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“Athena” Generation

1. If you know of a specific report that has a comp in it you wish to use you ok Cancel can easily pull it into your current report E TEE ma 3 New Requests 122 North Hillside Dr 1 From the Comps PowerView click on the Old Reports button Templates esting Folder 1710 NW Crosby Park B 2 Browse the folders until you find the report with the comparables een Trey 3 When you click on the report it will show you the comparables in it e ine itemise n 4 To import comparable one from the sample just double click on it ap arin a Una Then click OK HERA Un Mark All Notice that the comparable from the sample is now listed on the Comps PowerView with photos Comps PowerView Tools in the Comps PowerView 8 10 2001 IEE The Comps PowerView has all comps functions organized into one easy screen CAPS NUM You can merge in comparables from existing reports by clicking on Old reports button in the Comps PowerView Page 5 1 Comps PowerView The integrated Comparables Database allows you to search for comparables based on criteria you specify It is discussed on page 7 The Square Footage Adjustment tool enables you to adjust all compara Square Footage Adjustment Calculator EI Square footage adjustments Adjustment factor The Square Footage Adjustment Calculator allows you to easily adjust for bles at one time and These are the settings for Matt Krodel MATTKROD differences
2. Llc T 2 As with any WinTOTAL module just enter part of the text on wish you os want to search You dont need to enter the complete word For pppaisedvaue a tw Cd example entering YORK in the City field would find reports done in Deoise e t mme tw Cd NEW YORK CITY and YORKSHIRE Daeregestee Je E Duedate Je 3 Check on the option for Search all folders if you want to search your Appraiserstated O Jel oO o Sided ft entire database 4 Click OK after you have entered your search criteria Seach your file database on one item or a combination of data you ve entered on the 5 If matches are found they will be displayed in a dialog a lot like the all forms files dialog You can apply sorting criteria and other viewing enhancements if you wish 6 Click the All Reports button to bring all of your files back into view Renaming a report changing its description Sometimes you ll need to modify a report s description File Management Working with Reports 8 10 2001 Page 13 7 File Management First make sure the report is not currently open Go to the File Cabinet and click the report once to select it Click the File menu and choose Rename oS You ll then see a dialog in which to type the new name You can enter over 200 characters including spaces and punctuation 5 Then click OK Printing from the File Cabinet The File Cabinet offers handy printing features that keep you from opening reports
3. Print reports list prints the list of reports displayed in the File Cabinet They filter out reports based on status And different sub filters are available for the different views such as in the accounting view you can see reports that are 30 60 90 days past due Being aware of the different types of status will help you make better use of the File Cabinet and its views File Management Status and Other Views 8 10 2001 Page 13 8 File Management Assigning status to a report WinTOTAL and the File Cabinet rely on the data reported in the status screen of the Requester The Status Viewer can be accessed several different ways e WinTOTAL can prompt you automatically for a report s status whenever you close a report after working in it You can turn this on and off by clicking the Preferences while in the File Cabinet and marking clearing the checkbox on the Miscellaneous screen e Within a report you can manually access the Status Viewer by clicking the File menu and selecting Report status e Similarly in the File Cabinet you can also quickly view or edit a report s status by clicking the status tab at the bottom of the File Cabinet and clicking the Edit button This is just a summary of the status information How status is used As you check off the various status markers the file becomes visible in different File Cabinet views The status flags keep you from having to use File Cabinet folders to manage y
4. 9 Enter your user name and password A Domain is typically not required Tap Save password if you do not wish to type this information again when you connect 10 Make sure a phone line is connected to your HPC and tap Connect 11 Once connected you should be able to browse the Internet Just tap the Internet icon on your desktop Or tap Start Programs and then The Internet Try hitting a site such as a la mode s home page by typing http www alamode com in the URL field If you experience trouble connecting to the Internet with your HPC you should consult the Windows CE reference guide as well as contact your ISP for additional assistance Pocket TOTAL Internet Sending and Receiving 8 10 2001 Page 18 18 Pocket TOTAL Internet Sending and Receiving Pocket TOTAL Configuring Pocket Outlook Once you have successfully connected to the Internet and verified that you can visit various web sites you ll need to set up e mail services in Pocket Outlook When using Pocket TOTAL with the Internet you ll need to have an e mail address separate from your personal e mail as well as your regular WinTOTAL e mail in other words a third e mail account Customers that purchase Pocket TOTAL are able to have another e mail account on our Project 2000 server Contact our Technical Support department to set up an additional account Once you have an account name and a password here is how you configure Pocket Outlook to use it T
5. Before running the Migration Wizard 8 10 2001 Page A2 2 Migration Wizard 2 Click the folder you wish to exclude For example it could be a folder that has old reports that you ll never need to run statements on Or it i New Requests To exclude or hide a folder from could be the folder in which you store your templates Single Family 2000 Meg EROE aie tion Wizard simply right click it and 3 Once the folder is highlighted click the Folder menu and choose iy Tutorial Folder choose Excluded from Manage Exclude from Management Reports Disk in Drive Az ment Reports A red mark will Note Exclusion is done on entire folders and cannot be applied to single Disk in Drive E span REE reports one at a time Repeat steps 2 and 3 for any other folder you wish to exclude Remember this will exclude all files contained within that folder from being shown in billing statements as well as the Migration Wizard You may wish to create special folders and use our file moving functions to organize your files to make this migration easier For more information reference the chapter on Managing Your Files Starting the utility The Migration Wizard is set to pop up automatically at certain times However if you dont have time to finish the operations you can click Finish and start again later The Migration Wizard may be launched at anytime by clicking the File Cabinet s Options menu and choosing Migration Wizard
