Home

User Manual

1. Figure 3 6 C fe de yew Photographs Lek esk 224 8 8 8 t m il B 5 x ES e e Nowa View Jee Ta Far Mange Pom Addendum Photos Conparsbles Seet Ter hmn Ge k m tee ug wi van Ai li ta Tap iether e enp agaat Alan you may ka ani d your curend lwm eth n informoalion bo any other curedh open report Pont curnendiy in thes reet E Cover Page wth Contents EN Appraisal Summary Union Residential gcr sad Report C Certification and Limiting Conciions Si Toma 10 chene Ieren 0 Gi a J Leg Piet Pack l Common Bdr da Pone Pacha Tep Yn wri Pca ire Dac e Clark ard Urban Devgkorngect Package v C leai Haya eiis se CC Ghate Porre c CT etrs dakiala ai Cl Rindan Portis Package v 1 brp Err sn Bo Log amh Por hlp praze Fl Fal Re Figure 3 7 Primary Forms To select what forms are included in a template click on View and then Template Manager or click on the Contents button in the Create New Report window Check the forms you would like to appear in reports of this type and they will appear in the list below Once a form is highlighted in the bottom list you can change its position in the appraisal using the up and down arrow keys You can also set the number of copies of a particular form to be added to the report by highlighting the form in the bottom list and using the Copies dropdown list You can only have one copy of a primary form per report A p
2. Pages Options Printers Overview Appraisal Studio allows you to specify which printers attached to your computer should be used to print the different types of pages within your report For example you may wish to print photo pages to a color printer To change the printer used to print any type of Form select that type From the list supplied below Then select the desired printer From the Available printers list Finally click on the Set Printer button Set Printer Set All Desired Printer Acrobat Distiller Acrobat Distiller Acrobat Distiller Acrobat Distiller Acrobat Distiller Acrobat Distiller Acrobat Distiller Type of Form Excel XLS Pages Location Maps Photo Pages Scanned Documents Standard Forms Word DOC Pages Available Printers Brother HL OM me J e Figure 7 4 LS 2 Use the Pages tab to select the pages to print The Options tab allows you to set the number of copies you need and to customize certain printer settings The Printers tab is used to set the default printer For different form types Pages Options Printers Overview The Print Overview dialog lists each page of your report the number of copies you ve requested and the printer it s going to be sent to You can change the number of copies by double clicking on that column for any page You can change the destination printer by double clicking on the printer name 4 list of available printers will be displayed fro
3. SUSTe0 Cie System text video 1 object s selected 2 Figure 3 24 documents and save them in their proper folders To scan documents use the software that came with your scanner or you can use another graphics software such as PhotoShop or Paint Shop Pro Although all scanners are different they operate in the same basic manner For specific operation instructions for your scanner please consult your scanner s users guide After launching the software that you are going to use to scan your documents Figure 3 25 click on File in the menu bar and then click on Select Source A window will appear with a list of your entire TWAIN devices Select your scanner Click on File and then click on Acquire Choose the following settings for your scanner Image Type Line Art or Black and White Scan Surface Reflective Resolution 200 300dpi Zoom Factor 100 Click on Scan to start the scanner When the scan process is completed a scanned image will appear in a window Save this scanned image as a JPG GIF PCX TIF or BMP to one of the folders you created Figure 3 26 Choose a file name that will help you remember what report that image belongs to A good file name might be 123 Main St Plat Map Inserting Scanned Images into a Document VistaScan32 Settings Image Info Help EE eae REINER Preview Scan Exit Figure 3 25 After you have saved all of your scanned images in fold
4. Invoice Item window will appear Fill in the requested Select a product type below The amount will be Filled in automatically but can be changed to accommodate special arrangements You then specify Add Invoice ltem information and click on the OK button when finished the date this Fee was applied Click OK to accept this new item Product sl Amount Date huso i Cancel Figure 8 10 68 Weekly and Monthly Operations Receiving a Payment When a payment is received inControl allows you to specify which appraisal s the client is paying for You will be able to view a list of unpaid invoices and mark those that a particular payment is related to To enter a payment you will need to locate one of the reports that the payment is related to Follow the steps below 1 Run Appraisal Studio 2 Inthe Office Management section click on Incoming Order Log The Incoming Order Log screen will appear 3 Highlight the report you would like to receive payment for 4 Click the Billing History button in the bottom right of the Appraisal Studio window This will bring up the Appraisal Billing History window 5 Click on the Receive Payment button The Receive aas E H H e To record payments received from your clients First select the client below Enter the Payment WI ndow WI lI appear Fig ure 8 1 1 Kl payment amount and check number if applicable and then check off the individual invoices For SY which this payme
5. Appraisal Studio allows you to have standard fees for each product as well as separate fees for each client in case you have negotiated a non standard price You should have all of this information handy so that when you begin creating new orders in the Incoming Order Log they are priced correctly Client Setup The entry of clients into inControl will follow a series of steps Each step will be outlined in the sections below It is important to complete each step and verify the accuracy of the information so that invoices statements and other reports and correspondence is correctly produced Entering Default Pricing Adding a New Client Setting Custom Fees for a Client Modifying Client Information You can refer back to each section later as a reference if you find you need to sign up a new client or change your fees Entering Default Pricing Follow the instructions below for entering your standard fees You can repeat this process at any time should you discover an error or decide to change fees offer new services etc 1 Run Appraisal Studio 2 In the Office Management section click on Product Pricing A list of products with their default prices will appear 3 Click on the product you wish to set the price for and click the Edit button in the bottom right of the Appraisal Studio window 4 The Product Information window Figure 8 2 should appear RAA with the name of the product you selected highlighted Specify a uniqu
6. File menu OK Cancel Help Figure 11 9 Daily Allows you to set a time daily to automatically backup your files The times are in 30 minute increments throughout a 24 hour day Weekly Allows you to set a day and time to automatically backup your files The times are in 30 minute increments throughout a 24 hour day Select Files for Backup Predefined File Groups This tab is used to select which predefined groups to back up These predefined groups make it easy for you to select common file groupings to backup without having to find and select every single file in the group on your system Use the Select All button to select all the predefined groups Use the Unselect All button to unselect all the predefined groups 104 Additional Files and Folders This tab is used to select additional files or folders to be backed up Files will be listed with the full path and filename Folders will be listed with the full path and to indicate that all files in that folder will be backed up Use the Add File button to add new files to the listing Use the Add Folder button to add new folders to the listing Use the Remove button to remove the selected file or folder from in the listing Use the Clear button to clear all the files and folders from the listing OK Use the OK button to accept any changes made to the setup Cancel Use the cancel button to cancel any changes made to th
7. Used to change the program registration Usually to change the company name account number inCase Server URL and or the file limit for storage in inCase Menu Overview File e Store Files Used to store new or to update files in inCase If you add a file that already exists in inCase that file will automatically be overwritten The number of files you can store depends on your license agreement Note See Getting Started Overview to find out how to quickly store lots of files by dragging and dropping selected files from Windows Explorer BS Restore Files Used to restore or retrieve files from inCase You must first select the files you want to restore by checking each files selection checkbox rad Delete Files Used to delete files from inCase You must first select the files you want to delete by checking each files selection checkbox You will be prompted to confirm all deletions BZ Select All Files Used to quickly select all files by checking each files selection checkbox 94 BZ Unselect All Files Used to quickly unselect all files by unchecking each files selection checkbox View II Display Columns Used to select which columns you want displayed in the listing You can select which columns will display by default by going into setup The selection column is always displayed LL Search Listing Used to search the listing to find some specified text You can search by all columns or by a specific
8. Used to zoom in to the properties plotted on the map The map will be centered on the subject property with the subject radius height matching the map height The subject property and at least one comparable property must exist in order to use the Zoom properties to height Zoom Properties to Width Used to zoom in to the properties plotted on the map The map will be centered on the subject property with the subject radius width matching the map width The subject property and at least one comparable property must exist in order to use the zoom properties to width Zoom to Address Used to zoom to a specified address The map will be centered on the address and zoomed to the specified mile scale DL Zoom to Latitude Longitude Used to zoom to a specified latitude and longitude The map will be centered on the coordinates and zoomed to the specified mile scale Refresh F5 Key 80 Used to refresh the map Options Wide Roads Used to turn on and off the wide roads to increase the emphasis of road surfaces once you have zoomed in close enough Outline Fonts Used to turn on and off the fonts outline to cause the labels appearing on the map to be outlined to improve the readability of labels Proximity to Subject Used to turn on and off the proximity to subject information on the comparable labels Subject Radius Used to turn on and off the subject radius projecting a highlighted radius from the subject property ou
9. p The client just entered should now display in the Client cy noa e TT View screen Contact If you do not need to establish custom pricing for this phone P a client you are finished Otherwise be sure to refer to the tmai next section Setting Custom Fees for a Client Invoice Method Po Figure 8 3 schedule for instance when they agree to provide a certain volume of work you will want to record those price differences so that invoices are correctly created You can select specific products for which the client has a custom fee without entering new prices for every product For example a client may use your standard pricing for everything except multi family reports on which you give them a 25 discount Instead of re entering your entire pricing table again and compounding your problem should your standard fees ever change inControl gives you the flexibility to specify just those products that deviate from your customary charge Follow the instructions below to establish a client specific price You will find that it is virtually the same interface you used to set up your standard fees originally 1 2 Run Appraisal Studio In the Office Management section click on Product Pricing A list of products with their default prices will appear Click on the drop down arrow for the Clients field in the bottom right of the Appraisal Studio window and select the client you wish to set a custom fee for Click on the
10. 4Sopraisal Studio requires you to enter your account number and activation code to verify that you are officially licensed For the products you are adding Please enter the information in the boxes below then click OK Click Cancel iF you do not wish to proceed Account Number Activation Code Cancel Figure 13 3 Calculator If you are in a form field and need to make a calculation open the calculator make the required calculation and then click on the Update Field button The calculated result is placed in the field and the calculator closes 111 Area Calculator The Appraisal Studio area calculator makes it easy to enter room dimensions to calculate overall living and building areas Figure 13 4 You can specify an area type and level for each dimension that you enter When you are finished if you check the check box labeled Insert Data Into My Report The GLA and or GBA will be inserted into the report in all applicable areas Figure 13 4 112 Features Appraisal Studio has numerous time saving features Below is a partial list of these features Automatic Saving of Data In addition to manual saving Appraisal Studio automatically saves the data in your report every time you switch forms when you close a form or a report and before printing Thus your data is very safe In fact even if your computer locks up or you experience a power failure Appraisal Studio will save your dat
11. Administrator and type in password in lower case as the default alias a nessun besen TS S lee asc password If you are logging in for the first time the only user to system setup and administration tools name available is administrator You may select to automatically nuas use this name each time by checking the box in the left hand Jeer Name leS 59H corner This will bypass the login and password screen and start Password Appraisal Studio F Automatically use this name each time Click on OK to start Appraisal Studio D OK Exit Note Only the administrator can add or remove users If your user O E name is not on the drop down menu contact your office administrator To receive administrator privileges you must be logged in as Administrator For user access rights continue to Configuration Appraisal Studio is currently in trial mode To use the software after the evaluation period you will need to Note Only the Administrator account requires a password to log in to Appraisal Studio Bee ee Other user s passwords will only be required once those users wish to sign a report See l S S Account Number Signing a Report later in this manual Acivatin Code Figure 2 9 Once you log into Appraisal Studio for the first time you will be prompted to enter your f RR activation information Figure 2 10 If you are evaluating Appraisal Studio click the Continue euer Trail Evaluation The
12. Figure 2 14 This is the same screen that appears when you are adding a user manually This screen allows the administrator to change a user s password Forgotten Passwords If a user forgets their password the Administrator can change the password at any time However if the Administrator forgets their password the registered owner of Appraisal Studio must contact Technical Support and provide proof that they are in fact the registered owner The Support Technician will be able to decrypt the forgotten password There will be a charge for this service User Tab Setup After configuring the administration tab the next step is to configure the remaining tabs To configure your company information and appraiser information enter this in the User Tab Figure 2 15 This allows for the company information to print on the top of the appraisal forms If the company name and address is grayed out the user will not be able to modify this information To have access to this information the administrator must uncheck the Restrict user box in the Administration tab User Properties In order For this new user to begin using Appraisal Studio you need to provide a user name and password 4 Folder will be Created with this user name name will automatically appear on any reports created by him or ber Jew User bv a d t G t G 0 To make sure you typed the password above exactly as intended please re type it in the
13. For Cancel percentages use whole numbers such as 79 as opposed to decimal notation such as 0 79 Figure 8 4 Set Commission E4 type reis Parc 10 Return to step 5 repeating the process for each work type that this appraiser will be assigned Y Pay a Flat fee per assignment Pay a percentage of the client Fee Fee or Percentage Appraisers Modifying Appraiser Information OK Cancel 1 Run Appraisal Studio es En 9 Click on the OK button to finish 11 Click OK when finished Figure 8 5 2 In the Office Management section click on Appraisers The Appraiser View screen will appear 3 Click on the appraiser to be modified in the Appraiser View screen 4 Click on the Edit button in the bottom right of the Appraisal Studio window 5 The Appraiser Information window will appear Make the desired modifications to the information 64 6 To complete the commission structure for this appraiser select a type of work from the Type drop down list If you do not want to establish commissions at this time proceed to step 11 7 Click Set Commission 8 Select either flat fee or percentage compensation 9 If necessary press TAB to move the cursor to the Fee or Percentage field Enter your desired amount For percentages use whole numbers such as 79 as opposed to decimal notation such as 0 79 10 Click on the OK button to finish 11 Return to step 5 repeating the process for each work type that this
14. If this was an adjustment field it will ask if you wanted to use these settings for all adjustments simply answer yes or no Otherwise the settings will take effect on that field immediately Note Set these options before creating skeletons or templates 37 Market Analysis Grid Features Copying Fields In the market grid it is often helpful to copy information quickly between the subject column and one or more comparable property columns It may also be useful to copy information from one comparable property to another You may use the mouse to do this but typically it is advantageous to keep your hands on the keyboard Try these steps to make copying market grid information a breeze Position your cursor in the Site or View line of a market grid in any form Make sure something exists in the subject column and then move to the first comparable column Type an equal sign and the letter e and then move to the second comparable column by pressing the TAB key Notice that the data from the first column now matches the data from the subject column Your cursor should now be in the second comparable column Again type the equal sign but this time follow that with the digit 1 Now press the TAB key again The data from the first comparable column has now been copied to the second comparable column You can replace the digit 1 above with a 2 or a 3 depending on which comparable column you want to copy data from Figure
15. Note t is recommended that you exit the move arrows mode once you are finished using it This will prevent the arrows from accidentally being moved when making other map adjustments Z User Labels Used to add user labels on the map All user labels also have an associated arrow with them There is a maximum of 30 user labels that can be mapped When you select user labels the menu option is checked and toolbar icon will become depressed meaning that you are now in user labels mode The user labels menu option and toolbar icon will remain in the user labels mode until either are selected again or you select the rotate arrows move arrows move labels or draw streets modes Once in the user labels mode you can click anywhere on the map where you want the user label and arrow to be plotted You do not have to be exact because you can always move the label and arrow after they are plotted by using 85 the Move Labels and Move Arrows menu options Once you click the map the User Label Text dialog will appear This is a multi line text box You may enter up to 50 characters To edit any user labels already plotted on the map use the Edit User Labels menu option Note A abel with no text is allowed and will have the effect of an arrow with no label Also a large label can be moved on top of an arrow to have the effect of a label with no arrow It is recommended that you exit the user labels mode once you are finished
16. Right mouse click anywhere on the file listing to launch the quick popup menu Backup Now Used to start the backup now regardless of any scheduled backup You will be prompted to confirm the backup Cancel Backup Used to cancel a backup that is already in progress You will be prompted to confirm the cancel backup L File Information Used to display the selected files information You can double click any file in the listing to quickly popup the file information dialog 103 Close Use the close button to close the dialog Help Use the help button to launch the help system B Clear Listing Used to clear the backup results in the inCase Scheduler backup listing following a backup Refresh F5 Key Used to refresh the inCase Scheduler backup listing O S Setup x Used to schedule the automatic backup times and files to be as Time for Automatic Backup backed up Figure 11 9 No Schedule L Daily at 11 00 PM E C Weekly on Saturday 2 Select Files for Backup Schedule Time for Automatic Backup Predefined File Groups enge Studio Appraisal Files e W Appraisal Studio Configuration Files There are three types of scheduled backups No Schedule Daily S OA HighPerFORM Appraisal Files and Weekly Diep Higreronn Paani Files OGA HighPerFORM Photo Library No Schedule Allows you to turn off any automatic backup schedule However Sect At Unc you can still backup on demand using Backup Now on the
17. Systems Web Site AppraisalPort Mailbox Import Single Reports Import Migration Utility Save All Delete Restore Rename Folder Print Print Setup Send Find a Report Empty Recycle Bin Log in as Another User Exit View Quick Actions Tool Bar Display Properties Template Manager Options Refresh Communications Associate Folder with E mail Address Retrieve E mail Photographs Add Photos to Library Rebuild Photo Library Edit Photo Library Empty the Photo Library Add Photos to Scrapbook View the Photo Scrapbook Empty the Photo Scrapbook Tools Get the Latest Update Purchase New Products Comparable Property Database Standard Calculator Reload Files Configure External Applications Help Help Topics Computer Benchmark About Appraisal Studio The Tool Bar The tool bar contains buttons that represent various shortcuts to access menu functions This tool bar can be displayed or hidden by clicking view in the menu bar and then clicking on Tool Bar Create New Document Open a new appraisal report Open Open an existing appraisal report Save Save appraisal report Delete Delete Appraisal Report Print Print current document Send Mail Find report Search through all folders for a report ia Empty Recycle Bin Empty contents of the Recycle Bin S VW gt X K b L Send active documents through E mail Retrieve E mail Retrieve E mail New Mailbox Create a new Remote Mailbox Scrap Book
18. etc based on whether you are copying from the subject comp 1 comp 2 etc Then press your Enter key and the program will copy the information to the field you have specified Deleting Comparables To delete a comparable right click on that comparable and select Delete this Comparable from the pop up window This will remove all the data in the column including its address 38 Arranging Comparables Appraisal Studio allows you to arrange comparables in a report in two ways The first way is to click on Edit in the Menu bar select Comparable Properties and click on comparable summary The second way is to click on the Comparables button in the Report Navigation Bar Both methods display a window with the comparables in this report listed Figure 3 18 The type of comparables currently being viewed is listed toward the top of the screen Click the drop down arrow in the Show Comp Type field to choose a different sort of comparable Click on the comparable s information to highlight it then click the Move Up and or Move Down buttons to put the comparables into the proper order L Normal Vers Jee Tofren Nas Pomme kode Fie Edt View Photograph Tools Hep H eo W F rz G d sp te Corps ger Shoe comp type T T enn alle Harab Chectmark indicates best comparable e Sake Kre Adbeded Prise Gong N N SB Weigh abet e Sirt by edt ren lier HI Er Hel pect F1 HUM MS Figure
19. lt L Appraisal Studio Folders appraisers and reports to help you manage your business Clay EL Administrator vee 9 ImportedFiles There are several sections of the software you will find most E Pope L Scrapbook helpful Report Briefcase Incoming Mail i G l Br Network Neighborhood e The Incoming Order Log where all new orders are o New User recorded and appraisers can be assigned Open Recent hgj Recycle Bin Report ER 7 Remote Mailboxes e The Client View which houses the contact information for KI M inCase Document Archive each of the clients you will be servicing da Office Management e The Appraiser View which houses the contact and license information for each appraiser you employ Print Report E amp a SE SI Product Pricing all Reports e The Work in Progress View which provides a summary send Report EE Work in Progress Status of all outstanding orders and the status of each SS inHand Appraiser use less frequently such as when printing reports or monthly Seed statements This guide is intended to introduce each of inControl s functions For Help press F1 There are other functions of the software that you will undoubtedly Figure 8 1 61 Initial Setup The setup of inControl essentially involves the entry of the clients and appraisers that you will need to perform your daily work You will want to have contact information handy for all parties You will also need to configure your fees
20. which will not be sharing information with other computers within an office and is typically not attached to 4 network Install This Program Th Apex V single user Th Apex V multi user WinSketch Utilities ZS Adobe Acrobat Reader TS System Library Utilities Figure 2 3 InstallShield Wizard inForms inFocus inControl inBox inHand R inCase UNITED SYSTEMS Figure 2 4 Please read the following license agreement carefully lrstallShreld Press the PAGE DOWN key to see the rest of the agreement END USER LICENSE AGREEMENT FOR APPRAISAL STUDIO IMPORTANT READ CAREFULLY This End User License Agreement EULA is a legal agreement between you either an individual or a single entity and United Systems Software for the software product identified above which includes computer software and associated media and printed materials and may include online or electronic documentation SOFTWARE PRODUCT or Do you accept all the terms of the preceding License Agreement If you choose No the setup will close To install Appraisal Studio you must accept this agreement lt Back Figure 2 5 15 InstallShield Wizard Ea Choose Destination Location i To install to this folder click Next To install to a different folder click Browse and select another folder Select folder where Setup will install files Setup will install Appraisa
21. 3 17 Now move to another row in the market grid such as Location or Quality of Construction Make sure there is some data in the subject column and position the cursor in any of the comparable columns Type two equal signs and then the TAB or Enter key You will notice that the data in the subject column is copied to all comparable columns Lastly there is a shortcut for copying an entire column at once If you have a subject column that is filled in you can position your cursor on the first address line and use the s or 1 2 3 or combinations If you specify s the entire subject column is copied into the comparable column where your cursor is located If you specify another comparable column such as 1 then the entire first comparable column is copied to the column where your cursor is located If you specify then the entire subject column is copied to the every comparable column that s the entire market grid all at once Copying Subject or Comp Data from One Field to Another Highlight the field you wish to copy data from and then right click on it Place your cursor over the appropriate choice and a second menu will extend Select the individual field or all fields and then select the destination that you wish to copy the data to either to a particular comp or all of them To copy a field using keystrokes highlight the field you wish to place the data in Then type in an equal sign followed by an S 1 2
22. Appraisal Studio There are several ways to start a new report You can click on File in the menu bar then click on New and choose Appraisal Report You can click on the Create New Report icon in the Quick Actions list All these ways will bring up the Create New Report screen shown on the right Figure 3 3 As you can see there are several ways to achieve the same result Create New Report KE 4ppraisal Studio needs certain information about your document in order to create it You should always provide a subject address unless you want to clone a report with the same address You can type a File number or let Appraisal Studio generate one for you automatically Report Type Uniform Residential Appraisal Report lt This is true with many Windows programs In the future this manual will demonstrate only one method or steps for each Seer Reaink Tempe AZ S process The reader however should keep in mind that there pprsier S Subject Address Client Case Number o30217 001 Ie Automatically generate file numbers GE Come might be several different ways to get to the same place Appraisal Studio needs some information about your report in order to create it The minimum information required is the report type and subject address Any information entered in the Create New Report window will be automatically entered in all forms that are included in this report File
23. Appraiser s Resume Building Area Addendum Building Sketch Building Sketch Letter Size Certification and Limiting Conditions Certification and Limiting Conditions Letter Size Commercial Building Comparable Cost Addendum Cover Letter Cover Letter Letter Size Cover Letter with Header Cover Letter with Header Letter Size Cover Letter with Signature Cover Letter with Signature Letter Size Cover Page Cover Page Letter Size Cover Page with Contents Cover Page without Photo Cover Page without Photo Letter Size Cover Page without Photo 2 Deed Deed Letter Size Drive By Certification and Limiting Conditions Earthquake Insurance Analysis Addendum ERC Residential Appraisal Report Condominium Addendum Excel Spreadsheet Attachment Legal Size Excel Spreadsheet Attachment Letter Size FEMA Standard Flood Hazard Determination FHLMC Form 465 Addendum A FHLMC Form 465 Addendum B FIRREA USPAP Addendum Flood Map Flood Map Letter Size Ground Lease Analysis Industrial Building Comparable Invoice Lead Based Paint Certification Lease Comparable Location Map Location Map Letter Size Manufactured Home Appraisal Report Addendum Master Residential 2045 Options Upgrades ERC Comps FMae 2055 Comps FMac 2055 Comps 1075 Comps Mobile Comps ROV Comps SRIP Comps 2095 Comps URAR Listings URAR Comps Vacant Land Comps Summary Appraisal Update Acknowledgement Certification Mfg House Checklist Resu
24. Mailbox Type Using the drop down menu select the type of Back ll next gt Cancel mailbox you will be setting up Choose from ACI Lighthouse AIRD AppraisalPort Internet E mail or Post to Web Server depending on the needs of whom you are sending your reports to Figure 5 1 ACI Lighthouse This format is used to translate Appraisal Studio format to ACI LLL Format The Lighthouse program can be purchased from United l l When using the Internet or a Yalue Added Network WAN you need to specify Systems the destination mailbox To Account where the document will be sent You may also select to use a custom subject line for each email you send You should also specify your own email address in case the recipient wishes to reply To Account If you are sending a report through standard e mail choose mM eneiatectne Internet E mail A second window will ask you for the account information Figure 5 2 The To Account is the e mail address to Pet Account where the document will be sent and the Reply Account is your e mail address so the recipient knows who sends the orders to in case of a failure during the transmission You can add a custom subject line by checking the Custom e mail subject checkbox Once completed click Next Internet E Mail Cancel Figure 5 2 54 The final screen allows you to select how the document will De LL received Figure 5 3 Appraisal Studio needs to kno
25. Order Log it can be assigned to any appraiser that has been entered using the steps described under Initial Setup It is important to remember that you must enter each appraiser s information even if that appraiser already has an account on your copy of Appraisal Studio This allows Appraisal Studio to manage appraisers that work in separate offices or assignments that are sub contracted to other companies Save Cancel Help Caneel Helo Figure 8 6 To assign an order follow these steps 1 Run Appraisal Studio 2 Inthe Office Management section click on Incoming Order Log The Incoming Order Log screen will appear 3 Highlight the order that needs to be assigned 4 Click on the Assign Appraiser s button in the bottom right of the Appraisal Studio window The Assign f Appraiser window will appear Figure 8 7 Primary Appraiser Secondary Appraiser liane z 5 Select the primary appraiser from the drop down list D If applicable select the secondary appraiser from the drop cel down list Figure 8 7 7 Click on the OK button when finished 66 Creating a Appraisal Studio Report When an order is entered into the Incoming Order Log and assigned to an appraiser he or she can produce a report directly from the order This will copy over the pertinent information entered with the original order File numbers are used to link orders together with invoices and it is important to make sure that the correc
26. Sort Place Gorparable into Report Modify Add Delete The comparables database has several options including printing importing property data From other sources database synchronization and changing the columns that appear in the above list K Options Figure 6 1 x Property Listing The property listing is the display of comparable properties in your database that match the search criteria you specify You can customize or print this list by using the buttons provided below Select Columns Print Listing Ie Show all comparable properties in the property listing upon startup Sharing Comparables Appraisal Studio provides several ways to share your comparables with other appraisers or other programs You can import properties From another United Systems Comparables Database You can also make 4 copy of your database to share with others Import Export f Cancel Figure 6 2 Importing from Individual Reports Options Comparable properties mentioned in most reports provide a second address line without providing separate Fields For city state zip code county and other important geographic information IF you typical type the city and state on the second address line in Your comparable grid Appraisal Studia can attempt to extract this information You may also wish to assume that each comparable resides in the same zip code or county as the subject property For that report Pleas
27. Such as company s name and address adding and deleting users changing passwords of existing users managing digital signatures and Administration Tools discussed in greater detail later in this manual To restrict users from changing such information click on the Restrict user from entering name and address box in this window To Add A New User In order for a new user to begin using Appraisal Studio the administrator needs to provide a user name and password A folder will be created with this user s name and the name will automatically appear on any reports that are created by this new user Only people logged in as Administrator can see the Administration tab Click on New User button The New User window will appear Figure 2 13 If you are using a signature disk insert the disk in the drive and click on the Use Signature Disk button and the user is added automatically If installing a user without a scanned in signature click on the Select File Manually button Type in the users name and enter a user password Choose an empty E You can control how Appraisal Studio works on your computer by changing the settings below Since you can customize many items they have been divided into the categories shown on each tab Click on OK to save your changes User Briefcase Email Forms Tracking Biling 4dministration When vou are logged in as the administrator you hawe some additional options that govern how o
