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User Manual

1. 18 90 text addendum e0eee 42 43 Text S eren 42 TruColor 58 59 87 88 89 112 113 Twain 53 57 Undo 35 URAR 112 Zoom 53 57 154
2. You can cortral how HighPerForm works on your computer by changing the setting below Since yau can customize many bere They hane bean dukied into the cabegories shown on each tab Cidi on OK to save your changes Office archive Eems ddmristation User Briefcase nterrt Macleis The briefcase E intended bo let you transport documents bahween ben lotetions such as your home and office To use the briefcase i alr lop tithe Sinai wil be used to store documents Make your selection below chick on the OF buthon IF you do not want to use the briefcase st this time check Cancel eiaa Available Drives CSA You can control how HighFerForm works on your computer by the settings below Since you can customize many items they have been divide into the cahejories shown on each tab Cick on Ck to save your changes Office Archive goms dyiniistrekion Tf you wil be using the Internet to send and retriews electronic mail you need to provide information abaut your Inbenust serace provider and the reteork servers they use to process mal Tf you are using one of the providers fisted below f Foren can Fil in the necessary for you TF you ere us a different provider select Othar From the kst then abtan the From gur pravicker Your Internet Provider Earnin Outgoing Mal SMTP Server mat earthink com he aa E transfenng files cick an Miodem Sestup 19 Office Archive Tab Setup The
3. Cover Page without Photo Cover Page without Photo 2 Drive By Certification and Limiting Conditions Earthquake Insurance Analysis ERC Residential Appraisal Report Condominium Addendum FEMA Standard Flood Hazard Determination FHLMC Form 465 Addendum A amp FHLMC Form 465 Addendum B FIRREA USPAP Addendum Flood Map amp Flood Map Letter Size Ground Lease Analysis 461 Industrial Building Comparable Invoice Lead Based Paint Certification Lease Comparable Location Map amp Location Map Letter Size Master Residential 2045 Options Upgrades 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 70M 1 4 Family Seller Service Property Inspection Report 452 Operating Income Statement 216 Plat Map amp Plat Map Letter Size Real Estate Evaluation Report Certification FW69 Repair and Maintenance Addendum Satisfactory Completion Certificate 442 Satisfactory Completion Certificate ROV scanned Image with Header Scanned Image with Header Letter Sized Scanned Image without Header Scanned Image without Header Letter Sized Single Family Comparable Rent Schedule 1007 Site Map amp Site Map Letter Size Square Footage Appraisal Form MS 1007 Standard Appraisal Addendum Subdivision Map Summary of Subjec
4. DT Recycle Bin i Remote Malboxes a a AP acia o E Incoming Order Log E Produet Pricing E Reports Workin Progress Status i Clients 63 Initial Setup The setup of the tracking and billing system 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 HighPerFORM 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 HighPerFORM 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 1 Entering Default Pricing 2 Adding a New Client 3 Setting Custom Fees for a Client 4 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 Clients Entering Default Pricing Follow the instructions below for entering your standard fees You can repeat this process at any time should you discover a
5. 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 HighPerFORM 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 the 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 HighPerFORM 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 HighPerFORM Appraisers Adding a New Appraiser 1 Run HighPerFORM 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 HighPerFORM window 4 The Appraiser Information window will appear Fill in the information requested 5 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 6 Click Set Commission Appr Inficemaslinn FHS Appecesed 67 T 8 9 10 11 Select either flat fee or percent
6. e ACI Lighthouse This format is used to translate HighPerFORM format to ACI format The lighthouse program can be purchased from United Systems e AppraisalPort e AIRD Once you select the desired option select Finish The Mailbox is now set up For every mailbox that you set up it will be located under the Remote Mailboxes Click on the plus sign to view multiple mailboxes Sending a Report Sending a report to a remote mailbox is extremely easy in HighPerFORM 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 High Fate Iaat i b fijan rebel pep ders He eg ra fees ay Le Sea Ute salen CaS Fiy i oe Faj Phas Pikne a Pe et hd e Pe ag debs 13 Repos wal be ee be ed 96 Receiving Mail HighPerFORM allows you _ to retrieve HighPerFORM reports and X 12 orders 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
7. tab you need to specify a drive on your computer that can be used to temporarily store documents First install a disk in 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 to use as your briefcase Note You cannot open a report from Briefcase You must first move it to a folder before opening Internet Modem 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 When you sign up for the Internet access with an ISP make sure that they can provide a direct connection to the Internet Avoid network communities such as America Online Microsoft Network Prodigy CompuServe etc These networks have gateways that often corrupt HighPerFORM s data and forms If your Internet Service Provider is listed in the dropdown list choose it by clicking on the dropdown arrow Their POPS and SMTP server information will automatically be inserted If you are using a different ISP choose other from the drop down menu and insert their SMTP and POP3 server information in their field boxes This information will be provided by your Internet provider GETTING STARTED
8. ERC Residential Appraisal Report Housing Inspection Report 2700 Individual Cooperative Interest Appraisal Report 1075 Loan Prospector Condition and Marketability Report 2070 Loan Prospector Quantitative Analysis Appraisal Report 2055 Master Residential Appraisal Report 2045 Mobile Home Appraisal Report 142 MRFC Desk Property Evaluation Real Estate Evaluation Analysis Real Estate Evaluation Report FW69 Recertification of Value Limited Appraisal Recertification of Value Report Residential Appraisal Report Short Form 704 Restricted Appraisal Limited Appraisal Depart Disc FW79 Restricted Appraisal Limited Conditions FW79 Restricted Appraisal Report Small Residential Income Property 1025 Uniform Residential Appraisal Report Vacant Land Appraisal Report Residential Review Forms Additional Residential Review 2004 Comparables Additional Residential Review 2006 Comparables Residential Appraisal Review 2002 Residential Appraisal Review Narrative 2004 Residential Field Review 2000 Residential Review Short Form 2006 143 G etting the Very Latest Update If you are starting HighPerFORM 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
9. 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 USER S GUIDE 37 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 checked 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 38 Add box If custom dictionaries are open these dictionaries are displayed in the list box beneath the Add to Custom button Pressing the Add
10. Posse dida an aioi thet i int i mhara riseam rriaire Ai ti vaaata apek pf emaria 59 Text Addendum HighPerFORM includes an advanced text editor If you have used any editing programs such as MS Word WordPerfect Word pad or Note Pad then you will already be familar with HighPerFORM s 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 See Adding Forms to Your report There are several different text addendum forms included in HighPerFORM These forms are the following 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 Editor button on the top of the form To change text formatting highlight the text that you want to change and click on Format and choose the format that you want Note Only the Highlighted text changes 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 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 t
11. Rental Photos Letter Size Residential Appraisal Report Short Form 704 Residential Appraisal Review 2002 Residential Appraisal Review for Single Family Housing FmHA 1922 14 6 99 Residential Appraisal Review for Single Family Housing FmHA 1922 14 8 90 Residential Appraisal Review Narrative 2004 Residential Environmental Assessment Report 510 Residential Field Review 2000 Residential Review Short Form 2006 Satisfactory Completion Certificate 442 Scanned Image with Header Scanned Image without Header Single Family Comparable Rent Schedule 1007 Site Map amp Site Map Letter Size Small Property Uniform Commercial Industrial Appraisal Report Small Residential Income Property 1025 Square Footage Appraisal Form MS 1007 Standard Appraisal Addendum Subdivision Map Subject Interior Photos amp Subject Interior Photos 4 x 6 Subject Interior Photos 4 x 6 Letter Size Subject Interior Photos Letter Size Subject Photos Subject Photos 4 x 6 Subject Photos 4 x 6 Letter Size amp Subject Photos Letter Size Summary of Subject Leases Table of Contents amp Table of Contents Letter Size Text Addendum URAR PUD Addendum USPAP Compliance Addendum USPAP Compliant Report Identification Vacant Land Comparable Forms in Progress Existing Property Uniform Commercial Industrial Appraisal Report 1999 Small Property Uniform Commercial Industrial Appraisal Report 1999 Agricultural Form
12. United Systems Software Company has been chosen from a select few to participate in testing X 12 format by Fannie Mae Importing of Images Images can be imported into HighPerFORM 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 HighPerFORM automatically enlarges imported images to fit the area on the form while keeping the same proportions of the image Reduce calculation time by 80 HighPerFORM 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 screen Increase capabilities and Increase productive time You will have more time for calling on your client base or selling new prospects More time for better analysis More time coupled with computer assistance gives you the opportunity to do a more accurate and comprehensive appraisal 136 Fully Integrated Photo Imaging Photo Imaging capabilities are built right in to HighPerFORM You dont have to run a separate program for capturing photos and placing them into your reports It can all be done from
13. User Tab 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 Other than the company information fields the remaining fields are unique to each user This user information will be automatically added to the proper fields within each form You can edit the user information fields in each form GETTING STARTED You can control how HighPerFarm works an your a oc i settings below Since you can cusbomize many tems they have bean divided into the categories shown on each tab Chick on OF ED save your changes Liser Biefease prtemnetModemis The Following information wil be used to automatically complete sections of various formes Be sure to enter these tems os you would want them bo appear on your forms Appraiser Name Company Namet Address Line Address Line I Linares Humbar Certification Numba Certification Sbata Exp fate 4 Automatically log in when starting Higher orm ee ee He Note You must be logged in as the User to enter the information in the User Tab 18 Briefcase Tab Setup The Briefcase tab is intended to let you transport documents between locations such as your home and office To use the Briefcase
14. longitude The map will be centered on the coordinates and zoomed to the specified mile scale Refresh F5 Key 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 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 a Setup Used to define the default application settings 110 Help te Toe 2 Contents F1 Key j ey jipa Used to view the help contents a J1 ima me i l ges mP i Registration k z enri E j M ES 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 About Used to view the application version and registration information Note Right mouse click anywhere on the map to launch the quick popup menu 111 File Menu le Save Used to save the curren
15. the comparables in the primary form To have the photos inserted automatically from the primary form click on Photographs and then click on Automatically Populate Photo Pages Manually Inserting Photo to Photo Pages Inserting photographs to a photo page works Slightly differently than the previous TruColor program First you must have a photo form included with your report To add a photo page to your report click on the Forms In This Report button This will display a window that shows you what reports are included in your report Click on Add Remove Forms and add the desired photo pages and click on OK To open the photo page go to the photo page into which you would like to insert the photo The Insert Photo window will appear Insert Photos to a Photo Page Photos from the image library are available for all the properties in this report Click on the View Photo Library button and click on the properties in this Report drop down list to see the addresses in your report After you select the address all the photos that are associated with TruCOQLOR MODULE Note In order to Auto populate Photos you must have the appropriate photo page included in your report Thus to auto populate comparable photos a comparable photo page must first be included in the report Me TTT mn 87 that address will be displayed Click on a photo to insert and then click on the picture
16. 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 To set up your e mail right click on a users name or the Administrator folder or Incoming Mail and select Associate with an E mail Address These folders are areas where you 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 only be assigned once Once the e mail address is associated with a user only that user will be able to download and view the e mail in the mailbox After you have selected Associated with an E mail Address a window screen will appear in which you need to complete the fields Enter in our Internet E mail Address i e aans y ees Mail Server which 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 HighPerFORM ask you for your password each time or remember it by selecting an option under Password Option AppraisaLINK E HighPerFORM 97 from United Systems File Edit View Photographs Tools Help lef HighPerFORM Mailboxes Hi Seas HA Network Meig J Nicholas K Ket 3 ne gy Re
17. 200 HighPerFORM will show you a preview of the screen in the frame on the right side of the screen You can only adjust the zoom level of the Editing Tab screen not the Reports Tab screen You can change the colors HighPerFORM uses 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 USER S GUIDE 50 E diting Secondary Forms HighPerFORM 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 HighPerFORM Click on forms in this report and then double click on the form that you want to import an image for example Location Map into Click on the gray area to bring up the Insert Graphic Image window This window gives you for options 1 Import image from the clipboard 2 Import a file 3 Launch an external program to create this image 4 Scan an image from a Twain compatible
18. Cine a Hipi a jpe report ated copy all Lhe lata fran anther mpri Prad aei select ten Ble thst Fou mart to chore ered arene CC i Heyer Fam Made ees Coy wid in Sk ay S65 lithia At T Sraotek 30 Master Reports An extremely efficient method is to create 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 URAP as the subject address Creating a report using Templates If you dont click on the Clone button HighPerFORM will start the report with some basic forms based on a template Templates are a group of blank forms Managing Templates To select what forms are included in a template click on View and then Template Manager or click on the Contents button
19. HighPerFORM 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 To add programs that HighPerFORM didn t auto configure click on the Configure button This will bring up the Configure External Applications window HighPerFORM allows you to link to other applications by placing them on to the Tools menu This allows you to launch them directly from HighPerFORM The Auto configure button automatically finds and configures sketching and mapping applications You can choose which program appears first in the drop down list by clicking on the Set as Default button To add a program to launch from within HighPerFORM click on the Add button This will bring up the External Application Properties window Type a name that describes the program you are going to add in the Description field Choose the type of program from the Type drop down list For the application 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 USER S GUIDE High
20. Keyboard Shortcut Cirl 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 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 IP laf dEi F Situ Era Bad USER S GUIDE 35 Format Key Board Shortcuts Bold Type Ctrl B Italics Type Ctrl Underline Type Ctrl U Paragraph Formatting To change the appearance of block text for example to change 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
21. LAN and Wide Area Networks WAN HighPerFORM can make efficient use of both of these networks A Local Area Network LAN is a network of computers and peripherals that extents over small areas usually one building or a small campus HighPerFORM uses LAN to connect appraisers computers together to share files A Wide Area Network WAN is any network that covers wide areas and requires special communication devices to make the connection possible The biggest difference between LAN and WAN is the need to make the connection over long distances and the need for telephone satellite or microwave equipment to facilitate the connection An example of WAN is the Internet HighPerFORM 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 HighPerFORM 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 f
22. Office Archive will allow you to specify a location for the system to archive documents Archiving Documents copies or moves reports to a location that you either manually select or specify every time you exit HighPerFORM depending on the settings you choose If you do not want to use the default data path provided you will want to enter the desired path in the field called Location of the Office Archive Note The directory or folder must previously exit on the hard drive HighPerFORM will not prompt you for creation of a new folder nor give an error message if the folder does not exist If you wish to have HighPerFORM automatically archive your documents each time you close the program click in the check box near the bottom of the window that says Archive my folder Automatically You then have the options of removing archived reports from your folder and generating a log file Forms Tab Setup This screen 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 overwrite any data already in the field HighPerFORM automatically stores neighborhood data for use in reports created later You can store this data by neighborhood name or
