These quick hands-on tutorials walk you through your workflow


These tutorials guide you click-by-click as you complete your task in Mercury. You can also access these within Mercury Network—just click Chat & Tutorials in the upper-right to see a list of available tutorials.

To get started, select the tab below that describes your role, then click the link that matches what you want to do. When you do, you'll go straight to Mercury where you'll see a guide that walks you through every step of the process.

How to set up document templates
How to order OptiVal and RealCondition report
How to add a bank account
How to add a credit card
How to find a vendor in your fee panel
How to submit a report to UCDP or FHA
How to use QuickLists
How to add an AMC to your fee panel
Customize your columns in the Orders view
How to invite an appraiser to your fee panel
Contact eligible vendors before assignment
View vendors who were eligible for assignment
How to enable regular password updates
How to trigger a password reset for your users
How to require strong passwords 
How to require a staff vendor
How to use vendor priority for order assignment
How to limit order capacity for a vendor type
How to limit a vendor's capacity
How to mark a staff or salaried vendor
How to set a vendor's priority rank
How to exclude past-due vendors from assignments
How to setup ‘my product fee’
How to request revisions
How to order an appraisal
How to add a spread sheet of appraisers.
Configure AQM.
How to pay the transaction fees for a Vendor
How to use the ‘Action Required’ folder.
Search for an order.
Configure BlitzDocs integration
How to edit email notifications
Configure Intelligent Vendor Selection Settings.
How to setup an override fee.
How to deliver via SureReceipts.
Configure UCDP integration.
How to setup a product requirement
How to contact Vendors.
How to configure double-blind orders.
Configure FHA integration.
How to mark an order as paid.
Automatic SureReceipts delivery.
Add fees for rush and complex.
Mark a vendor ineligible.
Configure ordering options.
Enable Vendor Document Review
Review Vendor Documents
How to set up document templates
How to order OptiVal and RealCondition report
How to add a bank account
How to add a credit card
How to find a vendor in your fee panel
How to submit a report to UCDP or FHA
How to use QuickLists
Add an AMC to your fee panel
Customize your columns in the Orders view
How to invite an appraiser to your fee panel
View vendors who were eligible for assignment
Contact eligible vendors before assignment
Require a sales contract for Purchase orders
How to enable regular password updates
How to trigger a password reset for your users
How to require strong passwords 
How to add a spread sheet of appraisers
Configure AQM
Setup 'my product fee'
How to request a revision
Add members to a client group
Order an appraisal
How to pay the transaction fees for a vendor
How to use the 'Action Required' folder
Manage Client Groups
Create a product
Search for an order
Create a compliance certificate
Build a fee table
How to manage/edit existing fee tables
How to assign a fee table to a Client group
Configure Intelligent Vendor Selection Settings
Setup order routing
Configure BlitzDocs integration
How to edit email notifications
How to deliver via SureReceipts
How to setup an override fee
Configure UCDP integration
How to setup a product requirement
How to contact Vendors
How to configure double-blind orders
How to add a company
Configure FHA integration
How to sync the order
Configure automatic settings
How to search for a Client
Configure status mapping
How to mark an order as paid
Configure order form
Automatic SureReceipts delivery
How to add a Client
Add fees for rush and complex
Configure ordering options
Mark a Vendor ineligible
Enable Vendor Document Review.
Review Vendor Documents.
How to require a staff vendor
How to limit order capacity for a vendor type
How to use vendor priority for order assignment
How to limit a vendor's capacity
How to mark a staff or salaried vendor
How to set a vendor's priority rank
How to exclude past-due vendors from assignments

Doc Details

These quick hands-on tutorials walk you through your workflow

  • Document 9727
  • Revised: 10/18/2017

The Big Picture

This document provides direct links to the hands-on tutorials within Mercury Network.