28. The most powerful computer is the one with the fastest CPU the one with the most amount of RAM and with the largest hard drive Make sure that the computer meets or preferably exceeds the minimum requirements stated in the Appraisal Studio Requirements section This is the computer that will be used as the non dedicated server Note If you have a previous version of Appraisal Studio installed on your computer and it is your intent to reinstall Appraisal Studio it is highly recommended that you install Appraisal Studio in the same directory as the previous version If you install it into a different directory you will not be able to access the previous version Also close all programs before running Appraisal Studio s install program Map Network Drive on each Workstation Map a network drive on each workstation to point to a hard drive on the non dedicated server You can skip this step if your network administrator has already mapped a network drive To map a network drive double click on the Network Neighborhood icon on your desktop Then double click on the non dedicated server and right click on the drive where you are going to install Appraisal Studio Choose Map Network Drive and select a drive letter by clicking on the drop down box Repeat this process for each workstation It is a good idea to choose the same drive letter the C drive for the non dedicated server and the F drive for each workstation Appraisal Stu
29. all fields temporarily then F6 allows you to hide the window until you press the same key again Open Field Configuration Window Appraisal Studio allows you to specify certain properties for each field To edit the properties for the currently highlighted field just press F8 Jump to the Addendum To switch to the text addendum included with your report simply press F9 You must have included a text addendum in your report for it to open Activate Menu Bar Tab stop within a field Ctrl Z Undo Cut Ctrl V Paste Copy Ctrl 1 9 Insert Quick Entry numbers into field Move to the beginning of the field End Move to the end of the field Activate File in Menu Bar Alt E Activate Edit in Menu Bar Activate View in Menu Bar Alt P Activate Photos Menu Bar Activate Tools in Menu Bar Alt H Activate Help in Menu Bar 34 Editing Primary Forms This section will show you how to move through fields how to edit a form and how to utilize quick entries as well as other functions Moving Through the Fields Appraisal Studio shows you what fields of the form should hve Sen en e vis data entered into them These fields are highlighted or shaded ma Reap X zenl 2 light blue color Figure 3 11 The field that you can currently enter M ew S Ea ZS data into is the called the active field Appraisal Studio shows the L Zon Tee cn Te e user what field is active by highlighting that field in yellow This shading meth
30. an Image from a TWAIN compatible scanner ccccescceeeeeseseeeeeeeeneseneeeeees 45 Bee ar EE 46 LEZ TRR eT EE 46 Open WED BOWS EE 46 Logging in as another User cesse esse sese sese seene eee ennenen 46 gt e Ken Te Tt EEN 46 Using a Digital Camera sss esse sse sss e eee eee eee ee 48 Capturing Photographs from a Digital Camera ss sss esse cesses ees ecce e eee eee 48 SAVING ae iss lcs 49 IMPOMing PNOtOS From a DIreCtOry osiyoni ae a e a a eai 49 INSEILING d ue de Lee In EE 50 AUTO DOPUlAtING PNOO Pages asinn a EE Ae e See 50 Manually Inserting Photos to Photo Pages sss sss ss sss sss ss ess REENEN eee enen eee 50 EIDA Y SE 51 DISK FOIGGR grandan 51 RTT C a s OOK EE 51 Managing Photographs cssss sss ssc ses cesses sees seene ee eee 52 ELPRO EID IV aa mer anne ee rn Berane nn Men Mr eters fern Sern tens Sern ieee here ere meen rece rere meee errr 52 Renaming a PNOO EE 52 See Enlarged View of Photograph sss sss sss sss eerste 52 Photo SEAN DO OK sssss vse s ese ee seene ennenen eenn 53 Rs Te Te H Feiertage eege dee ee ee ee 53 Setting up your Electronic Delivery System from Start to Finish cesses sees eee e eee ee 54 Setting up a Remote MailboxX ccccccscccseceeeeeeeeeeeeeneeeeeeeeeeeescesceesaeseenseeaseaesenesenesnesees 54 he RR Let TEE 54 Internet Eet tee s cesse eaea DA re EE leegent eelere 55 STT lte e EE 55 Sendinga RC OU dE 55 Keep MAU D 55 CHECKING Your MIAN DON EE 56 Receiving Repo
31. be able to access the previous version Also close all programs before running Appraisal Studio s install program Map Network Drive on each Workstation Map a network drive on each workstation to point to a hard drive on the server You can skip this step if your network administrator has already mapped a network drive To map a network drive double click on the Network Neighborhood icon on your desktop Then double click on the server and right click on the drive where you are going to install Appraisal Studio Choose Map Network Drive and select a drive letter by clicking on the drop down box Repeat this process for each workstation It is a good idea to choose the same drive letter the C drive for the server and the F drive for each workstation Appraisal Studio Server Installation An Appraisal Studio network installation actually consists of two types of installations The server installation which is performed only once on the server and the workstation or client installation which is performed on each workstation intending to run Appraisal Studio To install Appraisal Studio network to the server choose x Appraisal Studio network from the setup menu Figure B 3 Click the Install This Program to start the installation process Cr Yo Move though the installation wizard by clicking the Next or Yes APP id isal Stu di y buttons It is highly recommended that you install to the de
32. ccscceeeeeeeeeeeeeeeees 69 Receiving a Payment cesses ecce esec eee e eee eee eee 69 Generating Reports eege eene 69 Printing SACO CN 70 AppraisalPort Website cccccccsecseceeceeeeeeeeeeensensenseecnecneenseesaecaeonsanseesaecasonseasaesueeneensenss 71 RECEP AN Orde TTT 71 Creating the Report css sss es eee e ecce eee eee eee eee 71 Pans MUNO TNE REPOT E 71 inRoads Mapping Module ccccceceeeeeeeeeneeeeeeeneeneneeneens ZA ASONI ON BE 73 Customer tel E de TEE 73 SCUD JEE 73 ECE COMPONEN S EE 74 NCO CE ee E 79 WE n Grape MM a LEE 75 Configure Addresses sss ess eee ennenen eee 75 T e e TTT 76 Geng Tn L ccs cscs esas tniet ese AEE EAE 77 Le E 77 Map Panning SNI KEY E 77 Area ZOOMING Control Cy EE 77 Location Information sss sss esse css es cs eee eee eee ennenen eee 77 OD 8 UI aE EE EE EEE EAE EA AENEA 77 gt er gE TC EE 77 Plotting Properties Addresses sss s sss ss sss sss REENEN REENEN enen 77 OS Ol LOIS E 78 DOW So EN 78 BCS CANO ME 78 Ville UCI 79 SICA 82 ZEIEN 82 Clipboard Screen T 82 la Clipboard File SIze 82 ZEITEN 82 LQ Preview ENEE 82 Properties Menu sss ss vesse seve ecce eee essen enen 83 fat Edit Properties sese 83 Lee SS EE 83 f Co e EEN 83 RH TEE 83 OTa EN 83 Load Addresses if applicablel cssss esse sss s sse 83 62 EE 83 OR eege 83 AN TT 83 HEID eorr T 83 Edit User Labels EEN 84 Edit User Label Text up to 50 characters sss s sss ssss sese 84 User LACS T 84
33. date of the report or use lt the standard Microsoft date time control to select it graphically 6 If this report is being cancelled check the Cancel all work on this report box Figure 8 8 7 Indicate the progress of the order by checking the applicable boxes next to milestones that have been met Appraisal Studio will place the current date in the column alongside each checkbox you select Because this date is used to calculate turn around time appraisers must be diligent about updating status at the time each milestone is met Checking Order Progress To ensure that work is being completed in a timely fashion you ll want to check the status of all pending orders regularly inControl s Work in Progress Status screen provides an easy to read chart of orders and progress inControl also provides a printable report that details assignment progress To see the Work in Progress Status screen click on Work in Progress Status under the Office Management section of the main Appraisal Studio window To print a report of this information see the section of this guide entitled Printing Reports You will look specifically for the Work in Progress report Editing Fees for an Order You may want to add additional charges to a particular assignment such as a travel charge or research fee provide the customer a one time discount because the report was delivered behind schedule or some other situation related specifically to a single
34. each ty i database You wil see orly those fields that appear n the currentiy open form and button and entering the appropriate information t i that i E t i E 1 grid When you are finished editng select the OK button Deleting a Comparable Description Data ez P 3 Property Address TH Hene The Comparable Property Database allows you to remove Sree e outdated comparable properties by date or manually by individual Age 3 Bathrooms 3 5 comparable Bedrooms 4 Exporting Comparable Properties Basement Full Rooms Below Grade Partial Fin l Condition Good Appraisal Studio also allows you to export the Comparable Data Source MLS System Database including the photos lt automatically detects Ral eis Ee removable media so you will be able to utilize a Zip Drive or any Date of Sale 01 01 98 Design Contemp other such device you may have for this purpose Energy Efficient Items Equal Modifying A Comparable Custom Item Equal EI Highlighting the address and clicking on Modify makes it easy to modify the fields in the Comparable Property Information window Figure 6 5 Figure 6 5 58 PRINTING A REPORT Printer Setup Printing your Report Printer Setup Appraisal Studio gives you several printing options You can select the forms that you wish to print and how many copies of those forms to print Appraisal Studio also gives you the option of sending photos to one printer and forms to another When you p
35. enen 100 Cancel or Close ree 100 EE 100 ai Beete 100 Default RIDE e ET UC 100 Default Sort Columns ss sss ss ssc cesse ecce eean 100 Default Store File Folder and Type c csss sss sssss essen eee 101 Klee 101 OS p a ON EE 101 BIN CT CC 101 a E 101 Refresh F5 Key ssssccssscscsscesececceseceecscececeacaceccacscsecacacseeasaceeecatscsecavaceeeatareeeataveseeeaeen 102 inCase Scheduler c ccceeeececececececeneneecececececeeeececseseeeeeese 102 ER TLS Er TM 102 SEENEN 102 Sorting the Listing by Column sssss sss s sss ss sese es sees cesses eee eee 102 Seille L TTT 102 Men e TTT 102 PII ege 102 MTN a A AE EE E Ee 103 aE e E 103 Backup NOW EE 103 6 Cancel Backup 103 L File Information 103 le EE 104 ll E 104 Clear Listing 104 Refresh F5 Key sscsccsssssccssesscecceseceecscececeacscsecacscsecavacseeavacsceacaveeeeavauseeavaneseasaveseeeaten 104 a Setup 104 Schedule Time for Automatic Backup see escena ee 104 Select Files for aC aT 104 LIIS EE EEE E T EEE E R AE E E T 105 NN ME 105 e BE 105 System REQuireMents ccccccseceeeceeceeeeneenecneeeesenecneaeeees 106 Recommended for Handheld ccccccecceccecceeceeceeceeceeceeeeseeeeessensesenecaeeneaeaeaseaseneseess 106 Minimum for Handheld ccccccceeceeceeceeceeceeceeceeceeceeceeceeeeeeesessessenseasaeneenecaeeneasseesaess 106 DUP POPLSG l as Ee 106 Download a Report to Appraisal Studio ccce 107 To downl
36. hold down the control key with the arrow keys to scroll the map faster 82 Properties Menu at Edit Properties Used to edit the properties to be plotted on the map Each time the properties are edited all the previously plotted properties are removed from the map and the edited properties are plotted The listing is always kept in a logical order The subject property followed by any sale properties followed by any listing properties followed by any rental properties The list is automatically reordered when you add or replace any properties The dialog is divided into the following sections Address The address consists of a property type street address city state and zip All these fields are required in order to add insert or replace properties Properties The properties grid is a listing of all the properties to be plotted on the map There is a maximum of 16 properties that can be mapped Typically a subject property and up to 15 comparable properties Addresses can be added in any order but duplicate address types are not allowed The properties grid can be modified in the following ways Add Use the add button to add the address to the end of the properties listing Delete Use the delete button to delete the highlighted property from the properties listing Replace Use the replace button to replace the highlighted property in the properties listing with the address in the address section Load Addresses if app
37. in any common graphics format such as format using the Save Ae option that is usually found under File in the Menu Bar Then insert the sketch the same way you would import a scanned image see above If your sketch software does not allow you to save the sketch in a common graphics format you could highlight the sketch and copy it to the Window s clip board and import that image to your form see above Some sketching software allows you to highlight the sketch by clicking on Edit in the Menu Bar and then clicking on Select All Once the sketch is highlighted type Ctrl C to copy it to the Window s Clipboard 4 Scan an Image from a TWAIN compatible scanner To scan an image directly into Appraisal Studio choose Scan Image from a TWAIN compatible Scanner Click on the drop down list choose your scanner and then click on OK This will bring up your scanner software Although all scanners are different they operate in the same basic manner For specific operation instructions for your scanner please consult your scanner s users guide After opening up the software that you are going to use to scan your documents click on File in the menu bar and then click on Select Source A window will appear with a list of your entire TWAIN devices Select your scanner Click on File and then click on Acquire Choose the following settings for your scanner Image Type Line Art or Black and White Scan Surface Reflective Reso
38. it into Appraisal Studio 2 Import a file and Adding Scanned and Graphic Images In order to assemble a complete appraisal you may have to add sketches flood plat street and location maps or any other scanned images To include scanned images the first step is to scan your documents before starting up Appraisal Studio These scanned images can be saved to a file on you hard drive or scanned directly into Appraisal Studio 42 Scanning images and saving to your hard drive It is recommended that you set up folders on your hard drive to store your scanned images For example you should set up the following folders on to your hard drive Building Sketches Flood Maps Plat Maps Location Maps and Scanned Images Choose a name for these files so that they are easy to locate To add a folder to your hard drive you should first double click on My Computer and then double click on the C drive you may choose a different drive Figure 3 24 Click on File in the menu bar Click on New and then click on Folder A new folder will appear in the C drive window You ll notice that the folders name is New Folder and that the name is highlighted and blinking That means that the folder is ready for you to type a new name for the folder After typing the folder s name press the enter key After you have created the folders specified above you can scan e Disk voll C OP E File Edt View Help E Disk1_ voll C
39. of Contents page A photo is inserted on to the Table of Contents form in the same way that one is inserted in to the cover page see inFocus Imaging for details and instructions Open Web Browser You can now open a Web browser such as Internet Explorer from within Appraisal Studio You have the option of going directly to the Realink Web Site United Systems web site or an AppraisalPort Mailbox Click on File in the menu bar and then click on Open Web Browser and choose which web site you wish to go to Logging in as another User When Appraisal Studio starts up the log in window appears If you check Automatically Use This Name Each Time Appraisal Studio will log you in automatically and will bring up the main Appraisal Studio window To log in as another user click on File on the Menu Bar and the click on Log in as Another User The Appraisal Studio Login window appears Select your name from the User Name drop down list and then type in your password If you choose a name the same user that is currently logged in or Appraisal Studio exits abnormally a power failure for example Appraisal Studio will be unable to login the user Choose an account that is not in use and log in again Text Addendum a s ae Appraisal Studio includes an advanced text editor Figure 3 30 If ES T a elu F alela ele Pe alele you have used any editing programs such as MS Word Ea a ds P SS WordPerfect or Word Pad then you will a
40. screen Fully Integrated Photo Imaging Photo Imaging capabilities are built right in to Appraisal Studio You dont have to run a separate program for capturing photos and placing them into your reports It can all be done from within Appraisal Studio The auto generation that helped make inFocus popular has been enhanced to include interior photographs if desired Fully Integrated Electronic Data Interchange capabilities Sending an appraisal report direct from one modem to another or via the Internet is now as easy as printing There s no laborious bundling process where you have to select your form file your sketch file your location map etc All of your forms and addenda for any given report are bundled together already Just drag and drop your report on to the mailbox and the transfer begins Quick Entries macros Appraisal Studio allows you to store common responses to any field on any form For example you can store Phoenix Tucson and Las Vegas as Quick Entries for the city field making it easy to insert the desired city as opposed to typing it each time As an improvement macros are shared across forms If you have a list of cities you defined while using the URAR form those same cities will be available when you re using the 704 Form for example Multi User Capable Right out of the box Appraisal Studio is designed to make collaboration between your office staff much easier Users can send mail to one another shar
41. sent to this printer or a different one Select From the list below the printer you will be using For your standard Forms You Will be able to change this setting at any time should you wish to change printers Acrobat Distiller Primary Printer e JS a Figure 7 2 59 Printing your Report Use the Pages tab to select the pages to print The Options tab allows you to set the number of copies you need and to customize certain printer settings The Printers tab is used to set the default printer for different form types Pages options Printers Overview Select below the pages you wish to print Appraisal Studio also allows you to print the entire report to a single printer such as a fax machine without overwriting your default printer selections Print the entire report to a single printer v V H a H ett a Contents of the Report 955 E Javelina Ave ep Cover Page with Contents ep Appraisal Summary Gg Uniform Residential Appraisal Report Mert Page 1 O Page 2 Gg Certification and Limiting Conditions Mark All Page 1 Page 2 AD O al Unmark All 38 This printer icon designates an item selected for printing cout e Figure 7 3 Use the Pages tab to select the pages to print The Options tab allows you to set the number of copies you need and to customize certain printer settings The Printers tab is used to set the default printer for different form types
42. the server provides such as file storage and printing The server is the central controlling computer in a Dedicated Server network and users don t usually do their work directly on that server Server Based Network Peer to Peer networks are defined by a lack of central control over the network There are no servers in peer networks Users simply share disk space and resources such as printers as they see fit In a Peer to Peer network users work directly on all computers Server Based networks contain a central file server that stores the data for all users on the network in a central location Usually this is a dedicated server and users do not work directly on this computer The server also controls the security of the network The server dictates which users have access to the different parts of the network and can limit the users to certain privileges The server also may perform other services such as printing Internet hosting and message transfers Server Based Networks have many advantages especially for client server networks They are server based networks are usually very reliable and offer higher performance than Peer to Peer networks strong central security central file storage which allows all users to work from the same set of data and provides back up of critical data The ability to share expensive equipment such as laser printers optimized dedicated servers that are faster than peers at sharing network resources Less intrusi
43. titled Insert Graphic Image Figure 10 5 Make sure the option to Launch an external program to create this image is selected then click Configure Note Once you configure the first time successfully you will not need to again inRoads should automatically show up as the Program to launch and you can just click OK once the Launch an external program to create this image is selected After clicking on Configure the Configure External Applications dialogue box should appear Figure 10 6 Click on Auto Configure This should automatically detect your inRoads installation After detection if it is not already set as your default click on inRoads and then on Set as Default This will prevent you from having to select inRoads every time you want to use it Click OK to return to the Insert Graphic Image window Insert Graphic Image Open a report then go to the location map page Click anywhere on the gray image rectangle to access the Insert Graphic Image dialog Select Launch an external program to create this image option The program should automatically be set to inRoads If it is click the OK button to launch inRoads If not select the Configure button to pop up the Configure External Applications dialog to do a one time initial setup of inRoads See Configure External Applications above Once you click the OK button the subject and comparable address information will automatically be extrac
44. to download the pictures from the camera and save all photos to a directory After entering the addresses into the report you can import the photos and save them to an address Although saving the photos to a directory and then importing them to Appraisal Studio followed by saving them again involves an additional step this method can save you time It allows you to download photos from your camera quickly and delete those photos from the camera freeing up space to allow you to take pictures more pictures for other appraisals 49 Inserting Photographs Auto populating Photo Pages Once your photo library is up to date Appraisal Studio can now auto populate the photo pages Auto populating photos will put the subject photo labeled Front View on the Cover page and the Table of Contents page automatically It will put the subject s front rear and street view on the Subject Photo Addendum form It will also place the front view of Comps 1 2 and 3 on the Comparable Photo form Appraisal Studio will place subject s interior photos in the interior photo page In addition the appropriate corresponding data will be placed along side each photo In fact if you rearrange the order of the comparables Appraisal Studio will automatically move the comparable photos as well as the data to correspond with the order of the comparables in the primary form To have the photos inserted automatically from the primary form click on Photog
45. using it This will prevent any user labels from accidentally being made when making other map adjustments Gi Move Labels Used to move the address labels of the properties plotted on the map At least one property must be plotted to move labels When you select move labels the menu option is checked and toolbar icon will become depressed meaning that you are now in move labels mode The move labels menu option and toolbar icon will remain in the move labels mode until either are selected again or you select the rotate arrows move arrows user labels or draw streets modes Once in the move labels mode you can move your mouse over any label until you see a dashed line around the label This indicates that you have selected that label Click and drag the label to any new location on the map Note t is recommended that you exit the move labels mode once you are finished using it This will prevent the labels from accidentally being moved when making other map adjustments I Draw Streets Used to manually draw any missing streets When you select draw streets the menu option is checked and toolbar icon will become depressed meaning that you are now in draw streets mode The draw streets menu option and toolbar icon will remain in the draw streets mode until either are selected again or you select the rotate arrows move arrows user labels or move labels modes Once in the draw streets mode you can move your mouse to the desired startin
46. well as the speed of your systems modem and on line connection A large number of graphical images and photos inside the report will increase its size and thus take longer to send a file To start the electronic delivery connection you will first have to set up your Internet account information so Appraisal Studio can communicate with your Internet Service Provider ISP See the Internet Modem Tab Configuration section in the Getting Started portion of the manual Setting up a Remote Mailbox Remote Mailbox Wizard To set up a remote mailbox select File New then Remote Mailbox A dialog box will appear asking for the Mailbox Name Enter a name For this mailbox The name is intended to help you select a s s d recipient For your transmissions without remembering a telephone number or and Mailbox Type Figure 5 1 Once you have filled this out select e mail address The name might be Harold Jones or Feeble s Publishing Co Next Mailbox Name Note You can also click on the Mailbox icon located in the toolbar Each mailbox has a type depending op how information is transmitted to the recipient You can transfer direct From one modem to another via the Internet to bring up the Remote Mailbox Wizard or through a Value Added Network GN Mailbox Type Internet E mail sl Mailbox Name Enter a name for this mailbox This name should not be an e mail address but rather the name of the person you are sending the message to
47. 127 Map Network Drive on each Workstation css s cesse ee ces c ee eee esec e 127 Appraisal Studio Server Installation cesse sese sese sese es sese cesses eee neee 127 Appraisal Studio Client Installation sss esse esse esse sese ees sees seene 127 Installing Appraisal Studio to a Dedicated File Server Network sss sss ss esse e eee 129 Ke DE EE 129 Map Network Drive on each Workstation css s esse sec c esec eee eee eee eenn 129 Appraisal Studio Server Installation cesses sese sss sese ees sees seene ines eel nennen 129 Appraisal Studio Client Installation sss esse esse esse sese ees sees eee 129 INTRODUCTION Welcome to United Systems Appraisal Studio This manual will instruct you on how to operate Appraisal Studio and how to create an appraisal report from beginning to end Appraisal Studio is a computer software program that allows appraisal forms to be quickly and accurately filled in It takes advantage of the computer s ability to perform math quick entries and other processes There are many forms that can be added to your selection and additional options are available The new digital version of your report can now be transmitted with ease to lenders banks and mortgage companies through e mail as well as archived easily reducing the need for large amounts of storage space for paper based reports This manual will give you the basics on installing your software creating a report entering in comparable listings from the databa
48. 1922 2 Letter 3 Real Estate Sales Data 1922 9 Letter 2 Residential Appraisal Review for Single Family Housing 1922 14 Letter 2 Residential Appraisal Review for Single Family Housing 1999 1922 14 Letter 3 UAAR 1 Property Identification Page 1 Letter 1 UAAR 2 Neighborhood Description Page 2 Letter 1 UAAR 3 Subject Land Description Page 3 Letter 1 UAAR 4 Subject Improvement Description Page 4 Letter 1 UAAR 5 Subject History Page 5 Letter 1 UAAR 6 Property Comments Page 6 Letter 1 UAAR 7 Cost Approach Page 7 Letter 1 UAAR 8 Improvement Contribution Page 8 Letter 1 UAAR 9 Cost Approach Comments Page 9 Letter 1 UAAR 10 Cost Approach Depreciation Analysis Page 10 Letter 1 UAAR 11 Cost Approach Land Adjustment Calculation Page 11 Letter 1 UAAR 12 Cost Approach Adjustment Summary Page 12 Letter 1 UAAR 13 Income Approach Page 13 Letter 1 UAAR 14 Income Approach Comments Page 14 Letter 1 UAAR 15 Sales Comparison Approach Page 15 Letter 1 UAAR 16 Sales Comparison Comments Page 16 Letter 1 UAAR 17 Sales Comparison Approach Land Adjustment Page 17 Letter 1 UAAR 18 Sales Comparison Approach Building Adjustment Page 18 Letter 1 UAAR 19 Sales Comparison Approach Building Adjustment Continued Page 19 Letter 1 UAAR 20 Reconciliation and Final Value Estimate Page 20 Letter 1 UAAR 21 Comments Page 21 Letter 1 UAAR 22 Market Value Definition Page 22 Letter 1 UAAR 23 Assumptions and Limiting Conditions Page 23 Let
49. 2 3 2 4 3 1 1 Pages 1 2 Pages est dh ehe dh Se a dh pc wh sch wech ee wesch ehe dh pesch dh ess wesch ee dh sesch dk ee wesch 0 D P gt OD M GO G GO A OO E M VN mb wd CO ERC Residential Appraisal Report ERC Summary Appraisal Report Housing Inspection Report Individual Cooperative Interest Appraisal Report Loan Prospector Condition and Marketability Report Loan Prospector Quantitative Analysis Appraisal Report Loan Valuation Summary for Second Mortgages Master Residential Appraisal Report Mobile Home Appraisal Report MREC Desk Property Evaluation Real Estate Evaluation Analysis Real Estate Evaluation Report RealValue Restricted Use Appraisal Report Recertification of Value Limited Appraisal Recertification of Value Report Residential Appraisal Report Short Form Restricted Appraisal Limited Appraisal Depart Disc Restricted Appraisal Limiting Conditions Restricted Appraisal Report Small Residential Income Property 10 94 Uniform Residential Appraisal Report Vacant Land Appraisal Report Residential Review Forms Description Additional One Unit Residential Review 2000 Comparables 12 2002 Additional Residential Review 2004 Comparables Additional Residential Review 2006 Comparables Certification and Limiting Conditions Review One Unit Residential Appraisal Field Review Report 12 2002 Residential Appraisal Review Residential Appraisal Revie
50. 3 18 Alternatively you can sort by the comparable s weight The weight is determined in Appraisal Studio by looking at how much a particular comparable has to be adjusted The less adjustment that is necessary the higher the weight of the comparable will be Note The appraiser creating the report may be able to better judge the weight of comparables than the Appraisal Studio calculations Appraisal Studio s information is meant to act as a general guideline and does not take factors into account that an appraiser local to the area in question would be more familiar with Based on the information provided Appraisal Studio will make a suggestion as to the value of the subject property You can change how it rounds that figure with the rounding options drop down list To use the value suggested by Appraisal Studio in your report click on the Apply Suggested Value Button Calculating Cost Per Square Foot Enter the square footage for each of the properties in the grid section Highlight the adjustment column for the first comp and type in an at sign The Automatic Comparable Adjustment window Figure 3 19 will appear where you can enter the Type in a value by which to adjust Lot Size amount you wish to adjust by per square foot Other options in this window set Entering an adjustment per unit of O zera will dis continue previous automatic adjustments and restrictions on the adjustment values such as when not to adjust o
51. 5 Technical Support 18 text addendum 35 Text Fields 35 TruColor 45 51 112 113 Twain 42 44 Undo 29 URAR 112 113 WYSIWYG 113 Zoom 42 44 132
52. 756 FAX You can reach the support department by facsimile at 480 449 2657 Use the fax line to send your support engineer questionable printouts or written descriptions of a problem The support department is also available to answer many questions using its automated fax service Make sure we have your current fax number to expedite your request Support via Electronic Mail You can contact the next available technical support engineer by sending an e mail to support unitedsystems com Be sure your reply address is correct so that the engineer can return your message promptly Include your name account number and a detailed description of the problem you re experiencing If you need information on renewing your support contract contact your sales representative at 800 969 8727 Your support contract entitles you to all of the benefits listed above as well as periodic software updates Version Insurance Protection amp Support United Systems Software Company offers the comprehensive Version Insurance Protection VIP program to provide its customers with the latest product updates new product information discount on future purchases and access to the United Systems Product Support Line The VIP program is provided on an annual basis for a fee that is price based on the size and needs of your company When forms change regulations change or new features are added to the software you can ensure that you ll receive the latest update b
53. Add photos to Scrap Book Database Comparable Property Database Calculator Standard calculator Display Display property window Help Help files 22 Quick Actions When Appraisal Studio starts up the Quick Action panel window appears on the left hand side of the main screen Figure 2 19 This is a good starting point for several tasks such as Create a New Report Open a Recent Report Print a Report Send a Report and Update your Software The Tool Bar icons in this window can be toggled on displayed or off invisible by clicking on View in the menu bar and then on Quick Actions G Create New Report Bd Open Recent Report Print Report Send Report Update our Software Figure 2 19 23 Folder Management Starting a Report Report Navigation Bar Software Management Keyboard Shortcuts Editing Primary Forms Editing Secondary Forms Folder Management Appraisal Studio makes it easy to create and manage files which Document Locations allows each user to customize their report management For l example a user may want to separate their reports by report type F L Appraisal Studio Folders URAR Condo Land etc city of the subject property address or Acmanistrabor completed and in progress reports E Te d ana Rename A folder can be created under a user s main folder as well as sub E Scrapboc ESCH folders To create a new folder highlight the fo
54. BOE E E E areca E E E EE 84 Eege 84 Eege ee 84 OR esta ered EE 84 NS EE 84 lettre 84 Rotate ArrowS e 84 Hint Quick Oa EE 85 OR recs ee eek we te teen acm tet EE 85 ANN TTT 85 HEID EE 85 Se Move Arrowe ao anannnnan annon nanan 85 Z User Labele 85 ZOOM d 87 moomin GC eee eee 87 EL ZOOM Out key 87 DG UNZOOM sss eee 87 D Default ZOOM View 87 DL Zoom Properties To Height 87 DL Zoom Properties To Width sss sese 87 ZOOM ToAddress nnne 87 iNo o K TTC 87 LOON a E oa eee ee 87 87 E BEE 87 BY WO EE 88 D Zoom To LatttudeltLongttude A 88 Es TT ue OTT 88 K l TE 88 OK EEN 88 OF TO PANNAAN 88 wll EE 88 Refresh ES Key s 88 Options T OG Wae ee CN 89 Outline Fonts EE 89 Proximity T0 SUDJECI E 89 elle T RAJI E 89 Subject Radius 2 UE 89 9 Setup 89 Default ZOOM VIEW ccccececcecseceeceececceeeueeecueeueeseueeueeueeeeuseuseusueeuseuseueneeuseseuseusususeuseuseueuseuseuseueeususeueeuseusueeuseuses 89 eave PINS SIZE M PIKES E 91 Zoom Te e EEN 92 Default Save File AT TE sees 92 EEN 92 ANG TTT 92 BIEN aS ase sea ste e seca cee eects nicest aw A A emt we eioe ac ce eemtees EE aeneeantueeecestaneeecees 92 FD recip ccc teens Paces pene gate aoe oe cosa E EE 92 INCASE apes cpe tse cste cede ce done savnc bse e SO die AUS E 93 TT HHEH 93 Soning the Listing Dy ColuM EE 93 Status Bar INOM atO H 93 Display e a ui EE 93 FIRST EIS CM DEE 93 A eT de a BEE 93 Drag and Drop from Windows ESXplOr