23. Pg 20 Reconciliation and Final Value Estimate UAAR Pg 21 Comments UAAR Pg 22 Market Value Definition 140 UAAR Pg 23 Assumption and Limiting Conditions UAAR Pg 24 Appraiser s Certification Commercial Forms Appraisal Report Residential Income Property 71A Appraisal Report Residential Income Property 71B Existing Property Uniform Commercial Industrial Appraisal Report 1999 Hotel and Transient Use Small Property Uniform Commercial Industrial Appraisal Report Small Property Uniform Commercial Industrial Appraisal Report 1999 Common Addenda Forms 1 4 Family Seller Services Property Inspection Report Addendum to the appraisal of HUD owned property Additional Condominium Comparables Listings Additional Condominium Comparables Sales Additional Fannie Mae 2055 Comparables Additional Freddie Mae 2055 Comparables Additional ICIAR 1075 Comparables Additional Small Residential Income Property Comparables Additional URAR Comparables Listings Additional URAR Comparables Sales Appraisal Summary Appraisal Acknowledgement Chase Manhattan Mortgage Appraiser Certification Appraisers 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 Page Cover Page with Contents
24. Replace with ITEE eH radar ge a iy re ep te ay ry Boao abel chechieg fot Choe Fok PF tun GiT aiibi For thon Fmd _ fad 36 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 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
25. STARTED Liger Ee reqeertios aj Inarier for them mera Leer bo Seeger Ly Pepe ore To maba gue os byped Hha peed eho mec ma riera giem brpa n be bor bakr F iha bea erie dio mt marh Hager ain all kt pi Hey Pas cesta i bihan Pike bhai oani sires bhia jaars HAMLE or aaya a bia eer on ut Fee sale as f precy emir Ja Lisan eae Sees T bat prep pete a bebe fe thet core ee erate Lobes When signing a report the signature of the individual logged in will be the one that appears on the signature line of the appraisal report 17 Editing A User Account In the Administration tab highlight the user and click on Properties The User Properties screen displays 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 lf 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 HighPerFORM 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
26. 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 HighPerFORM will fill in the Due Date automatically 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 HighPerFORM will fill this in automatically for you if it believes you are running a monthly statement Click on the OK button when finished Client Billing Statements Ne re Toim an DA singe or muoie dent bases opon thet ATi sections beon Ealing From Data Lizafoz Baling To Data z efzsfoz Dus Dat o PR eeren chet C Bill all cients 76 Al Conversion AppraisalPort Website Accepting an Order Creating the Report Transmitting the Report AppraisalPort Website To access the AppraisalPort website from HighPerFORM in HighPerFORM click on File gt Open Web Browser gt AppraisalPort Mailbox This will launch your web browser and load www appraisalport com At the AppraisalPort website login by entering your Used ID and Password You should be taken to a page displaying the new orders available to you Click on the Detailed Info tab of an order to view the pending order s ge
27. button Type in users name and enter a user password Choose an empty signature and click on OK GETTING STARTED You can control how HighPerForm works on your computer bry changing the into the categories shown on each tab Click on Of to save your changes User Briefcase Internet Modemis When you ane logged in as the administrator you have soma addiional potions that govern how other users interact with HighPerForm IF you are not Fami wath these options you should refer to your User s Guide Se el i ml ial ime om i heed ce Le mam aol Se ee ee eleanor asc automaticaly be assigned a personal workspace for shorire documents snd e mail Use the New User button bo create mew User ere latih New Uoer DA Admristrator DOLO 4 Ehen creating nea users wou hes the option of using a ckyresture clei ep pst fer lpm fr T tare Pangees eal create allo pour new uners in one step fanaa behave Urol ror 50 SL SU Sh aE Scents eect the man option Yo mall bee se Eo rnai Pare ss ee eae ie Gace ha cel ee The New User gives the Administrator the option of using a signature disk provided by United Systems or to manually add a new user 16 Using your Signature Disk 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 Append
28. consist of Database Utilities File System Maintenance tools HighPerFORM 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 HighPerFORM screen HighPerFORM Settings allow the network administrator to directly edit the program s configuration files Incorrect configuration settings will result in making HighPerFORM inoperable These setting should not be changed unless specifically instructed to do so by a United Systems Software Technician Unattended Operation HighPerFORM allows you to configure this program for unattended operation There are times when HighPerFORM will alert you to different messages Normally the user needs to acknowledge these messages when they appear by clicking on the OK button There are times when a user or administrator may choose not to receive or acknowledge these messages such as when HighPerFORM is running on an unattended computer or server If HighPerFORM is set to run in Unattended Operation these error messages or alerts will not generate a local dialog box since no operator will be present to correct or accept the message or alert An example of an alert is when the computer periodically checks e mail and alerts you that no mail was present on the server Instead
29. draw any missing streets ke Delete Streets Used to delete all the manually drawn streets You ll be asked to confirm all deletions Zoom Zoom In Key Used to zoom in by the zoom factor The zoom factor is determined by the Zoom Factor specified in setup 109 Zoom Out Key Used to zoom out by the zoom factor The zoom factor is determined by the Zoom Factor specified in setup UnZoom Used to unzoom up to the last 16 zooms 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 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 properties to height 4 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 4 Zoom to Latitude Longitude Used to zoom to a specified latitude and
30. frame in the form Click and Click This will insert the photo into the page You then can add any text to the photo page and edit the form as you see fit Other Properties Not only can you insert photos that are assigned to an address in your report but you also can insert any photo that is in your photo library When the Insert Photo From Library window is open click on the Other Properties window to see a list of the photos in your photo library Click on an address and then click on OK All the photos associated with that address would be displayed Click on a photo and then click on where you want it to go See Enlarged View of Photograph TruColor Photo Imaging actually creates two pictures for every 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 TruColor double click on the thumbnail image To close the enlarged view click on the X in the top right hand corner of the image Edit Photo Library 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 Renaming a Photo You can change the address and the description of a photo Select an address from the l
31. listings from the database printing forms and setting up _ Electronic Data Interchange EDI for transmitting reports electronically to your lenders UNITED SYSTEMS SOFTWARE COMPANY 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 the last 21 years as your partners and we are committed to your future success as well INTRODUCTION GETTING HELP HighPerFORM Support HighPerFORM Requirements HighPerFO RM Support User s Guide HighPerFORM is a complete redesign from the popular HighPerFORM DOS United Systems new software takes advantage of everything Windows has to offer We at United Systems Software Company are confident that you will be able to work more efficiently and produce professional quality appraisal reports with HighPerFORM HighPerFORM now has the following optional modules TruColor Photo Imaging AppraisaLINK EDI Report transmittal Appraisal Tracking system and Comparable Database Module all built into the same program These modules are available with HighPerFORM according to the options you have purchased The HighPerFORM Users manual contains comprehensive detailed information on using the software This manual includes step by step procedures reference information and demonstrations Technical Support lf after reading the users manual you de
32. mora bret im a Raid than can bends pou may recve sare or ad of bhat beet bo iie bet sidek sed wath this pri Select tha dewinedd optiqn Froan the lest bakm Moet the conbents of thes Peabo bo the adjar C Gath bo lha adleerium nia lrg a conhente of the Fadel istact Sound biag bell But babs no further ection I add thes haking bo ares bod mower inbo bha ecldendium HEDH AHD BOUNDARIES AMD CHER AC TERISTROS Ee cw 43 Quick Entries Quick entries can be used for any of the fields within HighPerFORM 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 couple of ways to add entries to your list One way is to enter the 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 with the F5 key then click on the Add button Type your information in the window above and choose the settings that you wish using the 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 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 s
33. on Communications then click on Wait for an Incoming Call AppraisaLINK High aif nim Heriage ave thes Rieger ey Boa LEAH ANE Vins piai hiiri enabthe Chagin a lha japar Wiid oyu Hite lo gave thee a oes I a Ph pou el n 98 PRINTING A REPORT Printer Setup Printing Your Report Printer Setup HighPerFORM gives you several printing options You can select the forms that you wish to print and how many copies of those forms to print HighPerFORM also gives you the option of sending photos to one printer and forms to another When you print a report for the first time HighPerFORM automatically displays the Printer Setup Wizard 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 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
34. order and click Ok After the report is sent you should receive a Verify Upload File window confirming a successful transmission Click the X in the top right corner of MiddleMan to exit k Ae i AIRDFortcom amp You hawt seccessfulby uploaded 1 file to AAD Port BR n tue acd reba ag the core ol io dala waiter the ditibrip ri Hp by keendedtedtied cal edlale aparacteeg ARDI Mehel nrc hiir ane whet mair cel d gost fen dhe dubases AHU leprecerts Ihe charting of new ferdones in pogamming ard afas the real Plat pami a lovel of aiicigncy and accesaday bo rokami dala ihal i agi crac ih a aarete alia Arworien s Final Chaka FJ Appii Sater Syonimeese oe ea Phsar elect the aride irum pore job let betces Chen dick DE ba ped Ge repart ARI E GO 8 Cb G2 Soe ee aren E Ts zo mi MEATERRY MER DETE i aLa Dhahiri rg LM Jwe gang NGnTEIY m A DERTEN AL Dae Tiry COD eR EI PORTEREY TECHED A PIS eS DA COD DWE pJ HERANG DE ee DECATZE PA Dee re Ser 2 Yo POO DITAF SSL Doar LM weii FR AORTRRET oo AS Oe cece TAW a CSL DAA OTE MATERE DER DEST eo Droh aed rg CSL Wer Jug TERT ni SOS HEAR Lee G De bt F AAA Ce Sane Por 82 TRUCOLOR MODULE Using a Digital Camera Using Digital Cameras The optional TruColor Photo Imaging package is included with your HighPerFORM program However it is deactivated until it is purchased If you choose to activate this optional package co
35. scanner 1 To import an image from the windows clipboard Before an image can be pasted to HighPerFORM it must be 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 HighPerFORM that you want to paste that image into such as the location map or a building sketch Click on the gray rectangle where you would like to paste the image The Insert Graphic window will appear USER S GUIDE I parak an exterfad prap n tu irele the mage Tsyan E 51 Click on Import an Image from the Clipboard and click on OK The image will be placed in the form and stretched proportionally to fill the image Dox Note The images that can be pasted in to HighPerFORM_ should be in the following formats BMP PCX TIF GIF JPG They should not be in the Windows Metafile formatting WMF Note The Window s clipboard can only hold one image or one grouping of text at a time The image or text will remain on the clipboard until it is replaced or the computer is shut off It is possible to copy an image to the clipboard in one program and paste it into HighPerFORM 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 stre
36. synchronization is complete the report should appear in Palm Appraiser on your palm device 126 Palm Appraiser Features in HighPerFO RM Create Update If an appraisal in the Palm Appraiser folder in HighPerFORM is highlighted and you click on the Create Update button you can begin a full appraisal in HighPerFORM 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 HighPerFORM 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 HighPerFORM i e after a Hot Sync clicking on Refresh Screen will refresh the information in HighPerFORM to ensure you have the latest information displayed Send Quick Entries During Sync If a report you are transferring from HighPerFORM to your p
37. 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 117 Refresh F5 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 118 Options Menu Wide Roads 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 Outline Fonts Used to turn on and off the fonts outline to cause the street labels appearing on the map to be outlined to improve the 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 If proximity to subject information is not displayed on the comparable properties label the proximity information will not be exported to any application that launches HighPerMAP 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 Subj
38. within HighPerFORM The auto generation that helped make TruColor 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 The document also will be convertible to xX 12 format automatically available in a version upgrade before transfer Quick Entries macros Like the DOS version of HighPerFORM HighPerFORM 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 youre using the 704 Form for example Multi User Capable Right out of the box HighPerFORM is designed to make collaboration between your office staff much easier Users can send mail to one another share reports templates Quick Entry lists photographs and more Repor
39. you that it is transferring the file you selected over to your desktop computer If you have not already done so open HighPerFORM on your desktop Click on the Palm Appraiser folder on the lower left of the main HighPerFORM 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 Palm Appraiser folder in HighPerFORM 125 Create a New Report in HighPerFO RM To create a new report in HighPerFORM to be filled out on your palm device 1 2 Open HighPerFORM and select the Palm 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 Upload Existing Reports From HighPerFO RM To upload reports already created in HighPerFORM to the palm device 1 Open HighPerFORM and select the folder containing the report you wish to upload to your palm device Drag and drop the desired report into the Palm Appraiser folder in HighPerFORM 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
40. you to confirm the address plotting and to move it if 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 surfaces 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 Fill Styles None Solid Vertical Lines Horizontal Lines Cross Hatch Lines Forward Diagonal Lines 120 Backward Diagonal Lines Diagonal Cross Hatch Lines Defaults Wide Roads Yes Outline Fonts Yes Subject Radiu
41. you wish to import on the list of Import Report click on OK HighPerFORM will now import the reports and you will have access to the reports the same way you access HighPerFORM reports lineal Harari s E Higher Fea alive you asd mali fie to inpot in me semon Lee the i bumini ert amp Fle rio See epee et H s File reed check He Bere baii te reed Praca ee Bet Sethe Cat bs mee the gaat Fin bes art prr tees pT Open thx Look ji Eri fa gl E i Jaits e O minl h 7 aipat iori cw am Apd a aA Appir al M nE ae cee So MAd EXE LEE ein wie 134 Additional HighPerFORM Tools Purchasing New Products When you add or purchase optional modules such as TruColor Photo Module or Appraisal Link EDI Package you dont need to reinstall HighPerFORM or even the Install 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 n the Activation Code text box The new module now is unlocked and ready for use Standard Calculator HighPerFORM 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 cl
42. Camera 8 sing Digital Cameras 84 YD L A SALSALIN K EDI Capabilities 9 EDI Capabilities 9 PRINTING A REPORT 9 Printer Setup 99 W J Ge Printer Setup 100 Printing your Report 101 Comparable Properties 128 Comparable Properties 129 _ ADMINISTRATOR IDE 132 Administration Tools 132 Features 132 Forms Supported in HighPerFORM 132 Getting the Very Latest Update S a Administration Tools a Importing Reports 134 _ Features anI Forms Supported in PPP InI Getting the Very Latest Update 144 Appendix Ae Appendix Boe Glossary trem a TD Welcome to United Systems HighPerFORM Software This manual will instruct you on how to operate HighPerFORM software and how to create an appraisal report from beginning to end HighPerFORM 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
43. Figi Ey km Jg foro Gave hese Pimli at Tahe oued 19 phios mdme J of Geer Bre yu Are woe are iih i a of ihe peta anh pou riea Lo bip i 85 keep Click on OK when you are finished and you will 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 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 HighPerFORM s photo library for easy automatic retrieval and for future appraisal usage Importing Photos from a Directory Another feature of HighPerFORM 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 HighPerFORM 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 re
44. Freee aay rime ub ten input ma Varadan box bak foun le olka sippy fn mated keg torrets tien thea Lapua an a Salat on 32 USER S GUIDE Primary Forms The Primary Form is the main form in a report Primary Forms HighPerFORM allows you to select more than You have chosen to add a primary Form ie the main Form used one primary form when selecting contents for For a particular type of appraisal to your report However this rae report already contains a primary Form Please select your your report HighPerFORM will inform you of desired option below your decision and ask you if you would like to F Weddle Rater eae proceed with this decision Choose your desired E E E option and click on OK Condominium Appraisal Report to a Residential Appraisal Report Short Form i704 Do not add this Form i Cancel 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 open multiple reports simultaneously You can even have different forms of the same report open at the same time and information that is common to both forms 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 HighPerFORM button in the task
45. RM screen The Menu Bar The menu bar lists the options you can select to access HighPerFORM 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 Fille View Communications Photographs Tools Help Menu Bar Options to File Create New Appraisal Report Create New Folder Create Remote Mailboxes Open File Realink Web Site United 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 Extensions Options Refresh GETTING STARTED After you open HighPerFORM a screen will appear similar to the one shown below Fe HighPerFors fiom United Systems Ceste Hew Repi ni E Open Aani f Repost S Pant Rept iz Work in Progress Statue 22 Communications Associate Folder with E mail Address Retrieve E mail Waiting for an Incoming Call Communication Pooling Setup Send and Receive now Show Transmission Queue Photographs Add Photos to Library Rebuild Photo Library Edit Photo Library Empty the Photo Library Add Photos to Scrapbook view Photo Scrapbook Empty the Photo Scrapbook Tools Get the Latest Update Purchase New Products W