6. Have you run the Windows scandisk and defrag utilities lately l the problem consistent or sporadic Did tt just stark IF so have you made any changes or installed new software when selecting multiple copies my color printer doesn t always print all copies indicated k Attach Print Back Send Cancel From the Support Request section of the Solution Center you can submit Support Requests in order to get assistance from the a la mode Technical Support staff and view the history and details of requests submitted previously Page 20 5 Solution Center 2 Under the Support Request Priority heading select the appropriate priority level for your circumstances 3 Under the Your Contact Information heading enter as much information as applicable 4 Click Next 5 Enter as much detail as possible regarding your issue in the notes field If you have a specific error message error number or know the t Attach File OF Cancel Please select the file s you wich to send with this Support Request The request automatically includes relevant sistem files like AUTOEXEC BAT and WINN so vou should only do this when directed by one of our support representatives To attach a file simply highlight it from the list displayed and then click on the Attach button fou may include multiple files with your support request if needed To remove a file from the list simply highlight it from the Include
7. More Chapters Click here to go to the online Table of Contents where you can access additional chapters in the WinTOTAL user guide Or view the other parts of the manual by selecting Contents from WinTOTAL s Help menu You will find more tutorials on all of WinTOTAL s PowerViews The more you know about the software the more efficient and competitive you can be Maps PowerView More options in the Maps PowerView 8 10 2001 Page 8 9 E amp O PowerView E amp O and Graphs PowerViews The E amp O and Graphs PowerViews go hand in hand in ensuring the quality of your reports These valuable tools built right into WinTOTAL can indicate potential problems in your reports as well as add credibility to your work Why not use every advantage at your fingertips Only WinTOTAL provides you with these valuable features E amp O PowerView Guidelines reviewing Why let errors go out in your reports when WinTOTAL can find many of them for your automatically The Guidelines Reviewer built into WinTOTAL Pro can check for as many as 1200 different rules e Finds logic errors in the neighborhood section e Finds blank items and when multiple items are checked improperly e Compares comps grid against the neighborhood section e Has review scripts for over a dozen forms such as the URAR 2055 2065 704 Condo SRIPAR and others These scripts are written in a BASIC like language and are fully customizable so that you can set rules spe
8. New Request reports Be Description 1 Start in the File Cabinet area of the Appraisal Desktop Filing 2 Click the folder in which you wish to create the report For this exercise go to the Tutorial folder 3 Click New This brings up our Requester utility This is an order entry module You get to the various sections of the order request by clicking the shortcuts along the left side Q i D G T f 3 al o a a 4 Enter a description for this report Many appraisers use the address but you can use anything you like If you leave this item blank ae WinTOTAL will default it to the address you enter in the Assignment oO section For this exercise call it Training Template Notes 5 WinTOTAL doesn t require you to enter anything else into the _____ Requester It is recommended that you use the Address Book for Your report description can be up to 200 characters long and doesn t nec entries in the Assignment section We ll get to that later in this essarily need to be your report address WinTOTAL can even be set to section Right now we are interested in showing you how to get the name your file EDI attachment or EDI subject line based off the descrip basic forms in a new file so click the Open button at the top of the lion you enter here Requester window Getting Started Beginning a New Report 2 18 2002 Page 1 6 Getting Started Beginning a New Report Getting S
9. Photos Use the Photos PowerView to place digital images into all the photo pages in your report You don t even have to load the photo page on screen since WinTOTAL automatically maintains all the data on the forms themselves 2 18 2002 Page 6 1 Photos PowerView 4 Change the slider to read 50 Your downloaded photos will go down fa WinT OTAL Configuration Options to 100K to 200K and you won t notice a difference on printouts WinTOTAL Photo Thumbnails Photo Descriptions Comp Photos Miscellaneous 5 Click OK These new settings will take effect only on photos you download AFTER the change Photos in your existing reports will NOT be affected even if you open and save the report The photos in the sample report were saved with a 35 quality rating Experiment with different settings to find the one that works best for you Low Resolution Thumbnail Settings J Show photos on forms as thumbnails blocky but fast 23 ze psz Percent of original size 125 The creation of thumbs greatly improves the speed of displaying images in your reports If you use non WinTOTAL tools to download images from your camera thumbs aren t created Guru can fix this problem for you by ensuring there s a thumb for each image Be sure to see The Image Optimizer on page 10 to learn how to have FP lena h nace WinTOTAL resize and recompress photos automatically Daily 12 00 004M Pre entering comp add
10. command SU a Size 0 oo 3 The Setup Wizard will appear Follow the instructions on screen to alike ides complete the installation on the workstation Go a Our program is smart enough to detect whether or not WinTOTAL has ever been run from that workstation and will set up all the icons and SET CLASSPATH CProgram Files PhotoDeluxe 2 AdobeConnectables necessary files Repeat these steps for each workstation on your CAPROGRA 1 NETWOR 1 MCAFEE 1 SCANPM EXE CA network Once this is done all workstations will have shared access to all a of the files databases and images that are on the server REM To make a DOS Boot Diskette See the file CADOSBOOTODOSBOOT TAT Using a dedicated server We strongly recommend a system with a dedicated server Even if your sa SET BLASTERsAZ20 15 D1 T4 network is peer to peer there s nothing that says the server can t be SET PATH PATH CALHOUSE CAORAWINQE bin C Orawin bain treated as dedicated SUBST Ey path CAWINOOWS CAWINOOWS COMMAND CAOQRAWING S bin CA Orawin bin In theory you should be able to use a network server as a workstation But in practice we ve seen it cause major network slowdowns and general unreliability when the server tries to handle requests from it s own console and through the network By adding the highlighted line to the AUTOEXEC BAT file of your Windows 95 or 98 computer you will add a new drive to your system that is an exact mirror image o
11. forms Once the forms are added you can rename them so they appear differently in the table of contents and you can also change the heading 1 Click the Contents PowerView 2 Under Most Common Forms and Addenda double click the Supplemental Addendum Multi Page form to your report 3 Click on it after it appears in the list on the right The rename button should be enabled 4 Click on the Rename button and you can change the form s description 5 You ll still need to jump to that form later and change the header if you want it to be different from other addenda forms you ve added to your report When jumping automatically to addenda forms WinTOTAL uses the first one in the list Text Overflow Options i Before jumping to the Automatic Overflow OF Cancel Addenda PowerView you re You have entered more text in the field NEHBOUNDARIES_1 th b given several options regard Text addenda linked to your forms printed You can move some or all of the test to a test addendum lig new ted should bamaved When you enter more information than can fit in a comment field EE 0 the addenda and an auto WinTOTAL automatically switches you to the Addenda PowerView Options for moving text matic heading for the R Move all the text to the addendum then jump to the addendum addenda form e You can either move the text to the addend u m or ju mp to the O Jump to the addendum without changing the test on the form adden