55. Ge Color a d Res ziel Alabama AL Default Address Wang S IZ Show Address Waring L fie Autauga O ss IZ Change Question Marks to Arrows Default Options IZ Wide Roads lZ Prosirnity to Subject Subject Radius Fill O uT i ne Fo nts IZ Outline Fonts e Subject Radius Solid OF Cancel Defaults Advanced Help Figure 10 13 Wide roads is used to increase the emphasis of road surfaces once you have zoomed in close enough This setting also controls the thickness of any manually drawn roads Used to turn on and off the fonts outline to cause the street labels appearing on the map to be outlined to improve readability of labels Proximity To Subject Proximity to subject is used to calculate the distance from the subject property to each comparable property and display the result in the comparable properties label Note f proximity to subject information is not displayed on the comparable properties label the proximity information will not be exported to any application that launches inRoads Subject Radius Used to turn on and off the subject radius projecting a highlighted radius from the subject property out to the furthest comparable property from the subject Subject Radius Fill Used to select the type of fill style used when the subject radius is visible Fill Styles None Solid Vertical Lines Horizontal Lines Cross Hatch Lines Forward Diagonal Lines Backward Diagonal Lines Diagona
56. Inspection Report 1 4 Unit Property Inspection Report Form 1013 Addendum to the appraisal of HUD owned property Additional Condominium Comparables Listings Additional Condominium Comparables Sales Additional ERC Comparables Sales Additional Fannie Mae 2055 Comparables M JAdditional Freddie Mac 2055 Comparables JAdditional ICIAR 1075 Comparables Additional Residential Review 2000 Comparables 7 2002 JAdditional Residential Review 2004 Comparables JAdditional Residential Review 2006 Comparables Additional Small Residential Income Property Comparables Additional UICIAR 2095 Comparables Additional URAR Comparables Listings Additional URAR Comparables Sales JAdditional Yacant Land Comparables A les Zen Z be zs bin am A mn zm zm lt Ze sl Massime Select a Form below and use the ordering arrows on the right to change the order of the forms in your reports The number of copies can be set with the selector below Form Table of Contents 1 Uniform Residential Appraisal Report 1 Additional URAR Comparables Sales 2 1 1 Subject Photos Comparable Photos Cancel Browse Forms Copies gt Figure 3 5 Create Template EN Create a name For the Template and select From the list below the primary Form for the report Template Name Main Form Appraisal Field Review Report lt K Cancel
57. K Depending on how you have Windows configured you may need to restart your computer again Windows may ask you if you want to keep these settings select Yes right away If you delay or do not click on Yes Windows will revert back to its original settings After you change your settings close the control panel and make sure all other programs are closed before installing Appraisal Studio 14 Installation Standard Installation Appraisal Studio installation is easy After a few steps Appraisal Studio copies the software and creates a United Systems program group and desktop icon If you are a network administrator you will find more information on how to install Appraisal Studio Network Version in Appendix B Before you begin installing Appraisal Studio on your computer make sure that Windows 98 2000 XP is installed on your computer and the computer meets the minimum requirements stated in the Getting Help Appraisal Studio Requirements section Note Make sure all other programs are closed before installing Appraisal Studio Insert your Appraisal Studio CD into the CD ROM drive of your computer This will initiate the auto run feature on the CD Note f your system does not bring up the installation screen automatically when you insert the CD into your hard drive you may have the auto run feature disabled on your PC To bring up the installation screen follow these instructions Click on the Start button from you
58. NT 2000 XP Compatible 32 bit code We can take advantage of everything that the latest versions of Windows have to offer For example Appraisal Studio can transmit multiple documents over the Internet all at the same time In fact you can even be receiving your Internet e mail while all those documents are being sent Editable Photo Pages TruColor allowed you to produce photo pages but the data that appeared beside each photo was predetermined and could not be changed That s not true with Appraisal Studio s inFocus photo module which treats a photo page like any other form with text and title that are editable Compound Documents With Appraisal Studio all the forms in your report are included in the same file and can be edited printed transmitted and more without having to load multiple files Automatic Math Tedious calculations that an appraiser would normally be required to perform manually are all done automatically WYSIWYG What You See Is What You Get You see forms on the screen just as they appear on the printer Since most appraisers are familiar with the printed output they can navigate through the form quickly You can also see exactly what the final product looks like before submitting it to your client Easy Copying and Backing Up of Appraisal Reports Copying and backing up appraisal reports has never been easier Just drag the report over the briefcase icon and the entire report including photos and scanned images
59. Number 4ppraisal Fee Catal PIE Cancel If inControl office management has been purchases the Appraiser field will default to the signed in user You can change which appraiser the report is assigned to by clicking on the drop down list in the appraisal field All appraisers users in Appraisal Studio will be included in the drop down list For adding lenders to the Lender field drop down list please refer to the Appraisal Tracking section After all the data is entered click on OK for creating a report based on a template or Clone to clone Figure 3 4 existing reports Figure 3 3 Clone a Report Create a new report and copy all the data From another report Find and select the file that you want to clone and press OK Appraisal Studio Folders E x ae Administrator Incoming Mail T Show all reports in all folders for the selected user Description ity State Zip County File No Main Form 805 5 Sycamore Cloning vs Templates There are two ways of creating a report cloning an existing report or using a template Cloning an existing report copies a previous report including all data and its associated forms but inserts the information that you entered in the Create New Reports window This is very useful for doing appraisal reports in the same or similar subdivisions Figure 3 4 Note Do not copy a report to a different folder in Appraisal Studio and change the da
60. TABLE OF CONTENTS Appraisal Studio SUpport cscssscs ssc sees eee eee eee NK 12 LIST ET a dseneendnndueneunn wee eewecdaaen 12 Technical e efe TTT 12 T lephone Training oss aaa 12 FAA ann E ete chase tects era ate ceca ee tee ete cane oar ceateeereetseee eloeasuneeee 12 Support Via Electronic UR 12 Version Insurance Protection S Support e ee eee eee ecce eee eee eee 13 Helping your support Engineer Help YOu cccccsceseeeeceeeeeeeeeeeeensensoneonsonsensenseneeeesaes 13 Appraisal Studio Requirements ccccssceeeeeeeeeeeeenees 13 Computer Screen Configuration cccccceseseeeseeeeeseeeeees 14 Stall d Le WM BE 15 Standard Installato EE 15 STC at 17 CONTIG UNAUION EE 18 TOAGG ANEW USE ee 18 Using your Signature DISK css sss s esse eee eee eee 18 install USEr MARUANY eege deeg deeg 18 RIL Tn irc BLO EE 19 Editing A User TT a E 19 FStoobter Ae TTT 19 LGT TaD ETIE ee eee enter 19 Briefcase Tab Setup E 20 Emal Tao SEUD EE 20 Fo orms TaD Te WE 21 Whats on your Screen eege 22 TNE lee 22 EHe VOOW SAU EE 22 Create New Document EE 22 Remie ve E ma EE 22 ODE n ESN A 22 NeW MaD O EE 22 ETE A A A EA A EA AL E E AE AE eta Eege 22 SCP Eegeregie EE sav a eee EEEE AT ae ene 22 DIELE K EAEE EE ET at hata calc E E A E E E E E E E E AE E EE 22 DEELEN AS Sacer sere sec EA R E aie cing EE A EE E AE 22 PING E EAA E A E AE E E E E S E E EE E E EE EN E E E 22 ING H 1 EE 22 Send VN UU acct ca
61. To download appraisal reports to your mailbox select Communications and then click on Retrieve E mail Appraisal Studio will download new reports distribute them to their appropriate folders as desired by dropping and dragging Another way is by right clicking on the folder you want to check and select Check E mail When receiving the E mail you will see a Downloading screen with a percentage bar The E mail you receive will appear in the folder you selected A separate E mail address for receiving Appraisal Orders or atp Report Appraisals is recommended to keep appraisals orderly and to receive the appraisals and orders directly into Appraisal Studio eK N You have made changes to this report However a separate e mail address is not required If you do W receive appraisals as attachments in an e mail program such as Outlook double click on the attachment and Appraisal Studio will open the report Upon exiting the report you will be prompted to save the report Figure 5 5 Choose Yes and the appraisal report will be saved under the name of the user that was automatically logged in when Appraisal Studio started 3303 Main St Would wou like to save your changes now IF uou answer No you will lose any changes MOU ve made during this editing session Receiving Reports via Modem to Modem Figure 5 5 The recommended way to transmit a report is via the Internet However Appraisal Studio is able to transmit reports directl
62. Up and Down buttons to organize the order of forms To customize form names highlight a form on the right side Press F2 and edit the name of the form The Primary Form is the main form in a report Appraisal Studio allows you to select more than one primary form when selecting contents for your report Appraisal Studio will inform you of your decision and ask you if you would like to proceed with this decision Choose your desired option and click on OK 27 Microsoft Word and Excel Forms Appraisal Studio now allows you to include a Microsoft Excel or Word document in your report From the Common Addenda Forms Package select Excel spreadsheet addendum or Word document addendum both letter and legal size are available When you load the form click on the form and choose the Excel or Word document you wish to insert Please note only the first page of an Excel document will be attached Opening an existing Report TO open an existing report simply double click on the address of the report that you want to open or click on Open Recent Report in the Quick Action Tool Bar This will open the report in a separate window You can even open multiple reports simultaneously To open multiple reports at the same time double click on the subject address of the first report and that first report will open in a separate window Then click on the Appraisal Studio button in the task bar usually on the bottom of the screen near the start
63. a and prompt you to recover this file Appraisal Studio will now find the last file and load it for you automatically Global Macros In the earlier version of Appraisal Studio macro entries were unique to each form Thus when you entered a macro in the condo form for example you could not use that macro in another form Now when you enter a macro that macro is available with all forms that have that field Automatic E mail Checking Appraisal Studio can be configured to check e mail automatically Therefore there is no need to stop working and check your mail If you choose Appraisal Studio will prompt you when your e mail arrives Importing of Images Images can be imported into Appraisal Studio These images can be building sketches location maps plat maps deeds or any other document that you scan in These images can be in a variety of formats such as JPG GIF TIF PCX and BMP just to name a few Appraisal Studio automatically enlarges imported images to fit the area on the form while keeping the same proportions of the image Reduce calculation time by 80 Appraisal Studio does most of the mathematics for you eliminating time consuming manual calculations and re calculations Quickly edit your appraisal You can see on screen all the information you are entering in your appraisal before you print or recall an appraisal for quick revisions and reprinting You can see the bottom line effect of calculation changes immediately on
64. addendum editor so you can add extra text Sound a Margin Bell This option does not switch to the addendum editor and simply sounds a margin bell when the text reaches the end of the field This option is for those users that do not want to use a supplemental addendum and want all text to appear on the form Add this heading to any text moved into the addendum This option puts a header on the text addendum form above the text that you copying If you are copying text to the text addendum it is a good idea to add a header to this addendum To enable this option click on the check box and type a header in the text field box You also can add a text heading to the field on the addendum form by checking the check box labeled Add this heading to any text moved into the addendum For example you could add the phrase Factors that affect the marketability of the properties to the text heading field Quick Entries Quick entries can be used for any of the fields within Appraisal Studio Typically they will be used for fields that have a limited number of known values as well as extended text fields and addenda Adding New Entries There are a few ways to add entries to your list One way is to enter data into the field and then right click on the field and select Insert into Quick Entry List from the menu that pops up The next method is to open the Quick Entry window Figure 3 14 with E the F5 key then click on the Add butt
65. age window will appear Click on Import a file Figure 3 27 and then navigate through the folders in the Open window that comes up Choose the folder that contains the image you saved Below you will see a list of the files that are in the selected folder After highlighting the image to be imported click on Open This will insert the image on the form and expand that image proportionally to fit in the image window This same method works with all forms that allow you to add scanned images including building sketches flood maps plat maps location maps etc 3 Launch an external program to create this image The first time this option is selected the Auto Config window will appear This window detects mapping and sketching software and auto configures Appraisal Studio for integration with these programs Appraisal Studio integrates with Apex sketching Winsketch inRoads and Geolocator Click on Yes and Appraisal Studio will search your hard drive and setup the programs to work with Appraisal Studio The next time you choose Launch an External Program to Create this Image there will be a drop down field to select the program you want to create the image such as Apex 44 To add programs that Appraisal Studio didn t auto configure click DEE EN PP on the Configure button This will bring up the Configure External Ease Ce DDT OG WO WI name vou WII LO S t H ERE Applications window Fi
66. aisers to place the zip code for the comparable on the grid this will give you the ability to search by Zip code We recommend checking the second circle and all three of the checkboxes if they apply This will increase the number of data fields that are included in the listing for the comps being imported This is useful when you try to search for the comparable using criteria not included in the Market Analysis grid section Once you have selected the choices that apply to you click on the OK button You will see an indicator showing that the system is importing the database Once this is complete you will need to click on OK for the Comparable Database Options window This will prompt the program to search all of the available reports and extract all of the comparable information from them You are now back at the Comparables Database window Located near the top of the window you will see a field labeled Select Comparable Type The common choice for the URAR is the Sales Comparables Comparables Database l i xj To insert a property into your report select the one desired and click on the Place Comparable into Report button You can narrow the list of available properties by using the QuickSearch feature Simply click on the Search button below Select Comparable Type Sales Comparables S Property Address City State Zipcode Date of Sale Gross Livin Property Photograph Select View i gt Search
67. al Studio The first way is to right click on the report you wish to delete A pop up menu will appear on your screen You can then click on Delete to move the report to the Recycle Bin You can also highlight a file and click on File in the menu bar and then click on Delete Another way to delete a report is to highlight the item click on that it and hold the left mouse button to drag the item to the Recycle Bin Note You can only delete reports you create You cannot delete Appraisal Studio components such as the Recycle Bin Mailboxes Folders etc You also will not be allowed to delete users through this method 24 If you wish to restore a deleted item click on the Recycle Bin folder to highlight it Then click on the item that you wish to restore in the Recycle Bin and that item will be highlighted as well Simply click on File in the menu bar and then select Restore The item will be sent back to the folder it was originally deleted from You can also right click on the report you wish to restore A pop up menu will appear on your screen Click on Restore to move the report back to the folder it was originally deleted from Another way to restore a deleted item is to highlight it click on it and hold the left mouse button to drag the item to the folder that you wish to restore it to Emptying the Recycle Bin To empty the Recycle Bin highlight a report in the Recycle Bin right click on that highlighted report and click on Delete from the m
68. all networks Peer networks also have their disadvantages including Additional load on computers because of resource sharing inability of peers to handle as many network connections as servers lack of central organization which can make data hard to find no central point of storage for file archiving requirement that users administer their own computer week and intrusive security and lack of central management which makes large peer networks hard to manage Some additional equipment needed for a Peer to Peer network are a Network Card one per Computer Miscellaneous cabling and a Multi port Network Hub 125 Which network should I implement When deciding which type of network to use your primary consideration will be whether you can afford a network file server network operation system software and the cost of an administrator If you can this is the way to go If you cannot use a peer based network It is possible to organize a peer based network in a fashion similar to a server based network by using a single powerful computer to store network files and share resources such as printers Then you will be able to administer shared resources centrally and backup your network in one location Peers used in this way are called non dedicated servers 126 Installing Appraisal Studio on a Peer to Peer Network Requirements To install Appraisal Studio on a peer based network select the most powerful computer in your peer group
69. appear under the existing street layer Registration Used to change the program registration Usually to change the company name and or number of users A demonstration registration will last for 60 days from the date of installation If the program has a demonstration registration then the number of days remaining to use the program will be displayed in the dialog title 78 Menu Overview Used to save the current map to a bitmap file The height width and size is determined by the Save File Size in pixels T specified in the advanced setup The map is centered within the output size Sa Clipboard Screen Size Used to copy the current map based on the inRoads dialog size as a bitmap to the Windows clipboard B Clipboard File Size Used to copy the current map based on the Save File Size in pixels specified in the advanced setup as a bitmap to the Windows clipboard Print Used to print the current map You ll be prompted to specify whether or not a location map header listing the subject information should be printed The map will be centered with a border E Preview Used to preview the map This allows you to view the map before you exit inRoads to see whether you ll need to make any additional adjustments Properties fat Edit Properties Used to edit the properties to be plotted on the map There is a maximum of 16 properties that can be mapped Typically a subject property and up to 15 co
70. appraiser will be assigned 12 Click OK when finished 65 Daily Operations Entering a New Order When your company receives a new order the first step is to let Appraisal Studio know by using the Incoming Order Log This log records each order you do even if you don t use Appraisal Studio to complete the work Appraisal Studio will use this information to create an invoice calculate commission and so on It is important to remember that orders must be entered into the Incoming Order Log or this process will not take place and client statements will not reflect what they should be billed for To enter a new order follow these steps 1 Run Appraisal Studio 2 Inthe Office Management section click on Incoming Order Log The Incoming Order Log screen will appear 3 Click on the Add button in the bottom right of the Appraisal Studio window The Order Information window will appear gies Order Infomation oe ees Figure 8 6 Loan Number 4 Fill in the information requested It is important to specify Cient Rean O 2 i i otat ss i sss lt sSSSSCi sS the client the type of work the specific form to be used Se ra the fee and property information Much of this information RES Required By 2 17 03 D Fee can be used by Appraisal Studio to create the report OO C Instructions 5 Click on the OK button to finish Assigning an Order to an Appraiser Once an order has been entered into the Incoming
71. are copied to either a floppy disk or perhaps a disk drive Automatic Updating Of Workstations On A Network If Appraisal Studio is installed on a network and one workstation downloads the update all other workstations on the network will be prompted that an update is available and will ask the user if they want the upgrade to be installed automatically Importing Photos from Other Sources Photos can now be imported from a variety of sources such as MLS or other files and directories on your computer or other computers on the network Printing Forms in Color Now appraisal forms can be printed in color Users have the option of printing out their appraisal forms in green just like the original pre computerized appraisal forms You also have the ability to print your data out in the color blue This will make your data really stand out Printing appraisals in color is a great way to impress new lenders 114 Forms Supported in Appraisal Studio Agricultural Forms Description Reference Size Pages Administrative Appraisal Review 1922 16 Letter 1 Administrative Appraisal Review for Single Family Housing 1922 15 Letter 1 Appraisal for Mineral Rights 1922 11 Letter 3 Appraisal Report Farm Tract 1922 1 Letter 5 Appraisal Report Farm Tract 01 2002 1922 1 Letter 10 Appraisal Review 1922 5 Letter 3 Appraiser s Worksheet Farm Tracts 1922 10 Letter 1 Environmental Inspection Report 422 1 Letter 2 Irrigation Drainage Levee and Minerals
72. ber 001 123455 ient pase Number 12345001 Used to conveniently display and or edit the selected fies EE information Figure 11 7 You can only edit the information not Appraiser Name Ken M Berdarah SSSSOS Sst Borrower Name Le Wesley Smythe S actually found within the file The editable fields have a white O ERT S ity Mesa ate ip background and the non editable fields have a yellow ue een An SE E l i l b 1 File Folder C Pro ram Files United Systems 4ppraisal Studio Documents Administrator background You Ge double click any file d the listing to quickly OO GEARAN BT Date Stored 05 27 2003 02 15 46 PM popup the file information dialog OK Cancel Help OK only appears in certain situations Figure 11 7 Use the OK button to accept any changes Cancel or Close Use the cancel or close button to cancel any changes or to close the dialog Help Use the help button to launch the help system K Setup Used to define the default application settings Default Display Columns Used to select which columns display in the listing when inCase is launched Default All Columns Display Default Sort Column 100 Used to select the default sort column and sort order when inCase is launched Default Column Main Form Order Ascending Default Store File Folder and Type Used to select the default store file folder and type The folder is the location where you normally store your files The type is the ty
73. board shortcuts that help users work faster without moving constantly between the keyboard and the mouse An overview of these keystrokes is presented below You may print or tear this page out for easy accessible use Function Keys F1 F3 F4 F5 F6 F8 F9 F10 Ctrl Ctrl X Ctri C Home Alt F Alt V Alt T Help key Mark a field for later review Occasionally you may run across data fields that you cannot complete because you don t have the required information To help you remember to revisit that field later once you have the required information you can press the F3 key to highlight that field It will appear in a different color Once you ve entered the necessary data and no longer need to be reminded to complete that field press F3 again and the highlighted area will disappear Invokes the standard calculator Open Quick Entry Window Appraisal Studio provides a quick entry system that automatically hides itself in fields where you have no entries defined A large number of fields do not lend themselves to common responses such as the legal description and the quick entry window simply clutters the screen in those cases Consequently if you are in a field that has no quick entries defined the quick entry window will be hidden If you d like to add a quick entry for that field press F5 and the quick entry window will appear Toggle Quick Entry Window On Off If you d like to hide the quick entry window for
74. box below IF the two entries do not match Appraisal Studio will alert you verify Password You can specify a bitmap file that contains this user s signature or create an account with an empty signature IF you select a bitmap it will be automatically encrypted At that point vou may remove the bitmap version of the signature if you wish User Name Password Ge Use an empty signature Let me select a bitmap file that contains the signature Security Cancel Erase Figure 2 14 19 Other than the company information fields the remaining fields are You can control how Appraisal Studio works on your computer by changing the unique to each user This user information will be automatically settings below Since you can customize many items they have been divided added to the proper fields within each form You can edit the user into the categories shown on each tab Click on OK to save your changes information fields in each form User Briefcase Email Forms dministration Please use the inControl Office Management System For editing user information and not this screen You may however specify whether Briefcase Tab Setup this user is automatically logged on each time Appraisal Studio is started The Briefcase tab is intended to let you transport documents cess efit e between locations such as your home and office To use the EE Briefcase tab you need to specify a drive o
75. button Double click on another subject address on the main Appraisal Studio screen and another report will open in a separate window 28 Report Navigation Bar When you open a report you should see the Report Navigation Bar directly above the actual pages in your report The six buttons in the Report Navigation Bar allow you to quickly access many tools that will make completing your reports faster easier and more efficient Momal View Jump To Form a Manage Forms Addendum Comparables Normal View This is the default view for your report Click the Normal View button to return to this view Normal view is where the majority of your report editing will take place Jump To Form There are a few ways to get to the different forms in your report In Normal View you can use the horizontal and vertical scroll bars to move through the different forms in your report By default you use the vertical scroll bar to move to the bottom of the currently viewed page in your report and the horizontal scroll bar to move back and forth to the different forms in your report Another fast way to get to a specific place on a particular form in your report is to use the Jump To Form screen Click the Jump To Form button in the Report Navigation Bar A collection of thumbnail images of the different forms currently included in your report will appear Double click on the form specifically in the place in that form you want to jump
76. can click on any column heading to sort the listing by that column Figure 11 1 The first time you click a column heading the listing will be sorted in ascending order by that column If you click the same column heading a second time the listing will be in descending order Status Bar Information The status bar at the bottom of the main screen displays your company name and account number whether or not a filter is currently applied to the listing the current storage count information and the current listing count information Display Columns going into setup The selection column is always displayed Filter Listing inCase Document Archiver OF Xx File View Help ZZ s0 EE BO i zi v 2075 2075 2075 2075 2075 Condominium Condominium Condominium Condominium Condominium Condominium Condominium Condominium Condominium Condominium Condominium Condominium Condominium Condominium OOOOOOOOOOOO0O0000008 Condominium EN 010313 002 000524 001 010316 001 07 022 2 000907 001 020304 001 011018 001 011018 001 010409 002 011203 001 011108 001 990616 001 990624 002 010824 001 011102 001 011103 001 07 090 2pb 001129 050 011117 001 011106 001 ADLANAN ANA AES 10301823 7 AES 20503550 7 AES 10302513 7 AES 20900600 7 365892 365892 AES 10400219 7 ET 377888 7 CVL ET 369262 ET 367243 HL 306563 7 788 ET 334261 CDI a d 11 Kennedy amp C E Trad
77. can store this data by neighborhood name or map reference Map Reference Use uppercase text when inserting data automatically Default to overwrite mode each time a report is opened I Default to displaying checkbox hints 4ppraisal Studio provides scratchpad areas For various calculations called popup windows These windows do not appear on the printed report but instead are used merely For editing Popup Windows Figure 2 17 You may wish to disable certain popup windows Hat you never use By clicking on the checkbox next to any item below you can enable or disable that window From appearing while you edit your report Popup Windows Available Site Dimensions Land Form Adjustments Figure 2 18 21 What s on your Screen If you are new to Appraisal Studio you will need to learn how to choose commands select dialog box options and work with document windows The following pages will explain items that you will see on the screen This section provides an overview of the major elements on the Appraisal Studio screen The Menu Bar The menu bar lists the options you can select to access Appraisal Studio functions In the startup window and in subsequent windows some of the menu options may be grayed out This means that a particular menu option is unavailable with the current window File Create New Appraisal Report Create New Folder Create Remote Mailboxes Open File Realink Web Site United
78. capture photos see all the fold ers for the logged in user When you cl ick on a for a number of reports simultaneously Click on the OK button when you are finished report S address in the Available Reports frame on the left all the addresses associated with that report will appear in the Property Addresses frame on the right The address listed first in the Property Address frame is the subject address for that report J The addresses that follow list comparable 1 2 and so on You bath jpg S pg due e Front pa can also view reports for all users by clicking the checkbox labeled Not Saved Not Saved Not Saved Not Saved vil Show reports for all Users Available Reports Property Addresses P Highlight a photo and click on a report on the left hand side then Zi 805 5 Sycamore click the address of the photo in the Property Address frame Click on the drop down menu in the Description edit box and choose a description for that photo Then click on another picture Photographs Loaded adresi Repeat this process for every photo you want to save When you W Description are finished click on OR If you havent saved all your photographs Appraisal Studio will inform you of such by displaying a window asking if you are finished selecting all of the _centure again va photographs you intend to keep Click on OK when you are Figure 4 2 finished and you wi
79. cate the Look in field and click on the drop down menu to choose the directory to which you would like to import the file from Click on Open and you will return to the Import Report window with the data path and name of the file you are about to import If you wish to import any additional reports repeat the process Once you have all of the reports you wish to import on the list of Import Report click on OK Appraisal Studio will now import the reports and you will have access to the reports the same way you access Appraisal Studio reports Additional Appraisal Studio Tools Purchasing New Products When you add or purchase optional modules such as the inFocus Photo Module or inBox Electronic Delivery System you dont need to reinstall Appraisal Studio or even the modules from the CD Click on Tools in the Menu Bar and then click on Purchase New Products Enter your Account Number and then Enter the Unlock code that you have received from United Systems in the Activation Code text box Figure 13 3 The new module now is unlocked and ready for use Standard Calculator Appraisal Studio comes with the Standard Calculator which functions just like a regular calculator This calculator has an Expand button that shows the figures being added or subtracted etc similar to an adding machine To access the calculator click on Tools on the Menu Bar and then click on Standard Purchase New Products KS
80. checking click on Tools in the Menu Bar and select Check Spelling Figure 3 10 You then have the choice of checking the particular form you are working in or the entire report The word being checked for spelling is shown in the Not Found box If automatic suggestions are enabled the suggestions box is filled with suggested correct spellings and the first suggestion is placed in the Replace With box A choice must be made to instruct the spell checker how to respond to the word 31 Not Found field The word presented in the Not Found box is the potentially misspelled word This may be a word that was not found in any of the dictionaries available to the spellchecker or may be a word previously flagged for a Prompt Replace action This word cannot be modified in the dialog box Replace With field To replace a misspelled word with another word the replacement word must be entered in this edit box A word may either be typed in or may be picked from the list of suggested spellings When suggestions are generated the first word in the list is automatically transferred to the Replace With field Whenever a word is entered in Replace With the Replace button becomes the default button Pressing the Enter key initiates the replacement and continues the spell checking The word in this box is also used in the Replace All and Prompt Replace button choices List of Suggestions Whenever
