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.
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Note: This is not how you upload a
completed appraisal report. To do so, you'll click the
Complete button on the toolbar. Read more here. |
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- Choose the option to Upload Documents or Print
DirectFax™ cover sheet.
- 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.
- Attach paper documents using DirectFax™
- Our DirectFax technology lets you send us paper documents using any fax
machine. Click the Print DirectFax™ cover
sheet button to print the special bar coded cover page. Fax
it along with your documents to the printed toll free number (866-675-7808).
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 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 then you'll see a progress
bar while your document is uploaded.
- When your document finishes uploading, you may upload additional documents
or select Close when done.
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.