46. 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 To access any of these reports click on Reports under the Office Management section of the main HighPerFORM window choose the report from the drop down list at the bottom of the HighPerFORM 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 HighPerFORM 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 HighPerFORM can print billing statements for your clients in addition to the invoices that 75 accompany each order The statements can be produced for a single client or for all clients with outstanding balances To print one or more statements follow the steps outlined below 1 Run HighPerFORM 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 HighPerFORM window The Client Billing Statements window will appear If you are printing a statement for a specific client select the Bill a
47. Supported Forms Download a Report to HighPerFORM Create Report in HighPerFORM Upload Report From HighPerFORM Palm Appraiser Features system Requirements Recommended for Handheld Palm OS 3 5 8 megabytes of RAM Minimum for Handheld Palm OS 3 3 4 megabytes 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 amp Marketability Report 2075 Property Inspection Report 704 Second Mortgage Report 124 D ownload a Report to HighPerFO RM To download a report that currently resides on your palm device to HighPerFORM 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 HighPerFORM 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 from the list of available applications Click on the Hot Sync icon in the center of the screen A series of windows should appear telling
48. UNITED SYSTEMS SOFTWARE COMPANY HighPerFORM Software Manual United Systems Software 617 South Rockford Drive Tempe Arizona 85281 Phone 800 969 8727 Fax 480 449 2655 HighPerFORM User s Manual Copyright 2002 United Systems Software Company All Rights Reserved This document is being furnished by United Systems Software Company for information purposes only to licensed users of the HighPerFORM software product and is furnished on an AS IS basis that is without any warranties whatsoever expressed or implied HighPerFORM is a trademark of United Systems Software Company United Systems Software Company is a trademark of United Systems Software Company Other brand and product names are trademarks or registered trademarks of their respective holders Microsoft Windows 95 98 NT 2000 are registered trademarks of the Microsoft Corporation Information in this document is subject to change without notice and does not represent any commitment on the part of United Systems Software Company The software described in this document is furnished under a license agreement The software may be used only in accordance with the terms of that license agreement It is against the law to copy or use the software except as specifically allowed in the license No part of this document may be reproduced or retransmitted in any form or by any means whether electronically or mechanically including but not limited to the way of photocopying reco
49. a fee per assignment C Pay a percentage of the client fee Fee or Percentage a 68 D ally O perations Entering a New Order When your company receives a new order the first step is to let HighPerFORM know by using the Incoming Order Log This log records each order you do even if you don t use HighPerFORM to complete the work HighPerFORM 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 HighPerFORM 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 HighPerFORM window The Order Information window will appear 4 Fill in the information requested It is important to specify the client the type of work the specific form to be used the fee and property information Much of this information can be used by HighPerFORM to create the report 5 Click on the OK button to finish Assigning an Order to an Appraiser Once an order has been entered into the Incoming 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 apprai
50. ace 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 Comp Database Module ee a a ede Be ee t o Bes Ponda eg he an riia F ppe a g Pe e Pees k ii oa ct i a T ppt mep 3 a m ea wa ot ana aaa lie Sl Ug Abie aetabelas a ala ar nee ihe ere ord cheng ee fh ope ie ae ie ir Sg F re EE e E Ma m i i eee e a PE iniaa ai aa Se ire CS a al a a a Tel aT Ray ial aa Faas ter a a oer Cre he ape Jette Ree ete iy ip alge as PEKA ae meaty pay po laminin bima Aequitas Mga Et oad as ma bare on miat ii aac adres bre eho pr oig depar ata Malde bor cil shake on corks and other Fo are thant prie ig dahri her a anta d reng ipat ur courdhe ar h simi pranih y di Ia presl Biber po fod cee PEDE en annei eee ere Sessa Cee i ated eet ee Clee eee et Pee dpe E Banara the county bo the came qe Be cu pect PY insumo the map reference the sare a the suberti _ com 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
51. age compensation 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 Click on the OK button to finish Return to step 5 repeating the process for each work type that this appraiser will be assigned Click OK when finished Appraisers Modifying Appraiser Information 1 10 11 12 Run HighPerFORM In the Office Management section click on Appraisers The Appraiser View screen will appear Click on the appraiser to be modified in the Appraiser View screen Click on the Edit button in the bottom right of the HighPerFORM window The Appraiser Information window will appear Make the desired modifications to the information 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 Click Set Commission Select either flat fee or percentage compensation 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 Click on the OK button to finish Return to step 5 repeating the process for each work type that this appraiser will be assigned Click OK when finished Type ange Family hai Pay afl
52. alm device has quick entries attached to it those quick entries can be transferred as well by checking this box before performing the Hot Sync 127 COMP DATABASE MODULE Comparable Properties 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 Click on the Options button to initialize the database The Comparables Database Options screen will appear Click on Import to insert properties from outside sources to the database To import reports already completed in HighPerFORM 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 In the Additional Assumptions you need to check the boxes that apply to you These are important as no field exists for appraisers to pl
53. 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 are copied to either a floppy disk or perhaps a disk drive Automatic Updating Of Workstations On A Network If HighPerFORM 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 138 Forms Supported in HPF Appraisal Order Additional 2055 Comparables Additional Condominium Comparables Additional Condominium Listings Additional Small Residential Income Property Comparables Additional URAR Com
54. and manage files which allows each user to customize their report management For example a user may want to separate their reports by report tyoe URAR Condo Land etc city of the subject property address or completed and in progress reports A folder can be created under a users main folder as well as sub folders To create a new folder highlight the folder that you wish to create a folder under Right click your mouse and select Create Sub Folder This places a new folder directly underneath the original folder with the name New Folder highlighted and blinking Type in the name you want to label the folder and click outside the area to save the new folder name If you decide to change the name of a folder highlight the folder and click on File in the Menu Bar and select Rename or right click on the highlight folder and select Rename Type the new name of the folder Note You will not be able to change the name of HighPerFORM components Also user s main folders cannot be renamed using this method To change a users 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 HighPerFORM makes that process possible When you delete a report through HighPerFORM 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 rest
55. and no longer need to be reminded to complete that field press F3 again and the highlighted area will disappear F4 Invokes the standard calculator F5 Open Quick Entry Window HighPerFORM 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 F6 Toggle Quick Entry Window On Off If youd like to hide the quick entry window for all fields temporarily then F6 allows you to hide the window until you press the same key again F8 Open Field Configuration Window HighPerFORM allows you to specify certain properties for each field To edit the properties for the currently highlighted field just press F8 USER S GUIDE F9 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 F10 Ctrl Ctrl 1 9 Ctrl X Ctrl C Ctrl V Ctrl Z Home End Alt F Alt E Alt V Alt P Alt T Alt H Activate Menu Bar Tab stop within a field Inserts Quick Entry numbers into that
56. ave Video Camera Support This installs the required drivers for most video capture boards If you are using a video capture board select this option and then click on the Change button You will then be prompted to choose the video capture board that is installed in your computer You should choose only one video board If your video capture board is not listed in the prompt window or if you do not have a video capture board uncheck both boxes After the selection is made click on Continue Digital Camera Support This installs the required support drivers for most digital cameras If you are using a digital camera select this option and then click on the Change button HighPerFORM will then prompt you to select a digital camera However you are not limited to using only these cameras If your camera is not on this list uncheck all boxes After the selection is made click on Continue HighPerFORM 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 Exit this screen and open your newly installed HighPerFORM Software GETTING STARTED tec Logon Ea Geet he comport pe i ciel daa Ha compere ae Oe ed ard el lira arr Soe it High OF 97 oor WEE i s z betel te naed nopo emi VE kage bask fea ae ia ice arapi i i rine iari Tee hapa ETAF JHE ie IUNIE Back fet Cae Select Sub component
57. b 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 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 down 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 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 HighPerFORM printing options is that you can change the number of copies or the destination printer by double clicking on that column for any page PRINTING A REPORT kien Fn Popes at es peed oe ce ee Me Deore oh ees pec eed a ee ce re eee Ue a a F r h a i e p e a pree hr irer hi a Gaan ee a php pi a a E A e a AA y E E a H E a d erage crite jeh an ae a ee i p i miri eel E Bare ape ee ue pra Te Op Chaa Baye as le a id ie F Sore brr fae hior eed bore Eee LO a Fan LA ee a Ee card a ey Pe i E Pe Ue eee eo bp ria ato et ee he ee ee i Fma oai mham inverse ee ee ae le ad eee eeu Pe Se ed ed Aa haar nd emi r ii i Pa MB el i pras Ko rhage che
58. bar usually on the bottom of the screen near the start button Double click on another subject address on the main HighPerFORM screen and another report will open in a separate window Proscuct Frig RETIS E Work in Progress Seus reii Crider Rg To open multiple forms of the same report simultaneously open the report and then click on File on the Menu Bar and then Click on New Window Click on the Forms in this Report button and select the second form by double clicking on it HighPerFORM automatically synchronizes common information between open forms 33 software Management In order to get the most out of HighPerFORM 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 location 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 lf your tex
59. cide 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 On Line Help Visit our web site at http Awww unitedsystems com fo find updated technical help as well as technical tips and other product information Our web site is on line 24 hours a day 7days a week GETTING HELP 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 HighPerFORM Training is available in one hour increments Please contact your account representative to schedule a training session Technical Support can be reached at 1 800 369 6915 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 Be sure your reply address is correct so that the engine
60. 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 This will activate the database and you will see all of the properties available at this time Quick Search Feature From the Comparables Database window you may select Search to narrow your search criteria In the Search for Comparables screen simply enter your appropriate search criteria and click on OK The program will then display your search results By clicking on an address it will display the corresponding photo To insert a comparable into a report simply highlight it and click on Place Comparable into Report In the Place Comparable Report select the position you would like this comparable to occupy by highlighting it and clicking OK Advanced Comparable Property Database Features Adding Comparables You may manually add a comparable by clicking on the Add button and entering the appropriate information Deleting a Comparable The Comparable Property Database allows you to remove outdated comparable properties by date or manually by individual comparable Comp Database Modu
61. creen 15 Configuration After you install HighPerFORM you need to make some initial configuration settings To configure your HighPerFORM 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 When logged in as the Administrator you have additional options that govern how other users interact with HighPerFORM These options include restricting other users from entering deleting or editing company information such as company s name and address adding and deleting users changing passwords of existing users managing digital signatures Administration tools and Unattended Operation options 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 HighPerFORM 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 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
62. current field Cut Copy Paste Undo Move to the beginning of the field Move to the end of the field Activate File in Menu Bar Activate Edit in Menu Bar Activate View in Menu Bar Activate in TruColor Menu Bar Activate Tools in Menu Bar Activate Help in Menu Bar 40 USER S GUIDE E diting 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 Opening a Report There are several ways to open a report in ee e HighPerFORM You can highlight the report e ep S click on File in the menu bar and then click on Open Another way is to highlight a report and click on the Open File icon in the toolbar The easiest way to open a report is to double click on the report This will bring up the primary form If you want to edit a different form in this report click on the Forms in this Report button Moving Through the Fields HighPerFORM shows you what fields of the form should have data entered into them These fields are highlighted or shaded in a light blue color The field that you can currently enter data into is the called the active field HighPerFORM shows the user what field is active by highlighting that field in yellow This shading method 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 t
63. cycle Bin m Remote Mailb Rename Delete Delete All Documents in Folder Create Sub Folder 97 Checking Your Mailbox To download appraisal reports to your mailbox select Communications and then click on Retrieve E mail HighPerFORM 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 Appraisals is recommended to keep appraisals orderly and to receive the appraisals and orders directly into HighPerFORM However a separate e mail address is not required If you do receive appraisals as attachments in an e mail program such as Outlook double click on the attachment and HighPerFORM will open the report Upon exiting the report you will be prompted to save your report Choose Yes and the appraisal report will be saved under the name of the user that was automatically logged in when HighPerFORM started Receiving Reports via Modem to Modem The recommended way to transmit a report is via the Internet However HighPerFORM can transmit reports directly modem to modem To receive a report make sure that the modem is not in use and a telephone line is connected Click
64. d 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 HighPerMAP 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 hold down the control key with the arrow keys to scroll the map faster 112 Properties Menu tat 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 prop
65. data files will be stored to the most powerful computer Installing HighPerFORM to a Dedicated File Server Network 150 First map a logical drive in each workstation to point to a hard drive on the server unless this was done already by your network administrator Double clicking on the Network Neighborhood icon on your workstation s desktop can do this Double click on the server and right click on the drive that you are going to install HighPerFORM to 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 at each workstation F for example Thus the C drive for the most powerful computer is the F drive at all the other workstations Then install HighPerFORM to the server and choose the Server Install method It is highly recommended that you install to the default directory which is C Program Files United Systems HighPerFORM Install HighPerFORM to the workstation by installing the Workstation Version to the same location as the first install only the path now will be F Program Files United Systems HighPerFORM use the default path but change the C drive to F Remember the F drive is mapped to the C drive on the other computer This install method will put the program files on each computer locally and the data files will be stored on the server 151 Glossary of Term
66. de until either are selected again or you select the move arrows user labels move labels or draw streets modes 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 Clockwise 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 114 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 select move arrows the menu option is checked and toolbar icon wi
67. ded rs y Caged ers ukiiona Pueticbertodl Airek 200 Corgi r _Auddiionsl Sead Reddential Income Property Compansidss adin URE Cooparsbles Listings deine UR UG Coonpearables ates Meee re Ape bball Pests Pee Sareghe Fary Hearse _ Pape gid Pear Airra Pugh Teran Reig Tippen Summary j ee Re ea e E eaa a your aporti The runber of copies can be pet rath ihe selector bet L 4 Linet Peopeeity peon Papert T LOLS J cael r coe 31 After you have a report consisting of a primary form and the layout click on the OK button HighPerFORM will save the template layout Thus you will only have to set up the template once per form Adding New Templates You can create and add your own template Click on the Add New Form button Type a name for this new template and select the main form Then select this new form from the Template Name column and select the attached addenda forms as described above 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 Click on the Forms in this Report button in the upper left hand side the form window This will display a list of all forms included in this report To add remove or re order forms click on the Add Remove Forms button This will take you to the Contents of the Report window