81. click on the Retrieve Photos button If you already have photos in the scrapbook Appraisal Studio will display the Status of the Scrapbook window Figure 4 8 Indicate whether you want to empty your scrapbook and save the new photos or keep the existing photos in the scrapbook and add these new photos You can also view the Photographs in the scrapbook before making this decision by clicking on the View Photos button If you click on the Empty Scrapbook button all photos currently in the scrapbook will be deleted and you will not be able to recover these photos Figure 4 9 You can also delete the scrapbook by clicking on Photographs and then Empty Photo Scrapbook The photos that were saved to the photo library were not deleted If you choose the Keep Photos button you can retrieve photos in the same way that you download photos for the photo library only you don t have to choose an address or a description for the photos The photos will be displayed in the Add Images to Scrapbook window Figure 4 10 You can select individual photos by clicking on each one or you can click on the Select All button to select all photos When you have selected the photos that you want to save in the scrapbook click on OK You can View the Scrapbook by clicking on Photographs in the Menu bar and then click on View Photo Scrapbook or by clicking Photos in the Report Management Bar and
82. column The search text is not case sensitive If any files are found they are automatically selected and sorted by the selection column Filter Listing Used to filter the database records to only display those files you want to see The status bar displays whether or not a filter is active Filters are not saved when you exit inCase L File Information Used to conveniently display and or edit the selected files information You can only edit the information not actually found within the file The editable fields have a white background and the non editable fields have a yellow background You can double click any file in the listing to quickly popup the file information dialog a Setup Used to define the default application settings Refresh F5 Key Used to download the latest copy of your inCase database and to refresh the file listing Help Contents F1 Key Used to view the help contents Registration Used to change the program registration Usually to change the company name account number and or the file limit for storage in inCase About Used to view the application version and registration information Note Right mouse click anywhere on the file listing to launch the quick popup menu 95 a Store Files Used to select new or update files to be stored in inCase Figure File Listin i in i j s 11 2 If you add a file that already exists in inCase that file will automatically be overwritte
83. d Replace All button Pressing the Replace All button replaces the current Not Found word and all subsequent occurrences of the Not Found word with the word in the Replace With field Subsequent occurrences of the Not Found word do not invoke the dialog box but are automatically replaced If there is no word in the Replace With field then the current and future occurrences of the Not Found word are deleted from the text being spell checked 32 Add box If custom dictionaries are open these dictionaries are displayed in the list box beneath the Add to Custom button Pressing the Add to Custom button adds the current Not Found word to the currently displayed custom dictionary This registers the word as correctly spelled for this and future spell checking sessions as long as the custom dictionary is open for spell checking If no custom dictionaries are open the Add to Custom button is disabled Cancel button Pressing the Cancel button cancels the spell check and returns to the application Changes made to the text up to this point may or may not take effect depending on the application design Options Check Box Certain fields such as Legal Description often contain designations that are mistakenly flagged as spelling errors Check the Turn off spell checking for this field checkbox to disable spell checking in this field 33 Keyboard Shortcuts Appraisal Studio has a number of key
84. d Name N APPENDIX B Installing to a Network This appendix shows you how to install Appraisal Studio to a Peer to Peer network and to a Dedicated Server Client Server network From the beginning Appraisal Studio was designed to function on and take full advantage of today s networks While there are many advantages to networking your computers Appraisal Studio will still work on stand alone computers Note Appraisal Studio uses long file names If your network does not support long file names you will have to update and or replace your network operating system What is a Network Networks are one or more computers connected to each other or to a central server allowing users to share resources such as documents or printers Networks are used to coordinate connect and control data in a structured timely and robust fashion Today s networks allow users to share various resources such as files or CD ROMs even if these resources are not actually present on their computer There are two types of networks Local Area Networks LAN and Wide Area Networks WAN Appraisal Studio can make efficient use of both of these networks A LAN is a network of computers and peripherals that extends over small areas usually one building or a small campus Appraisal Studio uses LAN to connect appraisers computers together to share files A WAN is any network that covers wide areas and requires special communication devices to make the con
85. dio Click on Prepare for Sync Make sure your palm device is on and docked Open the Hot Sync Application on your palm device and click on the Hot Sync Icon Once synchronization is complete the report should appear in Palm Appraiser on your palm device 108 Palm Appraiser Features in Appraisal Studio Create Update If an appraisal in the Palm Appraiser folder in Appraisal Studio is highlighted and you click on the Create Update button you can begin a full appraisal in Appraisal Studio based on the basic information provided initially in the palm forms New Item Click on the New Item button if you wish to create a basic report to transfer to your palm device to fill out for use in the field Remove item Highlight an item you wish removed from your Palm Appraiser folder then click on Remove Item NOTE This will NOT remove the item from your palm device even after another hot sync If you wish it to be removed from your pal device as well you must open the Palm Appraiser software on your palm device and remove it there Prepare For Sync Clicking this button prepares Appraisal Studio for synchronization with your palm device To complete the sync you must open the Hot Sync application on your docked palm device and click the hot sync icon to begin syncing Refresh Screen If there are items missing from your Palm Appraiser folder s list in Appraisal Studio i e after a Hot Sync clicking on Refresh Screen will refresh
86. dio Server Installation An Appraisal Studio network installation actually consists of two types of installations The server installation which is performed only once on the non dedicated server and the workstation or client installation which is performed on each workstation intending to run Appraisal Studio To install Appraisal Studio network to the non dedicated server choose Appraisal Studio network from the setup menu Figure B 1 Click the Install This Program to start the installation process Move though the installation wizard by clicking the k United Systems Software Setup Menu UNITED SYSTEMS SOFTWARE COMPANY Next or Yes buttons It is highly recommended that you install to the default destination location which is C Program Files United Systems Appraisal Studio You can cancel the Appraisal Studio installation at anytime by clicking on the Cancel button The installation process installs all the necessary shared files to the non dedicated server At the end of the installation you may be prompted to reboot the computer The server installation does not install any desktop icons or program groups In order to run Appraisal Studio you will need to perform the client installation on each workstation intending to run Appraisal Studio Appraisal Studio Client Installation Appraisal On This CD O Appraisal Studio network network version installation H Unit
87. dress point will still be plotted near the actual location In these cases you will need to replace the question mark with an arrow using Rotate Arrows then manually relocate the address arrow and label using Move Arrows and Move Labels The warning message can be turned on or off through the Setup menu You can have the question mark icons automatically changed to arrow icons by turning that option on through the Setup menu User Labels User labels can be plotted manually on the map All user labels also have an associated arrow with them Once in the user labels mode click anywhere on the map where you want the user label and arrow to be plotted You do not have to be exact because you can move the label and arrow after they are plotted by using the Move Labels and Move Arrows menu options Once you click the map the User Label Text dialog will appear This is a multi line text box You may enter up to 50 characters To edit any user labels already plotted on the map use the Edit User Labels menu option Draw Streets Used to manually draw any missing streets Once in the draw streets mode you can move your mouse to the desired starting location on the map for the missing street then click and drag tracing the missing street as if it were there The street will be drawn as you move the mouse The street will initially be drawn on top map layer but when you release the mouse button the drawn street will
88. e Undo If you make a mistake you can undo the last command by clicking on Edit in the menu bar and select Undo You will not however be able to undo all commands such as saving and printing Keyboard Shortcut Ctrl Z or Press on the Undo Icon Cutting Copying and Pasting If you want to move the text rather than delete it highlight the text click on Edit in the menu bar and select Cut This removes text from the window and copies it to the Windows clipboard for reuse Keyboard Shortcut Ctrl X or Press on the Cut Icon If you want to copy the text to the Windows clipboard highlight the text click on Edit in the menu bar and select Copy Keyboard Shortcut Ctrl C or Press on the Copy Icon After copying text to the clipboard you can move the cursor to a new position and paste the text from the clipboard to your document Note Pasting an object does not remove the text from the clipboard You can paste the same text over and over Keyboard Shortcut Ctrl V or Press on the Past Icon 30 Formatting Text To change the font and size of the text in a field right click on a field and then click on Select New Font Select the font font style and size and then click on OK Figure 3 9 Format Key Board Shortcuts Bold Type Cn B T Antique Olive Italics Type Ctrl Goen Underline Type Ctrl U Ep Arial Narrow S Paragraph Formatting To change the appearance of block text for example to cha
89. e A Ee ee A Es mos NX Es ms 0 Q C E GQ Om SO A MM A A A ao A wd Housing and Urban Development Forms Description Appraisal Field Review Report Appraiser Review Appraiser Checksheet Builders Certification Compliance Inspection Report HUD National Valuation Condition VC Sheet 8 99 HUD National Valuation Condition VC Sheet Get a Home Inspection 8 99 Homebuyer Summary 8 99 Lender Mortgage Forms Description Appraisal Order Brokers Price Opinion Fannie Mae Photograph Forms Description Comparable Interior Photos Comparable Interior Photos 4 x 6 Letter Size Comparable Interior Photos 4 x 6 Comparable Interior Photos Letter Size Comparable Photos Comparable Photos 4 x 6 Letter Size Comparable Photos 4 x 6 Comparable Photos Letter Size Listing Photos Listing Photos 4 x 6 Letter Size Listing Photos 4 x 6 Listing Photos Letter Size Photograph Addendum Photograph Addendum Letter Size Rental Photos Rental Photos 4 x 6 Letter Size Rental Photos 4 x 6 Rental Photos Letter Size Subject Interior Photos Subject Interior Photos 4 x 6 Letter Size Subject Interior Photos 4 x 6 Subject Interior Photos Letter Size Subject Photos Subject Photos 4 x 6 Letter Size Subject Photos 4 x 6 Subject Photos Letter Size Residential Forms Description 1 4 Unit Property Inspection Report Condominium Appraisal Report Desktop Appraisal Desktop Unde
90. e File Size in pixels specified in the advanced setup as a bitmap to the Windows clipboard amp Print Used to print the current map You ll be prompted to specify whether or not a location map header listing the subject information should be printed The map will be centered with a border If you decide to print with a location map header the known subject EIL EL information will automatically be inserted You will need to fill in any 7 e missing information Figure 10 12 Borrower Client Maps with a location map header can only have a portrait mmes orientation Landscape is an option without a location map header F l Maps can be printed to either legal or letter size paper ch Se e Lender Client II L Preview Se OK Cancel Help Used to preview the map Even though the map rendering on the Figure 10 12 screen will be very close to the final output they are not 100 exactly the same The slight differences are caused by having to generate an output map that is a different size from that on the screen The preview allows you to view the map before you exit inRoads to see whether you may need to make any additional adjustments When the preview window first appears it will be approximately 90 the size of the main mapping window with the map centered in the preview window You can resize the preview window You can use the arrow keys or scroll bars to scroll the map You can
91. e Matt E Trade Mott First Franklin E Trade Mott E Trade Mott Ameriquest Green Tree Accurate Fu E Trade Mott E Trade Mott Arrowhead C Lincoln Servi TFM Financi E Trade Matt TTT Palmer C Byrne Palmer C Byrne Palmer C Byrne Palmer C Byrn Palmer C Byrne Palmer C Byrne Palmer C Byrne Palmer C Byrne Palmer C Byrne Palmer C Byrne Palmer C Byrne Palmer C Byrne Palmer C Byrne Palmer C Byrne Palmer C Byrne Palmer C Byrne Palmer C Byrn Palmer C Byrne Palmer C Byrne Palmer C Byrne on User File Number Client Case Number Diaz Dillard Baum Barnhill Roger Greene Arakawa Dan Distler Joseph Distler Joseph Shaller Pruett Yerori Toups Twila Williams Kurt Williams Kurt Gonzalez Arturo Jaramillo Linda Curry Mike L Pigg Earnest Esquino Chris Ricco Jared amp Bently Eileen 6602 6827 18670 18670 20702 24306 26384 2801 3902 L 53 Cal 8 Via L foe Laa has d REALINK 12345 Figure 11 1 Used to select which columns you want displayed in the listing You can select which columns will display by default by No Active Fiter 50012831217 283128311 _ Used to filter the database records to only display those files you want to see The status bar displays whether or not a filter is active Filters are not saved w
92. e any data already in the field Appraisal Studio automatically stores neighborhood data for use in reports created later You can store this data by neighborhood name or map reference Thus when completing a report if you type the same neighborhood or map reference as a previous report depending on which option here you choose Appraisal Studio will auto fill various fields for you based on the information on a previous report in the same neighborhood or map reference Appraisal Studio provides certain popup windows that allow you to use external calculations in the following areas depreciation calculator site dimensions and vacant land adjustments By clicking on the Popup Window button and then clicking on the check box next to the items listed you can enable or disable that window from appearing while you edit your report Figure 2 18 You can control how Appraisal Studio works on your computer by changing the settings below Since you can customize many items they have been divided into the categories shown on each tab Click on OK to save your changes User Briefcase Email Forms Administration TF vou would like to set a default Font For Appraisal Studio to use in your Forms you may indicate that preference by clicking on the Default Font button below A sample of that Font will appear in the adjacent box Sample Text 4ppraisal Studio automatically stores neighborhood data For use in reports created later You
93. e downloaded and installed automatically Note One of the advantages of enrolling in our Technical Support Membership Program is the comprehensive Version Insurance Protection VIP Program United Systems Software Company offers VIP to provide its customers with the latest product upgrades newest product information discounts on future purchases and access to the United Systems Product Support Line If you are a current Appraisal Studio Support Member you are entitled to receive upgrades You should take advantage of this valuable feature by upgrading periodically When forms change regulations change or new features are added to the software you can ensure that you ll receive the latest update by enrolling today For pricing and other information please contact your Account Representative Purchasing New Appraisal Studio Products If you decide to purchase additional United Systems products such as inFocus inBox or the Comp Database Module these products can now be activated without re installing Appraisal Studio Click on Tools in the Menu Bar and then click on Purchase New Products Type in your account number and the new activation code then click on OK This will unlock the newly purchased products To purchase new products please contact your Account Representative at 1 800 969 6006 120 APPENDIX A Appraisal Studio provides you with the means of signing your report digitally with an electronic signature Print out the follo
94. e name for this product The product name will appear on f Statements so De sure bo enker it as vou would want cients bo see it Gi les to a the Boe G Ee eer Gre field bie Also enter an short version of the product name under 20 chars inse e amount you would like to charge for this produc by default Product Name IT Short Product Name Ce 5 Click OK That price should now display next to the Pefauk Template product in question in the Client View Specify the fee For this product First enter what you wish bo charge the clients by default Then if you wish you may enter the Fee For this 6 Repeat steps 3 through 5 for each product specific client Default Price Adding a Client Price For this Client og Each client you will service needs to be recorded in inControl The process below will be used to add each client If you need to modify the information for a particular client after it has already been recorded simply refer to the Modifying Client Information section Figure 8 2 1 Run Appraisal Studio 2 Inthe Office Management section click on Clients The Client View screen will appear 62 Setting Custom Fees for a Client When a particular client deviates from your standard pricing Click on the Add button in the bottom right of the Appraisal Studio window The Client Information window Figure 8 3 should appear Fill in the appropriate information then click OK when company OA finished n ie
95. e reports templates Quick Entry lists photographs and more Report Templates and Report Cloning To speed the process of creating new appraisal reports you can define templates that contain the forms you typically use in a report such as a Cover Page URAR Limiting Conditions and a Multipurpose Addendum Now you don t have to individually insert the form you want to include in a new report just use a template to insert them all at once You can also clone an existing report that you believe will be similar to your new report This will not only copy the forms used in the existing report but all of the data as well This works well when you are appraising in the same neighborhood or subdivision Copy and Flip Comparables of Any Type Appraisal Studio has always allowed you to flip Sales Listings and Rental Comparables It did not however work properly on the 1095 form for example when there are more than three comparable properties in a simple market grid Some competing products only allow you to copy and flip sales 113 comparables You ll have to re type the listing comps if you re using that product Appraisal Studio handles all of these situations just as you would expect Spell Checking Appraisal Studio includes full support for spell checking your report It checks all the forms in your report at the same time In other words you don t individually have to check your URAR your Multipurpose Addendum etc Windows 98
96. e select your desired options below Ce Attempt to Find city state on second address line Assume the city and state are the same as the subject T Assume the zip code is the same as the subject IZ Assume the county is the same as the subject Assume the map reference is the same as the subject Cancel 57 Figure 6 3 Quick Search Feature From the Comparables Database window you may select You can specify acceptable values for each of the Fields below Some items Search to narrow your search criteria In the Search for allow vou to specify a range of values When you have entered your criteria 33 click OK below Comparables screen Figure 6 4 Simply enter your appropriate A i E Sp search criteria and click on OK Zipcode Census Track The program will then display your search results By clicking on S ie an address it will display the corresponding photo To insert a Fom fo comparable into a report simply highlight it and click on the Place Sales Price Comparable into Report button Bedrooms F TT In the Place Comparable Report select the position you would ae hs EES like this comparable to occupy by highlighting it and clicking OK Date of Sale inso name Pee Advanced Comparable Property Database ce Features Figure 6 4 Adding Comparables a O_o Zl You may manually add a comparable by clicking on the Add The b bel d to edit inf tion kept about
97. e setup Help Use the help button to launch the help system 105 inHand Palm Appraiser System Requirements Supported Forms Download a Report to Appraisal Studio Create a Report in Appraisal Studio Upload a Report From Appraisal Studio inHand Features oystem Requirements Recommended for Handheld Palm OS 3 5 to 5 0 8 megabytes MB of RAM Minimum for Handheld Palm OS 3 3 4 megabytes MB of RAM Desktop laptop must already have Palm Desktop software installed Note Palm OS only this software is not supported on Windows CE devices Supported Forms URAR Condo 2055 Quantitative Analysis 2065 Qualitative Analysis 2070 Comparative Market Analysis Condition and Marketability Report 2075 Property Inspection Report 704 Second Mortgage Report 106 Download a Report to Appraisal Studio To download a report that currently resides on your palm device to Appraisal Studio 1 Turn on your palm device and dock it Please consult the manual for your palm device if you are unsure how to accomplish this Open Palm Appraiser on your palm device Click in the area to the left of the appraisal type of the report you wish to send to Appraisal Studio An X should appear indicating it has been marked to be transferred Click on the Applications button on your palm device This is the button that takes you to the main list of software programs currently loaded on your palm Click on Hot Sync fro
98. ect all files by unchecking each files selection checkbox H Display Columns Used to select which columns to display on the screen Figure 11 4 You can define which columns you want to display each time you re check bon to ral cok 7 i i i M Man For IZ Appraiser Name M State IZ File Folder run inCase by selecting them in setup The display columns options E User File Number E Borgne Name E Zip E File Date e l x IV Client Case Number IZ Street Address M Software Vendor V File Size are typically used when you want to temporarily change the view Pee CG Ciy der FEH The selection column must always be displayed Select i Unselect SetDefaut LosdDefaut Curent Select All OK Cancel Help Figure 11 4 Used to quickly select all the columns Unselect All Used to quickly unselect all the columns Set Default Used to set the default columns in the setup to match the current column selections Load Default Used to set the current columns selections based on the default display columns in the setup Current Used to set the current columns selections based on the columns currently display on the screen OK Use the OK button to accept any changes Cancel Use the cancel button to cancel any changes Defaults Use the default button to load the defaults settings Help Use the help button to launch the help system Q Search Listing Columns Search Text not case sensitive Used
99. ed Systems folder We strongly recommend you leave the default folder as your selection When you have chosen your Program Folder click Next to continue A window summarizing the choices you have made regarding your installation will appear Verify that this information is correct and click Next to begin installation If anything is incorrect in this information click Back through the options and make the desired changes Once you click Next on the Start Copying Files window Appraisal Studio will begin copying all files to your computer When copying is complete the very first screen from the beginning of the installation process will appear If you wish to install additional applications such as Apex or Acrobat Reader you can do so at this time Otherwise exit this screen and open your newly installed Appraisal Studio 16 First Time Use To start Appraisal Studio click on the Start button from your workstation Select Programs United Systems and then click on Appraisal Studio or double click on the Appraisal Studio icon on the main desktop When you are starting Appraisal Studio for the first time the Login window screen will appear and ask you for a user name Figure 2 9 Se From the drop down menu click on the drop down arrow at the at a Mate end of the User Name text box and choose the user name Please select your user name From the list below to load wour stored user settings Only the Administrator account
100. ed Systems Software ZS Getting Started United Systems Software s premier full featured real ey ga sal Studio network B inHand module estate appraisal software H E Integrated Products 2 Apex IV single user Th Apex IV multi user EI winSketch 2 CH Utilities pe Adobe Acrobat Reader S System Library Utilities This installation is intended to establish the necessary Appraisal Studio files on your network s server including files with which to perform client installations Please refer to your user s manual regarding how to perform a client installation Install This Program Figure B 1 The client installation is not started from the setup menu Instead the client installation files were installed during the server installation You will need to navigate to the Install Client folder and run the Setup exe file which is typically found at C Program Files United Systems Appraisal Studio lnstall Client on the non dedicated server and F Program Files United Systems Appraisal Studio Install Client on each workstation Move though the installation wizard by clicking the Next button It is highly recommended that you install to the default destination location which is C Program Files United Systems Appraisal Studio You can cancel the Appraisal Studio installation at anytime by clicking on the Cancel button 127 The installation process installs all the necessary files to the workstation A
101. eet City Property addresses can be plotted manually or automatically The manual method requires entering all the address information manually into the Edit Properties dialog Figure 10 10 State Zip aL SS m Properties roperty Type StreetAddress ity ip e Greg Ap EE en s E sae The automatic method automatically fills the Edit Properties dialog and plots the addresses on the map and is handled through the application that launches the mapping program which passes the address information to the mapping program Points are plotted for each address Each point represents a latitude and longitude on the map Each address has two points plotted One point for the direction arrow and one point for the address label Each time the addresses are plotted on the map the direction arrows will point south east with the tip of the arrow pointing to the address point on the map The upper left corner of Add Delete Replace Clear 1 D d D el d ESSES OK Cancel Help Figure 10 10 77 the address label will also be pointing to the address point on the map If the exact address point cannot be located when the addresses are being plotted a warning message will appear indicating which address s could not be located and a question mark icon will appear next to the address label instead of a direction arrow Even though the exact point for an address may not be found typically the ad
102. elow New Address 235 E Elm St sl New Name Figure 4 7 See Enlarged View of Photograph The Edit Photo Library window allows users to see the photos associated with an address It also allows users to change the address or the description of a saved photo and delete photos To manage the photo library go to Photographs in the toolbar and select Edit Photo Library Figure 4 6 Renaming a Photo You can change the address and the description of a photo Select an address from the list on the left in the frame of the Edit Photo Library window named Addresses The description of any photos associated with that address will appear in the middle frame that is named Available Photos As you click on a description the photo will appear in the Selected Photos window Select a photo and click the Rename button The Rename Selected Photograph window will appear Figure 4 7 If you wish to change the address click on the drop down menu in the New Address field This will display all the addresses that are in the current appraisal report You can choose one of these addresses or type in a completely new address If you wish to change the description of a photo click on the drop down menu in the New Name field You could choose one of those descriptions or type in a completely new description Click OK when finished inFocus Photo Imaging actually creates two pictures for eve
103. enu The report is now removed from Appraisal Studio s Recycle Bin Another way is to click on the Recycle Bin s icon in the Toolbar Moving Files and Folders Moving reports is easy in Appraisal Studio Files can be moved from one user s folder to another simply by dragging the report and dropping it into another user s folder A menu will appear giving you the option to copy a document move a document or cancel the operation If you click on Copy this Document a file will be duplicated and placed in the other folder If you choose Move this Document the file is removed from the original folder and placed in the other folder Clicking on Cancel obviously cancels the operation If you choose to copy or move a file to this new location and a file NN re re ee aM dba be E with the same name already exists in that new location the This folder already contains a file named window on the right appears Figure 3 2 If you choose Yes the file that was in the new folder is overwritten with this new file The B old file is deleted and the new file is written in its place It will not S oe ee a be possible to restore the old file If you click on No the copy 1646 bytes operation is cancelled modified Thursday December 19 2002 04 52 34 PM 605 5 Sycamore with this one 1646 bytes modified Thursday December 19 2002 04 52 34 PM Figure 3 2 25 otarting a Report This section will show you how to begin a report in
104. er in comment fields when the Enter key is pressed in the middle or at the beginning of the line it will move the data that is to the right of the cursor to the next line If this effect is not what you intended press the backspace key twice You may have to retype a character that you deleted Check Boxes Check boxes are an integral part of many of the forms in Appraisal Location Urban Suburban Rural Studio To check a box you can click on the box with your But up o Over 75 ep 25 75 e Under 25 mouse This puts an X in the box Figure 3 12 which signifies an Growth rate L Rapid stale J Slow affirmative response To uncheck a box click on that box again Properyvdues _ Increasing _ Stable __ Declining You also could tab over to the box and check or uncheck the Demand supply _ Shortage LJ Inbalance Over supply check box by pressing the Space bar d EE LJ Unie mos L 2 5 ms Over 6 mos igure 3 Check Box Hints For mutually exclusive check boxes we now display hints little blue circles with white numbers in them Even when there hints are not visible pressing the number associated with the check box checks that box and moves to the next field not in that check box group The display of the hints can be turned off temporarily while editing a report under View Check Box Hints or permamently under View Options Forms and Default to displaying checkbox hints 35 Text Fields In the large
105. er sss sss sss cesses secs eee eee 94 Igel Ee TEE 94 POO MENU EE 94 Se EE ECH d Le DE 94 lire UE 94 wl EEN 94 TEE 95 xL Ta HHHH 95 ROG au 96 AOU EEN 96 W E EE 96 LT e TTT 96 Unselect a2 ee nnmnnn nnmnnn nnne 96 File T Gel dle T 96 Eege 96 Oe ec EEN 96 aE TH 96 oo Wo gel EE 96 NEEN 97 CROCE E T 97 Ums UOC THT 97 Fie eun ns Le TTT 97 Apply Alternate e EE 97 ApPDIV OFICIAL F ld osinon inene rE rer nEaN DEE EENET era rE EE Erinin ninaa 97 OR THT 97 Ile EE 97 FO TTT 97 6 Delete Files ccscccscccecccecccecccsecesecceacesecesscecsseessecsaceeneesaeesneesaeesacesacesaceeacesacesesessneeaseas 97 Ile Reo e 0 2 EE 97 B Select Eiles 97 LEE 98 H Display Columns E 98 EIT leede eege 98 LI elec Oe a ee ee ee ee 98 96t De ce cc a ne es ee oe eo ea ee ee ae ee ee ee 98 Load D fault EEN 98 CUr ON a e ENEE 98 CI R E E A a edantieca eeu ceueewesasuueneas 98 eee PE OE EEES E um E ESEE D S A E T O evisu cee eae 98 NET EE 98 aE EE 98 LL Search Listing 98 le ITT 99 Search EN CH VEER 99 CIR 99 LTE 99 PIGG EE 99 S Filter Listing 99 le ITT 99 MCU ALORS T 99 Values 20 eee eccecece cee ecececeeeeeeceeeceeeeeeeesesaeeeeususaseeeueusaeaseeeusueasaeeeeeauausaseeeuauseeaseenuausaseseuausueeneusueaseenuausaeereuausueaseenuans 100 lee Te IEN 100 Na TTT 100 L 100 e TT TTT 100 a e EE 100 L File Information sese ee 100 OK only appears in Certain situations cesse esse cesse esse cesse esse eee
106. ers start up Appraisal Studio Add the appropriate addenda forms to your report Open a report and then open an addendum form that you want to include a scanned image such as the location map Click in the gray box where the scanned image will be inserted This will bring up Insert Graphic Image window screen This window gives the user two options the first option is to import an image from the Window s clipboard The second option is to import an image that was saved as a file The Window s clipboard is an invisible clip stared inside of the computer It is used as a temporary storage location for an image or text file 43 To Import an Image Saved to a File Save As E Save in Building Sketches ES d E File name H 23 Main St Floor Ban DCH Save Save as type Gel KETTEN Cancel Help RSR e Leo Sub type Version D sl Options Figure 3 26 insert Graphic Image LI To insert a graphic image select one of the Following options Optiops that don t apply are disabled Launch an external program to create this image Program zj Gonhigure L Scan an image from a TWAIN compatible scanner Scanner lt Pelete Image Cancel Figure 3 27 Configure External Applications a Appraisal Studio allows you to link to other applications by placing them into the SS Tools menu This allows you to launch them directly from Appraisal Studio To HI automatically find and conf