12. table use defaults Payments and Order Tracking Setting Up Fee Tables 8 10 2001 Page 14 4 Payments and Order Tracking 4 You can either associate another table with this client by choosing it from the drop down list or create a new table altogether by clicking on the folder icon next to the list To create a new fee table for a client do the following 1 In the Client Specific Fees tab of the Job Types and Fee Tables dia log click on the folder icon next to the drop down box for the Client Fee Table The Client Table list will be on the left with table details on the right To add a new one simply click the Add button On the screen that appears enter a name for this fee table and then edit the table entries by clicking in each cell You can add new job types just as we did earlier by clicking the Add button Any job type you add for a client will also appear in your the Requester s Job types list when that client is entered in the Bill To field Similarly you can remove individual job types by clicking the Delete button If a Client specific fee table is associated with a client only the job types listed for them will appear in the Requester if they are in the Bill To field Using Fee Tables in Reports This section assumes you are familiar with cloning reports and the basics of the Requester as described in our Getting Started guide It also assumes you are familiar with and have added entries
13. 11405 W 143rd Terrace JE File Edit View Form PowerViews Tools EDI Window Help O New E Open A Save Info E Sign Y Spell amp Print 1B DC Data GYMS t gt Override Sy Clear SE width EA Contents EJ Form Addenda ff Comps Photos BY Sketch Maps EE worksheet 4 workfile Billing E80 Graphs Quick at x Jump to other forms B ZUA b amp amp a sof No Rounding E gee Sq H Adjuster Mane EDES No d Stories Two Eterio Walls f Jh Fnished Mo Finish feilin Alt to insert an entry Type Cet at Detached _ Roct Surface Wood Shake Basement 99 Ceiling Unfinished wails sd A Design Style One Story P Gutters amp Cwnsps Aluminum sumpPump Yes jwis Concrete Ror AL i Options Mtl Dbl Hng Campness None observed Aor Concrete None M ige Yrs Double Pane Settement None observed Outside Entry No Unmowm fq Giective Ane fys New wManufacuredHouse NO infestation None obsewed 5 fy rooms Foer Living ining Kohen Den Family Rec Rm Bedrooms Bans Laundry Oher masan Seer ERECT RESTART een ASNT S S S co Sa RRR ewei 1 A A A RD RS RN GR GR RR Ei eveia E es Rs Ge A ee eee ee eee Fd iing Are x Rooms Si Materials Condition me KTCH EQUIP Tye F Air Retrigerate O Drywall Fel Gas Rangedven E Trimfinis
14. Bel TOTAL for Windows 11405 W 143rd Terrace ioj x ce File Edit View Fom Powe iews Tools EDI Window Help l x igs WES Hp OVEMJE y sear Auer This chapter describes the WinTOTAL Comps PowerView This D mew oen sae Jinto som Vol amp oim i oo document assumes you have already installed WinTOTAL and are EA Contents E Form E Addenda ff Comps LE Photos BY Sketch Maps fF worksheet fl Workfile g Biling amp E20 ll Graphs a m Import comparables familiar with operations regarding building and entering data into reports Manage your comps search for comparable properties Click on Old Reports you ve used in past reports and mark them for to import comps from The chapter is broken up into the following sections sas T E Pe Open Database Old Reports Square Foot Adjuster You can create an adjustment model to automatically adjust for square footage differences between the comps and subject Click on the button to the right to make these adjustments Sq Ft Adjuster e Tools in the Comps PowerView Here we cover merging Cimpataties management and Weiahting Weights are based on a mathematical analysis of the adjustments you made to the comps Click Sort by Weight to rearrange the comps in order with the most comparable property being moved to the Comp 1 slot and so on You can
15. Phase One Check for duplicate file ID s How duplicate ID s occur As mentioned before WinTOTAL assigns an internal ID to each report However if a file was copied in any manner often through typical usage the ID wouldn t be reset and you would have two files with the same internal ID This can cause problems with billing status and reporting if not corrected This module helps you correct the problem without manually opening each report Reconciling multiple reports with the same ID This phase stops at the first group of files that share the same ID e The columns may be sorted by clicking the column s title The first time you click the column title the reports will sort ascending the second time descending Migration Wizard Phase One Check for duplicate file ID s 8 10 2001 Page A2 3 Migration Wizard e Click once on files to select them Once a file is selected Bl WinTOTAL Migration Wizard CTRL CLICK on a different file and both of them will be highlighted VViw _ au au o Or you can SHIFT CLICK to select a block of files This is the same AAYA NINI NS a functionality as you would see in Windows Explorer MIGRATIC k u 1 Copying f isting fil ted th isal rts below A h i file ID and billi d Note that the number of sets of files you must go through is reported ona REE HSC a Geena oe Ps a at the bottom of your screen Folder Filename Description Address City Date Completed Reports o000004 24P 1109
16. Photos PowerView Getting Started with a Digital Camera 2 18 2002 Page 6 3 Photos PowerView options described in the configuration screen are logical and don t need a lot of explanation 1 fi Th are settings for a e You ll first see a General screen Click on the tab labeled Options to ok Cancel Retiesh ee ae nes Ba see what is available for your particular camera General Uptions Clock other cameras may look dif ferent but the options should be self explanatory e On Kodak cameras we recommend setting the resolution to good rs and using the maximum image size Flash e Ifyou find yourself continually adjusting the brightness on your photos 6 to Con Co j i j Image Resolution Focus after they are in your reports configure your camera s exposure Peace oar lc ae Hutizore settings for brighter pictures that way they look better on the way in Image Size Internal File Format You will save time and have higher quality photos 1152 x 864 I JPEG C FlashPix 7 E ID Configuring for a card reader lere If you have a camera that uses removable memory you should also investigate an inexpensive card reader For around 50 you can buy a device that will treat a camera s memory card like a hard drive Reading images that way is a lot faster than the cable with a lot less hassle Contact an a la mode representative at 1 800 ALAMODE for details These card readers suc
17. Search button Update to get cur Search the doc library rent additions to password Search j Solution for authentication failure WPU your Win TO TAL Configuring WinTOTAL for Internet EDI program Using Acrobat Distiller to send secure EDI appraisals m 2 oO a e Q Your Websites and Education The Appraisal Desktop also incorporates extra sections that pull information from the Internet As the needs of our industry change we can update these links and bring the information straight to you eliminating the need for you to do extensive research on your own z a 3 fi a a 3 O a T caf a rO fa O o T 2 Changing report status messages to sent in the reports database 4 Unable to log in to mail server to read mail Error 12012 when attempting to send and receive from t kaai a oO a Uninstall reinstall Dial up networking Configuring the EDI Center Scheduler m 2 lt O o a File Cabinet and Appraisal Desktop Forms and Data Entry General Information Getting Started Appraisal Desktop Overview 2 18 2002 Page 1 5 Getting Started Beginning a New Report The report concept P P i sy The Requester Quick Clone lets Please select the cloning method and enter a description below The WinTOTAL uses a report concept for your appraisals All information for you jump start reports without P an apprai