68. e New Name eee BELE sl field You could choose one of those Hes Haree descriptions or type in a completely new description Choosing a Name for Photographs When you are choosing a name for a photo use a name that accurately describes the photo Do not use the address for the name since each photo will already have an address as well as a name Also do not name the photo Subject or Comparable 1 Comp 1 etc because the next time you use this address and photo ina report it may be comparable 2 or 3 Instead a more accurate name might be Front View Rear View Kitchen etc Deleting a Photo If you want to delete a photo from the photo library click on TruColor Photo Imaging and click on Edit Photo Library Click on the address and the available photo that you wish to delete Click on the Delete button A window will ask you if you are sure that you want to delete this photo If you choose Yes the photo and its name will be permanently deleted If you choose No the delete operation will be canceled Note f you delete a photo it will be permanently deleted You will not be able to recover this photo 89 Removing Old Photos HighPerFORM allows you to remove outdated photos simultaneously Specify a date and remove all photos before that particular date In the Edit Photo Library window click on the Remove Photographs by Date check bo
69. e 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 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 USER S GUIDE W irian Ye siad ia eal Pee Hit Wh ah iin a ae eo ELE ve EE mertem ninmi iidne P iibi Bie pi e etna Loe Hb Way ALR We Sey 7 a SP a CEETN 7 1 EEEN i i i i i r a EE hoe EFE re ers i 46 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 etc based on whether you are copying from the subject comp 1 comp 2 etc Then press your Enter key and the p
70. e Desktop Area If it is less than 800x600 HighPerFORM will not operate properly To change the Desktop Area click on the slide bar and move the cursor to the correct setting Also make sure the font size is set to Small Fonts in order to display the data and the forms correctly The Color Palette must be set to a minimum of 256 Color If the number for the color is set lower than 256 many of the screens in HighPerFORM will display incorrectly Once you have set the computer resolution correctly click on Apply and then click on OK 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 HighPerFORM GETTING STARTED 11 Installation HighPerFORM installation is easy After a few steps HighPerFORM copies the software and creates a United Systems program group in Windows If you are a network administrator you will find more information on how to install HighPerFORM in Appendix B If you have a previous version of HighPerFORM installed on your computer and it is your intent to reinstall HighPerFORM it is highly recommended that you _ install HighPerFORM in the same d
71. 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 GETTING HELP HighPerFO RM Requirements Processor RAM Hard Drive Monitor Colors Resolution Modem CD ROM Operating System Digital Camera Scanner This list contains Minimum Pentium 200 16 Megs 100 Megs Free 15 256 Colors 800x600 dpi 33600 or faster 8X Win95 98 NT 2000 Twain Flatbed computer equipment suggestions that will allow United Systems HighPerFORM software to run better and assist in helping you work more efficiently GETTING HELP Recommended Pentium P2 500 64 Megs 4 GB 17 16 Bits 1024x768 DSL Cable ISDN 44X Win NT 2000 Twain Twain Compliant GETTING STARTED Computer Screen Configuration Installation First Time Use Configuration 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 HighPerFORM will not operate correctly To configure your computer resolution right click on your computer screen desktop and select Properties The Display Properties window screen will appear click on the Settings tab Make sure configurations are set at a minimum 800 by 600 pixels for th
72. e frame labeled Available Reports you will see all the folders for the logged in user When you click on a reports 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 The addresses that follow list comparable 1 2 and so on You can also view reports for all users by clicking the checkbox labeled Show reports for all Users Highlight a photo and click on a report on the left hand side then 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 Repeat this process for every photo you want to save When you are finished click on OK If you havent saved all your photographs HighPerFORM will inform you of such by displaying a window asking if you are finished selecting all of the photographs you intend to High aiFom kbhessage EA TruCOQLOR MODULE Ta gaegae boat are heer ni hee haera bi bas ac ore meen fe eet mall Kops ahis card ahari Be ial derecho he eee ese Shee eee of ek Eki saa eect el fa aed on fhe Ber oo che ae Veen aren vaults L ha eke ob reel eee Ck oe ep DE ed ter es py re SSS ier beg Peat OF ad EOE ewe m E Tj iie eho LF kerreg
73. e 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 small networks 149 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 Network Card 1per Computer Miscellaneous cabling Multi port Network Hub Which network should 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 th
74. e the comparable in the order you wish to have them in your report by moving them up or down 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 a dollar sign followed by the value per square foot For example 25 if the value is twenty five dollars per square foot Once you press your enter key the program will enter the adjusted value for all of the comps Note before HighPerFORM Version 19 The sign was used in place of the symbol Performing Adjustments You can perform adjustments as a percentage of the sales or listing price by using a number followed by the percent sign 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 user with an encrypted digital signature This can be done by filing out the form in Appendix A and returning the form to United Systems HighPerFORM makes adding a digital signature easy Simply click in the form where the signature line should be This will bring up a window that asks if you want to sign this document Choosing Yes will automatically add your secured digital signature to all applicable area
75. e 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 Installing HighPerFORM to a Peer to Peer Network If you have decided to install HighPerFORM in a peer based network select the most powertul computer in your peer group 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 This is the computer that will be used as the non dedicated server When you install HighPerFORM you are given four installation choices the Standard Install the Network Server Install the Workstation and the Maintenance Install Note f you have a previous version of HighPerFORM installed on your computer and it is your intent to reinstall HighPerFORM it is highly recommended that you install HighPerFORM 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 Before installing HighPerFORM_ on your computer make sure that Windows 95 NT 98 is installed on your computer and that the computer meets or preferably exceeds the minimum requiremen
76. ect 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 vee E Sen rz vee g Dein iima ieg I peita r eee Es nts al Foe boi Tide Dire Mock Fil ee ons z p E fmt Ga Kain Ea 119 Cross Hatch Lines Forward Diagonal Lines Backward Diagonal Lines Diagonal 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 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
77. ed to receive your reports HighPerFORM may need to translate a report to a particular format so that the receiving party s computer will be able to understand it Documents may require translation during the transmission and there are special requirements for reports submitted in ANSI X 12 The choices are the following e HighPerFORM Use this format when transferring reports to other HighPerFORM users If the reports are not signed the recipient may edit the forms AppraisaLINK Brite ihes Lekin ara 0 oe ee i e rear Pele Oy E Hac F aa Ne Pet aana E a A A a thas itanna ee bata Pres Feeder fe Hiin ret ee ee e Pict reich hha thas Posse f e hn es pal cme abet STEI DEI ie oe Hee brani bey keira mothe nE When ue Chee Dental o a to Glebe Meech A poured io opel the dedinatenernaldiee Te Abtount where the docu ell be seed You Py abso saat hn Lee a Cutan Aub pact fee foe each mirpo hak Wo Suid Ss Bay Account SAP ne cond 95 e ANSI X 12 Compliant Use this format when transmitting reports to companies that require reports in X 12 Format e Adobe Acrobat PDF This format requires the Adobe Acrobat Writer installed on your system This third party software can be purchased separately The recipient 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
78. ed 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 Fred Soknson ee Name Fred Johnson Printed Name Printed Name ca lo Printed Name Printed Name Printed Name Printed Name Printed Name 147 Appendix B Installing to a Network This appendix shows you how to install HighPerFORM to a Peer to Peer network and to a Dedicated Server Client Server network From the beginning HighPerFORM_ was designed to function on and take full advantage of today s networks While there are many advantages to networking your computers HighPerFORM will still work on stand alone computers Note HighPerFORM makes use of Windows 95 NT 98 ability to use 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
79. ed to find the report in HighPerFORM The steps below will help guide you through this process 1 Run HighPerFORM 2 Inthe Office Management section click on Work In Progress Status A list of current work in progress for all clients and appraisers will appear To show just the work in progress for a particular client and or appraiser click on the appropriate drop down list for clients and or appraisers located in the bottom center of the HighPerFORM window and choose the client and or appraiser name you wish to display 3 Double click on the work in progress you wish to change the status of 4 The Status of This Report window should appear 5 Type the estimated completion date of the report or use 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 Situs of thas epot Tnorder bo maintain acoursts office records and oae oe ae ou cl ore ranches EA CENE AREN EE Li applicable bosss below TF you would lus to reotify the requester o the current status elechrorically select the eppropeishe Remote Madison From the list at the bottom of this dialog Estimated Completion Date Fae ok this report on hod Cancel al work on thes repart tun inis Valle estimate has been made neppe E have been mods Wut The report hes been comolebed and signed Ee Daa 71 7 I
80. 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 HighPerFORM software with the latest version at United Systems If your version of HighPerFORM needs upgrading the latest version will be 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 HighPerFORM 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 HighPerFORM Products If you decide to purchase additional United Systems products such as TruColor AppraisaLink or Comp Database Module these products can now be activated without re installing HighPerFORM Click on Tools in the Menu Bar and
81. ees oem a oo 6 If you do not need to establish custom 7 m pricing for this client you are finished Otherwise be sure to refer to the next Ivance Method z section Setting Custom Fees for a Client Clients Setting Custom Fees for a Client When a particular client deviates from your standard pricing 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 65 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 HighPerFORM 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 Run HighPerFORM In the Office Management section click on Product Pricing A list of products with their default prices will appear 3 Click on the drop down arrow for the Clients field in the bottom right of the HighPerFORM window and select the client you wish to set a custom fee for 4 Click on
82. efault 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 HighPerFORM 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 Image window will appear Click on Import a file 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 55 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 HighPerFORM for integration with these programs HighPerFORM integrates with Apex sketching Winsketch HighPerMAP and Geolocator Click on Yes and HighPerFORM will search your hard drive and setup the programs to work with
83. ental Inspection Report UAAR 422 1 ERC Broker s Market Analysis ERC Residential Appraisal Report ERC Residential Appraisal Report Condominium Addendum Executive Summary FEMA Standard Flood Hazard Determination FHLMC Form 465 Addendum A amp FHLMC Form 465 Addendum B Flood Map amp Flood Map Letter Size Ground Lease Analysis 461 Housing Inspection Report 2700 HUD National Valuation Condition VC Sheet HUD9722A HUD National Valuation Condition VC Sheet HUD92564 NEW Get a Home Inspection Homebuyer Summary Individual Cooperative Interest Appraisal Report 1075 Industrial Building Comparable Invoice Irrigation Drainage Levee and Minerals FMHA 1922 2 Lease Comparable Listing Photos Listing Photos 4 x 6 Listing Photos 4 x 6 Letter Size amp Listing Photos Letter Size Loan Prospector Condition and Marketability Report 2070 Loan Prospector Quantitative Analysis Appraisal Report 2055 Location Map Location Map Letter Size Mobile Home Appraisal Report Multi Purpose Supplemental FIRREA 70M 1 4 Family Seller Service Property Inspection Report 452 Operating Income Statement 216 Photograph Addendum amp Addendum Letter Size Plat Map amp Plat Map Letter Size Real Estate Evaluation Analysis Real Estate Sales Data UAAR 1922 9 Addendum Photograph 139 Recertification of Value Report Rental Photos amp Rental Photos 4 x 6 Rental Photos 4 x 6 Letter Size amp
84. er 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 1 800 969 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 by 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
85. er 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 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 It is recommended that you exit the user labels mode once you are finished using it This will prevent any user labels from accidentally being made when making other map adjustments 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 Itis recommended that you exit the move labels mode once you a
86. erate 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 Resolution 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 Riega 127 H an 5i Fie Piar pe ise Fa TE mii a Cre Natartas eo Hr IDU bp el CE a appear on the page 57 Cover Page HighPerFORM 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 with in HighPerFORM 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 The earlier version of TruColor allowed you to inc
87. erence 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 iti od WROTE a leo OPITLI oaz G202L1 on8 JJ ozozti o10 5 azoznis027 1 15 oati O2gtLi o74 G2atLi 00 wages O otatia oaz t jhi i ii gies i H ta e LAE DeTail dav 3 Pista Ge ct Nimal Jah F Etsta Ge 2e Neil Jak F Beata Tt Jipe Jide F rata ft ZDj 0 11 JZ4l F zata Jt Biisi Iida J Jeata Jre BiGr O2 2L I ip J frata Ge iiit g0 Iig E Stata FE That 0f sh af47 3 tate Sr t ji i ii gta Pate Fe Diae 74 Generating Reports HighPerFORM 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 offered 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
88. erties 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 applicable 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 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 use
89. et and location maps or any other scanned images To include scanned images the first step is to scan your documents before starting up HighPerFORM These scanned images can be saved to a file on you hard drive or scanned directly into HighPerFORM 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 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 Disk1_ voll L File Edt View Help E Disk1_voll C SYST amp d Cle System text video 1 object s selected amp 52 After you have created the folders specified above you can scan documents and save them in their proper folders To scan documents use the software that came with yo
90. etween 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 s 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 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 entir
91. ext 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 Using the Tab key will not move or disturb the text that is entered 41 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 However 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 th
92. 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 a B Incoming Mail E MonkeyBoy E Network Neighborhood 2 Recycle Bin 1 Remote Mailboxes AIRD COSO AppraisalPort EDI Appraisal Services Pal Vou hasa miaed cheb Fi cere iced emcee bobip fact ene cd appari bp the ADH Pioneer Say Kpa canini tht barale bha halra alate sell few beet oa a aon Fa jifta Decline L AporaisePor arg Proce Server 81 To send to AIRD click the arrow next to Send in the Middleman toolbar and choose Upload to AIRD A message should appear in the MiddleMan window stating You have successfully uploaded 1 file to AIRDPort To send to AppraisalPort click the arrow next to Send in the MiddleMan toolbar and choose Upload to AppraisalPort The AppraisalPort Query window should appear with a list of addresses Choose the appropriate one for this
93. g The tracking and biling module within HighPerFORM is designed to accommodate both small and large offices It offers simplicity for small offices without much time to invest in learning and managing a complex accounting package It also offers the flexibility to support both local and remote appraisers an unlimited number of clients and appraisers and reports to help you manage your business There are several sections of the software you will find most helpful e The Incoming Order Log where all new orders are recorded and appraisers can be assigned e The Client View which houses the contact information for each of the clients you will be servicing e The Appraiser View which houses the contact and license information for each appraiser you employ e The Work in Progress View which provides a summary of all outstanding orders and the status of each There are other functions of the software that you will undoubtedly use less frequently such as when printing reports or monthly statements This guide is intended to introduce each of HighPerFORM s tracking and billing functions amp HighPerF orm from United Systems Create New Repat Open Recent Repat Print A epot ny Send Report File ew Communications ae is Heb Cl at x amp le Quick Actions come c Administrator o he ImportedFiles o E Scrapbook E Briefcase EP Incoming Mail Aa Nebwork Neighborhood c Mew User
94. he text that will be added to the text addendum HighPerFORM 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 Autotext HighPerFORM 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 Hee Addendum Deck Eniry as atoll oe mm e oe Brin fh be tree be Ps wiejuie jeja fr aji a Ra l iki AE a Be pa ha j i i a fiz F ajrjuj E LIS Ee Ez that ti easier toreferin Pleme enter 4 mesey iption in ous rite Eui ae ees kim in rt apes cutee Tet eed E ender in GLA quality in relation bo the sjed Eber it acha contents of thie Quack aniey bakew Thi at thet bast ee ie 60 Insert and then Autotext and click on the field CE Data from the Repoel xf Em EE o M M a O U o U M E ee A label that has the information that you want to add to the text addendum Click on OK and the selected information is copied from the form and placed on the text addendum 61 HighPerFORM TRACKING AND BILLING Initial Setup Daily Operations Weekly and Monthly Operations Tracking and Billin