107. ertification Repair and Maintenance Addendum Satisfactory Completion Certificate Satisfactory Completion Certificate ROV Scanned Image with Header Scanned Image with Header Letter Size Scanned Image without Header Scanned Image without Header Letter Size Single Family Comparable Rent Schedule Site Map Site Map Letter Size Square Footage Appraisal Form Standard Appraisal Addendum Subdivision Map Summary of Subject Leases Supplemental Information and Appraisers Certification Supplemental Real Estate Owned Appraisal Addendum Table of Contents Table of Contents Letter Size Table of Contents No Photo Table of Contents No Photo Letter Size Text Addendum Text Addendum Letter Text Addendum with Signature Legal Text Addendum with Signature Letter URAR PUD Addendum USPAP Compliance Addendum USPAP Compliant Report Identification VA Compliance Inspection Report VA Liquidation Appraisal Addendum VA Liquidation Appraisal Addendum 1 1 2001 Vacant Land Comparable Warranty of Completion of Construction Word Document Attachment Legal Size Word Document Attachment Letter Size Environmental Forms Description ASTM Standard Practice for Environmental Site Assessments EAA Certification and Statement of Limiting Conditions 1999 EAA Photo Addendum 1999 EAA Summary and Conclusion Addendum 1999 Environmental Addendum Environmental Compliance Record SF Disposition Residential Environmental Asses
108. es to height Zoom Properties To Width Used to zoom in to the properties plotted on the map The map will be centered on the subject property with the subject radius width matching the map width The subject property and at least one comparable property must exist in order to use the zoom properties to width D Zoom To Address Used to zoom to a specified address The map will be centered on the address and zoomed to the specified mile scale Address Enter the street address city state and Zip Zoom Enter the zoom scale in miles between 1 and 10 OK Use the OK button to zoom to the address Cancel Use the cancel button to cancel any changes 87 Help Use the help button to launch the help system Zoom To Latitude Longitude Used to zoom to a specified latitude and longitude The map will be centered on the coordinates and zoomed to the specified mile scale Latitude Longitude Enter the latitude and longitude coordinates Zoom Enter the zoom scale in miles between 1 and 10 OK Use the OK button to zoom to the latitude longitude coordinates Cancel Use the cancel button to cancel any changes Help Use the help button to launch the help system Z Refresh ES key Used to refresh the map You may find that sometimes the map does not redraw completely You can use refresh to force the map to redraw 88 Options Menu Wide Roads Default oom wiew Default State Map File Color
109. es were installed during the server installation You will need to navigate to the Install Client folder and run the Setup exe file which is typically found at C Program Files United Systems Appraisal Studio lnstall Client on the server and F Program Files United Systems Appraisal Studio lnstall Client on each workstation 129 Move though the installation wizard by clicking the Next button It is highly recommended that you install to the default destination location which is C Program Files United passi Studio is curently in rial mode To use the software after the evaluation period you will need to Systems Appraisal Studio You can cancel the Appraisal Studio installation at anytime by e activation infomation Activation Information clicking on the Cancel button Activation Code The installation process installs all the necessary files to the workstation At the end of the installation you may be prompted to reboot the computer The client installation installs the E Tean desktop icon and program group To run Appraisal Studio click on the desktop icon Once ee you log into Appraisal Studio for the first time you will be prompted to enter your activation a iii information Figure B 4 If you are evaluating Appraisal Studio click the Continue Trail Begin Irial Period Evaluation The evaluation period lasts for 30 days Figure B 4 130 GLOSSARY Administra
110. evaluation period lasts for 30 days will last 60 days Begin Trial Period k Appraisal Studio from United Systems of x File View Communications Photographs Tools Help ASsAa XS 4Ga9 eebe 2 Figure 2 10 Description Q repor In J Conty Manfom Pk Date E Appraisal Studio Folders E1955 E Javelina Ave 85204 Document Locations Maricopa URAR 001 12345 Thu Jan 23 2003 10 04 444M Administrator C E Scrapbook Create New a aiz Mail Report F ncoming ai T ZS Network Neighborhood ey Recycle Bin S Remote Mailboxes Open Recent inCase Document Archiver Report G inControl Office Management g Appraisers K Clients Print Report Incoming Order Log Z Product Pricing 1 Reports g E Work in Progress Status inHand Palm Appraiser Send Report Update Your Software Figure 2 11 17 Configuration After you install Appraisal Studio you need to make some initial configuration settings To configure your Appraisal Studio software click on View in the menu bar and click on Options To choose the administrator features click on the Administration tab This will display Administration options Figure 2 12 When logged in as the Administrator you have additional options that govern how other users interact with Appraisal Studio These options include restricting other users from entering deleting or editing company information
111. fault inati i i i i i On This CD P destination location which is C Program Files United 2 Dn ege ay etting Started Systems Appraisal Studio You can cancel the Appraisal Studio installation at anytime by clicking on the Cancel button network version installation United Systems Software s premier full featured real estate appraisal software E inHand module 7 CN Integrated Products The installation process installs all the necessary shared files to a Apex V single user This installation is intended to establish the the server At the end of the installation you may be prompted to S Apex IV multi user necessary Appraisal Studio files on your network s server including files with which to perform client Winsketch installations Please refer to your user s manual reboot the computer It s always a good idea to reboot the l i 5 Utilities regarding how to perform a client installation computer to give the operating system a chance to update any ieren a S S S t tilit S system settings The server installation does not install any anes aa Install This Program desktop icons or program groups In order to run Appraisal Figure B 3 Studio you will need to perform the client installation on each workstation intending to run Appraisal Studio Appraisal Studio Client Installation The client installation is not started from the setup menu Instead the client installation fil
112. ffered can be restricted to a particular date range Amongst the currently available reports are the following Accounts Receivable Aging Report This report details the account balance of each client including how much of that balance has gone unpaid for 30 days 60 days and 90 or more days Turn Around Time Report This report details the number of days it has taken each appraiser to complete assignments Work in Progress Report This report details the ongoing status of each pending assignment Yearly Earnings Report This report summarizes the compensation each appraiser has received for performing his or her assignments 69 To access any of these reports click on Reports under the Office Management section of the main Appraisal Studio window choose the report from the drop down list at the bottom of the Appraisal Studio window you wish to run and click the Run Report button Additional steps such as setting a date range may be necessary before the report is run To print a report simply run the report and click on the print icon in the toolbar at the top of the Appraisal Studio window Note Some reports may print in the landscape format instead of portrait due to the amount of information involved and the format of that information Printing Statements Appraisal Studio can print billing statements for your clients in addition to the invoices that accompany each order The statements can be produced for a single c
113. from the user labels listing Replace Use the replace button to replace the highlighted label text in the user labels listing with the user label text in the edit user label section Clear Use the clear button to clear the entire user labels listing OK Use the OK button to accept any changes made to the user labels All the previously plotted user labels are removed from the map and the edited user labels are plotted Cancel Use the cancel button to cancel any changes made to the user labels Help Use the help button to launch the help system Rotate Arrows Used to rotate the arrows of the properties plotted on the map At least one property must be plotted to rotate arrows When you select rotate arrows the menu option is checked and toolbar icon will become depressed meaning that you are now in rotate arrows mode The rotate arrows menu option and toolbar icon will remain in the rotate arrows mode until either are selected again or you select the move arrows user labels move labels or draw streets modes 84 Once in the rotate arrows mode you can move your mouse over any arrow or questions mark until you see a dashed line around the arrow This indicates that you have selected that arrow Click on the arrow to popup the rotate arrows dialog Hint Quick Rotate Once you see a dashed line around the arrow indicating that you have selected that arrow you can use the spacebar key to quickly rotate the arrow in a clock
114. g location on the map for the missing street then click and drag tracing the missing street as if it were there The street will be drawn as you move the mouse The street will initially be drawn on top map layer but when you release the mouse button the drawn street will appear under the existing street layer Note t is recommended that you exit the draw streets mode once you are finished using it This will prevent additional streets from accidentally being drawn when making other map adjustments BZ Delete Streets Used to delete all the manually drawn streets You ll be asked to confirm all deletions 86 Zoom Menu D Zoom In key Used to zoom in by the zoom factor The zoom factor is determined by the Zoom Factor specified in setup The valid range is 1 1 10 0 CL Zoom Out key Used to zoom out by the zoom factor The zoom factor is determined by the Zoom Factor specified in setup The valid range is 1 1 10 0 UnZoom Used to unzoom up to the last 16 zooms DL Default Zoom View Used to zoom to the default zoom view The default zoom view is determined by the Default Zoom View specified in setup DL Zoom Properties To Height Used to zoom in to the properties plotted on the map The map will be centered on the subject property with the subject radius height matching the map height The subject property and at least one comparable property must exist in order to use the zoom properti
115. gure 3 28 Appraisal Studio allows you to should be run when this menu item is selected link to other applications by placing them on to the Tools menu This allows you to launch them directly from Appraisal Studio The Description Flood Maps Auto configure button automatically finds and configures sketching and mapping applications You can choose which ZE Food Mapping S program appears first in the drop down list by clicking on the Set Application cifFloodmaps exe o as Default button Browse To add a program to launch from within Appraisal Studio click on the Add button This will bring up the External Application Properties window Figure 3 29 Type a name that describes the Cancel program you are going to add in the Description field Choose the type of program from the Type drop down list For the application Figure 3 29 field type the path of the EXE file that starts the program If you don t know the path to the file click on Browse and navigate through the Open window to the file that starts the program The Edit button allows you to change configurations on the External Application Properties window The Remove button removes applications from the launch window Building Sketches Appraisal Studio integrates with Apex and Winsketch Sketches from other building sketch software can also be inserted in to Appraisal Studio Just save the sketch
116. he Setup Type Figure 10 1 screen Figure 10 2 We recommend the Typical setup type This 4 allows you to select the state s you want to install E Setup Type KZ l Select the Setup Type to install S ER Click the type of Setup you prefer then click Next Disk space required is from 30 MB to 690 MB depending on the state s selected Ce Typical Recommended Installs the program files and allows the user to select which RER state data files to install to the specified destination location 120 690 MB The Compact setup type installs only the inRoads software with no state data files This requires the least amount of disk space but Ss E f Compact Installs the program files to the specified destination location and reads the requires that the data be read from the CD ROM or network drive state data files from the CD ROM 3 5 MB Two data CD s are available for this option Complete Installs the program files and ALL the state data files to the specified destination location 690 MB The Complete setup type will install the inRoads software and ALL the state data files Disk space required for all states is 690 zu MB lt Back Cancel Figure 10 2 73 Select Components InstallShield Wizard Select Components Choose the components Setup will install Select the components you want to install and clear the components you do not want to install Descr
117. he method in which each one will be paid You can decide for each appraiser and for each type of work whether he or she will be compensated by a percentage of the client s fee of by a flat amount inControl defines several different work types including Single Family Multi Family Condominium and FHA The steps below outline the process for adding and maintaining appraiser information in Appraisal Studio Appraisers Adding a New Appraiser 1 Run Appraisal Studio 2 Inthe Office Management section click on Appraisers The Appraiser View screen will appear 3 Click on the Add button in the bottom right of the Appraisal Studio window 4 The Appraiser Information window Figure 8 4 will appear Aiti Fill in the information requested Fest name 1 Last Name SSN Tax ID T FHA Approved Works off site 5 To complete the commission structure for this appraiser vest p rene Cert Licensed select a type of work from the Type drop down list If you ste T C tractive do not want to establish commissions at this time proceed Gate ass reason Tl to step 11 Company Work Phone e e Address PO ome Phone PO 6 Click Set Commission a pecs City Fax ate ip obile 7 Select either flat fee or percentage compensation Figure BG L mp P Type single Family DI Set Commission 8 If necessary press TAB to move the cursor to the Fee or Percentage field Enter your desired amount
118. hen you exit inCase File Information Used to conveniently display and or edit the selected files information You can only edit the information not actually found within the file The editable fields have a white background and the non editable fields have a yellow background You can double click any file in the listing to quickly popup the file information dialog 93 Drag and Drop from Windows Explorer To quickly store lots of files in inCase you can use drag and drop from Windows Explorer Simply launch inCase and Windows Explorer Then select a range of files using the shift key and your mouse or several random files using the control key and your mouse Then drag the selected files and drop them on top of the main inCase file listing Keep in mind that since you re typically dropping several files at a time into inCase the file information dialog will not popup for each file allowing you to edit any information like the store files dialog does However once the files have been stored in inCase you can double click on any file to edit that files information inCase Scheduler Used to launch the inCase Scheduler program The inCase Scheduler is inCase s utility designed to backup your important files automatically through the Internet when you are not around Backups can be done on demand daily at a specified time or weekly at a specified day and time Popup Menu Right click on the map to access the quick popup menu Registration
119. her the file has been changed Only new files or files that have changed based on their file date mcas and time stamp are backed up Figure 11 8 Setup Used to schedule the automatic backup times and files to be backed up Sorting the Listing by Column You can click on any column heading to sort the listing by that column The first time you click a column heading the listing will be sorted in ascending order by that column If you click the same column heading a second time the listing will be sorted in descending order Popup Menu Right click on the map to access the quick popup menu Menu Overview File Backup Now Used to start the backup now regardless of any scheduled backup You will be prompted to confirm the backup 102 d Cancel Backup Used to cancel a backup that is already in progress You will be prompted to confirm the cancel backup Options L File Information Used to display the selected files information You can double click any file in the listing to quickly popup the file information dialog E Clear Listing Used to clear the backup results in the inCase Scheduler backup listing following abackup Refresh F5 Key Used to refresh the inCase Scheduler backup listing a Setup Used to schedule the automatic backup times and files to be backed up Help Contents F1 Key Used to view the help contents About Used to view the application version and registration information Note
120. i encanta ncaa ip cuca nial dca Ea AEE ERE ke een aman etn cate en eens da ewan neues 22 BIEN CO EEN 22 alte TEPO GE 22 lettre 22 EPIL ROC ClO BIN HT 22 VETS AG aT 23 Folder Management cccceeceeceeeeeeeneeeeeeeeeeseeseesensonees 24 BIL TLS KR REDOT EE 24 Emptying the Recycle Ve ss ees eee eee eee 25 MOVING Fies and ase TTT 25 Starning a REDO n TTT 26 Cloning VS Templat Sisi i i 26 Master e en EE 26 Creating a report using Templates EE 26 EE ale Templates HHHH 27 Adding New E 27 Adding and Removing Forms in a Report css ss sss ss esse esse sese sese eee eee 27 Proma FOM S oaei 27 Microsoft W rd and EXCel FOrMS scitera aiena an aaa a a eR 28 Denig TTT E Le Te isset en eer enn ee ene tener eee mer enter re nate man entree ne 28 Report Navigation Bar css sss ss sees seene eenn E 29 Kill 29 Sie TO Re DEE 29 Manag EE 29 e Te TC Le UI EEN 29 FO e H T 29 COND AN le 29 Software Management css sss esec esec cce e ece ecce eee ee eee AU Moving the Insertion E EE 30 Selecung TEXT ee N a see ess es ees 30 Correcting and Deleting sss sss sss esse essen eee eee nnmnnn nnne 30 UT 1 o Bere ee EE 30 Cutting Copying and Pasting EE 30 Formatting TEXT sosia 31 Format Key Board teuer a a a a a ae a Aa a a eiaa i Toa 31 Paragraph tu d Te EE 31 SPp llGNECKINO T 31 Det aie h 1 0 Barents re ae reece tran eae ae er eae et nen See eRe eae ae ee ee ae ae mene E 32 FRE PACS WIth TICA ETT 32 Listor SUC OSU an d cate itera
121. ick the Library Properties button click on the address you wish to view and click the OK button If you wish to view the subject s images again you can choose it from the drop down list located directly above the photos and to the left of the Library Photos button You can drag and drop images from the library to the photo forms in your report just as you did with the scrapbook photos An example of when you might want to use the library tab is if Auto populate added a Front View image that you wish to have as the Street View instead Disk Folder If there is a photo on your hard drive or on another attached storage device you wish to drag and drop into a photo form in your report you can use the disk folder tab Figure 4 5 to do so Clickon e e Alale wy 9 e a the Browse Folders button to select the folder your image is BSS CN L tom foe located in then click OK The list of images in that folder will LES al el A appear under Files in folder Choose the image you wish to bring LLES e Gei into your report and a thumbnail preview image should appear in Normal view Jump ToFom Manage Forms Addendum the Selected image box To bring that image into your report EE EE drag and drop it the same way you would from the scrapbook or Table of carrers T Sal library tabs The Save Photos into Library window will appear l l For details on this window please refer to the Scrapbook section e a eee UEC E COEEROTE above Click Cl
122. igure your sketching and or mapping applications click on Auto Configure To add any other application click on Add Cr Tir ere HighPerMAP 2 Mapping Default E Program Files United Systems HighPerM Auto Configure Set as Defaut Add Edit Remove a Figure 3 28 The first step is to save an image to a file This image should be saved in PCX GIF and JPG format since these formats use file compression and thus the size of the file will be smaller Other formats such as BMP or TIF will work as well however these files will not be compressed and will have a larger size than a PCX GIF and JPG file When saving a file make a note of which folder and sub folders you are saving the file to Most programs have a Save Ae option under the File menu Make sure to choose the Save Ae option and not the Save option because the Save As option will allow you to choose a file name file format and a file location The Save option will save it to a default directory and will not let you specify the file format or name After you have saved a graphics file such as a map or a sketch open a Appraisal Studio report and open the form that you want to paste an image to For an example we will use the Location Map form but you can use the same procedure for the Sketch form the Scanned Image forms and the Plat Map form Click on the image box on that form and the Insert Graphic Im
123. ile Listing Restore Folder ER 007256111 pan 12 Willowbrook Lane 03 13 2001 04 56 01 PM 911 KB C Program Files Un Use the help button to launch the help system de Restore Files Used to restore or retrieve files from inCase to your system Figure 11 3 To restore files you must first check the selection box of each file you wish to restore in the main listing Next choose restore files from the menu This brings up the restore files dialog screen which Delete SelectAll Unselectall ile Information Apply Atemate Folder Apply Original Folder displays seven columns a selection column filename column _ ox comet toe address column file date column file size column restore folder Figure 11 3 96 column and an original folder column to help you identify each file and to show you the location or folder where each file will be restored Before you restore any files you should determine whether you ll need to restore one or more of the files to an alternate location or folder If you do you can check the selection box of each of those files then click the Apply Alternate Folder button to apply a new restore location to the selected files Delete Used to delete the selected files from the restore files listing You must first check the selection box of each of the files you wish to delete before you use the delete button Select All Used to quickly select all of the files in the lis
124. ion The simplest way to move the insertion point to another location is to move the mouse where you would like to begin and click on that location The cursor always stays within the margins If you click outside of the right margin or below the last paragraph the insertion point moves to the text closest to where you clicked If you click outside of the left margin an entire line will be selected Selecting Text Before you can move format delete or otherwise change text you Ahi SC must select highlight the item You can select using the mouse or msg 20m z the keyboard Selected text appears highlighted Figure 3 8 To o e S a amp cancel the selected text click outside the text selection To select Nomaview Jump To Fam ManageFoms Addendum Photos Comparables text move your mouse to the point where you want to begin to Ban highlight and click Hold down the mouse button and drag the TABLE OF CONTENTS mouse over the area you wish to select and then release up on the mouse You also could select text using the arrow keys on your keyboard while holding down the shift key Correcting and Deleting To correct typing mistakes press the Backspace key or the Delete key on your Keyboard To delete more than a few characters it s faster to highlight the text you want to delete and press Delete TO s ROWING clear the contents of the entire field press the Control key and the Figure 3 8 Backspace key at the same tim
125. iption w i inRoads G p Data Files by State Arizona Data Files Alabama Alaska x Arkansas California Colorado T Connecticut Delaware S Space Required on C 59668 K Space Available on C 3788543 K InstallShield lt Back Geet Figure 10 3 If you ve selected the Typical setup type you ll be prompted to select the state s you want to install Figure 10 3 To quickly select ALL the states check the Data Files by State box Note The Space Required on C may overestimate the disk space actually required due to the overlapping of data for each state that borders other state s Keep in mind that the maximum space required by all states is 690 MB 74 Integration Insert Graphic Image x To insert a graphic image select one of the Following options Options that don t apply are disabled Import an image from the clipboard 1 1 k i i L T Import a file File Browse IY Launch an external program to create this image Program linRoads Default 9 Configure Scan an image from a TWAIN compatible scanner Scanner lt l Figure 10 5 Delete Image Cancel Configure External Applications E x E Appralsal Studio allows you to link to other applications by placing them into the Tools menu This allows you to launch them directly from Appraisal Studio To ka aut
126. ive filter or the filter being constructed directly You must select from the dropdown lists to construct a filter To construct a Figure 11 6 more advanced filter use the condition dropdown to append an AND or OR condition then add another column operator and value 4f 4 4 4 4 4 4 4 4 4 4 4 4 4 4 OK Cancel Help Note Filters are not saved when you exit inCase Columns All of the columns in the file listing will not be found in the column dropdown list Only the columns considered with non unique entries are included The columns are sorted in alphabetical order Operators Below is the list of operators in the dropdown list and there meaning Op Meaning Equal lt gt Not Equal gt Greater Than lt Less Than gt Greater Than or Equal lt Less Than or Equal 99 Values The unique value s for the selected column are automatically populated into the dropdown list Conditions There are only 2 conditions AND and OR These are used to append combinations of columns operators and values together Clear Filter Use the clear filter button to clear the filter being constructed OK Use the OK button to accept any changes Cancel Use the cancel button to cancel any changes Help Use the help button to launch the help system x F le nfo t ati o n Note White fields are editable yellow fields are not editable Main Fom EEE j j b ser File Num
127. l right click on a users name or the THT T THT Administrator folder or Incoming Mail and select Associate with File View Communications Photographs Toole Help an E mail Address Figure 5 4 These folders are areas where you ie x alad gla valaa can check for mail appraisals or appraisal orders You can only assign one e mail address to a folder and each e mail address can ET only be assigned once Once the e mail address is associated with Ber ek Bed 3305 Me a user only that user will be able to download and view the e mail CS Ly Briefe ETE in the mailbox T Incon Delete f Ca Bay Netw Delete All Documents in Folder After you have selected Associated with an E mail Address a o 2 e eee window will appear in which you will need to complete the included E D SE an E mail Address fields Enter your Internet E mail Address i e QoenRecent 4 incase D johnsmith internet com followed by Internet Mail Server which Figure 5 4 is the POP3 Server Contact your Internet Service Provider ISP for the POP3 server name The Account Name is typically the information prior to the symbol i e johnsmith Lastly Password is the password your Internet provider assigned your E mail box Then click OK Note You can select to have Appraisal Studio ask you for your password each time or remember it by selecting an option under Password Option Checking Your Mailbox
128. l Cross Hatch Lines 4 Setup Used to define the default application settings Use the advance button to define the more advanced default application settings Default Zoom View Used to set the default zoom view the view when the application first loads Typically it should be set to your particular area The furthest view out is the 50 states and the closest view in is a state and county If you select either the 50 states or 48 states options the state and county dropdown lists are not used If you select either the state or state and county options the state and or county dropdowns are used Default Property State Used to select the default property state which is used in the edit properties 89 Default Address Warning Used to select the default on or off status for the address warning and change question marks to arrows The address warning is used to alert you when exact addresses are not found when plotting the properties on the map When exact addresses are not found a question mark icon can be plotted to alert you to confirm the address plotting and then to move it if it is determined to be necessary Default Options Used to select the default on or off status for wide roads outline fonts and subject radius options and to set the subject radius fill These are only the defaults when the application starts You may override these options anytime from the menu Wide Roads Used to increase the emphasis of road surface
129. l Studio it must be Jas copied to the clipboard Click on the image to highlight it and press Ctrl C on the keyboard This will copy that image to the Window s clipboard It may appear that nothing has happened because the clipboard is not usually viewable Then open the form in Appraisal Studio that you want to paste that image into such as the location map or a building sketch Click on the gray rectangle Import a file where you would like to paste the image The Insert Graphic File Browser window will appear ki 1 To insert a graphic image select one of the Following options Options that don t apply are disabled C Launch an external program to create this image Click on Import an Image from the Clipboard Figure 3 23 and click on OK The image will be placed in the form and stretched proportionally to fill the image box Program Gonhigures Scan an image from a TW4IN compatible scanner Note The images that can be pasted in to Appraisal Studio should same T be in the following formats BMP PCX TIF GIF JPG They should not be in the Windows Metafile formatting WMP Pelete Image Cancel Note The Windows clipboard can only hold one image or one Figure 3 23 grouping of text at a time The image or text will then remain on the clipboard until it is either replaced or the computer is shut off It is possible to copy an image to the clipboard in one program and paste
130. l Studio in the following folder Destination Folder C Program Files United Systems Appraisal Studio Browse Installshield 7 Cancel Figure 2 6 Choose Folder Please choose the mstallation folder Path C Program Files United Systems4ppraisal Studic Directories A Program Files a o B Borland H E Common Files CC DBG_Setup r Image ener 0 29 InstallShield Installation Information Y Java B H E Java Web Stark cancel _ L Figure 2 7 InstallShield Wizard Select Program Folder Please select a program folder we Setup will add program icons to the Program Folder listed below ou may type a new folder name or select one from the existing folders list Click Next to continue Program Folders United Systems Netscape Communicator Quick Time Ipstolzbugie lt Back Cancel Figure 2 8 Note f you need to change the destination folder click on the Browse button This will bring up a directory list Choose Folder Figure 2 7 Select the folder where you wish to install Appraisal Studio Click on the directories to the desired location Click on OK once completed This will return you to the Choose Destination Location screen Click on Next to continue The Select Program Folder window will ask which Program Folder you wish to install Appraisal Studio in Figure 2 8 By default it will recommend installation in the Unit
131. l actually be inserted into your addendum when you select the name above Ok Cancel Figure 3 15 Appraisal Studio allows you to tailor the way in which data will be processed and displayed in each Field of a Form Make your selections below and click on the GK button These settings will affect any Form that contains this Field Options For rounding numeric values Nearest Integer sl I Check spelling in this field T Prepend a plus 3 sign to positive numbers fe g 100 00 T Prepend a dollar sign C to data in this Field Automatically insert commas in numbers T Disable calculation of this Field E Disable miwa exclusion of this Held IF you would like Appraisal Studio to use a specific Font in this field every time You may indicate that preference by clicking op the Default Font button below A sample of that Font will appear in the adjacent box Sample Text Cancel Pejault Eome Figure 3 16 insertion of commas is a useful function Due to the nature of the database fields commas will throw off the calculations the system is making Using this feature will tell the program to enter the commas for you Disable calculation of this field is now available as an option as well as is Disable mutual exclusion of this field which allows you to put information in the selected field without making other fields on the form not editable Once you have selected the options you prefer click on the OK button
132. l need to find the report in Appraisal Studio The steps below will help guide you through this process 1 Run Appraisal Studio 2 In the Office Management section click on Work In Prog ress Status A list of CU rrent work in progress for all In order to maintain accurate office records and post updates to your electronic trading clients and appraisers will appear To show just the work Pawai onar the enese ote sures satus deel soles the in progress for a particular client and lor appraiser click on appropriate Remote Mailbox from the list at the bottom of this dialog the appropriate drop down list for clients and or appraisers Estimated Completion Date 11 18 02 located in the bottom center of the Appraisal Studio I Bu is report on hold window and choose the client and or appraiser name you 7 Sancel sll work on this report wish to display Progress S Date Time Inspection of the subject property has been scheduled Incomplete 3 Double click on the work in progress you wish to change 1 The subject property has been inspected HEE oats An Initial value estimate has been made Incomplete the status of m The report has been reviewed and any required modifications Incomplete have been made The report has been completed and signed 4 The Status of This Report window should appear Figure 8 8 E The report has been delivered to the client by mail or through EDI Status Notes Add Notes 5 Type the estimated completion
133. ld that you wish to configure then right click on the field and select Edit Field Preferences The Field Preferences window Figure 3 16 will appear allowing you to select the way in which data will be processed and displayed in each field of a form You will want some fields to round to different values than others depending on whether the field is relating to a dollar value the number of rooms a measurement etc The first field at the top of the window allows you to do so by clicking on the drop down arrow you will see a list of options You will also have the ability to select Interpret All Data as Text from the Options for rounding numeric values drop down list to remove the entry from any calculation and carry forward functions Beneath that field you will see four checkboxes Each box is an on off switch for the feature specified Check spelling in this field is turned on by default The Pretend a plus sign feature can be used if the mortgage company wishes to see the plus sign for positive adjustments in the Market Analysis You may apply the same as above to the dollar sign Automatic New Addendum Quick Entry Ed Appraisal Studio needs you to enter a Description For this quick entry so that it is easier to refer to Please enter a meaningful description in the box below This new entry wll be shown in the list using the text you enter P Enter the actual contents of the Quick entry below This is the text that wil