18. Specifying the age of a comparable In order to perform a search based on age WinTOTAL needs a definite number Since the Age field often contains more than just a number WinTOTAL has separate fields for a numerical age and a textual age 8 10 2001 ati Edit 7 NW 25th Street OF Cancel Detail Additional Info Image Neighborhood fou may enter the neighborhood in which this comparable resides below Although this information does not directly comespond to any fields in a report s comparables grid it has been provided for ease in searching and sorting the comparables database Neighborhood Turtle Creek North Notes Below are two fields that may be used to store any genral information about this comparable Keeping the type of information consistent in these fields will allow you to effectively search and sort by them Sale Date You may have separate items for the date used on the form and the date used for comps database functions In order to search and sort by date of sale in the database you must enter 4 properly formatted date Date found on the form 537 98 Date used for search 5 317 1998 Numerical Age The age below was found in the age field used on the form for the given comparable In onder to search and sort by the comparables age in the database you must enter a numerical age Age found on the form 6 Numerical age used for search e m l The Additional Info tab gi
19. To alleviate memory concerns and increase overall performance consider reducing the quality setting on your digital camera WinTOTAL can do this automatically upon synchronization or reading the image through QuickPix See our WinTOTAL chapter on digital photos However you can increase the storage on your digital camera by using the middle or lowest quality setting yet retaining the highest resolution setting The differences in your printed output will be negligible Sketching the Floorplan Sketch PowerView overview Pocket TOTAL enables you to draw a simple sketch of the floorplan right on your HPC It s the first on site hand held sketching tool ever introduced in the appraisal industry We ve kept it simple and straight to the point Pocket TOTAL Sketching the Floorplan 8 10 2001 Page 18 11 Pocket TOTAL Tools for the sketcher are on the left and have the following functions dnd Fann oa Hat ee photos nents In When this Line Tool is activated dimensions will be E n placed automatically as you sketch E When this Line Tool is activated no dimensions will be placed Height 8 0 Width 0 0 Activate the Text tool to place annotations in your hengi ee E floorplan Ben aaa op Pocket TOTAL 2000 Za 5 44 PM 33 This turns the grid on and off Set the scale by tap ping Options and then Sketch settings Pocket TOTAL includes a simple sketch tool
20. ove or copy reports to tne oyncnronized foiaer So 2 Simply move or copy any file you wish to transfer to the other system into nal ihayisiayineayne wih the Geskion the Synchronized folder and it will be transferred next time you connect TE even if WinTOTAL isnt running Please see our section on Synchronizing with the Desktop for more details Cean Synchronized l Creating new files There are several ways to start a new report Internet Received Reports Synchronized e Creating new files in Pocket TOTAL Once you have started Pocket TOTAL simply tap File and then New to start a new request Or tap the new document icon in Pocket TOTAL s toolbar You will Pocket TOTAL Using the Report Manager 8 10 2001 Page 18 5 Pocket TOTAL be prompted for the report name the form type and folder for the report Copying existing Pocket TOTAL files You can copy an existing Pocket TOTAL report by highlighting it and using the Copy command from the Report Manager s File menu This is handy if you have templates created Starting files in WinTOTAL 2000 You can also start a new request using WinTOTAL 2000 Create it just as you would any other request except when you are done use the File Cabinets Move Copy function to move the file into the Synchronized folder The next time you connect your HPC to your system it will be copied to the handheld computer The information from the Requester will be visible in the Request
21. Addenda fff comps Ey Photos BY Sketch Maps fF Worksheet g Biling QJeso Al worktile Mj Graphs a Import comparables Sketch e Foot Adjuster Manage your comps search for comparable properties Click on Old Reports an create an adjustment model to automatically adjust for co bat ye eae ltt ple O m p S owe r l e W you ve used in past reports and mark them for to import comps from square footage differences between the comps and subject Click on ee POUDIAS OT MNA Omps 4 ante C A PowerView your Comparables placement into your existing report existing reports the button to the right to make these adjustments Database was pre scanned to detennine Open Database Open Darbas Sa Pads maresia Comparables Database introduction ee eee Weights are based on a mathematical analysis of the adjustments you made to the comps Click Sort by Weight to rearrange the Open Database Old Reports comps in order with the most comparable property being moved to the Comp 1 slot and so on You can also manage them with Sort by Weight Comps in your Comparables Database Add along with their associated image c The fi rst option in the Comps Powe rView is the Comps Database This is me Moreap Move ponn Add Delete and Copy buttons Their photo pages will rearrange automatically l be marked and automatically placed into Description Sale Price Grs Adj Ind Value Weight MoveUp
22. JPG 99KB 12 22 96 2 39 00 PM sis ws DEC2204JPG 79KB 12 22 96 1 40 28 PM m Pra PF DECZ2040 IPG 79KB 12 22 96 2 40 28 PM eo DEC2205JPG 75KB 12 22 96 2 40 54 PM a FEB2803JPG 68KB 2720 97 8 57 46 AM 77KE 7 24 96 4 0214 PM x mage 6 B0KB 6 29 98 1 39 04 AM Ezi zamprear jpg 157KB Ezi sampetrt jpg BEB Ta Woo fia AN ime JKE 29798 1 33 14 AM 379 38 4 30 52 PM QAF 10 93 FA Phd mage 8 File name CW INZOODS IMAGES samptrmit jpg Up to 8 images may be associated with each comparable in the database Page 5 4 Comps PowerView o pi S a N Click the Edit button Click the Image tab then click the Manage Images button Click in the button for the image preview Click the Remove Image button Click OK to accept the changes Removing comparables Finding removing a batch of comparables older than a specific date You can locate and delete comparables in your database that have expired 1 Click on the Comps Database File menu 2 Select Find old comps 3 Click the Delete all comps item By default WinTOTAL saves a copy of each image used in a report with the report data so its okay to remove the individual image files associated with properties in the database The photo is with the report 4 Select the month and year from the drop down list 5 Click the day on the calender 6 Click OK Placing comparables into the current report Let s assume you ve found a comparable i