95. ick on Standard 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 Area Calculator The HighPerFORM area calculator makes it easy to enter room dimensions to calculate overall living and building areas 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 Purchase Hew Fooducts xj number and activation catie bo verify that you are officially licensed For the products you are adding cick OF Click Cancel F you do not wish to proceed ay Exam IA a ee ee ye De Pe oe Lo 135 Features HighPerFORM has numerous time saving features Below is a partial list of these features Automatic Saving of Data In addition to manual saving HighPerFORM 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 HighPerFORM will save your data and prompt you to recover this file HighPerFORM 97 will now find the last file and load it for you automatically Import files from you
96. ide of the main screen 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 the Quick Actions 24 Text Addendum HighPerFORM s Text Addendum allows you to add additional text to your report use this form to add comments further explain entries in data fields in a form and when a comment entry is too large to fit in a field on the form HighPerFom Text Editar File Edi Format Insert Times New Ronan j2 e z u E a a s F aire As you work in the Text Editor keep one basic principal in mind You must select text before you can make changes When you enter the Text Addendum you can just start typing Don t worry about typing perfectly because it is easy to make corrections at any time When the text has reached the right margin HighPerFORM automatically wraps the text to the next line as you type In some situations for example when typing a list you may want to start a new line before reaching the margin To start a new line press the Enter key GETTING STARTED 25 USER S GUIDE Folder Management Starting a Report Software Management Keyboard Shortcuts Editing Primary Forms Editing Secondary Forms Folder Management HighPerFORM makes it easy to create
97. iles may consist of appraisal reports appraisal orders skeleton files and macros If HighPerFORM 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 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 users 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 HighPerFORM 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 148 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 setup your network properly Thus it is recommended that a professional computer technician set
98. ill be lost Finding A Report If you can t find a report by clicking on a user s folder and scrolling HighPerFORM will find it for you There are several form fields that can be searched Subject Address Appraiser Borrower Census Tract City County Description File Number Legal Description Lender Map Reference Sender State and Zip Code To search for a report click on the Find icon in the tool bar Select a field to search by in the list and the type that text you wish to search for in the edit box You can repeat the search process USER S GUIDE Ds Pe ot Lal Lx Wiis lied sami Ha in ea i To search For a report select a Feld bo search bey in Ura kat baa then Q Pye khe bext you mah bo search For in Ube edt box You can repast this process E you weh io seanch wang multipin orberiy 49 and add additional criteria Then click on the Find Now button If there are no reports that meet your search criteria the following window appears Click on OK to clear this window This leaves the search window up so you can modify the search criteria and search again Display Properties Another great feature of HighPerFORM 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 Click on the drop down menu in the zoom factor field You have a choice of viewing the page at 100 125 150 and
99. in all forms You will be able to know that a digital signature is added to a form because a visible signature will be on the signature line on the form USE werhr ec a oe rectal R S GUIDE help atfech ina Agas bo nthe ara in thee Wield pai Me to ae Wee doer ee 48 Removing your digital signature is just as easy as adding it Just click on the signature this will display a window that asks you if you want to remove your signature If you click on Yes your signature will be removed from all documents Note Signing a report locks it from edits and a User must be logged in HighPerFORM as that user to remove the signature from the signed form Signature Security HighPerFORM ensures that a user s signature is secured When the digital signature is added to HighPerFORM HighPerFORM encrypts and protects that signature The only way to decrypt that signature is from within HighPerFORM when a user enters their password Saving your work No matter what function you do in HighPerFORM the program will automatically save your work However if for some reason HighPerFORM ends abnormally it will save your work in a temporary file When you start up HighPerFORM it will ask you if you want to recover a lost file If you choose Yes HighPerFORM 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 w
100. 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 primary 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 that 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 mailbox and then start a new report from the beginning A template is a set of forms only There is no data included on the forms Friet la Yaar At mt Bapat Tps 1 4 Unt Brierly apatan Bapak Form 1011 faal Pise a hek mk nent bo bes Rome yaad wag bos bio apren repat ont his bytes Ei Farby Sele ien Property Irespection Racer ib Dik Pretty Festi epee Fionn 10d Sh Aerator lo Pa ar aa OP HL ered pees bye Adiga Condqeninau Comparables Listing _Fudditons Conde Cooperables sles ditioni Fanne Mise 2055 Conparsbles Abona Fredie Pa STS Copas PL LILI Tudeh ICA COGS Conese ees Ahina sece
101. irectory as the previous version If you install it into a different directory you will not be able to access the previous version Before you begin installing HighPerFORM on your computer make sure that Windows 95 98 NT 2000 is installed on your computer and the computer preferably meets the minimum requirements stated in the Getting Help HighPerFORM Requirements section Note Make sure all other programs are closed before installing HighPerFORM Insert your HighPerFORM CD into the CD ROM drive of your computer This will initiate the auto run feature on the CD Click on Install HighPerFORM Now This will bring up the HighPerFORM Welcome installation screen Click on Next to begin the process 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 your Workstation Select Run from the Start Menu and type the drive letter of the CD ROM followed by setup exe Then click OK GETTING STARTED Hig FORM CePT eA Coe Pee HIGHPERFORM UPDATE LEVEL 19 net ni ibaa yee rrey as BS oS Bm Peg See for ee Sect ire E a a i TALAH Ch rE Aris kr Tobe 6 i i O E ini a Tr a ee pee eet io Ed NOTE The Adobe Acrobat software that is included with HighPerFORM is the Acrobat Reader In order to se
102. is 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 HighPerFORM To check a box you can click on the box with your mouse This puts an X in the box which signifies an affirmative response To uncheck a box click on that box again You also could tab over to the box and check or uncheck the check box by pressing the Space bar Text Fields In the larger text boxes when the text that is entered exceeds the size of a text box a window will appear This will give the users 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 report The options available at this point are to move USER S GUIDE Location Be Urban C Suburtan Rural Buitt up fe ouverts 25 75 Unders Growth rate Rapid D Stable _ Stow Property values Increasing Stable A Declining Demandisupply Shortage fi In balance Ouer supply Marketing tme Under mos A 3 0 mos Quer g mos 42 the entire contents of the field to the addendum or switch to the addendum editor leaving the contents of the field intact or just sound a margin bell when the end of the field is reached and take no further action Field Options Move the content
103. ist 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 TruCOQLOR MODULE neel Pete beer Lebo ee es be a rege iray art waala frw all the ge prerie in Hit raa Ghee daid popty mkha rori lhe bE bakaa ijeri cik mi Ha iti eeni ilu fbn the prita wia Aa Mort B oeibag d iiag BEE ase on Baig eke Shes he bed cor ihe Et malay eed pa gage ies Cae madi fe cpp i bba bar on bhe aghi Yaj ap OT ob po hip namam cr gale Ce ee ee eee ae i tees Aree the Bahr Serer Cid Phe rege aptee Tf yen eh he mira cider phtagreses beara pour Eray mia bha che ot che tet pephe su Sach bo ave Tha intent Carre ba bee ure Pi segeces dna es a pelea pene te i EC com tee ee o 88 TruCOQLOR MODULE named Available Photos As you click on a description the photo will appear in Selected Photos 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 Rename Selected Photograph E You Piia dahil bo ri i property labeled Fra Wer at Te E If you wish to change the description of a photo kg a da a select a photo and click on the Rename button Click on the drop down menu in th
104. ix 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 form 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 HighPerFORM will search all available floppy drives If HighPerFORM finds a signature disk it will add the user s name automatically HighPerFORM 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 users password in both password fields Note The password should be a maximum of eight characters For security reasons the password should not be the user s name Use password birth date or any other easy to remember word Deleting a User If you delete a user you permanently prevent that user from accessing their account and HighPerFORM 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 This does not delete the User s folders and reports GETTING
105. l 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 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 trom the date of installation lf the program has a demonstration registration then the number of days remaining to use the program will be displayed in the dialog title 108 MENU OVERVIEW File lm 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 Clipboard Screen Size Used to copy the current map based on the HighPerMAP dialog size as a bitmap to the Windows clipboard IB Clipboard File Size Used to copy the current map based on the Save File Size in pi
106. le merg on ee 2 a Ta ey ee ee ET eee ee ee oe ee Cog ee ee BRA ce ar am ames HS a el cee DP ag ie ee ch Po ley chs oe he et ool habe eee va rigoreus Se teed j aate aaa aey aea bec Spee ee i Search for Compadables Tou Con speary acceptable voies for cach of the fields bobr Some kons ibe le ete cert When you hore entered your ceria chy a aa Fipcode oo Census Track sis msaa Monkey om Eset Place Compatable s mia Menusi Hf Aad sile compar siie sats wit yaar repart we thos in ihe ba brii SS PP Peo EiB Fare Chars ore Eye of prapt EBE Tarime ate i fest saiast eha cargua aeda C Thari tha rapwt Come l JEg l Hdd man E pir me 2 Torp 2 Hic eee Errima Comp J Damp 3 Fiche ae Cahir 130 Exporting Comparable Properties HighPerFORM also allows you to export the Comparable Database including the photos It automatically detects removable media so you will be able to utilize a Zip Drive or any other such device you may have for this purpose Modifying A Comparable Highlighting the address and clicking on Modify makes it easy to modify the fields in the Comparable Property Information window Comp Database Module 131 ADMINISTRATOR S GUIDE Administration Tools Importing Reports Features Forms Supported in HighPerFORM Getting the Very Latest Update Administration Tools HighPerFORM has some tools available for the administrator These tools
107. le to recover these photos 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 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 To Insert a Photo from the Scrapbook to the Photo Library or into a Report From a photo page click on a photo or the gray box where a photo would be placed This will bring up the Insert Photo window Click on the View Scrapbook button All the photos in the scrapbook will be displayed Click on a Photo and then click where you want to place the photo The Save Photo into Library window appears You now have the option of adding this photo to the photo library To add this photo choose Yes and then select or enter an address and a description and click close If you check Never want to associate the
108. ll 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 Note It 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 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 aft
109. lude a cover page The photo that was placed on the cover page was the subject s front view In the past this picture could not be changed HighPerFORM s optional TruColor Photo Imaging package allows you to include any photo in your library on your cover page see TruColor Imaging Click on the gray square where a photo will be inserted This will bring up the Insert Photo window Click on the Properties in this Report drop down menu and choose the address of the photo that you want to insert into the cover page This will display all photos in the photo library that are associated with that address Select a photo for your cover page and highlight it Then click on the gray square where the photo will be inserted This will insert that photo on to the cover page 58 Lr Table of Contents Another convenient feature of HighPerFORM is the automatically generated Table of Contents page If you choose to include a table of contents in your report HighPerFORM 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 HighPerFORM the Table of Contents form can be edited as you see fit If you have HighPerFORM s optional TruColor Photo Imaging package you can insert a digital photograph in to the Table of Contents page A photo is inserted on to the Table of Contents form in the
110. m 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 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 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 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 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 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
111. 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 HighPerFORM will auto fill various fields for you based on the information on a previous report in the same neighborhood or map reference GETTING STARTED You can control how HighPeeForm works an your computer by settings below Since you can cusbamize many items cb oars into the categorias shown on each tab Cick on Ck to save your changes see aaa ores san Administration Fighter Form alos users eae on a miuft user network bo archive documents Each installation 6 ghen the Office Archive folder AN eho fil ence ahi Specfy your archive directory below __ Browse Tf you sash HighPeForm can automaticaly arhive your Gocuments when you exit The process may take a few minutes depending on how many Mies you hasa Yau can choose bo keep a duplcate copy in the original falder or r menie i IF archive ery Folder Automatically Reeve Archived Documents from my Folder V Generate alog File You can control how HighPerForm works on your computer by into the categories shown on each tab thsi OE EAA AS these User Briefcase Internati Moderns Office Archive Forms dmiristration Th you vequld fhe bo set a default font for HighPerForm bo ues in your Foren YOU may indicate that preference by cichng on the Defaut Font oe are that Font wil appear in
112. mended that you use the default data path and do not change destination folders f you are deploying on a network the destination folder will need to be changed to reflect the network location you wish to install the HighPerFORM directory Click on Next to begin installation Note f you need to change the destination folder click on the Browse button This will bring up a directory list Choose Folder Select the folder where you wish to install HighPerFORM Click on the directories to your path destination Click on OK once completed This will return you to the Choose Destination Location screen Click on Next to begin installation GETTING STARTED lalengo TE ma ii ae he pret ol the na Lha Co cen Lacie SA l eal High Pe GS JF i ee helio bodice Teo esta ey ee Pubes iek Plies Taria Goa iem Poko cick Breve art eric ae bakie O iga hep fot jo raig Mage E i kok Cauda Selon i 13 The install program will prompt you to select components that you wish to install with your software program Click on the boxes next to those components you want and clear the components you do not want to install Click on Next to continue The Components Sample Documents These are sample appraisal reports complete with pictures for you to practice using HighPerFORM features Help Files These files provide useful help screens to guide you through HighPerFORM to help answer questions you may h
113. n error or decide to change fees offer new services etc 1 Run HighPerFORM 2 Inthe 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 64 the bottom right of the HighPerFORM window 4 The Product Information window should appear with the name of the product you selected highlighted Press TAB to move the cursor to the Default Price field and insert the amount you would like to charge for this product by default 5 Click OK That price should now display next to the product in question in the Client View 6 Repeat steps 3 through 5 for each product Clients Adding a Client Each client you will service needs to be recorded in HighPerFORM 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 1 Run HighPerFORM 2 Inthe Office Management section click on Clients The Client View screen will appear 3 Click on the Add button in the bottom right of the HighPerFORM window Chant indosesation 4 The Client Information window should ch LL appear Fill in the appropriate lt lt information then click OK when o finished ay sate z o 5 The client just entered should now display in the Client View screen f
114. nd F acm bbcosaye ih E Riri Aaite Coig Hihiri hiie yi hi E h er a bire y iaa hir Ei l hh ac ai apa pl fost inact cacy an are T mba ed i ki aE eee ci aie Pate te er mame ih wrk Soe Peet a FE Pte He Amey Del ee Pee Peed St hisgrigse Setwiered a oa ama CE FHA Appear Prelit Fy 56 Building Sketches HighPerFORM integrates with Apex and Winsketch Sketches from other building sketch software can also be inserted in to HighPerFORM Just save the sketch in any common graphics format such as format using the Save As 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 lf 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 HighPerFORM 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 op
115. nd reports in PDF Format the full version of Adobe Acrobat must be purchased from your local software supplier or on line at http www adobe com feet ec ance hiri a R5 A jiin jai med hjiel IH St oe pour bai pane Pe a a Chk eee Bek ia Sh pr eh ace Se mn hess ren Tarbin cals ees een WAM The pma i pb by r be oral Urani p ar ot ebi d Pa pe a e orphan ep ea ees ed a pera a pre ba crpcubed bo the mammum ated coc urie hea 12 Once you have clicked on Next in the Welcome window screen read the Software License Agreement and click on Yes to continue The next screen will show your name and your company s name along with two fields asking for your account number and your activation code Fill this information in from your activation code sheet Note The account number and activation code fields are case sensitive You must type in this information exactly how it appears on the Activation Report sheet including upper case lower case spaces abbreviations and punctuation Next you will be asked what type of installation you would like to perform Standard is the selection most users select This is a stand alone system There are two choices for network installations Server or Workstation See addendum B for network installation The Choose Destination Location screen will appear showing you the data path for your HighPerFORM Software installation It is recom
