Order Management > Order Details > Attach Documents
     
 

Attach Documents

 
     

Follow the instructions below to attach documents to an order:

  1. Double-click an order from your list of orders, or highlight an order and click View Order on the toolbar.
  2. Click Attach Documents on the toolbar when viewing the appraisal order details screen.
  3. Choose the document type from the drop-down list.

         
      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.  
         
  4. 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:

  1. Click Upload documents.
  2. Browse to the location where the document is saved.
  3. Select the file and click Open then you'll see a progress bar while your document is uploaded.
  4. 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:

  1. Click Print DirectFax™ Cover Sheet in the Attach Document window.
  2. Select your print options and click Save or Print.
  3. Follow the instructions on the DirectFax™ cover sheet and fax the document (with the cover sheet included) to the fax number provided.

 

 



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