23. Just minimize it Maps PowerView Using Maps from Other Sources 8 10 2001 Page 8 5 Maps PowerView 2 Use the CD program s interface to locate the map you wish to use 3 If you want to use its bundled annotation tools you may but WinTOTAL has its own tools that will keep you from having to retype addresses Plus you can edit your annotations in WinTOTAL even after youve saved Of course WinTOTAL won t be able automatically locate your subject or comps for you since only maps we download are able to be geocoded 4 Select the Copy function from your CD ROM map program s Edit menu It might be in another menu Consult that program s documentation 5 Switch back to WinTOTAL and the Maps PowerView 6 Select the Page Format and Table of Contents name for the map These define the default heading for the top of the form and how it is listed in your report s Table of Contents respectively 7 Set your Map Source to Clipboard and click Add Or click Replace if you are replacing an image on an existing page 8 Your map will appear on screen Typically the maps transferred through the clipboard only contain what was on screen when you selected Copy in step 4 That is a limitation of the 3rd party mapping Tr Tx program itself not WinTOTAL EE Folders OK 9 Now you are ready to annotate the map as described on Annotating elbs an ooma are Maps on page 3 Just click the Annotate Map button aegis he 02120
24. The first option bel bl to print the Net and Gross in the major f f San lso edit the Net and the free reader Note that our EDI functions encapsulate the PDF ree eed a ces clean as ates are ramet eee eee eelse eae aetae creation process therefore if you use our EDI tools you will rarely on major forms additional information such as Summary Appraisal Report need to output a PDF this Way WinTOTAL also has a Print to PDF Print net and gross on the major form Print a summary phrase on the major form option in the File menu Edit net amp gross text Edit summary phrase e If you have purchased faxing software such as Symantec s WinFAX Pro WinTOTAL can also be set up to send straight to your PC faxing system without you having to adjust your print setup by clicking this option There s no sense using a switchbox when WinTOTAL will direct output to two differ ent printers simultaneously All you need is a second LPT port connected via a Job and Printer Setup card in your system USB or on a network Click the Job and Printer Setup tab to configure items for printing Once you set these options they are remembered for future reports WinTOTAL is capable of printing to two printers simultaneously if you have two ports installed on your system Installing an extra LPT port is often cheaper than using a switchbox and more reliable Why print your photo pages and forms in separate batches when you can install
25. e You don t have to be connected when you configure WinTOTAL for EDI but it will prompt to connect you during the process Cancel e If you don t have a connection but want to get one we recommend asking appraisers in your area who they use If they are happy with service you may be happy with it too The WinTOTAL Internet Setup Wizard simplifies your EDI configuration And WinTO e One major provider that at the time of this writing still uses a TAL s EDI tools make the keep the process even more easy to follow from there No proprietary non standard connection is America Online See our Soe soles Biss ALe ARSISE EVEI QAY URING VVR I AE BVOT ONIG CONI troubleshooting section for more details regarding proprietary Internet connections Setup WinTOTAL for EDI WinTOTAL uses the same EDI configuration for all Internet functions including transmitting reports acquiring maps and receiving program updates Our Internet EDI Wizard has assisted thousands of appraisers in getting set up on the Internet It s really easy As a matter of fact it Internet EDI Configuring WinTOTAL s Internet Settings 8 10 2001 Page 11 1 Internet EDI takes longer to describe than it does to just do it There are three places where your EDI can be configured During WinTOTAL s intial installation a screen in the installation wizard will prompt you to set up WinTOTAL s internet tools Click Internet to
26. gt yyy is This section will cover operations such as moving copying and deleting reports WinTOTAL allows you to perform these operations either one report at a time or on multiple reports Of COUSE to select a single file you just click once om it and its Status is key to our accounting functions as well as the ability to keep clients proac highlighted Here s how you can select blocks of reports This works just tively informed with automated e mail messages based on status items you mark as Windows Explorer Here s how you select multiple files at once File Management Working with Reports 8 10 2001 Page 13 4 File Management Go to a folder that has multiple reports preferably 8 or more Click the first report in the list so that it is selected Now hold down the SHIFT key and click a report further down in the list Look the whole block has been selected Hold down the CTRL key and click a report even further down in the list and notice that it becomes selected too Hold down the CTRL key and click a report that is already highlighted and you ll notice it becomes deselected Go to a report farther down in the list and do a CTRLtclick and see that it is highlighted The final trick is to go down farther and do a SHIFT CTRL tclick Now you have two blocks of files highlight To summarize SHIFT click selects a block of reports CTRL click adds to the current selection By using the sort functions in File Cabinet yo
27. that don t need to be added The first few times you run the spell checker you ll need to teach it the com mon abbreviations and non standard words you use frequently in reports Dictionary Editor E Once words are in your dictionary you can Add Delete pave Close go to the dictionary editor to modify or edit a m Words in Dictionary them Just click Tools then Spell check then View Edit User dictionary Page 2 8 Form PowerView Digital Signatures Form PowerView certain circumstances like with converted files you may need to retrigger all the math e Click the Form menu and choose Recalculate current form e This will redo all math as well as all intra form transfers such as carrying data from the site section to the comps grid Area Calculator If you don t use a sketch program to calculate areas you have an interface for entering room dimensions in the Area calculator e To launch the Area Calculator click the Tools menu and select Area Calculator e Type your figures in the appropriate fields specifying the type and level of area calculating e Check the option to automatically transfer the figures if desired e When using the Building Area Addendum form you must use the Area Calculator in order to enter figures onto the form WinTOTAL can only use figures from either the Area Calculator OR from your integrated sketcher it cannot use both WinTOTAL will always prompt for which o
28. this is the first time you are running the Internet Wizard it will prompt you as to which kind of E mail box you wish to use with WinTOTAL Internet EDI Configuring WinTOTAL s Internet Settings want to sign up for a free WinTOTAL 2000 mailbox If you want to have WinTOTAL create a new mailbox on our Project 2000 server Edit username and password 8 10 2001 a Internet Setup Wizard WI IN ie it JANI INTERNET SE I Wey Select an existing Dial Up Internet connection Select one of the following Internet connections for use with WinTO TAL WinTOTAL will use the following connection l My Connection User Info Properties lt Back Next gt Cancel The Internet Setup Wizard will seek out the various connections you have to the Internet Typically you ll have just one Be sure to click the User Info but ton so that you can enter your user name and password Click in the boxes labeled Save Password and Don t prompt when connect ing so that all Internet connections can go on behind the scenes a so Internet Service Provider Username mpkrodel X Save password X Dont prompt when connecting Cancel Password Page 11 2 Internet EDI for you to use select this option and the Internet Wizard will walk you gt linteinet Setup Wea through creating that mailbox The accounts we provide to current members do not place restrictions on the size of your m