116. ndicate the progress of the order by checking the applicable boxes next to milestones that have been met HighPerFORM 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 HighPerFORM s Work in Progress Status screen provides an easy to read chart of orders and their progress HighPerFORM 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 HighPerFORM 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 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 HighPerFORM To u
117. ndows MT User Mame 4 dministr ator Cancel 133 Unattended Operation Enter the name of a text file that you want to write error messages to If you want the error message sent to another computer who is using Windows NT click on the check box labeled Send a message to a computer running Windows NT and type the user s network login name in the text box Then click on OK Importing Reports HighPerFORM allows you to import reports from other software vendors as well as from our DOS product From the main screen of HighPerFORM click on File in the Menu Bar and select Import Single Report This will open the Import Report window Click on the Add button to be directed to the Open a file location window Using this window screen you will direct HighPerFORM 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 locate 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
118. neral information On the new orders page click on the Detailed Info tab of an order to view the pending order s general information On the detailed info page take note of the type of report requested and then click the Setup Al Ready Report button to download the selected order to HighPerFORM In the AppraisalPort Order Confirmation window click Yes to continue importing the order to HighPerFORM In the Order Import Complete window click Ok re HighPemForm fram United Systems hie ren UBER LAE diens et i a aa Fleaink Web Site Urated Systems web Site ppaiaFut Maibox Impal Pral Eg Sw 010803 2509 3 x Ee SETETE Due 57572001 10 00 53 Phi Send Report S EEE Detailed Info 78 Accepting An Order In HighPerFORM 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 select Accept or Reject This Order To begin a report based on the order check the box that says Produce an appraisal report based on this order Leave the rest of padie an appraisal repo based on this order the information in this window in the default settings Click Ok when you are ready to proceed 79 Creating the Report In the Create New Report window click the drop down arrow in the field Report Type and choose the appropriate report template for this order Verify the rest of the inf
119. nformation 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 If this were an adjustment field it would 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 USER S GUIDE Select Her Font Ute Dialak Ford jeson into Chuick Eri Lisi Fed Poel eines EJ int HFa Fon bba an bn bab thee vari ihih data l bs pieced ad ipie im each ek of abe Miki yaur Heke Leeki aal Edt Field Protenences cick onthe OF bution These settings wl afert any Fore tha contains F ched peel in iis eda Prepered a plus i ay ba peiie numbers dea p O epad a gls hdt be dan h a Gubematicaly foit cima in numbers E Dhabi pakuti af thia Feel O Diab utua aachia oF thia Fad F you mhi lke Paan boua specific fort in ths fij every ties au mesy indkoobe het preference bre dking on the Deist Fart biian beksi A tinpi of iha ri l a i a ia here e Ladem HghP eiF mie Bee Eg Lsm for ali Act pastimes Soe po are charge sow lapels errand peagi feel iae am can apd our beha Er Bjiitimern Pekk ti cira birre nA ibe oA vite agrees to all addres frka 45 Market Analysis Grid Features Copying Fields In the market grid it is often helpful to copy information quickly b
120. nlarged View of Photograph 88 Field Options cccccsseseeeeeeeeees 43 Find 22 23 FIOOG MAS S ecri 52 Folders MOVING FIGS sances 28 Help 23 Ignore All button cceeeeeeee ees 37 Ignore DUON scien iets 37 INTONNGt cee ceecceccceeceeeseeeceeeeaeeees 112 Latest Update cccccseeeeseeees 23 List of suggestions 0cceeees 3 Margin Bell seciisscdanuceesineanideaadvetencsteand 43 NAVIGATING serren 41 Not FOUNG DOX aruse 36 ODORS ssassesenswosasermaepsedsapetsacsanenstds 22 ASS WONG eeii a in 18 passwords Forgotten Passwords 18 RAs ole EEEE nee reer nee ferreres 39 PCX 53 PHOLOSNOD xxcrtteet eect a 53 PIAL Maps ecce 52 Quick ENES avitsusesactiacaiieveisiees 112 Rebuild Photo Library 90 Rebuilding the photo library 90 Recycle BIN cccceceeeeeees 22 23 Remove Photographs by Date 90 Removing Old Photos 90 RENAME eee N 89 Renaming a Photo cccseceees 88 KERE E EPEE TEET 59 Replace All button 608 38 Replace button ccccceceeeeee ees 38 Replace with edits box 37 Report DEIGUN eane 22 23 112 scanned images SAVING eepe 52 54 55 Scanned Mages 52 54 ASENTO ege 54 Signature ISK ccccceeeeeeeeees 121 Spell Checking 000008 36 112 Table of Contents cc ceeeee 59 Technical Support
121. nnection 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 EDI connection you will first have to set up your Internet account information so HighPerFORM can communicate with your Internet Service Provider ISP See Internet Modem Tab Configuration setting section as stated earlier on page 18 Setting up a Remote Mailbox To set up a remote mailbox select File New then Remote Mailbox A dialog box will appear asking for the Mailbox Name and Mailbox Type Once you have filled this out select Next You can also click on the Mailbox icon in the toolbar to bring up the Remote Mailbox Wizard 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 AppraisaLINK EDI Overview 1 Initial Setup of EDI Settings 2 Set up Remote mailboxes 3 Sending a Report 4 Receiving Reports and E mail Remote Mather E Enba arara by hiraka The nara is intended bo help wou mat 9 maipri for eau ra aati neering 4 beep reer or etude akran Thee nsns reg ba Hati brar oe Peet s Publishing Ca Pain hares PEPE More Esh imaibor has a Eppa depending on how information i trarerntted bo the recipient You cenaa dinsct From ane moder bo another via the Intemet or ihe a Wala Akke Hah AH Maba Twa C E 94 Mailbox Type Using the drop down me
122. ntact your United Systems account representative They can fax you a new activation code upon receiving payment for this optional package HighPerFORM 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 minimum 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 Photographs from the menu bar and click on Add Photos to Library HighPerFORM searches your system for Twain compatible devices and provides a list of those sources in a drop down menu From the menu select a camera and click on Retrieve Photos button If your camera does not appear on the list cancel this operation and install the software that came with the camera Your camera should then appear on the operation and then select the correct camera Since all cameras work differently HighPerFORM uses your camera s software to download the photos from your camera For a more detailed explanation on the camera s software please con
123. nu select the type of mailbox you will be setting up If you are sending the report via the Internet choose Internet E mail If your computer will be calling this remote mailbox computer directly choose Direct Modem Connection The Internet connection is the recommended method Typically it is more reliable and there are no long distance charges Also the recipient need not have a computer tied up waiting for the reports to come in If you choose a Direct Modem to Modem Connection a second window will appear requiring you to fill out the necessary fields You do not need to place a number 1 in front of the telephone number Attention is the person or place to which you are sending the message Baud Rate is the speed that the modem can transfer information The baud rate will default to the one that you ve previously set using the Options tab window Note If you choose an Internet E mail connection a second window will ask you for the account information The To Account is the e mail address to where the document will be sent and the Reply Account is your e mail address so the recipient Knows who sends the orders to or 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 select Next The final screen allows you to select how the document will be received HighPerFORM needs to know what type of system is being us
124. ocation and that the file is not corrupt If for some reason the file is not at the location hih aer hed el eer FE TruCOQLOR MODULE Fa eih ie pa cider shorten Proce eau eer ere Che chate of hen cere E farmera Penge ate bey Cupra aE ob eee Cree Bi TEE oe e Senny The piman apam si ees all photograph hran par iney Fena EFAA pii Ba BhA E a A E a erred P Deins a Photos amd Pata Pager oww 90 specified or some other change was made outside of HighPerFORM the rebuilding photo library process deletes its reference from the database Thus although the rebuild process does not actually delete the photo file it does delete all the information associated with that file such as its street address and description The rebuild photo library process should only be run when requested by a United Systems Software Engineer If the rebuild photo library process does not find any errors it informs you that all photographs are intact Photo Scrapbook HighPerFORM adds a Photo Scrapbook for each user added This is a great location for quickly downloading photos off your digital camera with out 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 HighPerFORM 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
125. old file is deleted and the new file is written in its place It will not be possible to restore the old file If you click on No the copy operation is cancelled USER S GUIDE HighPerloim Corlim Fibs Replace Herangi This folder already contains a file named 42 Montevideo Dr Would you like to replace the endsting Fle 1713 bytes reodified Tuaid Janey 22 2 10 14 AM wath tht one F 1713 bytes l modified Tuesday lanus 22 2002 lOa AM 29 Starting a Report This section will show you how to begin a report in HighPerFORM 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 shown above or simply 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 As you can see there are several ways to achieve the same result This is true with many Windows programs In the future this manual will demonstrate only one method or steps for each process The reader however should keep in mind that there might be several different ways to get to the same place HighPerFORM 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 automa
126. omparable Photos amp Comparable Photos 4 x 6 Comparable Photos 4 x 6 Letter Size Comparable Photos Letter Size Comparable Interior Photos amp Comparable Interior Photos 4 x 6 Comparable Interior Photos 4 x 6 Letter Size Comparable Interior Photos Letter Size Listing Photos amp Listing Photos 4 x 6 Listing Photos 4 x 6 Letter Size Listing Photos Letter Size Photograph Addendum amp Addendum Letter Size Rental Photos amp Rental Photos 4 x 6 Rental Photos 4 x 6 Letter Size Rental Photos Letter Size Subject Interior Photos amp Subject Interior Photos 4 x 6 Subject Interior Photos 4 x 6 Letter Size Subject Interior Photos Letter Size Subject Photos amp Subject Photos 4 x 6 Subject Photos 4 x 6 Letter Size Subject Photos Letter Size Photograph Residential Forms 1 4 Unit Property Inspection Report Form 1013 Condominium Appraisal Report 1073 Desktop Appraisal Desktop Restricted Use Appraisal Report Wells Fargo amp Company Desktop Underwriter Individual Cooperative Interest Appraisal Report 2095 Desktop Underwriter Property Inspection Report 2075 Desktop Underwriter Qualitative Analysis Appraisal Report 2065 Desktop Underwriter Quantitative Analysis Appraisal Report 2055 ERC Broker s Market Analysis ERC Homeowner Disclosure Statement ERC Relocation Home Inspection Report ERC Relocation Home Inspection Report Summary ERC Summary Appraisal Report
127. ompatible 32 bit code HighPerFORM doesn t contain any legacy code from pervious products It is a complete re design from the ground up As a result we re not limited by older technology and we can take advantage of everything that Windows 95 98 and NI have to offer For example HighPerFORM 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 137 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 Thats not true with HighPerFORM which treats a photo page like any other form with text and title that are editable Compound Documents In the DOS version of HighPerFORM you had different files for each form you wanted to include in your report Each file had to be edited and printed separately With HighPerFORM 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
128. on 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 106 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 Property addresses can be plotted manually or automatically The manual method requires entering all the address information manually into the Edit Properties dialog 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 addre
129. on until you reach the Customer Information screen Enter the User Name Company Name and Serial Number in the boxes provided Your serial number is provided on the activation report included with your HighPerMAP package 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 Setup Type Proceed through the installation until you reach the Setup Type screen We recommend the Typical setup type This allows you to select the state s you want to install Disk space required is from 30 MB to 690 MB depending on the state s selected The Compact setup type installs only the HighPerMAP software with no state data files This requires the least amount of disk space but requires that the data be read from the CD ROM or network drive Two data CD s are available for this option The Complete setup type will install the HighPerMAP software and ALL the state data files Disk space required for all states is 690 MB Select Components If you ve selected the Typical setup type you ll be prompted to select the state s you want to install 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 o
130. on your computer Click on a printer and then click on Finish PRINTING A REPORT Hiph orra OP alinn ee ee aige a ead e or inner rice hie SAC Wr rn ee er aie o edie bee thes po oa be edt or pini weed he me fw MEN a het poe OFL ba ere bo the pee or eet re Sakia Prove thee Mam beth bee Dewey rie tel et ukha Hes weet staredird Perei PEU a Gee abis ic chee th nn a re oe bh au pean bo change Taid ert Brera Pattie BA 4 0 arii Daip Wiz aad EI F payri Ba to sers yar photo pees bt mandhe per gach an eke ink p eter ikai Thi Sm Ha Bil bikra Hiem cae pa jja stad ri aie Cone Coo r phoig apiha to thie prier Se TE Scie 100 Printing your Report 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 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 ta
131. only entered into the field Highlight the field that you wish to configure then right click on the field and select Edit Field Preferences The Field Configuration window 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 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 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 i
132. 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 click on the Retrieve Photos button If you already have photos in the scrapbook HighPerFORM will display the Status of the scrapbook window 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 Suht Phetoqiaph a i E TruCOQLOR MODULE Higher orm Pa ohia pihikan iue bakery eat Aveda Aa bia Pict bert the paa opa Ta W ii m He ctr Pte b a Timm ee ee eres ER fren ecto Teiran shahar yo aari bogey pour caso and eve ha rea poo Wari bo baer chee phony ah verdad then r pha ota Fa acre CO er i Con rn eT oe ee ee 91 Empty Scrapbook button all photos currenily in the scrapbook will be deleted and you will not be ab
133. ore a report before it is gone forever not to mention your back up copy USER S GUIDE RE HeghPerFor from United Srsteme Fie Mew Conmeen Phologesht Took Help fe SIs al A Sy Lecea Pi E Work in Progress Status 27 USER S GUIDE There are several ways to delete a report in HighPerFORM 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 Are you Sure If wore dike thie document E val bes morad to Ha reece tan OF emu later decks aud ike br keap E bu con Note You can only delete reports you create rebrigas it Prom the recycle bin You cannot delete HighPerFORM components such as the Recycle Bin Mailboxes Folders etc You also will not be allowed to delete users through this method mmm 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
134. ork In Progress Status HighPerFORM Reports Comparable Property Database Standard Calculator Configuration Wizard Reload Files Configure External Applications Help Help Topics Computer Benchmark About HighPerFORM 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 in View in the menu bar and then clicking on Tool Bar Tip When you point to a tool in the toolbar HighPerFORM displays the description under the tool and at the bottom of the window Tool Menu Function Open a new gt f Create New appraisal Document report mu Open an gt Open existing appraisal report GETTING STARTED Save Save appraisal report Delete Delete Appraisal report Prints current Print document Send active documents Send Mail through E mail Search Find through all Report folders for a report Empty Empty Recycle Bin Contents of the Recycle Bin mail mail Create a New Mailbox New Remote Mailbox Add Photos to Scrap Scrap Book or Comparable Property Database Database Standard Calculator Calculator D l Display ispla Property p ay Window Help Help Files Quick Actions 23 F oe Create New Report l war Open Recent Report D Print Report Send Report Update four Software When HighPerFORM starts up the Quick Action panel window appears on the left hand s
135. ormation is correct in this window and then click Ok to create the report The report itself will appear in the Incoming Mail folder Complete the report Create Hew Report EW HighRer Pon needs certain information about your document in onder bo create i You should akvay s provide a subject address urhess you want bo clone a repat ath the sane address You can type a file number or let HighRerronm generate one for ou Report Type cine Lindervariber foes anase A App sit Chent Case Wuta Se Nra e Aukomatically generate file numbers eee 80 Transmitting the Report To send the finished report to AIRD or AppraisalPort click on the plus next to Remote Mailboxes in the main menu of HighPerFORM This will display the AIRD and AppraisalPort remote mailboxes Drag and drop the report to the mailbox to which you wish to send it A HighPerFORM 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 because some reports in HighPerFORM 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