134. lder that you wish to E Briefcase Delete create a folder under Right click your mouse and select Create aa Deaete lb E Tei Taiz Sub Folder Figure 3 1 This places a new folder directly e incoming E Cub Folde underneath the original folder with the name New Folder a Network Ne EEN highlighted and blinking Type in the name you want to label the New User S e folder and click outside the area to save the new folder name za ES Associate with an eg Recycle Bin sek Ernai a Pe eile If you decide to change the name of a folder highlight the folder A Remote Hai and click on File in the Menu Bar and select Rename or right click keJ In ase Document Archive on the highlight folder and select Rename Type the new name of Figure 3 1 the folder Note You will not be able to change the name of Appraisal Studio components Also user s main folders cannot be renamed using this method To change a user s name see Administration Options Deleting a Report Deleting a report is a very safe procedure If you delete a report and later decide that you wish to undelete it Appraisal Studio makes that process possible When you delete a report through Appraisal Studio you are moving it to the Recycle Bin That report will remain in the Recycle Bin until you choose to empty it Thus you have a chance to restore a report before it is gone forever not to mention your back up copy There are several ways to delete a report in Apprais
135. licable Use the load addresses button to clear the properties listing and load the property addresses currently in your report Clear Use the clear button to clear the entire properties listing OK Use the OK button to accept any changes made to the properties All the previously plotted properties are removed from the map and the edited properties are plotted Cancel Use the cancel button to cancel any changes made to the properties All the previously plotted properties will remain on the map and are not re plotted Help Use the help button to launch the help system 83 Edit User Labels Used to edit the user labels added on the map The dialog is divided into the following sections Edit User Label Text up to 50 characters Use the multi line text box to enter your label text up to 50 characters Use the enter key for multi line labels User Labels Note The symbol represents the logical break between lines The user labels listing lists of all the user labels plotted on the map If a symbol appears on a line in the listing it indicates the logical break between lines of a multi line label Note A label with no text is allowed and will have the effect of an arrow with no label Also a large label can be moved on top of an arrow to have the effect of a label with no arrow The user labels listing can be modified in the following ways Delete Use the delete button to delete the highlighted label text
136. lick on the OK button when finished 70 Al CONVERSION AppraisalPort Website To access the AppraisalPort website from Appraisal Studio in Appraisal Studio click on File gt Open Web Browser gt ES view Mn hee Dee AppraisalPort Mailbox Figure 9 1 This will launch your web 7 S browser and load www appraisalport com a Sg Ei ae Open Web Browser Realink Web Site United Systems Web Site Save 4 Etits AppraizalF ort Mailbox At the AppraisalPort website login by entering your User ID and Password You should be taken to a page displaying the new orders available to you Click on the Detailed Info tab Figure 9 2 to l view the pending orders information Figure 3 Import K S wAMU x SW 010803 2509 2 On the new orders page click on the Detailed Info tab of an order to view the pending order s general information Due 3 8 2001 10 00 53 PM On the detailed info page take note of the type of report requested Send Report Te and click Setup Al Ready Report to download the selected order to SANA Appraisal Studio Detailed Into Figure 9 2 In the AppraisalPort Order Confirmation window click yes to continue importing the order to Appraisal Studio In the Order Import Complete window click Ok Accepting An Order In Appraisal Studio click on the Incoming Mail folder from the main menu to view the imported order Left click on the order to highlight it then right click on the order and
137. lient or for all clients with outstanding balances To print one or more statements follow the steps outlined below 1 2 Run Appraisal Studio In the Office Management section click on Clients The Clients view will appear Click on the Billing Statements button in the bottom right of the Appraisal Studio window The Client Billing Statements window will appear Figure 8 12 If you are printing a statement for a specific client select the Bill a Single Client option then select the specific client in the drop down list to the right Skip to step 6 Alternatively if you are printing statements for all clients select the Bill All Clients option In the Billing Statement Date field enter the statement date Appraisal Studio will fill in the Due Date automatically Client Billing Statements S ey You may bill a single or multiple clients based upon the i selections below Bears Billing Statement Date IH om sl Billing From Date one D Billing To Date uns D Due Date 12162002 Ce Bill a single client Friendly Loans sl Bil selected cients Select C pl all clients cael Figure 8 12 In the Billing From Date enter the earliest date you would like to see changes for this statement In the Billing To Date enter the latest date you would like to see charges for this statement Appraisal Studio will fill this in automatically for you if it believes you are running a monthly statement C
138. ll be returned to the Capture Photographs window screen A photo that you leave without an address will be highlighted for attention If you would like to save the photo type in an address and a description If you decide to not save the photo uncheck the Save this Photograph check box You will notice that the caption will change to Not Saved Show reports For all Users After you are done saving all the photos to an address and a description and have clicked on OK the photos are now stored in Appraisal Studio s photo library for easy automatic retrieval and for future appraisal usage Importing Photos From a Directory Another feature of Appraisal Studio is importing photos from a folder and using them later Use your camera s software and save the photos in a JPG format to a temporary photo folder You dont have to associate each photo with an address nor do you have to worry about naming each photo When you are ready you can import the photos from the temporary directory into Appraisal Studio and assign an address and a description to each photo This is useful if you want to download miscellaneous photos before the appraisal report is started or for MLS photos This method also comes in especially handy when you don t have the time to create reports to download the photos into After the appraisals are completed you can delete the photos from the temporary directory Using the camera s software allows you
139. lready be familiar with st EEN wo Appraisal Studios text editor The Text Addendum s controls work the same way The first step in using the text editor is to include the form in your report There are several different text addendum forms included in Appraisal Studio Text Addendum legal paper size Text addendum Letter Text Addendum with Signature Legal and Text Addendum with Signature Letter To open the text addendum click on the Addendum button in your Report Navigation Bar To change text formatting highlight the text that you want to 1 change and click on Format and choose the format that you ao jar ae a e want Note Only the Highlighted text changes Figure 3 30 To insert Addendum Quick Entries Click on Insert in the Menu Bar of the Addendum Editor or press F5 on the keyboard The Quick Entry List window appears Addendum Quick Entries are paragraphs that are saved and can be placed in the text addendum To add a new quick entry Click on the Add button 46 Enter a Description for this quick entry that is easier to refer to Then enter the actual context of the quick entry in the large text box below This is the text that will be added to the text addendum Appraisal Studio allows you to insert Word documents into the Addendum Editor Click on Insert and then click on Word Document A directory tree window appears and allows you to browse for you file A very useful feature is A
140. lution 200 300 dpi Zoom Factor 100 Note The Apex and Winsketch integration module is optional and is purchased separately from United Systems or is included when purchasing the sketch software from United Systems Click on Scan to start the scanner When the scan process is completed a scanned image will appear on the page 45 Cover Page Appraisal Studio gives you the option of including a cover page with your report You can also add a photo of the subject to this cover page Most of the data fields should be populated for you from the primary form However you can edit the data fields as you like There are four different cover page forms within Appraisal Studio These are the standard cover page with photo cover page with contents cover page without photo amp cover page without photo 2 There are also two cover letter forms in Appraisal Studio Table of Contents Another convenient feature of Appraisal Studio is the automatically generated Table of Contents page If you choose to include a table of contents in your report Appraisal Studio exams the report and assembles the table of contents based on the order the forms are in If you reorder the forms the Table of Contents form is automatically recalculated Just like all forms in Appraisal Studio the Table of Contents form can be edited as you see fit If you have Appraisal Studios optional inFocus Photo Imaging package you can insert a digital photograph in to the Table
141. m the list of available applications Click on the Hot Sync icon in the center of the screen A series of windows should appear telling you that it is transferring the file you selected over to your desktop computer If you have not already done so open Appraisal Studio on your desktop Click on the inHand Appraiser folder on the lower left of the main Appraisal Studio screen The message New files from palm device found should appear Click OK The file you downloaded to your computer from your palm device should be listed in your inHand Appraiser folder in Appraisal Studio Create a New Report in Appraisal Studio To create a new report in Appraisal Studio to be filled out on your palm device 1 2 Open Appraisal Studio and select the inHand Appraiser folder Click on the button labeled New item and fill out the fields shown Click OK when finished Click on Prepare for Sync Make sure your palm device is on and docked Open the Hot Sync Application on your palm device and click on the Hot Sync Icon Once synchronization is complete the report should appear in Palm Appraiser on your palm device 107 Upload Existing Reports From Appraisal Studio To upload reports already created in Appraisal Studio to the palm device 1 2 Open Appraisal Studio and select the folder containing the report you wish to upload to your palm device Drag and drop the desired report into the inHand Appraiser folder in Appraisal Stu
142. m which you can choose another one Form Printer Cover Page with Contents Appraisal Summary Uniform Residential Appraisal Report Certification and Limiting Conditions Text Addendum Subject Photos Comparable Photos Invoice Location Map Building Sketch G GGG GOGO GOGO GOGO GO GO cme J e Figure 7 5 After you have setup your printer s and are ready to print your report the Print window will appear providing you options to configure your printing features The Pages tab Figure 7 3 will first appear allowing you the option to print the entire report to a single printer or print individual reports to multiple printers Use the drop down menu to select the printer you wish to send the report to or select the pages you wish to print Click the Mark All button if you wish to print the entire report Otherwise highlight each page that you wish to print and then click on the Mark button Once you have selected all of the pages that you wish to print click on the Options tab If you would like to print out more than one copy of the entire report you can opt for that in this tab The system defaults to print with the file number and page numbers as part of the heading The remaining options are self explanatory Now click on the Printers tab Figure 7 4 On this screen you will be able to assign specific types of forms to particular printers You have access to all of the printers installed in Windows via the drop do
143. m you send in f the user was previously installed with an empty signature remove the user and then reinstall with signature disk Put the signature disk in a disk drive and click on the Use Signature Disk button Appraisal Studio will search all available floppy drives If Appraisal Studio finds a signature disk it will add the user s name automatically Appraisal Studio will set a default password for each user it adds The default password is password Install User Manually To install a user manually you first need a properly scanned signature disk Click on Select File Manually The user name field will appear highlighted Type the new user s name and press the tab key This will move the cursor to the password field Type the user s password in both password fields Note The password should be a maximum of eight characters For security reasons the password should not be the users name Use password birth date or any other easily remembered word 18 Deleting a User If you delete a user you permanently prevent that user from accessing their account and Appraisal Studio Click on View in the Menu Bar and click on Options in the drop down menu Select the Administration Tab Highlight the user and click on Remove User Note his does not delete the User s folders and reports Editing A User Account In the Administration tab highlight the user and click on Properties The User Properties screen displays
144. me Area Addendum Sketch Sketch Limiting Conditions Limiting Conditions Commercial Comps Cost Addendum Cover Letter Cover Letter Cover Letter Cover Letter Cover Letter Cover Letter Cover Page Cover Page Cover Page Cover Page Cover Page Cover Page Deed Deed Drive By Limit Cert Earthquake Addendum ERC Addendum Spreadsheet Spreadsheet FEMA 465A 465B FIRREA Addendum Flood Map Flood Map Lease Analysis Industrial Comps Invoice Lead Paint Cert Lease Comps Location Map Location Map FMae 1004C Master Res Options Legal Legal Legal Legal Legal Legal Legal Legal Legal Legal Legal Legal Legal Legal Legal Legal Legal Legal Legal Letter Legal Letter Legal Legal Legal Letter Legal Letter Legal Letter Legal Letter Legal Legal Letter Legal Legal Letter Legal Letter Legal Legal Letter Letter Legal Legal Legal Legal Letter Legal Legal Legal Letter Legal Legal Letter Legal Legal N Een Wen Ess Po Ess Poy Ess Es Ronn Gea Ee Ee EH Es A ca Ee ESO Pon Es ces K Es Es Ey Es Es Ee A Es Es A Master Residential 2045 Value Adjustments Master Residential Appraisal 2045 Amendment Master Residential Appraisal 2045 Amendment Extra Pages Master Residential Appraisal 2045 Worksheet Multi Purpose Supplemental Addendum FIRREA Operating Income Statement Plat Map Plat Map Letter Size Real Estate Evaluation Report C
145. mparable properties Edit User Labels Used to edit the user labels plotted on the map fa Rotate Arrows Used to rotate the arrows of the properties plotted on the map At least one property must be plotted to rotate arrows See Rotate Arrows for Quick Rotate S Move Arrows Used to move the arrows of the properties plotted on the map At least one property must be plotted to move arrows When you move an arrow the associated label will move with it I ZA User Labels Used to add user labels on the map All user labels also have an associated arrow with them There is a maximum of 30 user labels that can be mapped 79 E Move Labels Used to move the address labels of the properties plotted on the map At least one property must be plotted to move labels e Draw Streets Used to manually draw any missing streets K Delete Streets Used to delete all the manually drawn streets You ll be asked to confirm all deletions Zoom DL Zoom In Key Used to zoom in by the zoom factor The zoom factor is determined by the Zoom Factor specified in setup EL Zoom Out Key Used to zoom out by the zoom factor The zoom factor is determined by the Zoom Factor specified in setup D UnZoom Used to unzoom up to the last 16 zooms DL Default Zoom View Used to zoom to the default zoom view The default zoom view is determined by the Default Zoom View specified in setup DL Zoom Properties to Height
146. n coe ee Figure 2 15 User Briefcase Email Forms Administration TF vou will be using the Internet to send and retrieve electronic mail you A Pe need to provide information about your Internet service provider and the dropdown list choose it by clicking on the dropdown arrow the network servers they use to process mail Their POP3 and SMTP server information will automatically be If you are using one of the providers listed below Appraisal Studio can inserted If you are using a different ISP choose other from the Fill in the necessary information for you IF you are using a different S l provider select Other From the list then obtain the information From drop down menu and insert their SMTP and POP3 server vaur provider l information in their field boxes Your Internet provider will provide Your Internet Provider Baas D this information Outgoing Mail SMTP Server smtp gw01 pm us Dm net Incoming Mail POPS Server Pop bm net dranted Retrieve Email Periodically me zm Figure 2 16 20 Forms Tab Setup This screen Figure 2 17 allows you to set a single font for the entire document Note We recommend you leave Default Font For specifics contact our Technical Support You are also given an option regarding the format of the text that is automatically inserted into the report specifically using all uppercase text You can also set the program to automatically overwrit
147. n What s on your Screen Computer Screen Configuration Proper configuration of your computer settings is essential If your computer resolution is not set up properly Appraisal Studio will not operate correctly To configure your computer resolution right prre eee ES click on your computer screen desktop and Arangelcons K select Properties Figure 2 1 The Display Line Up Icons Properties window screen will appear click on the Settings tab Figure 2 2 Active Desktop K Background Screen Saver Appearance Web Flus Settings Refresh Make sure configurations are set at a Pazia minimum 800 by 600 pixels for the Este Sanct Desktop Area If itis less than 800x600 kien Appraisal Studio will not operate properly _ To change the Desktop Area click on the Properties slide bar and move the cursor to the correct setting Figure 2 1 Desktop Area Less More i S d a00 by 600 pixels Also make sure the font size is set to Small Fonts in order to i Font Size Refresh Frequency display the data and the forms correctly Smal Fonts 9 E Hertz sl The Color Palette must be set to a minimum of 256 Color If the List AllModes a ra Typ number for the color is set lower than 256 many of the screens in Appraisal Studio will display incorrectly Se Son Once you have set the computer resolution correctly click on Apply Figure 2 2 and then click on O
148. n The number of files you can store depends on your license agreement To store files use the add button to select the files to be added to the listing Note See Getting Started Overview to find out how to quickly Store lots of files by dragging and dropping selected files from Windows Explorer Add Delete Select All Unselect ll File Information Add OK Cancel Help Figure 11 2 Used to add files to the store files listing Click the add button to bring up the standard Windows open dialog to navigate and select the file you wish to store in inCase Once you ve selected the file the file information dialog will automatically come up with as much of the information that can be determined from the file You can edit any of the information in the white fields but not the information in any of the yellow fields Delete Used to delete the selected files from the store files listing You must first check the selection box of each of the files you wish to delete before you use the delete button Select All Used to quickly select all of the files in the listing Unselect All Used to quickly unselect all of the files in the listing File Information Used to display and or edit all of the file information for the selected file in the listing OK Use the OK button to store the files in the listing Cancel Use the cancel button to cancel storing the files Restore Files B H e p F
149. n be asked whether you wish to send the report in Appraisal Studio or Adobe Acrobat PDF format See the Internet E mail section above for details on these two options Finishing Setup Once you select the desired option s select Finish The mailbox is now set up Every mailbox that you set up will be located under the Remote Mailboxes Click on the plus sign to view the mailboxes you have set up Sending a Report Sending a report to a remote mailbox is extremely easy in Appraisal Studio Once you have set up a remote mailbox a folder was created under Remote Mailboxes on the left hand side of the screen All you have to do is click on a report that is in the right hand side of the main screen and drag it over to the remote mailbox folder where you wish to send it and drop it The entire report will be sent to that remote mailbox Another way is by clicking on the Send Mail icon in the toolbar and selecting the mailbox you want to send the report to Receiving Mail Appraisal Studio allows you to retrieve Appraisal Studio reports But before you can download mail an e mail address must be associated with a folder On the left hand side of your screen you have a number of Folders which contain your appraisals and appraisal order You can associate each folder with its own e mail address for multiple users Note The Folders and the Incoming Mail are the only two items that can be assigned e mail addresses 55 To set up your e mai
150. n your computer that T euna State fo can be used to temporarily store documents First install a disk in C Cette C Licensed Expiration Date the drive you wish to use as your briefcase Then using the drop down menu list click on the drive Floppy or Zip Drive that you wish Company Name to use as your briefcase Street Address E City Skate zipcode Note You cannot open a report from Briefcase You must first Phone Murmber Fax Number move it to a folder before opening E E mail address Tax ID E mail Tab Setup In order to be able to send and receive appraisals and appraisal orders you must be connected to the Internet First you need to get information from your local Internet Service Provider ISP specifically your SMTP Server information and POP3 Server Information Enter the data in the required fields and choose your Internet Provider Figure 2 16 When you sign up for the Internet access with an ISP make sure You can control how Appraisal Studio works on your computer by changing the that they can provide a direct connection to the Internet Avoid settings below Since you can customize many items they have been divided Ss l l into the categories shown on each tab Click on OK to save your changes network communities such as America Online Microsoft Network etc These networks have gateways that often corrupt Appraisal Studio s data and forms If your Internet Service Provider is listed i
151. nection over long distances and the need for telephone satellite or microwave equipment to facilitate the connection An example of WAN is the Internet Appraisal Studio uses the Internet to transmit appraisal reports to lenders Network Advantages There are many advantages for setting up a network These advantages include increased productivity electronic messaging sharing of files system and file security centralized file location easy file backups sharing of printers etc Increased productivity can be achieved by networking Appraisal Studio For example you could download pictures from your camera to one computer while you fill out the forms on another computer You can share the photo library with all appraisers on the network You can also take a picture of a subject or a comparable and use the photo by simply including that address on the primary URAR form Networks will allow you to share files These files may consist of appraisal reports appraisal orders skeleton files and macros If Appraisal Studio is set up on a network an appraisal that is done by one appraiser can be cloned and used by another appraiser in that office Quick Entries Macro Entries can be shared throughout your network Thus the Quick Entry that is entered by one appraiser can be accessed and used by all the other users You can also print to any printer attached to your network even if that printer is not connected to your computer This allows many user
152. nge text alignment first select the paragraph that you want to format Then using the Formatting Tool Bar click on the format that you want to apply Paragraph formats affect the appearance of the Font als Font Font style Size 3 of 3 Barcode Ff Albertus Extra Bold D Albertus Medium Effects T Strikeout T Underline Color entire paragraph Spell Checking Potential Spelling Error Appraisal Studio has Found a word or abbreviation that it does not recognize IF this is an error you can correct it below IF this word is spelled correctly you can choose Add to insert the word into your Custom dictionary Not Found Appriaser Ignore All Replace With Replace Replace All Suggestions Appraiser Add Sppressor Appreteur Dictionary Apprising Apprizer Apprizers Apprizing Certain Fields such as Legal Description often contain designations that are mistakenly Flagged as spelling errors Click the box below if you d like to disable spell checking For this Field T Turn Off spell checking For this Field Cancel Figure 3 10 Figure 3 9 Appraisal Studio checks your form for spelling errors by using its main dictionary that contains the most common words H Appraisal Studio finds a word that isn t in its dictionary it displays the word in the spelling dialog box and gives you choices for correcting the possible misspelling To start spell
153. ns cscs in a aaah daa ae dean E de a anga ands 32 Ignore DUON EE 32 VOTO SAAN ss de 1 EE 32 Replace PULOM EE 32 Replace All DURO Maciran a S aks AEA EE O a E A a need 32 Ada DO EE 33 Cancel DUNO sg E E ee ee a 33 MOTIONS ei ie 33 KEV Tels E eT eh T 34 EGItING Primary de 1 35 MOVING THKOUGK the as E 35 CHECK Eege 35 WOKE LONGO sess cecgcsnecncsncaacnnea esac ocscovee A esa ate nce 36 Fie Eer de CN 36 Billa i av 36 POG NeW Eege ee 36 Addendum QUICK ENIES T 37 Editing Ee RE EE 37 Market Analysis Grid Features sss sss sss es ees eee eee eenn 38 COP Alte he CN 38 Copying Subject or Comp Data from One Field to Another sss s esse sese 38 Deleting COM Pal ADIOS TT 38 Afranging GOm erT e TTT 39 Calculating Gost Per Sguare FOO H 39 Performiho FAS CN CVS TTT 39 Signing a POC sorsia E 39 SDK 40 Saving Wee WOFK EE 40 PINGING A ROD ONE T 40 DISPIS Rela TEEN 41 Editing Secondary EOrmS sss sss sss sss ss sse eee ee eee e 42 1 To import an image from the windows clipboard s sss ss sss ss sss esse seene eee 42 2 Import a file and Adding Scanned and Graphic Images s sss sss sss esse sss es eee e 42 Scanning images and saving to your Nard drive c ccsss sss ssss sss sese sese esen 43 Inserting Scanned Images into a Document esse sssss sese sees ees e eee eee eenn eee 43 To Import an Image Saved to a al UCNE 4A 3 Launch an external program to create this Image REENEN ERKENNEN ENNER eee 44 B ilding KT Ee E 45 4 Scan
154. nt was issued The difference between the payment amount and the total of Fi all checked invoices is provided at the bottom Click OK when you are finished Note You can also access the Receive Payment window by rss clicking on the Clients view in the Office Management section ron Sa highlighting the client you would like to receive payment from oe SOS then clicking on the Receive Payment button in the bottom dee right of the Appraisal Studio window File No Date Subject Address See 7350 00 Account Balance 4900 00 C 020211 042 2002 02 11 1248 S State St 6 Inthe Amount edit box enter the amount of the payment 7 If applicable in the Check No Field enter the check number Total Selected 0 00 Difference 350 00 8 In the list of unpaid invoices check the box next to each report the client is paying for The total amount of the L TI Gg invoices you have checked will be displayed at the bottom Figure 8 11 left under Total Selected The difference between the amount of payment entered above and the total of the selected invoices is displayed at the bottom right under Difference All funds must be accounted for before continuing 9 When you are finished click OK Generating Reports Appraisal Studio currently provides different reports that can be used to manage your business We expect to continually add reports to those currently offered Some of the reports currently o
155. oad a report that currently resides on your palm device to Appraisal Studio E E 107 Create a New Report in Appraisal Studio 0000 107 To create a new report in Appraisal Studio to be filled out on your palm device 107 Upload Existing Reports From Appraisal Studio 108 To upload reports already created in Appraisal Studio to the palm device 108 Palm Appraiser Features in Appraisal Studio 109 e e e EE 109 VISITE 109 REMOVE e EE 109 Prepare TE LE 109 NR e H 109 Send Q ick Entries During SyNC sssaaa a se ce seca Ea aana dai 109 Administration TOOlS cesses vesse sees neee nenen 110 DORNING REDOT eeneen ee ce ener ee 111 Additional Appraisal Studio Tools ccceseceeeeeeeeeneeee 111 PURCHASING NCW PTOQUCIS sirisser eieiei e EA E EEEa EEEE 111 Standard Calculators css esse sese 111 PCAC AIG ALON EE 112 Wf TE 113 Forms Supported in Appraisal Studio ccseeeeeee 115 Getting the Very Latest Update ce eeeeeeeeeeeeeeeees 120 Purchasing New Appraisal Studio Products ccccccceeeeeeeeeeeeeseneceesenecneeeeseneeeeseneees 120 installing TO A ae EE 124 U 1 IS a ENT 124 NetWork Eeer 124 Types n TEE 125 Server Based NGUWON TTT 125 Peer to Peer Newton Eegenen 125 WHICH NEtWOrK Should Bls T rrira 126 Installing Appraisal Studio on a Peer to Peer Network c cccsccsseeseeeeeeseeeneeeeeeneees 127 FSS CIENT LEE
156. od makes it easy to distinguish between the form text and the data that is entered It also helps to see if any field is inadvertently left blank If the active field is a text field you will see the cursor in that field The cursor is a vertical blinking line that signifies where text will be typed within a field There are many different methods for moving from one field to another You can click your mouse on any field anywhere in the form and make that field the active field You can also use the Tab key to move to the next field or the next line in a long text field n 7 Using the Tab key will not move or disturb the text that is entered Figure 3 11 Using the arrow keys is another way to navigate through the fields As you might expect pressing an arrow key will move the active field concentration in the direction the arrow is pointing For example if you press the down arrow the active field concentration changes to the field just below the field you were in If you were in a long text field pressing the down arrow will move the cursor to the next line in that field Like the Tab key an arrow key will not change or move the data that is in a field Thus the Tab key or an arrow key is the preferred method for moving between text fields The Enter key or the Return key has much the same effect as pressing the Tab key in short text fields It will change the active concentration to the next field without disturbing the text Howev
157. ok For more information on placing images into the scrapbook please refer to the Photo fe Scrapbook section later in this chapter To place a photo from the Figure 4 4 scrapbook into one of the photo areas simply click and hold down the left mouse button over the photo you wish to include in your report move your mouse over so it hovers above where you want the photo to be placed and release the mouse button this is called dragging and dropping A window called Save Photo into Library will pop up If you do not wish this photo to be saved under an address and description from this report then click the circle next to No Otherwise click the circle next to Yes and choose the address and description you wish to associate with the image If you don t ever want to use this option to place scrapbook photos into your photo library check the box next to Never want to associate the photos to the library Click Close to continue Note Choosing Never want to associate the photos to the library makes a permanent change to your software You will never see the Save Photo into Library window again if you check this box Be certain this is what you want before choosing this option 50 Library The library tab allows you to view the images currently associated with the addresses and views in your report The images showing at first are the ones associated with your Subject To view the photos associated with the other properties in your report cl
158. olding the CTRL key on your keyboard and simultaneously scrolling up and down on your mouse wheel You can also change the colors Appraisal Studio uses Click on View then on Display Properties Click on the color scheme drop down box and select a color scheme The display will show a sample of the new colors selected When you click on the OK button the color scheme is applied to the forms 41 Editing Secondary Forms Appraisal Studio allows you to include many useful addenda forms to your appraisal report You should include all addenda forms when you create your report That way when you enter data into a form any common data fields in other forms are automatically filled in for you This section will explain how to scan and insert images into a form like a sketch plat map or a street map You will also be shown how to use the text editor effectively and how to create the cover page and the table of contents There are several ways to import images into Appraisal Studio Click on Jump To Form and then double click on the form that you want to import an image for example Location Map into or simply scroll to the appropriate form in your report Click on the gray area Figure 3 22 to bring up the Insert Graphic Image window 4 faet pa D Figure 3 22 This window gives you four options from which to select 1 To import an image from the windows clipboard Before an image can be pasted to Appraisa
159. omatically find and configure your sketching and or mapping applications click on Auto Configure To add any other application click on Add Description inRoads Type Program Mapping Default C Program Files United Systems inRoadsii Auto Configure Set as Default Edit Remove Figure 10 6 Configure Addresses i Cancel Appraisal Studio has attempted to ascertain City State and Zip Code information For each of your comparables Red rows indicate where uncertain or incomplete information was Found in which case Subject property information has been substituted Street Address 605 5 Sycamore Select an address above to edit its information below Address city Update state Zipcode Figure 10 7 a If you currently have GeoLocator installed on your computer near the end of the inRoads installation you may be asked if you would like to make inRoads your default mapping application You must answer Yes for your appraisal software to integrate Once inRoads is installed on your computer you can use it to bring maps directly into your Location Map form in Appraisal Studio To configure Appraisal Studio to recognize inRoads as your location map software first open a report with a blank Location Map form attached to it Click Jump To Form and go to your Location Map form When you click on the blank gray field where your map will go a dialogue box should pop up
160. on Type your information in the window above and choose the settings that you wish using the ro ged EC checkboxes provided When you are finished click on the OK button The Quick Entry window can be moved anywhere on the screen by clicking on the blue bar on the top of the Quick Entry window and dragging it to a desired location p Ai S 4 ay D 7 D J S Gtreange Odd Edit Remove Figure 3 14 36 Addendum Quick Entries In addition to the individual data fields you will be able to save your text addenda as quick entries As above you will start this procedure by highlighting the field in question and then click on the F5 key Once you have the Quick Entry window open you will click on the Addendum button This will open the New Addendum Quick Entry window Figure 3 15 The field at the top of the window is asking for a name that will appear in the Quick Entry List for this entry The large field below is for the body of the text to be entered Once you have given the entry a name and filled in the body of the text simply click on the OK button This will take you back to the Insert Quick Entry window and the name you assigned the entry will appear on the list Editing Field Preferences Appraisal Studio allows you to have the ability to set individual fields to recognize certain values depending on the type of information that is commonly entered into the field Highlight the fie