29. your network should be configured for maximum efficiency Multi User Guide and Networks Multiple Local Installations 8 10 2001 Page 16 14 Multi User Guide and Networks Moving From a Local Install to a Shared Server Explanation This type of installation happens for a variety of reasons Commonly one person will have the program installed wnen the company determines it would be beneficial to network several computers together In this case many times a one computer becomes designated as the server usually not the same computer where WinTOTAL is already installed and everyone wants to run the WinTOTAL program from the server To move a single installation of WinTOTAL from one workstation to a server you will need to first move all of the program and data files over and the you will need to modify the image database to locate your images in their new location n g Table Folders Iofs Moving the program and data files to the server TE T Be sure to change the Th _ Update Cancel FILEPATH to point to the ere is a simple DOS command you can use to copy the WinTOTAL a ee new location in which your directory from one hard drive to another Before you begin though read Field Name Value F4 Zoom images are sired ID the section of this document devoted to backing up your files Backing up oe eAWINDOONMAGES is mentioned simply as a precaution and is not a requirement It does ale sjen f there are multi
30. 3system Properties tal 7 1 33am Z Your HPC will run faster if you have more of its memory allocated to Program Mem ory But of course you need room for storing programs and files too Astat 21 contol Panel Page 18 2 Pocket TOTAL difference between the Allocated and In Use items on the left are more than 2000KB before installing Pocket TOTAL 5 Tap OK to confirm any changes you may need to make You can adjust this setting on the fly at any time while using your HPC Contrast settings on LCD and monochrome displays Depending on your handheld device and lighting conditions you may need to adjust the contrast so that you can see the screen better while in the field We ve found that the monochrome devices are easier to see when outdoors As a matter of fact most color screens are virtually impossible to read in sunlight Monochrome screens also boost performance and battery life since they use fewer resources Unfortunately the hardware manufacturers are moving away from monochrome devices so we recommend getting your hands on one before they are completely discontinued Installation Setup and Updates Copying the program to your HPC Since the Pocket TOTAL setup files are copied to your desktop PC at the time WinTOTAL is installed there is no need for a separate installation CD The process by which it gets installed to the HPC is done through WinTOTAL 1 Press the re
31. COMMENTS 2 Click in the paragraph or highlight the paragraphs where you want to modify the tabs 3 Above the ruler are arrows pointing down that indicate where tabs currently are 4 diligent search was made for comparal e To move a tab stop click and drag it e To remove a tab stop click and drag it off the ruler That s all there is to it The example on the first page shows tab stops at 1 4 inch Paragraph settings You can give your document a more professional appearance by indenting sections and using paragraph formatting 1 Click in the paragraph you wish to change 2 Click the Paragraph button on the formatting toolbar 3 Set your options for indents and line spacing and click OK Note that the first character digit must be numeric and not a decimal point detencion os naene end oneriomianine Addenda PowerView Word Processing Features 2 18 2002 Page 4 4 Addenda PowerView Create bullets and hanging indent Here is how you create bullets and a hanging indent as shown on page taps p Worksheet t amp BEEE Use the bullets and numbering items below Wi one of the manual TAA TOTAL s PowerView buttons in the Addenda 1 Type the list of items you want in your list BSA 5 Fi A E GINS PowerView 2 Highlight the list by clicking and dragging 3 Click the bullets button in the toolbar below WinTOTAL s menus at the top of the screen a leommadea Inserting an ima
32. Changing the major form type If a report was started using one major form such as the 2005 and needs to be switched midstream to a URAR you can do it without losing data here in the Contents PowerView Find the new major form you want and add it into the report WinTOTAL will detect there is already a major form and prompt you to replace the existing major form with the new one Searching for forms Browsing through our extensive forms library isn t always convenient To find a particular form try our Search function 1 Type just a portion of the name such as HUD or VA If you know the form number enter it preceded with a symbol instead for example 1004 or 442 You don t need to type the whole name Typing too restrictive of criteria can cause a form to not be found Click OK 2 The first instance of the matching phrase will be highlighted If it isn t the form you need press F3 and the next instance will be found 3 Once you find a form you can preview or add it to your report Contents PowerView More functions in the Contents PowerView 2 18 2002 Available Forms Eil Invoice Manual DOS Old Legal BiG Photo Pages Residential Digital Subject Photos Digital Subject Photos Interior Digital Comparable Photos Digital Comparable Photos Interior Digital Comparable Photos Minimal Digital Rental Photograph Addendum Digital Listings Photograph Addendum Digital Photograph Addendum Digital P
33. Configuring WinTOTAL s Internet Settings Internet EDI Adobe Systems Inc To get a hard copy of the report the receiver can simply open the report file from the e mail message and print it directly from the Acrobat Reader application If you have not separately purchased and installed the Adobe Acrobat PDF creation software the PDF option will not be available WinTOTAL has unequaled PDF integration Not only do we reduce the number of steps it takes to send the EDI file we give you easy access to Acrobat s security settings Even if you ve been using the PDF for some time Athena takes better advantage of of security options in Acrobat 4 0 and later Please follow the steps in this section Since creating a PDF from your appraisal is actually a printing process we re going to go into WinTOTAL s print setup to make changes Once you set this up on your system you won t have to do it again 1 Click WinTOTAL s File menu and choose Print Setup 2 Click the tab labeled PDF General Settings and Security 3 This is where we tell WinTOTAL which printer actually creates PDF documents You may have two different Acrobat printers on your system Older versions of WinTOTAL used the quickie PDFWriter driver which didn t automate any secuity settings Athena can use the Acrobat Distiller driver which is preferred Click Select PDF Printer 4 Scroll through the list of printers installed on your system until y