136. parables Additional URAR Listings Administrative Appraisal Review UAAR 1922 16 Administrative Appraisal Review for Single Family Housing UAAR 1922 15 Appraisal for Mineral Rights UAAR 1922 11 Appraisal Report Farm Tract UAAR 1922 1 Appraisal Report Residential Income Property 71A Appraisal Report Residential Income Property 71B Appraisal Review UAAR 1922 5 Appraisal Summary Appraiser Certification Appraiser s Worksheet Farm Tracts UAAR 1922 10 ASTM Standard Practice for Environmental Site Assessments 710 Building Sketch Building Sketch Letter Size Certification and Limiting Conditions Commercial Building Comparable Comparable Photos Comparable Photos 4 x 6 Comparable Photos 4 x 6 Letter Size Comparable Photos Letter Size Comparable Interior Photos Comparable Interior Photos 4 x 6 Comparable Interior Photos 4 x 6 Letter Size Comparable Interior Photos Letter Size Compliance Inspection Report Condominium Appraisal Report 1073 Cost Addendum Cover Letter Cover Page Cover Page with Contents Cover Page without Photo amp Cover Page without Photo 2 Desktop Underwriter Individual Cooperative Interest Appraisal Report 2095 Desktop Underwriter Property Inspection Report 2075 Desktop Underwriter Qualitative Analysis Appraisal Report 2065 Desktop Underwriter Quantitative Analysis Drive By Certification and Limiting Conditions Environmental Addendum 69F Environm
137. photos to the library this window will not appear in the future The photo will be placed on the photo page You can also import photos from a file or capture photos from a camera from the Insert Photo window eee hel m a Lobe Emply the Straplonk EJ Werteng Tresa wal dalebe al the photos that you hire o your Scrapbook folder Delete althe Photographs on your Seractood Select the pheno be irg or Pere ard cree OF Dia sia pean in acid ne pile osei bo the rey M i m fea Phoa miomion Property dxddressi 45 Een ProtcdLyeiripton Front He i tir wmi bo teed H phori bo Lie Er wg 92 AppraisaLINK EDI Capabilities EDI Capabilities Welcome to the world of Electronic Data Interchange EDI 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 EDI in HighPerFORM 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 EDI System from Start to Finish When you send a report via EDI the report is sent in a specific file format The time it takes to send a report via EDI depends on the size of the report being sent as well as the speed of your systems modem and on line co
138. ports 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 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 HighPerFORM 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 86 Inserting Photographs Auto populating Photos HighPerFORM can now auto populate the photo pages Auto populating photos will put the 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 HighPerFORM 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 HighPerFORM will automatically move the comparable photos as well as the data to correspond with the order of
139. priate 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 USER S GUIDE jem i 54 USER S GUIDE To Import an Image Saved to a File 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 insert Bier he mage will have a larger size than a PCX GIF and JPG he abe dni eles E least a re 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 As option under the File menu Make sure to choose the Save As 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 d
140. prik iad ia pi ary typed boom ar a rye a Pah pidi Mii mit a i p tea a Phe Aah rian i Pome kian iis Gar rrie batman dalit remil 101 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 Note t is a good idea to check with your printers manufacturer to make sure that you have the latest version of printer drivers installed on your computer Often new drivers can be downloaded free of charge from the printers manufacturer web site PRINTING A REPORT e gtl etait See i pagai par T ET Pre al fii eel bide Cd i Frere ETH Taras hN Ferra eae i Co Pp Sahl er yy ere ieee Pan Binh in le i ed T hr hee Bae TH Frere be DS pu Ce Peis Op oe ix LSS Comes Foe Ser cee Cg ate Bh 102 HIGHPERMAP GUIDE Installation Integration Getting Started Menu Overview File Menu Properties Menu Zoom Menu Options Menu Installation The HighPerMAP installation CD is equipped to launch the installation automatically when the CD is inserted into the CD ROM drive If the installation does not start automatically then double click setup exe on the CD ROM drive Customer Information Proceed through the installation by clicking the Next butt
141. r This will bypass the login and password screen and start HighPerFORM Click on the OK button to start HighPerFORM For the first and only one time once you have started the HighPerFORM program a window will appear asking you to select a directory for your DOS HighPerFORM If you were a user of the DOS HighPerFORM and wish to import your macros from the old system simply specify the directory of the DOS version and tt will import the macros for you If you do not have the DOS version or do not choose to import your HighPerFORM DOS files on your system click on Cancel You are now on the main screen of HighPerFORM Note Only the administrator can add or remove users If your user 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 GETTING STARTED HighPerForm Login x Welcome to HighPerForm To begin please select your user name from the list below then type your password When you re sure you ve entered the password correctly press enter or click on the OK button User Name Admin ste ator p d e Automatically use this name each time e Zi TE HighPerFors fiom United Spstems fie View Gonmuricatons Ehelogacks Tools Hep Bo SSS arem momes Taak Slalimealw 7 Cy ae Ml ie Work in Progress Status HighPerFORM s Main S
142. r is used HighPerFORM 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 HighPerFORM 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 HighPerFORM window The Create New Report window will appear Proceed as usual There is nothing to prevent the user from creating a report that is different from the form requested in the original order This is 70 because some appraisers may be working from a remote location 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 HighPerFORM 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 HighPerFORM know when these stages are complete To update the status on an assignment you ll ne
143. r labels listing lists of all the user labels plotted on the map If a symbol appears on a 113 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 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 mo
144. r previous DOS version of HighPerFORM HighPerFORM allows you to import some forms from the DOS version of HighPerFORM on an individual basis Thus you do not have to recreate or retype your master skeleton files Simply import the files that you need and HighPerFORM will convert those to windows format Forms that can be imported include the URAR Condo 2 4 Income ERC 704 and Vacant Land Import your macro files from your DOS version of HighPerFORM There is no need to retype your macro files into the new version of HighPerFORM Previous HighPerFORM users are able to import their macros into the Windows 95 version In fact HighPerFORM will automatically check every form combine all those macros and convert those macros to HighPerFORM format Global Macros In the earlier version of HighPerFORM 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 HighPerFORM can be configured to check e mail automatically Therefore there is no need to stop working and check your mail If you choose HighPerFORM will prompt you when your e mail arrives Increased Support For X 12 Transmission HighPerFORM now includes support for Fannie Mae s Desktop Underwriters pilot program and can transmit your reports in X 12 format
145. rd set of forms created by a user allowing a new report to be created quickly Forms only No data Title Bar Located at the top right hand corner of any program running in a Windows environment It is 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 153 INDEX Add to CUSO Masni 39 Adding a New User 06008 121 additional signatures 121 administrator ceceeeeeeeeeeee 18 90 AOMiInistratOr creirien 18 Building Sketches c cceee 52 GANIC l ccerinrenn nn a 39 Check DOXES cccccsseeeeeeeeeseeeees 42 Check BOXES cccccseseeeeeeeeeeeees 42 Choosing a Name for Photographs PEES E E EAE AEA IAE AAE 89 CIONING zemana amauaauect 112 Comparables ccccsecceseeeeeeees 112 GOD VIG ararasan visaa 35 Correcting and Deleting 35 Cover Page cccsesccssseeeseseeeeeeees 58 cursor 35 41 42 CONNOR 35 Delete 22 25 35 89 90 Deleting a Photo ccccseeeeees 89 Deleting the Photo Library 90 Edit Photo Library 88 89 90 ECIUNG A USG siisaiewsaissaawsaecenaneninera 18 e mail 112 E mail23 25 E
146. rding or information recording and retrieval systems without the express written permission of United Systems Software Company HighPerFORM Program User s Manual Revision 4 0 January 2002 Written by Dave Biondi UNITED SYSTEMS SOFTWARE COMPANY 617 South Rockford Drive Tempe Arizona 85281 Visit our Web site at http Table of Contents fable of Contents 2 GETTINGHELP d HighPerFORM Support 6 HighPerFORM Requirements HighPerFORM Support HighPerFORM Requirements Computer Screen Configuration 10 Installation 10 First Time Use 10 Configuration 10 hat s on your Screen omputer Screen Configuration nstallation irst Time Use Configuration What s on your Screen i Nie N Folder Management 26 Starting a Report 26 Software Management 26 Keyboard Shortcuts 26 Editing Primary Forms 26 diting Secondary Forms Wwf N POJN Editing Primary Forms 4 Editing Secondary Forms 5 HIGHPERFORM TRACKING AND BILLING 62 i e Initial Setup 62 Daily Operations 62 eekly and Monthly Operations 62 racking and Billing 63 nitial Setup 64 Daily Operations 69 eekly and Monthly Operations Al CONVERSION 77 AppraisalPort Website u Accepting an Order reating the Report 77 ransmitting the Report 77 AppraisalPort Website 18 Accepting An Order 719 8 J N l reating the Report 0 ransmitting the Keport RUCOLOR MODULE sing a Digital
147. re finished using it This will prevent the labels from accidentally being moved when making other map adjustments l 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 115 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 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 appear under the existing street layer Note It 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 ke Delete Streets Used to delete all the manually drawn streets You ll be asked to confirm all deletions 116 Zoom Menu 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 Zoom Out key Used to zoom out by the zoo
148. rogram 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 Arranging Comparables HighPerFORM allows you to arrange comparables in a report by two ways The first way is to click on Edit in the Menu bar and then select Arrange Comparables from Comparable Properties The second way is to right click on a comparable address and choose Arrange Comparables from the pop up screen Both methods display the Arrange Comparables Properties window If you click on the drop down menu under Type of Comparable Property HighPerFORM will show all of the types of comparables in your report Choose the type of comparable property and the comparable addresses will be shown USER S GUIDE Arrange Comparables Adjustment Assistant Delete this Comparable Copy this Comparable to Select Mew Font Use Default Font Insert into Quick E ntry List Edit Field Preferences furange Comparable Propertses Your report may contain the following types of comparables You May hear ange any comparables of the same bypa Lias the Mijas Up and Mowe Cowan buttons bo change the onder of wour properties Chirk Cancel to aed making any change Type of Conan pbs Property LS 2 5 Solomon Howe Lip LOTO Horri Arrang
149. s Administrative Appraisal Review UAAR 1922 16 Administrative Appraisal Review for Single Family Housing UAAR 1922 15 Appraisal for Mineral Rights UAAR 1922 11 Appraisal Report Farm Tract UAAR 1922 1 Appraisal Review UAAR 1922 5 Appraiser s Worksheet Farm Tracts UAAR 1922 10 Appraisers Worksheet Farm Tracts Rev 01 2002 Environmental Inspection Report Irrigation Drainage Levee and Minerals FMHA 1922 2 Real Estate Sales Data UAAR 1922 9 Residential Appraisal Review for Single Family Housing Residential Appraisal Review for Single Family Housing 1999 UAAR Pg 1 Property Identification UAAR Pg 2 Neighborhood Description UAAR Pg 3 Subject Land Description UAAR Pg 4 Subject Improvement Description UAAR Pg 5 Subject History UAAR Pg 6 Property Comments UAAR Pg 7 Cost Approach UAAR Pg 8 Improvement Contribution UAAR Pg 9 Cost Approach Comments UAAR Pg 10 Cost Approach Depreciation Analysis UAAR Pg 11 Cost Approach Land Adjustment Calculation UAAR Pg 12 Cost Approach Adjustment Summary UAAR Pg 13 Income Approach UAAR Pg 14 Income Approach Comments UAAR Pg 15 Sale Comparison Approach UAAR Pg 16 Sale Comparison Comments UAAR Pg 17 Sale Comparison Approach Land Adjustment UAAR Pg 18 Sale Comparison Approach Building Adjustment UAAR Pg 19 Sale Comparison Approach Building Adjustment Cont UAAR
150. s Administrator Default user account HPF provides named accordingly because that account has access to powerful program tools Briefcase A way to copy a file from HighPerFORM 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 HighPerFORM 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
151. s 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 Setup Save File Size in pixels Used to select the default height and width for legal and letter size bitmap files The height and width are specified in pixels The valid range is 1 32000 Defaults Size Legal Legal Height 1846 Legal Width 1108 ee E Be a e h eak De LBE domme or Foo Tie bimi bun cine i ctl cs ee bah te Pa eed le ieee Are Fie toon te pom Fam aes ep Ful f ts Tie hs fi a_i fo LE Eau Winey Me ae 121 Letter Height 1342 Letter Width 1108 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 122 PALM APPRAISER System Requirements
152. s Ea Select the components you want to install clear the components you do not want to install Sub components T Cardinal SHAPPlue Digital Vision ComputerE yes 1 024 Description Installs support divers for a Digital Vision ComputerEves1024 Video Capture Board Space Required ear ie F Space Available 43965 K Select Sub components Ea Select the components you want to install clear the components you do not want to install Sub components Logitech Pittura Video Camera Kodak OC 40 Video Camera Kodak OC 50 Video Camera Epson PhotoPC Video Camera Description Installs support drivers for an Epson PhotoPC Video Camera Space Required 268655 E Space Available 43456 K 14 First Time Use To start HighPerFORM click on the Start button from your workstation Select Programs United Systems and then click on HighPerFORM or double click on the HighPerFORM icon on the main desktop When you are starting HighPerFORM for the first time the Login window screen will appear and ask you for a user name and a password From the drop down menu click on the drop down arrow at the end of the User Name text box and choose the user name Administrator and type in password in lower case as the default password If you are logging in for the first time the only user name available is administrator You may select to automatically use this name each time by checking the box in the left hand corne
153. s 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 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 Dox 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 USER S GUIDE Conte thee feet in the Acero IF yeee endeared
154. same way that one is inserted in to the cover page Just click on where the photo should be inserted select a photo and click on the gray square box to insert the photo Open Web Browser You can now open a Web browser such as Internet Explorer from within HighPerFORM 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 HighPerFORM starts up the log in window appears If you check Automatically Use This Name Each Time HighPerFORM will log you in automatically and will bring up the main HighPerFORM window To log in as another user click on File on the Menu Bar and the click on Log in as Another User The HighPerFORM 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 HighPerFORM exits abnormally a power failure for example HighPerFORM will be unable to login the user and the message on the right appears Choose an account that is not in use and log in again HighPerFo oom Logan X To begr ere select yaur usa namme from the let bn High USER S GUIDE niFotm Biessage Ei 4 Cannot Log in It apers that eccer rured Jos Apae i already kpi into HghPh Form
155. screen 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 clicking on the Add button 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 UP and Down buttons to organize the order of forms This will also set the print order Lrete Template Create a name for the Template and select from the list below the primary Form For the report Template Name ee flan Form Appraisal Gmer 3 Unorm Resdential Appraeal Report oy Additional URAR Comparables Sales TF Additional URAR Comparables Sales Phy es oe E P frj m Maia karkiem i dan Borat eames Y Sit farey em e hik n Pee bY Pot ogy arb ee ie bary fabeloj e may rima Cah i Par Sal Bere ba mhi aem a Fer pld ad ied pd rihn Tarer ag te eg at m Le ia hanee ir roar ree ETE hra Pie f Cp ders Peak aoe Pea ad rei cee ie Pe F a l F da Ge Shae Lyf dade Carer Corgi ators i niece me Pace oF deisel Li WE Chirag abi Mrara ain pp i j net ta z O AONT pi ee L ae FEF db iy ee sy ee ee es Ce ee eerie FP SEPTA j Lr EHA ied a ced Dee Ea Paral a ia k ey Haa Fk of mimi Cop imanar Mag Fa Fii hiria E SF bl ee cll E N
156. se It follow the steps below 1 Run HighPerFORM In the Office Management section click on Incoming Order Log The Incoming Order Log screen will appear 72 Highlight the report you would like to check on Click the Billing History button in the bottom right of the HighPerFORM window This will bring up the Appraisal Billing History window The original billing amount at a minimum will appear in the window Additionally any payments recorded against this appraisal will also be listed The balance appears at the bottom To add a new charge click on the Add ltem button The Add Invoice Item window will appear Fill in the requested information and click on the OK button when finished As with a typical accounting system once inserted an invoice item cannot be removed To edit an existing charge first highlight the invoice item to be modified Next click on the Edit Item button The Add Invoice Item window will appear Fill in the requested information and click on the OK button when finished Appraisal Billing Histo Leg ileal cit Ea fh Pewlicndar siipra They below sop date order Lips Add en toads eie get Wiecie usa Receive Pass Ua record payemar Bier n Taid FO Inspection tom 442 Add Invoice tem Sete ea eee Tie ae Aa eae ay buk Can changed to accommodabe spec arrangements You apei y the date this fee was sppied ick OK bo accept thi new tem Product Shigle Forrit stp Amo
157. ser s information even if that appraiser already has an account on your copy of HighPerFORM This allows HighPerFORM to manage appraisers that work in separate offices or assignments that are sub contracted to other companies To assign an order follow these steps in ke inte rei Sain Trani Erga wis TE mf Aeqaed By PINA Tools aab Kio y Prepay ond Sok et Fit flares i Mi rH Cire De iyi i Pheri Jei FE T i Di Beroe Arira CIT Beer i Cria Herren Phon i Eri Wael thors Thr hka e Li Fi s rian f Ce coe 69 1 Run HighPerFORM 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 Assign Appraisers in the bottom right of the HighPerFORM window The Assign Appraiser window will appear 5 Select the primary appraiser from the drop down list 6 If applicable select the secondary appraiser from the drop down list 7 Click on the OK button when finished Creating a HighPerFORM 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 correct file numbe