161. or a more detailed explanation on the camera s software please consult the manual included with it When you have selected the photos you want and arranged them as needed click on the Transferring icon in the camera software this will transfer the selected photos to Appraisal Studio These photographs are now in inFocus and displayed in the Capture Photographs window Figure 4 2 Each photograph must be given an address and a description By selecting a report from the directory tree on the left the properties in that report will be displayed in the list on the right This allows you to capture photos for multiple reports simultaneously Click on the Property on the right then click on the description drop down list and choose a description for each picture If you are downloading photos for properties that are not included in one of your reports click on a photo and then instead of choosing an address type in the property address and choose a description for the photo 48 Saving Photographs Add Photos To Library S Appraisal Studio allows you to save photos for multiple reports The photographs you loaded are shown in the horizontal list below Each one must be associated SI mu taneously n the frame labeled Avai lable Re po rts R you wi Il with an address and a description By selecting a report from the tree below the address of each i i property in that report will be displayed in the list on the right This allows you to
162. order You may also want to see if the client has paid for a particular order The Assignment Billing History window provides these capabilities for any report you create in Appraisal Studio To use it 1 Run Appraisal Studio 2 Inthe Office Management section click on Incoming Order Log The Incoming Order Log screen will appear 3 Highlight the report you would like to check on 4 Click the Billing History button in the bottom right of the stitial Appraisal Studio window This will bring up the Appraisal The Appraisal Billing History window details all charges and payments for a particular assignment The items below appear in date order Use Add Item Billing History window Figure 8 9 i x es oe charge to the invoice use Receive Payment to record payment Date Amount Description 5 The original billing amount at a minimum will appear in 2003 02 17 0 00 Single Family the window Additionally any payments recorded against this appraisal will also be listed The balance appears at the bottom 6 To add anew charge click on the Add Item button The Add Invoice Item window will appear Figure 8 10 Fill in the Gs HS requested information and click on the OK button when finished As with a typical accounting system once Add ren inserted an invoice item cannot be removed Figure 8 9 7 To edit an existing charge first highlight the invoice item to be modified Next click on the Edit Item button The Add bestet
163. ose and the image will appear in the gray area you Pe Re ETI ae dragged it to in your form Ci 605 5 Sycamore Iof x File Edit View Photographs Tools Help Or select an image From a source below and drag it to the desired location on the Form to the right Cameral Scrapbook Scrapbook Library Disk Folder camera Scanner l C Current Click the Connect with Camera Scanner button to launch the ews Capture Photographs process discussed earlier in this chapter l Browse Folders Files in Folder Selected Image kikchens jpa living jpg location jpg Squarel jpg Street 11 160 Figure 4 5 51 Managing Photographs Edit Photo Library Edit Photo Library EZ Select an address From the list on the left and any associated photographs you ve captured will be displayed in the list on the right You may select a photograph bo rename or select one or more photographs to remove From the library addr Available Photos Selected Photo Front View r Remove Old Photographs IF you wish to purge older photographs from your library enter the date of the earliest photographs you wish to save The deletion cannot be undone Remove Photographs by Date Remove all photographs prior to 17 ein D ep mes Issel oe Figure 4 6 Rename Selected Photograph You have asked to rename the property labeled Front View at 235 E Elm ot IF you wish to proceed enter the new name in the space provided b
164. p Warming These are advanced settings and caution should be used in making any modifications The defaults button can be used to return back to the original default settings Save Fi le S ize i n pixe Is Save File Size in pixels Zoom Factor Height Width Height Width Factor Legal fisoo i200 C Letter 1350 fo hS Used to select the default height and width for legal and letter ste ee Fie Folder OK Cancel Defaults Help The height and width are specified in pixels The valid range is 1 32000 Figure 10 14 Defaults Size Legal Legal Height 1846 Legal Width 1108 Letter Height 1342 Letter Width 1108 91 Zoom Factor Used to select the zoom factor for zooming in and out The valid range is 1 1 10 0 Default Factor 1 5 Default Save File Folder Used to select the default save file folder Default Folder Blank OK Use the OK button to accept any changes made to the setup Cancel Use the cancel button to cancel any changes made to the setup Defaults Use the default button to load the defaults settings Help Use the help button to launch the help system 92 inCase Document Archiver inCase inCase Scheduler inCase Getting Started Setup Used to define the default application settings You access setup under the view menu Review the default settings and change them to suit your preferences Sorting the Listing by Column You
165. pe of files generated by the appraisal software you are using Default Folder Blank Type Appraisal Studio Files aps OK Use the OK button to accept any changes made to the setup Cancel Use the cancel button to cancel any changes made to the setup Defaults Use the default button to load the defaults settings Help Use the help button to launch the help system 101 Refresh F5 Key Used to refresh your inCase listing by downloading the current incase database file from the United Systems file server It is always a good idea to refresh your listing before you make any file changes as other users may have made their own changes that will not become apparent until you refresh inCase Scheduler Getting Started The inCase Scheduler Figure 11 8 is inCase s utility designed to m backup your important files automatically when you are not around Gy ima aq Backups can be done on demand daily at a specified time or Pe Te weekly at a specified day and time None No Scheduled Backup No Scheduled Backup File Folder Status and Results You can specify any files and folders to backup as well as select from some predefined file groups These file groups are great because often times an end user has no idea which files for any given software package are the important ones to backup let alone where to find them All the files set for backup are examined to see whether they already in inCase and if so whet
166. product you wish to charge this client a custom fee for and click the Edit button in the bottom right of the Appraisal Studio window The Product Information window will appear with the name of the product you selected highlighted Verify that the default price is correct then press TAB twice so the cursor is in the Price for this Client field and set the amount of the custom fee desired If the default price was not correct you can alter the information in that field as well Click on OK when finished The new custom fee should now appear next to the selected product in the This Client column of the Product Pricing screen Modifying Client Information 1 2 Run Appraisal Studio In the Office Management section click on Clients The Client View screen will appear Highlight the client to be modified in the Client View screen Click on the Edit button in the bottom right of the Appraisal Studio window The Client Information window should appear Make the modifications you wish to the information and click OK to finish 63 Appraiser Setup Once your clients are set up you can begin entering orders However to assign those orders to an appraiser and track turnaround and salaries you will need to enter all of the appraisers that will complete work for you inControl gives you the flexibility to support appraisers that work in a central office or from remote locations As you enter your appraisers you will also be entering t
167. r Workstation Select Run from the Start Menu and type the drive letter of the CD ROM followed by Setup ere Then click OK Note The Adobe Acrobat software that is included with Appraisal Studio is the Acrobat Reader In order to send reports in PDF Format the full version of Adobe Acrobat must be purchases from your local software supplier or online at htto www adobe com The United Systems Software Setup Menu will appear Figure 2 3 Click on Appraisal Studio Standard then click Install This Program After the Install Shield Wizard prepares your computer for the installation the Appraisal Studio installation screen Figure 2 4 will appear Click on Next to continue the installation process Once you have clicked on Next read the Software License Agreement and click on Yes to continue Figure 2 5 The Choose Destination Location screen will appear showing you the location for your Appraisal Studio installation Figure 2 6 It is recommended that you use the default location and do not change the destination folder lFstallShreld InstallShield Wizard License Agreement United Systems Software Setup Menu x UNITED SYSTEMS SOFTWARE COMPANY 2 Appraisal Studio standard PDF App Stand alone version installation SEI Kia maiia United Systems Software s premier full featured real estate appraisal software E Integrated Products This installation is intended for use on a computer
168. r how to round the dear the adjustment values for this item adjustments Click OK once you are finished to have the adjustments take effect Adjustment per J Performing Adjustments Don t adjust if unit difference less R Don t adjust if amount less 0 Round adjustment Data as text sl You can perform adjustments as a percentage of the sales or listing price by using a r See number followed by the percent sign Figure 3 19 If you like to adjust a specific field by a certain dollar amount such as gross living area you simply type a followed by the desired amount This method not only works in the GLS field but also in the site area age and basement footage Signing a Form In order to sign your form you need to have set up a EPLET E user with an encrypted digital signature This can be done by filing out the form in Appendix A and retuming e doh a ie the form to United Systems Appraisal Studio makes adding a digital signature easy Simply click in the main Password form of the report where the signature line should be This will bring up a window that asks for the name you wish to sign the document with and the password for that user s account Once you have entered your name Figure 3 20 a 39 and password click OK Choosing OK will automatically add your secured digital signature to all applicable areas in all other forms in the report Removing your digital signature is just a
169. r text boxes when the text that is entered exceeds the TF you ve entered more text in a Field than it can handle you may move some size of a text box a window will appear This will give the users or all of that text to the text addendum associated with this report Select E eatin aa several choices of how to handle text that is larger than a text field If you have more text in a field that it can handle you may move some or all of the text to the text addendum associated with this a E eae SE report The options available at this point are to move the entire Switch to the addendum editor leaving the contents of the Field intact i TO T contents of the field to the addendum or switch to the addendum eee editor leaving the contents of the field intact or just sound a margin T Add this heading to any text moved into the addendum nd bell when the end of the field is reached and take no further action Field Options Cancel Field Options Figure 3 13 Move the contents of the field to the addendum This option moves the entire contents of the field to the text addendum and places the phrase See attached addendum in the field on the form The text addendum form appears with the copied text so you can add additional text to the paragraph Switch to the addendum editor leaving the contents of the field intact This option leaves the text that you typed in the field on the form and then automatically switches the
170. raphs and then click on Automatically Populate Photo Pages Manually Inserting Photos to Photo Pages You must have a photo form included with your report in order to Select a photo page in which bo insert Subject Pit lr insert photos manually To add a photo page to your report Appraisal Studio can automatically populate your photo pages please E ihe instructions found in the Adding and Removing L ns Te eee Roar et laren E wenn meee Tes Forms in a Report section of the User Guide for Appraisal Studio EE found earlier in this manual Once the desired photo form is in EE EE your report click on the Photos button in the Report Navigation desired location on the Form to the right Bar A photo selection area will appear to the left of your screen Scrapbook Library DiskjFolder CamerayScanner Figure 4 4 From the drop down menu under select a photo page in which to insert choose the page you wish to manually insert photos into The page you selected should now appear to the right of the photo selection window Scrapbook Contents 11 Photats F If you have already inserted photos into the photo library for the addresses in your report click the Auto populate photo pages button and those photographs should appear on the appropriate pages Otherwise click on the tab appropriate for what you wish to accomplish Scrapbook The scrapbook tab displays images that have been previously placed in the inFocus Scrapbo
171. reated quickly Forms only No data Title Bar Located at the top right hand corner of any program running in a Windows environment Itis a solid color bar with the name of the program that is running Tool Bar Located directly beneath the Menu Bar this is a collection of icon buttons that provide a shortcut to many of the function features in the Menu Bar Zoom Page Display Allows user to increase the size of the form and the text on screen only Doesn t affect printing 131 INDEX Add to Custom 32 administrator 18 Administrator 18 Building Sketches 42 Cancel 32 Check boxes 34 Check Boxes 34 Cloning 112 Comparables 112 Copying 29 Correcting and Deleting 29 Cover Page 45 cursor 29 34 Cutting 29 Delete 21 22 29 Edit Photo Library 51 Editing A User 18 e mail 113 Enlarged View of Photograph 51 Field Options 35 Find 21 Flood Maps 42 Folders Moving Files 24 Help 21 Ignore All button 31 Ignore button 31 Internet 112 113 Latest Update 21 List of suggestions 31 Margin Bell 35 Navigating 34 Not Found box 31 password 18 passwords Forgotten Passwords 18 Pasting 29 PCX 42 PhotoShop 42 Plat Maps 42 Quick Entries 112 Recycle Bin 21 Renaming a Photo 51 reorder 45 Replace All button 31 Replace button 31 Replace with edits box 31 Report Deleting 21 112 scanned images saving 42 43 Scanned Images 42 Inserting 42 Spell Checking 30 113 Table of Contents 4
172. rimary form is the main form in the report such as the URAR form Note The only reports that appear in the clone window are the ones in the mailbox of the current logged in User If the report you want to clone resides in another mailbox you will have to cancel this operation and copy the report you wish to clone into your S mailbox and then start a new report from the beginning After you have a report consisting of a primary form and the layout click on the OK button Appraisal Studio will save the template layout Adding New Templates You can create and add your own template Click on the Add New Type button Type a name for this new template and select the main form The new template will automatically be selected in the Template Name field Adding and Removing Forms in a Report Forms can be added or removed from a report at any time However it is recommended that you include all your necessary forms from the beginning of the report when it is created To add remove or re order forms click on the Manage Forms button in the Report Navigation Bar Using the form packages on the left side of the split screen select the forms that you want to have in this report You can do this by either double clicking on the form that you want or by highlighting it and hitting the Enter key on your keyboard Once you have selected all of the forms you will want to adjust the order of the forms Select a form and then use the
173. rint a report for the first time Appraisal Studio automatically displays the Printer Setup Wizard Figure 7 1 The Setup Wizard will ask you to select a printer for your photos and a printer for your forms Once the Print Setup Wizard window appears click on Next to begin After the first time highlight the report you wish to print and click on File from the menu bar then select Print or if you re in the report click on the Print icon Choose the printer that you would like your forms to print out to by selecting a printer from the drop down menu Figure 7 2 This will show you a list of all the printers that you have installed on your computer Click on a printer and then click on Next Next you will be asked to select the printer you want your photos to print out on by selecting a printer from the drop down menu You will be able to choose any printer that you have installed on your computer Click on a printer and then click on Finish Print Setup Wizard Appraisal Studio allows you to pre select different printers For different types of documents that may be used in your reports Please take a moment to select vour desired printer S mow lt Back Next gt Figure 7 1 Print Setup Wizard Select your Forms Printer Appraisal Studio needs bo know which printer you will use For a majority of your printing needs This printer will be used to print your standard forms Other Forms such as photo pages can be
174. rts via Modem to Nodem sssssss sss esse essen eee 56 Comparable PEO OCIS 2 a aeia R ea ga a a n aaae Hea aa o 57 Selecting Displayed Columns sss sss sss esse esec e eee e eee nnmnnn 57 IMPON O DU ONS ianideiscewereestenrieheteewivestenvesnndapemernteen ive teewapnedapemunmineniuanteebanneabbanmeeaawiunaetys 57 Quick Scatch Feature EE 58 Advanced Comparable Property Database Features sss sss sss ss ess cs ecce RER eee 58 Adding COMP ee TT 58 Deleting a Comparalole E E Sceibeceadice T 58 Exporting Comparable Properties egener eee 58 ets Tale A COMB ara E 58 Prier OUI EE 59 Printing your Report EEN 60 Te s ee een a swe ssateuesanseniaeecaces 61 Tg Se T 62 CHENE d HHT 62 Entering Default vaT TT 62 Adding ACNE E 62 Setting Custom Fees TOF a CNC E 63 Modifying Client INTORMIAUOM ee ees e egerg ees SE Ee 63 PADDLE AISSE d EE 64 Appraisers Adding a New AppraISsger sscss esse sss sss sese esse eee 64 Appraisers Modifying Appraiser Informations sss sees sese es sees REENEN eee eee 64 BHUI e l Ile E 66 Entenng a New el TE 66 Assigning an Order to an Appraiser css s sss s esse ees e seene neee 66 Creating a Appraisal Studio Report cccccccceeceeeeeeceneeneeeeseneceesensoneeesensousseesoneseeseneens 67 Updating the Status of an Order rosea sass sse eee 67 Checking Order Progress icici st sc eaa a ete ee a ae 68 Editing Fees for an Orders sss esse essen eee eee 68 Weekly and Monthly Operations c
175. rwriter Individual Cooperative Interest Appraisal Report Desktop Underwriter Property Inspection Report Desktop Underwriter Qualitative Analysis Appraisal Report Desktop Underwriter Quantitative Analysis Appraisal Report ERC Broker s Market Analysis ERC Homeowner Disclosure Statement ERC Relocation Home Inspection Report ERC Relocation Home Inspection Report Summary Reference HUD 1038 V HUD 54891 Builders Certification HUD Compliance HUD 92564 HUD 9722A HUD Inspection HUD Summary Reference Order Broker Price Reference Comp Photos Comp Photos Comp Photos Comp Photos Comp Photos Comp Photos Comp Photos Comp Photos Listing Photos Listing Photos Listing Photos Listing Photos Photo Addendum Photo Addendum Rental Photos Rental Photos Rental Photos Rental Photos Subject Photos Subject Photos Subject Photos Subject Photos Subject Photos Subject Photos Subject Photos Subject Photos Reference 1013 Condominium Desktop Appraisal 2095 2075 2065 2055 ERC Broker ERC Home Disclosure ERC Home Inspection ERC Home Summary Size Legal Legal Letter Letter Legal Legal Letter Legal Size Legal Legal Size Legal Letter Legal Letter Legal Letter Legal Letter Legal Letter Legal Letter Legal Letter Legal Letter Legal Letter Legal Letter Legal Letter Legal Letter Legal Letter Size Letter Legal Legal Legal Legal Legal Legal Legal Letter Letter Letter Pages 3
176. ry photo that is saved The first photo is the thumbnail sized image and the second picture is the regular full sized image To see the enlarged image in inFocus double click on the thumbnail image from the Capture Photographs window or from one of the tabs in the Photos screen To close the enlarged view click on the X in the top right hand corner of the image or simply click on the enlarged image itself 52 Photo Scrapbook Appraisal Studio adds a Photo Scrapbook for each user added This is a great location for quickly downloading photos off your digital camera without taking the time at this point to assign an address and a description for each photo When you are ready you can view the photos from the scrapbook in Appraisal Studio and assign an address and a description to each photo This is useful if you want to download miscellaneous photos before the appraisal report is started or for MLS photos This method also comes in especially handy when you don t have the time to create reports to download the photos into After the appraisals are completed you can delete the photos from the scrapbook Adding Photos to Scrapbook To add photos to the Photo Scrapbook click on Photographs on the Menu Bar and then Add Photos to Scrapbook The Select Photograph Source window appears To obtain the photographs you ve taken with a video or digital camera first select the camera type from the Photograph source list and then
177. ry window should appear with a list of addresses ee Choose the appropriate address for this order and click Ok After the Arnarien s prat batam report is sent you should receive a Verify Upload File window Figure 9 4 confirming a successful transmission 72 inRoads Mapping Module Installation Integration Getting Started Menu Overview File Menu Properties Menu Zoom Menu Options Menu inRoads Mapping Module Installation a The inRoads installation CD is equipped to launch the installation automatically when the CD is inserted into Ss the CD ROM drive If the installation does not start automatically then double click setup exe on the CD ROM F drive Customer Information Customer Information Please enter your information Proceed through the installation by clicking the Next button until you reach the Customer Information screen Figure 10 1 Enter the Please enter your name the name of the company for which you work and the product User Name Company Name and Serial Number in the boxes oila provided Your serial number is provided on the activation report User Name included with your inRoads package Company Name Note Demo Serial Numbers are good for 60 days from the date of the installation During this 60 day trial you will have full access to the program including printing and appraisal software integration Serial Number Setup Type Proceed through the installation until you reach t
178. s easy as adding it Just click on the signature this will display a window that asks for the name you wish to unsign and the password for that user s account Once you have entered the appropriate name and password click OK The signature will be removed from all documents Note Signing a report locks it from edits and a User must be logged in Appraisal Studio as that user to remove the signature from the signed form Signature Security Appraisal Studio ensures that a user s signature is secured When the digital signature is added to Appraisal Studio Appraisal Studio encrypts and protects that signature Saving your work No matter what function you do in Appraisal Studio the program will automatically save your work However if for some reason Appraisal Studio ends abnormally it will save your work in a temporary file When you start up Appraisal Studio it will ask you if you want to recover a lost file If you choose Yes Appraisal Studio will start up the unsaved file and resume back to normal If you choose No that file will not be recovered and any changes or data added since the last save will be lost Finding A Report If you can t find a report by clicking on a user s folder and scrolling Set Appraisal Studio will find it for you There are several form fields To find 4 report select a field to search by in the list below then type that can be searched Subject Address Appraiser Borrower a Ee S SERUM Cen
179. s once you have zoomed in close enough Default Wide Roads Checked Outline Fonts Used to cause the street labels appearing on the map to be outlined to improve the readability of labels Default Outline Fonts Checked Proximity to Subject Used to used to calculate the distance from the subject property to each comparable property and display the result in the comparable properties label Default Proximity to Subject Checked Subject Radius Used to project a highlighted radius from the subject property out to the furthest comparable property from the subject The subject radius can only be displayed when a subject property and at least one comparable property exists Default Subject Radius Checked Subject Radius Fill Used to select the type of fill style used when the subject radius is visible 90 Fill Styles None Solid Vertical Lines Horizontal Lines Cross Hatch Lines Forward Diagonal Lines Backward Diagonal Lines Diagonal Cross Hatch Lines Defaults Wide Roads Yes Outline Fonts Yes Subject Radius Yes Subject Radius Fill Solid OK Use the OK button to accept any changes made to the setup Cancel Use the cancel button to cancel any changes made to the setup Defaults Use the default button to load the defaults settings Advanced Use the advance button to define the more advanced default application settings Help Use the help button to launch the help system 4 Advanced Setu
180. s to share a printer saving you both money and space If your data files are stored in a central location file administration and backups are much easier Backing up your data files is extremely important Often hard drives can fail without any warning signs resulting in the tragedy of losing years of appraisal work If Appraisal Studio is networked all data files will be stored in a central location Now instead of going to several different computers to perform your backup duties it can be done from one computer As you can see there are several advantages to networking computers You can save time money space and increase your productivity by using a network While using a network is just as easy as using a stand alone computer setting up a network can be a complicated procedure It is extremely important to set up your network properly Thus it 124 is recommended that a professional computer technician set up your network If you do not already have a competent network technician available United Systems Software Company may be able to recommend one in your area Types of Networks The two main types of PC based networks are Peer to Peer and Dedicated File Server networks Server based networks also called client server networks are defined by the presence of dedicated servers on a network that provide security and administration of the network In order to operate server based networks workstations must rely on the services that
181. se printing forms and setting up electronic delivery for transmitting reports electronically to your lenders United Systems Software Company is committed to providing real estate appraisers technology that allows them to remain productive and efficient in the fast paced real estate industry We have spent over two decades as your partners and we are committed to your future success as well GETTING HELP Appraisal Studio Support Appraisal Studio Requirements Appraisal Studio Support User s Guide The Appraisal Studio User s Manual contains comprehensive detailed information on using the software This manual includes step by step procedures reference information and demonstrations Technical Support If after reading the user s manual you decide that you require additional training with this program there are numerous options available United Systems offers you access to high quality responsive technical support We recognize that support needs vary from user to user our product support services allows you to receive the type of support that best meets your needs Telephone Training Training via telephone is available for users as well as multiple users conference call A United Systems Software Technician will walk you through all facets of Appraisal Studio Training is available in one hour increments Please contact your account representative to schedule a training session Technical Support can be reached at 800 241 4
182. select Accept or Reject This Order AO Appraisal Studio Folders To begin a report based on the order check the box that says Produce an appraisal report based on this order Leave the rest a a Administrator of the information in this window in the default settings Click Ok __ ImportedFiles when ready to proceed ES Scrapbook l Z Se Creating the Report Incoming Mail In the Create New Report window click the drop down arrow in the ES Network Neighborhood field Report Type and choose the appropriate report template for Es New Liser this order Verify the rest of the information is correct in this window and then click Ok to create the report bese Gg Recycle Bin Sr Ei Remote Mailboxes The report itself will appear in the Incoming Mail folder Complete E AI AIRD the report EE Transmitting the Report 5 in ase Seran pe T ei 0 Ach ImCortrcl Office Management To send the finished report to AIRD or AppraisalPort click on the d EI inHand A plus next to Remote Mailboxes in the main menu of Appraisal E inHand Appraiser Studio This will display the AIRD and AppraisalPort remote Figure 9 3 mailboxes Drag and drop the report to the mailbox to which you wish to send it 71 An Appraisal Studio message window will pop up asking if you wish to send the selected document Click Yes to send A message may appear letting you know that some of the fields in your report are not supported by the OADI format This is beca
183. sment Report Residential Environmental Inspection Report Form 1999 Transaction Screen Process Form 1999 Uniform Environmental Assessment Report Small Commercial Master Res Lot Unit Master Res Amendment Master Res Amend More Master Res Worksheet 70M Operating Income Plat Map Plat Map FW69 Repair Addendum SCC SCCROV Scanned Image Scanned Image Scanned Image Scanned Image Single Family Rent Site Map Site Map 1007 Std Addendum Subdivision Map Subject Leases Supplemental Info Owned Addendum Table of Contents Table of Contents Table of Contents Table of Contents Addendum Addendum Addendum Addendum PUD Addendum USPAP Addendum USPAP VA Compliance VA Liquidation VA Liquidation Land Comps Warranty Completion Document Document Reference Form 710 EAA Cert EAA Photo Addendum EAA Summary Addendum Form 69F HUD 4310 5 Form 510 Form 510 Form 710 Form 610 Uniform Environmental Assessment Report Small Commercial Form 1999 Form 610 Legal Legal Legal Legal Legal Legal Legal Letter Legal Legal Legal Legal Legal Letter Legal Letter Legal Legal Letter Legal Legal Legal Legal Legal Legal Legal Letter Legal Letter Legal Letter Legal Letter Legal Legal Legal Legal Legal Legal Legal Letter Legal Letter Size Legal Legal Legal Legal Legal Letter Legal Legal Legal Legal Legal h Eas A ces A Ee K En WH S A Ee A ee ee A Ee A Ee ioe A Ee Ee A E
184. suggestions are generated either automatically on entry to the dialog box or by pressing either the Suggestions buttons the suggested correct spellings are displayed in the suggestion If the Replace With field is empty the first suggestion in the list is automatically copied to the Replace With To select any other suggestion in the list click on the word with the left mouse button Ignore button Pressing the Ignore button instructs the spellchecker to treat the word as spelled correctly for this one occurrence If the word is encountered again in the text or if the text is spell checked again the word will again cause the dialog box to appear Ignore All button The Ignore All button instructs the spellchecker to treat the current word as spelled correctly for the remainder of the spell checking session Depending on the application this word may also continue to be considered spelled correctly until the spellchecker is removed from memory Use this choice for words which are spelled correctly but which do not occur frequently enough to warrant inclusion in a custom dictionary Replace button Pressing the Replace button replaces the single occurrence of the Not Found word with the word in the Replace With field Subsequent occurrences of the Not Found word are still considered misspelled If there is no word in the Replace With then the Not Found word is deleted from the text being spell checke
185. sus Tract City County Description File Number Legal Description Lender Map Reference Sender State and Zip Code Search For mme To search for a report click on the Find a Report icon in the tool bar This will bring up a search window on your screen Figure Clear 3 20 Select a field to search by in the list and the type that text you matching Reports wish to search for in the edit box You can repeat the search Address process and add additional criteria Then click on the Find Now button If there are no reports that meet your search criteria the No of Documents Found window appears Click on OK to clear this window This leaves the search window up so you can modify the print oe Close search criteria and search again Figure 3 20 40 Display Properties Figure 3 21 Another great feature of Appraisal Studio is the ability to zoom the display to see smaller type that is on the form or to make the form more readable and to change the color scheme of the display While in a report in Normal View click on the drop down arrow in the zoom factor field You have a choice Figure 3 21 of viewing the page at a number of different levels ranging from 10 to 500 You can also choose Whole Page to display the entire vertical length of the selected page within your report window or Page Width to fit the selected page to the width of your report window Tip You can also change the Zoom level by h
186. t file number is used Appraisal Studio generates the file number when the order is entered However the user may change the file number if desired so long as the user changes it to a file number that is unique To create a report based on an order follow these steps 1 Run Appraisal Studio 2 Inthe Office Management section click on Incoming Order Log The Incoming Order Log screen will appear 3 Highlight the order that needs to be created 4 Click on the Create Report button in the bottom right of the Appraisal Studio window The Create New Report window will appear Proceed as usual 5 There is nothing to prevent the user from creating a report that is different from the form requested in the original order This is because some appraisers may be working from a remote location 6 Additionally the client may change the requested form after the original order has been placed For example a client may order a drive by appraisal and later upgrade it to a full inspection It is important to remember to change the fee if necessary in the Incoming Order Log and not just the report itself Updating the Status of an Order inControl can track progress as appraisers complete various milestones of an assignment such as making the appointment conducting the inspection producing a preliminary report and so on However appraisers must let Appraisal Studio know when these stages are complete To update the status on an assignment you l