34. Contents PowerView Creating a template from scratch 2 18 2002 Page 3 1 Contents PowerView 11 12 13 Click once on the third form in the list Table of Contents 4X6 Photo Then click Add You ll then see that form appear on the right side of the screen Double click the form named Invoice Automatic Lgl You ll see it appear on the right below the Table of Contents page Double click the USPAP Identification form and you ll see it go in after the Invoice Click the Preview button to get a closer look at this form You can use the Zoom function to see it in more detail Or click Print to generate a hard copy Click Close when you are through Double click the URAR form to add it after the USPAP Identification Double click on the Statement of Limiting Conditions Are you getting the idea Double click on the Summary of Salient Features Double click the Additional Comparables form Notice when it is added to the forms list it has 4 6 next to it automatically Double click the Multi Purpose Supplemental Addendum Now use the scroll bar on the side of the forms list to make it scroll and reveal more forms Double click the Subject Photo Page and add it Do the same with the Comparable Photo Page When you add a Comparable Photo page to a report WinTOTAL will ask you from which comps on the major form to merge data In WinTOTAL s addenda we try to automatica
35. Cover Letter Legal E Invoice Automatic Lgl Summary of Salient Features iq URAR iq CondoPUD M Small Income Rev 10 94 Additional Comparables URAR Rev 6 93 Statement of Limiting Conditions 6 93 Supplemental Addendum Multi page 7 y sae ue E Digital Building Sketch Creating a template from scratch ee BI E toctantervan cate Wop pp Multi page se p P Digital Small Subject Photos Digital Small Comparable Photos 1 3 Here are the steps to create a template for a typical report from scratch Digtal Small Comparable Photos R pigale Sue Poe Photograph Addendum 6 photos Lgl Multi Purpose Supplemental Addendum FIRREAVUSPAP Addendum DigitalManual Location Map DigitalManual Plat Map A Digital Building Sketch B Table of Contents 4x6 Photo E J Residential Forms amp Addenda Keep in mind that after you create this report template you can just use the Clone feature in the File Cabinet to use it as the basis for a new assignment 1 First click on the folder in which you want to store the report For this example click on the Tutorial Folder Contents 2 Click on the New button near the top of the File Cabinet window 3 This will start our Requester Type your name followed by Tutorial Template into this screen ex Matt s Tutorial Template 4 After entering the template description click on Open In a moment you ll see WinTOTAL s Contents PowerView
36. EO Detals Reset Defaults Ok Cancel You can customize the percentages the E amp O module uses when reporting errors Page 9 2 E amp O PowerView You can also choose to graph the options above by value variation you set or variation you set on your reports You make your selection by clicking the appropriate radio button Insert a graph into a report You can add the graph by clicking the Insert into report button Should you decide the graph is not needed you can remove it from your report easily Simply open the report click the Jump to other forms pull down menu and select Review Graph Then just click the Remove from report button More Chapters Click here to go to the online Table of Contents where you can access additional chapters in the WinTOTAL user guide Or view the other parts of the manual by selecting Contents from WinTOTAL s Help menu You will find more tutorials on all of WinTOTAL s PowerViews The more you know about the software the more efficient and competitive you can be i TOTAL for Windows Olympus Sample File Edit View Form Powerviews Tools EDI Window Help lel x lax C New O Open Aj Save J Info B Sign Y Spel amp Print fg DC Deta AMES 7 Gyerride gt Clear En y Contents Form Addenda ff comps Cy Photos B Sketch Maps fF worksheet g Billing E80 il Worktile Mj Graphs g r Subject vs comp graph o
37. Edit 6 Retype word correctly 7 Click OK and then OK again to close the window Adding Icons Icons are used to place doors windows and other miscellaneous items on your sketch giving it a very professional look ls 2 Apex and the Sketch PowerView Adding Icons Press to bring up the Icon Selection pallet Type in the icon name at the top of the window or scroll through the list to find the icon of your choice Click OK The icon will now be attached to your cursor Use your cursor to position the icon Click once to place the icon in the chosen position 2 18 2002 Edit Items Insert Delete Atrium Master Bath Master Bedroom Patio kz OK Cancel Figure 25 fa word is misspelled editing the text takes only a few clicks Master Bath Bedroom Master Bedroom Bedroom Figure 26 Once you have the text entered you can begin to add icons Page 7 15 Apex and the Sketch PowerView Icon Edit 24 0 Once you have placed icons on your sketch you can edit them in a number of ways Moving icons 1 Select the icon by clicking it 2 Click and hold the Hotspot 3 Move the icon to its preferred position 4 Release the mouse button Changing icon size 1 Select the icon by clicking it 2 Hold the Hotspot Master Bath CH 3 Use the or to increase or decrease the icon size oO Pa PEA ne mr Rotating icons There are two ways Lo Closet 1 Select th
38. Ey Property rights appraised lt Fee Simple Leasehold Project Type PUD _ Condominium HUDAVA onl HOA 15 Mo a Neighborhood or Project Name Park Ridge Map Reference MSA 4200 Census Tract 0005 02 Sale Pice 153 000 Date of Sale 11 1 98 ipti ne i pai guerten Easy Money Savings and Loan John Q Appraiser ioe C urban BX Suburban C Rural Predominant i i i Presentland use Land use change Built up DX over75 25 75 C Under 25 saaupandy paci AGE One family _ 90 X Not likely Likely Growth rate _ Rapid x stable _ Slow EJ owner 90 2 Lw 1__ 2 4 family C In process Property values XJ Increasing C Stable C Declining C Tenant i Multi family Demand supply Shortage C In balance x Over supply _ Under3 mos gt lt 3 Over 6 mos Wote Aace amd the racial composition of the seighborkood are sot appraisal factors Neighborhccd boundaries and characteristics This neighborhood is contained within the platted boundaries of the addition Factors that affect the marketability cf the properties in the neighborhacd proximity te employment and amenities employment stability appeal te market ete Park Ridge Addition is located in southwest Anytown Itis a neighborhood of medium sized houses on average urban lots It appears to receive average to good market acceptance All employment centers schools churches and shopping facilities are within typical market expected proximity There
39. Goto the Photos section 3 In the Thumbnails tab clear the option labeled Show photos on forms as thumbnails blocky but fast The Image Optimizer You can access the WinTOTAL Image Optimizer from the Photo PowerView by double clicking on the thumbnail image or selecting the image and clicking the Optimize Photo button The WinTOTAL Image Optimizer contains two tabs Optimize and Enhance 2 18 2002 2 WinTOTAL Configuration Options creus WinTOTAL Photo z Thumbnails Fhoto Descriptions l Comp Photos Miscellaneous G Sie Low Resolution Thumbnail Settings eneral F Show photos on forms as thumbnails blocky but fast eet col Percent of original size 254 Form Filling sss i The creation of thumbs greatly improves the speed of displaying images in your reports IF you use non WinTO TAL tools to download images from your camera thumba arent created Guru can fis this problem for you by ensuring there s a thumb for each image W Enable thumbnail updating Daily 12 00 00 4M Weekly Monthly Pocket TOTAL i Connection OF Cancel WinTOTAL may be configured to always use the high resolution image when dis playing instead of the fast thumbnail preview Page 6 10 Photos PowerView From the Optimize tab you can set the image size to optimize viewing and printing on the size page you will be using set the amount of color you want in your image Fewer colo
