
compliance certificate, just under the logo.
- Save: Click this button at any time to commit your
changes and close the window.
- Cancel: Click this button at any time to discard your
changes and close the window.
- Missing Information: Choose Prompt
or Omit from this drop-down to decide whether fields with
missing information should be disregarded, or if the user should see a
prompt for the missing information.
- Include: Check this box for each item that should be
included in the compliance certificate intro.
- Critical: Check this box for each item that should be
considered critical. Each critical item will be verified with a prompt
prior to creation of the certificate.
- Options: Click this button to set up the compliance
certificate with your company information, as well as choose the font for
the certificate.
- Preview: Click this button to see a PDF preview of the
certificate. Note that when viewing the preview, the contents that would
normally populate from the order and report will be substituted with fake
information.
- Restore Default: Click this button to set the
compliance certificate back to its default settings. This will remove any
customizations you have saved.
- On the right, you'll see an area where you can edit the text of the
compliance certificate. This editor has tools that are similar to any word
processor, allowing you to select fonts, insert tables and images, and use
special characters. There are a couple of special tools to notice here:
- The Appraisal Fields drop-down lets you insert "merge
fields" into the certificate. These merge fields will dynamically fill
information from the appraisal report to which the compliance certificate is
attached.
- The Contact Fields drop-down is similar to the
Appraisal Fields drop-down, but lets you dynamically fill information from
the company information you entered in the Options dialog -
discussed above.