158. 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 intrusive 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 shar
159. single key click Menu Bar Located under 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 HPF 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 HPF 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 Standa
160. sses 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 the address label will also be pointing to the address point on the map lf 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 address 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 107 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 Labe
161. sult the manual that came with your camera TruCOQLOR MODULE Inserting Photographs into Report Overview 1 Download Photos to computer 2 Associate a property address and description for each picture and save in Photo Library 3 Auto populate pictures from Photo Library into report or manually place pictures into report Ta obin phabay bake math 2 yka bA a A i thes ey lacy seas mo alah eal ick on then Rte Photon button to Fheichra hor Picture Ffa i E 84 When you have selected the photos you want and arranged the photos as needed click on the Transferring icon this will transfer the selected photos to HighPerFORM These photographs are now in TruColor and displayed in the Capture Photographs window screen 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 the instead of choosing an address type in the property address and choose a description for the photo Saving Photographs HighPerFORM allows you to save photos for multiple reports simultaneously In th
162. t Leases Supplemental Information and Appraiser Certification Supplemental Real Estate Owned Appraisal Addendum Table of Contents amp Table of Contents Letter Size Table of Contents No Photo amp Table of Contents No Photo Letter Sized 141 Text Addendum amp Text Addendum Letter Text Addendum With Signature amp Text Addendum With Signature Letter URAR PUD Addendum amp USPAP Compliance Addendum USPAP Compliant Report Identification VA Liquidation Appraisal Addendum Vacant Land Comparable Warranty of Completion of Construction Environmental Forms ASTM Standard Practice for Environmental Site Assessments 710 EAA Certification and Statement of Limiting Conditions 1999 EAA Photo Addendum 1999 EAA Summary and Conclusion Addendum Environmental Addendum 69F Environmental Compliance Record SF Disposition 4310 5 Residential Environmental Assessment Report 510 Residential Environmental Inspection Report Form 510 1999 Transaction Screen Process Form 710 1999 Uniform Environmental Assessment Report Small Commercial 610 Housing and Urban Development Forms Builders Certification Compliance Inspection Report HUD National Valuation Condition VC Sheet HUD9722A HUD National Valuation Condition VC Sheet HUD92564 NEW Get a Home Inspection 8 99 Homebuyer Summary 8 99 Lender Mortgage Forms Appraisal Order Brokers Price Opinion Fannie Mae Photograph Forms C
163. t 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 The DOS version of HighPerFORM 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 comparables You ll have to re type the listing comps if youre using that product HighPerFORM handles all of these situations just as you would expect Spell Checking Like the DOS version of HighPerFORM HighPerFORM includes full support for spell checking your report Unlike the DOS version however it checks all the forms in your report at the same time You dont individually have to check your URAR your Multipurpose Addendum etc Windows 95 NT C
164. t addendum is larger than the displayed screen scroll bars will appear on the side You can use the scroll bars to move to other parts of the document in the window Keep in mind that scrolling does not move the insertion point or any highlighted text To scroll quickly through the screen drag the scroll buttons to the approximate location in the document Selecting Text Before you can move format delete or otherwise change text you must select highlight the item You can select using the mouse or the keyboard Selected text appears highlighted To cancel the selected text click outside the text selection To select text move your mouse to the point where you want to begin to highlight and click Hold down the mouse button and drag the 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 34 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 clear the contents of the entire field press the Control key and the Backspace key at the same time 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
165. t 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 bmp Clipboard Screen Size Used to copy the current map based on the HighPerMAP dialog size as a bitmap to the Windows clipboard ta 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 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 information will automatically be filled into the fields You will need to fill in any missing information Maps with a location map header can only have a portrait orientation Landscape is an option without a location map header Maps can be printed to either legal or letter size paper Preview Used to preview the map Even though the map rendering on the screen will be very close to the final output they are not 100 exactly the same The slight differences are cause
166. tart 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 take you to the New Addendum Quick Entry window 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 Hew Akiona Duick Enip i Ea HiP eF thal A eater bo reier bo Meade enter o fearing u descipion in tha box berks This ne enkry val bes shon in thes Bst using hies best THU enter Pe USER S GUIDE Qurck Entry List Arrange Comparables Delete this Comparable Copy this Comparable to F Tree Vaor anrai opm tpl ery Ea dhes beet proetied tek Tern Edi Te Praa sre hast e the bebo bettors rasrirg bhia amity E Aitor Dept thay Erie key acer este thes entry M Automaa hepe Boe tet bhey atte inenting the erry ae Gee needs you bo enter a description Por thi quick entry so 44 Editing Field Preferences HighPerFORM allows you to have the ability to set individual fields to recognize certain values depending on the type of information that is comm
167. ted and plotted For more information on modifying your map reference the appropriate section of this HighPerMAP guide Once your map looks like you want it to appear on your screen simply close HighPerMAP HighPerFORM should automatically insert your map into the Location Map form of your report met Goaphic Image Ea To reant a graphe muge ceket ane of the folowing opens 2 Opiania What dont appi are cisanblen C hapai an meg from ihe clipboard E lapat afie be Pragam rrera Meim 1 Tonie Sean snimage fron a TWAN empale cancer sper Os 105 G etting 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 reposition the map 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 Click anywhere on the map to popup a tool tip which will display that locations information The informati
168. the adjacert bos a fics Text HighRerFonm automaticaly stores neighborhood data For use in reports crested later You can store this data by neighborhood name or map Map Reference Tj T Use uppercase text when inserting data automaticaly l Cefa to overwrite mode for every field on the form HighPerFanm provides scratchpad areas for varous caloulations called popup windows These windows do not appear on the printed repart but instead are used merely For editing 20 HighPerFORM 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 above you can enable or disable that window from appearing while you edit your report Popup Windoms K l You may wish to disable certain popup windows that you never use By ee Same B A ee neat you can enable or disable that window fram appeanng while you edt your report Popup Windows Avaliable v Deprecatian Calulations a coe 21 What s on your Screen If you are new to HighPerFORM 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 HighPerFO
169. the administrator may choose to have the error message written to log file If you are on a Windows NT network you could have the message sent to a particular user To enable unattended operation click on View and select Options Then click on the Administration tab and click on Unattended Operation Check the box labeled Enable Adinmaomaten loot E i Tn oria to mara bee achindetr ation of High arfcare 97 this L aai umes i a Thasa ens k imida Paria th Hifa fom eri a ire i al a ay ira tie Seen OF h the i of i Lire aot ae To ue Hha Ecole proavidaecd misd am opion fran tha bt amd dick on to Feio Sekeched Thk bubon When piens hiss cick on he hose E Congress amd Papat Ciehebees i Enterprise Catebess Configuration PY Senchronizs Daban are Cocurart Piles E Fis rte Marianaren High ar on Tairg Mabe ation Criar ation a ee WE e Unattended Operation HighPerForm allows you to configure khe software For unattended operation In this case error messages that occur Will nok generate a local dialog box since no operator may be present bo correct the problem Instead you may choose 4 log File For error messages to be written IF HighPerForm is running on Windows MT you can also send a network message to 4 particular user on the same domain I Enable Unattended Operation Unattended Options write errors to this log File CHAERROS I Send a message bo a computer running Wi
170. the entire paragraph Spell Checking HighPerFORM checks your form for spelling errors by using its main dictionary that contains the most common words If HighPerFORM 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 checking click on Tools in the Menu Bar and select Check Spelling 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 See the following topics for more information on choices 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 USER S GUIDE Left Right Center Justify P E ul 5 pe Day rira ahr kes inui a wanti ar aibreann rooies F Hea an HT YO er ee E peka U i mi bp pei oare anu can choses AdT to irast he veu inin pour pasion dictionary Ela a
171. the product you wish to charge this client a custom fee for and click the Edit button in the bottom right of the HighPerFORM window 5 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 6 The new custom fee should now appear next to the selected product in the This Client column of the Product Pricing screen Clients Modifying Client Information 1 Run HighPerFORM In the Office Management section click on Clients The Client View screen will appear Product lnfoomabior Speciy a unique name For this product The product name wil appear on Stahements 90 be sure bo enter i as you would want cients bo see it Product Mame Defauk Template T neti i Ru Aa First enter what ou with to charge the ener Then if you wish you may enter the fee for this Defan Price Price For tres dient cael 66 3 Highlight the client to be modified in the Client View screen 4 Click on the Edit button in the bottom right of the HighPerFORM window 5 The Client Information window should appear Make the modifications you wish to the information and click OK to finish Appraiser Setup
172. 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 144 Appendix A HighPerFORM provides you with the means of signing your report digitally with an electronic signature Print out the following 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 145 Company Name ___ C 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 encrypt
173. ther state s Keep in mind that the maximum Space required by all states is 690 MB Integration Once HighPerMAP is installed on your computer you can use it to bring maps directly into your Location Map form in HighPerFORM To configure HighPerFORM to recognize HighPerMAP as your location map software first open a report with a blank Location Map form attached to it Click on the Forms in this Report button and choose the Location Map form When you click on the blank gray field where your map will go a dialogue box should pop up tiled Insert Graphic Image 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 HighPerMAP 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 Click on Auto Configure This should automatically detect your HighPerMAP installation After detection if it is not already set as your default click on HighPerMAP and then on Set as Default This will prevent you from having to select HighPerMAP every time you want to use it Click OK to return to the Insert Graphic Image window Click OK to launch HighPerMAP Addresses of the subject and comparables should automatically be detec
174. tically entered in all forms that are included in this report 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 HighPerFORM 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 an existing report 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 USER S GUIDE Create New Repel HighPerForm needs certain information about your document in order to create k Tou shoud Bayt piinia 4 sublect area unless you want to ches 4 report wal You can bine a Fie monben of let Agee For generate one for you automaticaly sidentisl pma Report Lenderi cier ena Loans thew York FAG E Note Do not copy a report to a different folder in HighPerFORM and change the data to create a new report Make sure to use the Create New Report icon to create new reports
175. 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 USER S GUIDE 39 Keyboard Shortcuts HighPerFORM has a number of keyboard 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 tear this page out for easy accessible use Function Keys F1 Help key F3 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
176. ts stated in the HighPerFORM Requirements section Also close all programs before running HighPerFORM s install program You can cancel the HighPerFORM install program at anytime by clicking on the Cancel button First map a local drive in each workstation to point to a hard drive in the most powerful computer unless your network administrator did this already Double click on the Network Neighborhood icon on your desktop to do this Double click on the most powerful computer and right click on the drive were you are going to install HighPerFORM Choose Map Network Drive and select a drive letter by clicking on the drop down box Repeat this process for each workstation If is a good idea to choose the same drive letter the C drive for most powerful computes is the F drive to install to for each workstation Then install HighPerFORM to the most powerful computer and choose the Standard Install method It is highly recommended that you install to the default directory which is C Program Files United Systems HighPerFORM Install HighPerFORM to the workstations by installing the Workstation Version to the same location as the first install only the path now will be F Program Files United Systems HighPerFORM use the default path but change the C drive to F Remember the F drive is mapped to the C drive on the other computer This install method will put the program files on each computer locally and the
177. unt 275 00 Date Fia 73 Weekly and Monthly Operations Receiving a Payment When a payment is received HighPerFORM 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 HighPerFORM 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 HighPerFORM window This will bring up the Appraisal Billing History window 5 Click on the Receive Payment button The Receive Payment window will appear NOTE You can also access the Receive Payment window by clicking on the Clients view in the Office Management section highlighting the client you would like to receive payment from then clicking on the Receive Payment button in the bottom right of the HighPerFORM window 6 Inthe Amount edit box enter the amount of the payment 7 If applicable in the Check No Field enter the check number 8 Inthe list of unpaid invoices check the box next to each report the client is paying for The total amount of the invoices you have checked will be displayed at the bottom left under Total Selected The diff
178. 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 networks and Dedicated File Server networks Servers 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 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
179. ur 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 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 Resolution 200 300 dpi 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 Choose a file name that will help you remember what report that image belongs to File names in Windows 95 can be up to 256 characters long This is a tremendous improvement over DOS which allows only eight character file names It is recommended however that you keep file names as concise as possible A good file name might be 123 Main St Plat Map USER S GUIDE 53 Inserting Scanned Images into a Document After you have saved all of your scanned images in folders start up HighPerFORM Add the appro
180. 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 Maarag Ed Emptying the Recycle Bin To empty the Recycle Bin highlight a report in the Recycle Bins Available Reports Frame right click on that highlighted report and click on Delete from the menu The report is now removed from HighPerFORM 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 HighPerFORM Files can be moved from one user s folder to another simply by dragging the report and dropping it into another user s folder This menu gives 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 28 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 with the same name already exists in that new location the window on the right appears If you choose Yes the file that was in the new folder is overwritten with this new file The
181. x select a date and click on Delete This will delete all photographs before that date IMPORTANT You must specify a new date if you do not change the date and leave the default date HighPerFORM will assume that you want to delete all photos up to today s date HighPerFORM will prompt you with a window below asking you if you want to continue If you choose Yes all photos will be permanently deleted Deleting the Photo Library You can remove all photos from the Library Note that this is a permanent deletion and that photos CANNOT be recovered Before deleting all photos please consult with your system administrator or United Systems Technical Support Engineers To delete all photos click on Photographs and click on Empty Photo Library Select Delete all Photo Pages and click on OK Rebuild Photo Library Note Rebuilding the photo library can be a destructive process and should only be done after consulting with a United Systems Technical Support Engineer Rebuilding the photo library is a database process that checks the contents of the database against the contents of the file HighPerFORM keeps track of the photos and their associated address in a database This database contains the file location and file names of the photos The rebuilding process looks at the file name and its location as specified in the database and the checks to make sure that the file is in the correct l
182. xels 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 E Preview Used to preview the map This allows you to view the map before you exit HighPerMAP to see whether you ll need to make any additional adjustments Properties at 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 comparable properties Edit User Labels Used to edit the user labels plotted on the map 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 Se 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 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 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 I Draw Streets Used to manually

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