Follow the instructions below to attach documents to an order:
- Double-click an order from your list of orders, or highlight an order and
click View Order on the toolbar.
- Click Attach Documents on the toolbar when viewing the
appraisal order details screen.
- Choose the document type from the drop-down list:
- Choose the option to Print DirectFax cover sheet, or
Upload Documents.
- Attach paper documents using DirectFax™
- Our DirectFax technology lets you send us paper documents using any fax
machine. Click the Print button to print the special
bar coded cover page. Fax it along with your documents to the printed
toll free number (866-675-7808).
- Attach existing electronic documents
- If you already have documents in electronic format like Adobe PDF, Word,
or Excel, click the Upload documents button and select your
file to attach.
Once your document is attached to the order, it appears in the
Documents section of the order. There are a few things
you can do here:
- Click any document in the list, to view the Document Details in the
Details and Tools section below.
- To open a document, select it from the list and click the
Open icon the Details and Tools section
below. It will open using your PC's default application. So, for
instance, if you select a MISMO XML file and click Open, the
file might open in Internet Explorer, and a PDF might open with Adobe Reader.
- To remove the document, select it from the list and click the
Delete icon ) in the Details and
Tools section.
Attach Documents using DirectFax
To print a DirectFax cover sheet:
- Click Print DirectFax Cover Sheet in the Attach
Document window.
- Select your print options and click Save or
Print.
- Follow the instructions on the DirectFax cover sheet and fax the document
(with the cover sheet included) to the fax number provided.
Attach existing electronic documents
To attach an electronic document saved on your computer:
- Click Upload documents.
- Browse to the location where the document is saved.
- Select the file and click Open. Depending on the
size of the document, you may see a progress bar while your document is
uploaded.
- When your document finishes uploading, click OK on the
confirmation screen to return to the appraisal order details.