187. t the end of the installation you may be prompted to reboot the computer It s always a good idea to reboot the computer to give the operating system a chance to update any system settings The client installation installs the desktop icon and program group To run Appraisal Studio click on the desktop icon Once you log into Appraisal Studio for the first time you will be prompted to enter your activation information Figure B 2 If you are evaluating Appraisal Studio click the Continue Trail Evaluation The evaluation period lasts for 30 days Appraisal Studio Activation X Appraisal Studio is currently in trial mode To use the software after the evaluation period you will need to enter valid activation information m Activation Information Account Number Activation Code e Trial Version Your Appraisal Studio trial period will last 60 days Begin Trial Period Figure B 2 128 Installing Appraisal Studio to a Dedicated File Server Network Requirements Make sure that the computer meets or preferably exceeds the minimum requirements stated in the Appraisal Studio Requirements section Note If you have a previous version of Appraisal Studio installed on your computer and it is your intent to reinstall Appraisal Studio it is highly recommended that you install Appraisal Studio in the same directory as the previous version If you install it into a different directory you will not
188. t to the furthest comparable property from the subject Subject Radius Fill Used to select the type of fill style used when the subject radius is visible O Setup Used to define the default application settings Help 2 Contents F1 Key Used to view the help contents Figure 10 11 ES Help Contents i i Help REESEN GE lt L Getting Started Overview 1 71 Registration H O Contact Information Used to change the program registration Usually to change the e G Menu Overview company name and or number of users A demonstration registration will last for 60 days from the date of installation About Used to view the application version and registration information Note Right mouse click anywhere on the map to launch the quick PORE ANA Figure 10 11 81 File Menu lel Save Used to save the current map to a bitmap file The height width and size is determined by the Save File Size in pixels specified in the advanced setup The map is centered within the output size Select save to popup the standard windows save dialog The save in folder location if it exists will be the Default File Save Folder specified in the advanced setup The default filename is Map omp SS Clipboard Screen Size Used to copy the current map based on the inRoads dialog size as a bitmap to the Windows clipboard a Clipboard File Size Used to copy the current map based on the Sav
189. ta to create a new report Make sure to use the Create New Report icon to create new reports Master Reports An extremely efficient method is to create a master report A master report is just a report with standard information filled in You may find that most of your reports contain standard or identical information in some of the fields For example if you only work in one state the state field will be the same for all your reports You want to create a Master file with as much of the static fields filled in as possible You can store this in a subfolder that you create and call it Master Files Then when creating a new report clone one of the master files and most of the fields that have common information will already be filled in You now only have to fill in the information that is unique and specific to the new report Tip Label your master reports in the subject address field Thus a master URAR report will have Master URAR as the subject address Creating a report using Templates If you dont click on the Clone button Appraisal Studio will start the report with some basic forms based on a template Templates are groups of blank forms 26 Managing Templates Forms In Your Report EN Report Type Vigel DETde TEE elle Options Add New Type Delete This Type Rename This Type Place a check mark next to the Forms you would like to appear in reports of this type Wi 1 4 Family Seller Servicer Property
190. ted from the comparable grid s and placed into the Configure Addresses dialog Figure 10 7 Configure Addresses The Configure Addresses dialog allows you to review and correct any address information before launching inRoads inRoads needs the addresses to be in the proper address format to automatically plot the addresses Ideally no changes will be necessary Click the OK button to launch inRoads 79 inRoads inRoads will do its best to automatically plot the addresses Figure 10 8 Once you are finished making any adjustments in inRoads just exit inRoads and the map image is brought directly into the gray image rectangle on the location map page inRoads Properties Zoom Options Help Haigh 48 cz Skkaooeaeeeo aag Scale 45 miles Radius 13 miles Subject 771 N Cholla Street Appraisal Services Inc Unlimited Users Th Shift for Map Panning 3 Control for AreaZoom 4 Figure 10 8 76 Getting Started Setup Used to define the default application settings You access setup under the options menu Review the default settings and change them to suit your preferences Map Panning Shift Key Map panning allows you to move the map independently for precise repositioning Holding down the shift key while you click and drag will turn the mouse arrow icon to a hand icon and will gt inRoads lel Es File Properties Zoom Options Help Haig Adelie s TSlrFKQAQQQQQQQ BAD reposi
191. ter 1 UAAR 24 Appraiser s Certification Page 24 Letter 1 Commercial Forms Description Reference Size Pages Appraisal Report Residential Income Property 71A Legal 8 Appraisal Report Residential Income Property 71B Legal 4 Commercial Appraisal Review 4002 Legal 2 Existing Property Uniform Commercial Industrial Appraisal Report 1999 UCIAR EP Legal 15 Hotel and Transient Use HUD 92561 Letter 1 Small Property Uniform Commercial Industrial Appraisal Report 7 90 UCIAR SP Legal Small Property Uniform Commercial Industrial Appraisal Report 1999 UCIAR SP Legal 10 Common Addenda Forms Description Reference Size Pages 1 4 Family Seller Servicer Property Inspection Report 452 Legal 1 Addendum to the appraisal of HUD owned property HUD Owned Legal 2 Additional Condominium Comparables Listings Condo Listings Legal 1 Additional Condominium Comparables Sales Condo Comps Legal 1 Additional ERC Comparables Sales Additional Fannie Mae 2055 Comparables Additional Freddie Mac 2055 Comparables Additional ICIAR 1075 Comparables Additional Mobile Home Comparables Additional ROV Comparables Additional Small Residential Income Property Comparables Additional UICIAR 2095 Comparables Additional URAR Comparables Listings Additional URAR Comparables Sales Additional Vacant Land Comparables Appraisal Summary Appraisal Update Appraiser Acknowledgement Chase Manhattan Mortgage Appraiser Certification Appraiser s Manufactured Housing Checklist
192. the Title Bar a row of categories that offers a means to access many of the features within the program You will recognize this bar within any program that you run The row starts with File Edit View etc Password Single word which restricts unauthorized access to program By default the Appraisal Studio password is password Quick Entries Also called macros A popup window that allows the entry of a single word or a string of text to populate a filed with a double click of the mouse Recycle Bin The location where deleted items are sent can be restored from there until recycle bin is emptied Remote Mailbox Method of sending an appraisal report via e mail consisting of an e mail address and format type Right click Depress the right side button of the mouse This is located under the ring finger of your hand Scanner Hardware device that allows a printed page to be converted into a computer file Skeleton A report filled out with standard information which when used to create a new report minimizes data entry Signature Disk A floppy disk that established a user account in Appraisal Studio that can electronically sign an appraisal Spell checker A program within a program that will check to see all data and text is spelled properly and allow for corrections automatically Sub Folder Same as a folder but is located in a directory or folder Template Standard set of forms created by a user allowing a new report to be c
193. the information in Appraisal Studio to ensure you have the latest information displayed Send Quick Entries During Sync H a report you are transferring from Appraisal Studio to your palm device has quick entries attached to it those quick entries can be transferred as well by checking this box before performing the Hot Sync 109 ADMINISTRATOR S GUIDE Administration Tools Importing Reports Features Forms Supported in Appraisal Studio Getting the Very Latest Update Administration Tools Appraisal Studio has some tools available for the administrator Figure 13 1 These tools consist of Database Utilities File System Maintenance tools Appraisal Studio Settings and Workstation Configuration Tools One of the Database tools is Synchronize Database and Document Files This utility compares the database to the document files and removes the database entry for missing documents It then inserts missing reports on the main Appraisal Studio screen Appraisal Studio Settings allow the network administrator to directly edit the program s configuration files Incorrect configuration settings will result in making Appraisal Studio inoperable These setting should not be changed unless specifically instructed to do so by a United Systems Software Technician Administration Tools In order to ease the administration of Appraisal Studio this dialog provides access to seweral tools These tools should only be used b
194. then click on the Scrapbook tab Status of the Scrapbook x Your Scrapbook currently contains 12 photos Indicate whether you want to empty your scrapbook and sawe new photos or keep the existing photos and add new photos to the scrapbook You can also view the photographs before making any decision keep Photos wiew Photos Cancel Figure 4 8 Empty the Scrapbook Warning These will delete all the photos that you have on your Scrapbook folder Figure 4 9 Add Images bo Scrapbook E Select the photos by clicking on them and press OK 1652665 IPG 1577209 JPG 165225 WG 1512609 SC E T seas R J o Figure 4 10 53 inBox Electronic Delivery System Welcome to the world of electronic delivery This section will show you how to set up your Internet provider information how to set up remote mailboxes that you will be sending the reports to and how to check your mailbox Using electronic delivery in Appraisal Studio is extremely easy Once you go through a few initial configuration settings it is simply a matter of dragging and dropping a report on a lender s mailbox and the entire report including photos and addenda forms is transmitted Setting up your Electronic Delivery System from Start to Finish When you send a report via electronic delivery the report is sent in a specific file format The time it takes to send a report via electronic delivery depends on the size of the report being sent as
195. ther users interact with Appraisal Studio IF WOU are not Familiar with these options you should refer to your User s Guide before making any changes M Restrict users from entering company name and address IM Restrict users to cloning their own reports Administration Tools The users authorized to use Appraisal Studio at this office are listed below Each will automatically be assigned a personal workspace For storing documents User Mame ER Administrator Last Login New User OS 27 103 1 Figure 2 12 Hew User When creating new users you have the option of using a signature disk provided by United Systems or selecting a bitmap File manually IF you re using 4 signature disk Appraisal Studio will create all of your new users in one step IF you re adding a user that does not require an electronic signature such as a receptionist select the manual option You can then instruct Appraisal signature and click on OK Studio to bypass the signature requirement For new users Cancel Using your Signature Disk Use Signature Disk Figure 2 13 If you are using a signature disk provided by United Systems the process for adding a new user and their signature is automated To receive a signature disk you must fill out sign and send in the form in Appendix A Stamps and seals are required in some States If you would like to add a stamp along with your signature form include the stamp on the for
196. ting Unselect All Used to quickly unselect all of the files in the listing File Information Used to display all of the file information for the selected file in the listing Apply Alternate Folder Used to apply an alternate restore folder for each of the selected files in the listing You must first check the selection box of each of the files where you wish to set an alternate restore folder before you use the apply alternate folder button Apply Original Folder Used to apply the original folder to the restore folder for each of the selected files in the listing You must first check the selection box of each of the files where you wish to set the original folder to the restore folder before you use the apply original folder button OK Use the OK button to restore the files Cancel Use the cancel button to cancel the restore Help Use the help button to launch the help system d Delete Files Used to delete files from inCase You must first select the files you want to delete by checking each files selection checkbox You will be prompted to confirm all deletions inCase Scheduler Used to launch the inCase Scheduler program The inCase Scheduler is designed to backup a group of specified files at a specified time The inCase Scheduler can backup on demand or daily or weekly Select Files 97 Used to quickly select all files by checking each files selection checkbox Unselect Files Used to quickly unsel
197. tion the map Figure 10 9 Area Zooming Control Key Area zooming allows you to zoom to an area you specify by dragging a rectangle around the area Holding down the control key while you click and drag creates a rectangle starting from the click point until the click release The map is zoomed to the area surrounded by the rectangle Location Information REALINK Unlimited User License Figure 10 9 DB Shift for Map Panning e Control for Area Zoom Ai Click anywhere on the map to popup a tool tip which will display that locations information The information includes the closest street zip code state county latitude and longitude which ever apply When you click be very careful not to move the mouse as any subsequent mouse movement will cause the location information popup tool tip to disappear Location information will only be displayed when the map is not in rotate move arrows user labels move labels or draw streets modes Popup Menu Right click on the map to access the quick popup menu Scale Label A scale label is always displayed in the upper left corner of the map It displays the map scale in miles based on the width of the map The subject radius the distance from the subject property and the comparable furthest away from the subject is also displayed when the subject radius is made visible Plotting Properties Addresses Edit Properties Address Property Type Street Address example 11 N Main Str
198. to and Appraisal Studio will take you there Manage Forms Click Manage Forms to add remove or change the order of the forms in your report For more information on this please consult Adding and Removing Forms in a Report discussed earlier in this chapter Addendum Click the Addendum button to switch to the text addendum editor You must have a Text Addendum form included in your report in order to switch to the text addendum editor For further details on the Addendum please consult the Text Addendum section in Editing Secondary Forms later in this chapter Photos Select Photos to add remove or change the photos inserted into your report For further information on using the inFocus photo management module please consult the inFocus chapter later in this manual Comparables Click on the Comparables button to arrange your comparables in the order you wish them to appear in the report From this screen you can also delete a comparable from your report or access the Comparables Database 29 Software Management In order to get the most out of Appraisal Studio this section will give you some pointers when working on a report Moving the Insertion Point The insertion point is displayed as a blinking vertical cursor bar The cursor displays where the text that you type will appear As you type the cursor scrolls to the right If you want to insert text in another part of your document you must move the cursor to that locat
199. to search the current listing based on the search text Figure all columns v 11 5 When matches are found the selection column is automatically selected for each matching file then the selection column is sorted Figure 11 5 UK Cancel Help 98 Columns Use the column dropdown list to select a specific column to search or select All Columns to search the entire listing Only the columns currently displayed can be searched Search Text The search text is not case specific and the text can be located anywhere within in the fields OK Use the OK button to start the search Cancel Use the cancel button to cancel the search Help Use the help button to launch the help system g Filter Listing Filter Listing Current Active Filter Used to construct a filter to screen out files you do not want seen in the listing Figure 11 6 There are dropdown lists for Columns x Operators Values and Conditions These are used to construct a WHERE clause of a sequel statement used to filter the file listing If there is a current active filter it is displayed in the yellow text box for SECH See a reference ee II 211 S d z zl IT z l ll ll zl d To construct a simple filter use the dropdown lists to select a eal a column an operator and a value All three columns are required to a z construct a valid filter No typing is required You can not edit the Clear Fiter current act
200. tor Default user account Appraisal Studio provides named accordingly because that account has access to powerful program tools Briefcase A way to copy a file from Appraisal Studio to a floppy disk for portability represented by a briefcase icon Click Depress the left side button of the mouse This is located under the index finger of your hand Cloning Method by which a new report is created by copying from another Cursor Blinking vertical line that indicates which field or area a user is currently in or using Double click Depress the mouse twice consecutively Drag To point to an item and hold down the left hand side of the mouse button Move the mouse and the item to a new location Drop down menu A data field with a box showing an arrow pointing down on the right hand side When clicked on a drop down menu will appear allowing you a list of options to choose from EDI Electronic Data Interchange Sending a report from one computer to another via email Field The area where data is entered into the program In Appraisal Studio the fields are indicated by a color blue with an active field indicated by the color yellow Folder Storage device of files in a program or on a computer Fonts The appearance and size of a character in a program Function Keys Keys at the top of your keyboard that have F followed by a number They allow quick access of a function with a single key click Menu Bar Located under
201. um of 320 x 240 dpi However a camera with a resolution of 640 x 480 dpi or better would be more desirable for quality pictures Necessary camera features include extended memory and a built in flash Some additional accessories you may want to consider are an AC adapter wide angle lenses and filters Capturing Photographs from a Digital Camera The first step to adding photos to your report is to import those photos that you have taken into your Photo Library Select N vr To obtain photographs you ve taken with a video or digital camera First select the Photographs from the menu bar and click on Add Photos to camera type From the Photograph Source list Click on the Retrieve Photos button to Library Appraisal Studio searches your system for TWAIN 3 Photosraphs fror the camera compatible devices and provides a list of those sources in a drop down menu Figure 4 1 From the menu select a camera and click the Retrieve Photos button If your camera does not appear on the list cancel this operation and install the software that came with E the camera Your camera should then appear on the menu for you Photoec _ to select Figure 4 1 Select Photograph Source E EPSON Digital Camera Import Files From 4 Directory Kodak Digital Camera 40 Kodak Digital Camera 50 Retrieve Photos Cancel Since all cameras work differently Appraisal Studio uses your camera s software to download the photos from your camera F
202. use some reports in Appraisal Studio have fields available that are not supported by FNC Click Continue Transfer to continue The report will be converted and a window will appear with the following message It is necessary that you use the MiddleMan application to finish sending this report To send it to AIRD choose Send to AIRD from the MiddleMan toolbar To send it to AppraisalPort choose Send to AppraisalPort from the MiddleMan toolbar and select the correct address from the list that follows Note The MiddleMan software is a product of FNC Inc United Systems has no control over its content or use Click Ok to continue If you haven t entered your ID and Password for AIRD and or AppraisalPort depending on which you are sending to click Connections in the MiddleMan window Stay at the AppraisalPort tab or click on the AIRD tab whichever is appropriate in the given situation and enter your ID and Password information To send to AIRD click the arrow next to Send in the Middleman ey toolbar and choose Upload to AIRD A message should then appear RI in MiddleMan stating that You have successfully uploaded 1 file to AIRDPort Figure 9 4 An S curate God rebate ag le core ol the dita witten th To send to AppraisalPort click the arrow next to Send in the eat T hte e ota aus oh aks ae hives eee 54 MiddleMan toolbar and choose Upload to AppraisalPort The dee lar hober rha lai Sar daly dt Hi a AppraisalPort Que
203. utotext Appraisal Studio can insert fields from the report such as Lender Address Subject Address etc This will save time from flipping back between the forms and the text addendum To use the Autotext feature place the cursor in the text addendum where you want to insert the information and then click on Insert and then Autotext and click on the field label that has the information that you want to add to the text addendum Figure 3 31 Click on OK and the selected information is copied from the form and placed on the text addendum Estimated Market Value L Cs ee ea e ed Insert Data from the Report Lender Address Lender Client Subject Address Subject City Subject City State and Zip Subject County Subject State gt Figure 3 31 47 inFocus Photo Module Using a Digital Camera Inserting Photographs Managing Photographs Photograph Scrapbook Using a Digital Camera The optional inFocus Photo Imaging package is included with your Appraisal Studio program However it is deactivated until it is purchased If you choose to activate this optional package contact your United Systems account representative They can fax you a new activation code upon receiving payment for this optional package Appraisal Studio can work with almost any digital camera that is 100 TWAIN compatible or one that uses a diskette When looking for a camera purchase one that has a resolution of a minim
204. ve security since a single password allows access to all shared resources on the network Freeing users of managing resources easy manageability of large networks and central organization that keeps data from getting lost Peer networks also have their disadvantages although they are mostly related to the cost of the server equipment including expensive dedicated hardware expensive network operation system software and client licenses and a network administrator Peer to Peer Network One significant difference between Peer to Peer networks and client server networks is how they implement security features Peer to Peer networks usually are less secure than Server Based networks In a Peer to Peer network the user whose computer is attached to the resource can control each particular resource and must know the password to each resource Also Peers are not optimized to share resources Users of a Peer computer may notice a significantly degraded performance when other users are accessing the resource attached to their computers Peer to Peer Networks have many advantages especially for small businesses that cannot afford to invest in expensive server hardware and software These advantages include the following No extra investment in server hardware or server software is required easier setup no network administrator required ability of users to control resource sharing no reliance on other computers for their operation and lower cost for sm
205. w Narrative Residential Appraisal Review Short Form Residential Field Review ERC Residential ERC Summary 2700 1075 2070 FMac 2055 219 2045 Mobile Home MREC Eval Evaluation FW69 RealValue ROV Limited ROV 704 FW79 FW79 FW79 FMae 1025 FMae 1004 Vacant Land Reference 2000 Comps 2004 Comps 2006 Comps Review Certification 2000 2002 2004 2006 2000 Legal Legal Legal Legal Legal Legal Legal Legal Legal Legal Legal Legal Legal Legal Legal Legal Legal Legal Legal Legal Legal Legal Size Legal Legal Legal Legal Legal Legal Legal Legal Legal MO FAD AH AH HAH HAH NAN AN ATA WBN GO BOD OC Pages n en M A SB o Oo a 119 Getting the Very Latest Update If you are starting Appraisal Studio for the first time it is recommended that you get the latest update In an effort to serve you better and produce market leading software our programmers are constantly upgrading improving and adding new features and forms Although United Systems makes its best effort to ship you the very latest edition it is possible that a later version exists on our computer system Thus we recommend that you get the latest upgrade You can get the latest update 24 hours a day 7 days a week The automatic update feature will compare the version of your Appraisal Studio software with the latest version at United Systems If your version of Appraisal Studio needs upgrading the latest version will b
206. w what type of Kee f Appraisal Studio needs ko know what type of system is being used to receive any system IS being used to receive your reports Appraisal Studio may transmissions directed to this mailbox Documents may require translation during need to translate a report toa particular format so that the receiving the transmission and there are special requirements For reports submitted in s l ANSI s 12 party s computer will be able to understand it The choices are Reports will be Sent to e Appraisal Studio Use this format when transferring Wm E reports to other Appraisal Studio users If the reports are not signed the recipient may edit the report Appraisal Studio TT Adobe Acrobat POF P Encrypt transmissions ta bhie mailbox e Adobe Acrobat PDF This format requires the Adobe Acrobat Distiller installed on your system which comes with the latest version of Adobe Acrobat This third party software can be purchased separately The recipient lt Back Enh Cancel cannot edit a report sent in this format The Acrobat Reader is required in order to read the report This reader program is widely distributed and can be downloaded gratis from the internet Figure 5 3 Post to Web Server If you are required to send a report using HTTP Post select Post to Web Server You will be provided with a field to enter the URL you have been provided by the intended recipient Once that is entered click Next You will the
207. wing page and sign inside the box and then print out or type your name on the line next to the signature You may add a stamp to this form if required by state Send the form to United Systems and we will create a signature disk to send back to you for installation This form will be used to enter your signature electronically into the system Signing your document will be as easy as clicking on the appraisal reports signature line at the end of the report Note Signature must fit within the box Parts of you signature that fall outside of the box will be cut off on all electronically signed documents 121 Company name SSF Account Please sign your name in the boxes below being careful to stay within the lines as shown in the example Make additional copies of this form if you need to send in more signatures now or in the future Because facsimile machines will distort your signature please mail this form to us at United Systems Software 617 S Rockford Drive Tempe AZ 85281 United Systems will create an encrypted signature disk from this form To purchase signatures please contact your account representative When you receive your signature diskette please refer to the Getting Started section for adding a New User ada d ved Johnson Printed Name BN dee Printed Name ZE NN VE Printed Name asa Printed Name 122 Printed Name Printed Name Printed Name Printed Name Printed Name Printe
208. wise direction or shift soacebar to rotate in a counter clockwise direction When the dialog appears it displays the current arrow or question mark and allows you to select another arrow direction by clicking one of the arrow buttons This will place a picture of the selected arrow into the new arrow display OK Use the OK button to accept any changes made to the arrow Cancel Use the cancel button to cancel any changes made to the arrow Help Use the help button to launch the help system Note It is recommended that you exit the rotate arrows mode once you are finished using it This will prevent the arrows from accidentally being rotated when making other map adjustments Su Move Arrows Used to move the arrows of the properties plotted on the map At least one property must be plotted to move arrows When you select move arrows the menu option is checked and toolbar icon will become depressed meaning that you are now in move arrows mode The move arrows menu option and toolbar icon will remain in the move arrows mode until either are selected again or you select the rotate arrows user labels move labels or draw streets modes Once in the move arrows mode you can move your mouse over any arrow or questions mark until you see a dashed line around the arrow This indicates that you have selected that arrow Click and drag the arrow to any new location on the map When you move an arrow the associated label will move with it
209. wn menu of the Available Printer field Once you have selected the printer you wish to use highlight the type of form from the list and then click on the Set Printer button Repeat this until you have all the forms matched up with the proper printer The last tab is the Overview tab Figure 7 5 which shows you what forms are going to print how many copies and to what printer each form will be sent to A nice feature with Appraisal Studio printing options is that you can change the number of copies or the destination printer by double clicking on that column for any page Viewing the Overview tab to verify that the printer settings are correct before printing is a good habit to get into After you have the printing options set correctly click on the Ok button Your printing settings will be saved with the exception of the page selection in the Pages tab 60 inControl Office Management inControl Initial Setup Daily Operations Weekly and Monthly Operations inControl The inControl tracking and billing module within Appraisal Studio is designed to accommodate both small and large Fie View Communications Photographs Tools Help offices It offers simplicity for small offices without much time to pa a a invest in learning and managing a complex accounting Ci S ed xX Gy HE dee 2 Sr a package It also offers the flexibility to support both local and remote appraisers an unlimited number of clients and
210. y enrolling in the Version Insurance Protection program Your account representative is prepared with the latest pricing structure and benefits included in this program Helping your support Engineer Help You Providing product support can be challenging since practically everyone has different computer configurations To assist the support engineers in providing you with the best possible service when calling in for technical support please be at your computer and have the following information ready e Your account number e The version of the program and operating system you are using click the help button to get the version number e The exact wording of any messages that appeared on the screen e What happened and what you were doing when the problem occurred Appraisal Studio Requirements CATEGORY MINIMUM SPEC s Pentium Il or better RECOMMENDED SPEC s Pentium Ill or better Processor CPU Memory RAM Hard Drive Monitor Video Colors Video Resolution Modem CD ROM Operating System Digital Camera Scanner 64 MB 100 MB free space 15 8 bit 256 colors 800x600 33 600 or faster 8X Windows 98 ME NT 2000 XP TWAIN Compliant TWAIN Compliant 128 MB or more 1 GB free space 17 or larger 16 bit 65 536 colors 1024x768 DSL Cable ISDN 44X Windows 2000 XP TWAIN Compliant TWAIN Compliant 13 GETTING STARTED Computer Screen Configuration Installation First Time Use Configuratio
211. y individuals Familiar with Appraisal Studio and the Microsoft Windows operating system or with the assistance of a United Systems technical support engineer To use the tools provided Select an option From the list and click on the Perform Selected Task button When you are Finished click on the Close button EB Appraisal Studio Settings H E Database Utilities PL File System Maintenance GL Workstation Configuration Peron selected Task Figure 13 1 110 Importing Reports Appraisal Studio allows you to import reports from other software Import Report E vendors Figure 13 2 Appraisal Studio allows you to select multiple files to import in one session Use the Add button to insert a File into the import list Highlight a File and click the Remove button to remove it From the list Select OK to proceed with the import From the main screen of Appraisal Studio click on File in the Files to import Menu Bar and select Import Single Report This will open the ii E Import Report window Click on the Add button to be directed to Bees the Open a file location window Figure 13 2 Using this window screen you will direct Appraisal Studio to a location of an appraisal report you intend to import Click on the drop down menu at the hand side of the Files of Type field and a list of files will appear allowing you to choose the type of report that is to be imported Once you have selected the type of report lo
212. y modem to modem To receive a report make sure that the modem is not in use and a telephone line is connected Click on Communications then click on Wait for an Incoming Call 56 COMPARABLES DATABASE Comparable Properties If you have just purchased the module the first step to access your Comparable Database Module is to click on Tools in the Menu Bar and select Purchase New Products Enter your new Account Number and Activation Code Once you have access to your Comparable Database Module click on Tools again and select Comparable Property Database to open the Comparables Database window Figure 6 1 Click on the Options button to initialize the database The Comparables Database Options screen will appear Figure 6 2 Click on Import to insert properties from outside sources to the database To import reports already completed in Appraisal Studio select Individual Appraisal Reports in the Import Properties window screen Selecting Displayed Columns While in Comparables Database Options you may select what columns to display in the main screen by clicking on Select Columns Importing Options Essentially the program can extract the city and the state of your comparable property from either the second line of the grid or import it the city and state fields are the same as the subject Check the boxes that apply to you Figure 6 3 These are important as no field exists for appr

User Manual

Contents

Download Pdf Manuals

Related Search

Related Contents