40. Oklahoma City Merge form data from existing report Recaculate current form ock held fran tranelers Remove traneter locke fon eurent fon Remove transter locks from all forms Apply transters to current form Apply transfers to all forms Taxear 1997 RE Tames g 234 FE Ejner J Robinson Construction Gya Project Type Ls PUC Condominium Map Reference Ep Override number format Field format A Fonts Set T ab E nter Order F10 Set default form data font Set default addenda data font Default data fonts Default field data Default field formats end i dy EA vacant gs8 Predominant Marketing time Under 3mo Wao ower 5 vaca Use WinTOTAL s Default data font function to change the text appearance for all forms in all reports This is a lot easier than selecting all the text Page 1 11 Getting Started A field that is numbers only can have that setting overridden by pressing F6 before ENTER to leave the field Permanent field formatting Format options changed using the formatting bar may be saved as the default for all new data files by doing the following 1 2 3 4 Go to each field you wish to customize and apply the necessary for matting by clicking on the formatting buttons Click the Form menu item and choose Default Field Formats From the fly out menu click Save Formats as New Default You will be prompted with a confirmation Con
41. PowerView 3 Contents PowerView 4 Addenda PowerView 5 Comps PowerView 6 Photos PowerView 7 Apex and the Sketch PowerView 8 Maps PowerView 9 E amp O and Graphs PowerViews 10 Worksheet PowerView 11 Sending and Receiving Reports 12 Internet Data Connector 13 Managing Your Files 14 Payments and Order Tracking 15 Configuration and Automated Tasks 16 Networking WinTOTAL 17 File Conversions 18 Welcome to Pocket TOTAL 19 USPAP Compliance in the Digital Domain 20 Solution Center Gateway to Self help Appendix A Athena Migration Wizard Rev 11 01 Page 1 of 1 Getting Started Welcome to Athena Tere al File Edit View Form PowerViews Tools EDI Window Help ale xj ae O New A s Athena is the 4th generation of WinTOTAL the software used for more appraisals than all others combined This Getting Started chapter will give you an overview of Athena s features Go through it sequentially Jump to other To before diving into the other chapters of this 200 page manual NOTE TING S 8 Complete SRpra Sal Se MMAR Teportas dotnet yaa z ProjeatIntormation for PUDs if applicable Is the developer builder in control of the Hopwwners Association HOA l Test DAMAGE Fa Spproximate total number of units in the subject project 38 Spproximate total number of units for sale in the subject pr P 7 Describe commen elements and recr
42. PowerView of Pocket TOTAL WinTOTAL and Pocket TOTAL will always synchronize files that are stored in either system s Synchronized folder If the file exists on both systems then the data will be merged according to the chart in Synchronizing files on page 15 Loading an existing file 1 If the Report Manager is not currently in view tap File then Open 2 To get to the right folder simply tap it with the stylus 3 Double tap the file you want to load Shortcuts in the Report Manager Here are some shortcuts to make easier work of functions in the Report Manager Pocket TOTAL Using the Report Manager The File menu contains a Most Recently Used list of the last four files used This is a quick way to get to a current project To delete a file tap it once Then click the X button in the toolbar To start a new report click the new document button in the toolbar If double tapping is awkward you can open a report by tapping it once and then tapping the icon resembling an open folder You can select multiple files for moving or copying or deleting by holding down the CTRL key while tapping on them You can select blocks of files by tapping the first one then pressing and holding the SHIFT key while tapping the last Pocket TOTAL supports most of the popular major forms When creating a new report it defaults to the last type of form you used aH Edit view Options Help 7 c Al ieuet ton Pl
43. Preferences e eDomina Exact can automatically duplicate and save to eDomina s secure servers the files that make your appraisal software unique to how you work With Exact you have access to every database and setting you ll need to be up and working quickly from a computer at home a laptop in the field or even when setting up a new PC You won t waste hours re personalizing your system e The eDomina Vault is the only online storage service specifically designed for appraisers and it works with all appraisal software Your files are located in your private storage area to which only you have access The Vault s uploading program automatically checks for and _ Help lt Back Restore Cancel The eDomina Exact product is designed to keep safe copies of databases sends updated and new files based on your preferences to our and WinTOTAL configuration files These copies can be used in the event secure server as often as you schedule Use the Vault to backup and your system crashes or in situations where you want to set up a new sys store your files or retrieve them as needed when you re away from tem with WinTOTAL the office 24 hours a day everyday e eDomina SureReceipts Use SureReceipts as an alternative to sending appraisal reports via regular E mail No more phone calls to find out when or if a client received the appraisal report you sent It is the best way to be sure a report was delivered More Chapters
44. Received Reports El 121 Grand FI 623 99 URAR John Q Appraiser E 1900 SW Park Drive 6 2199 URAR John G Appraiser manage your folders These operations work on the currently selected e his Sede ED er aa wink David P Biggers folder lates E 6895 Blazing Trail 616799 2065 Alonsa Portillo i E 911 SW Monroe 6109 IRAR A P Raiser e Use the Rename option to give a folder a new name El 925 Crown Drive 6 1099 URAR David P Biggers e The Delete function will remove a folder and all of its contents e The Refresh item is supplied for rare situations when a report may be copied into a folder in a background operation like EDI Astart Report Manager Re 12 53 AM Moving and copying reports Se eee To move or copy a file from one folder to another do the following The Report Manager loads as soon as the program is started It gives you easy access to your files 1 Tap on the file you wish to move or copy 2 Tap the File menu and choose Move or Copy 3 Once the File Move or Copy dialog appears select whether you want to Move the file or Copy it 4 Then select the folder from the drop down list 5 Tap OK Note You can select multiple files for moving or copying or deleting by holding down the CTRL key while tapping on them The Synchronized folder When you installed Pocket TOTAL a Synchronized folder was created in your WinTOTAL File Cabinet and in Pocket TOTAL s Report Manager ia E File Move or Copy
45. Replace With type F WIN2000 Then click the Replace All button Click Exit to exit the Edit System Files window and then click Done to exit the Tech Support Assistant Note If you have any shortcuts on your desktop pointing to WinTOTAL delete them now They will be pointing to the wrong location Next you will need to reset the icons you use to run WinTOTAL and point them to your server Here s how 8 At the workstation click the Start button and select Run 9 In the Open line type F WIN2000 WIN2000 INSTALL and then click OK If your new drive is not F substitute the appropriate drive letter in the above command 10 The Setup Wizard will appear Follow the on screen instructions to complete the installation Once you are sure that WinTOTAL is functioning properly on the new hard drive you can delete the old WIN2000 directory on the C drive Modifying the image database to find images in their new location When you download pictures through QuickPix an entry is written to the image database that tracks where those images are stored on your hard drive e g C WIN2Z000 IMAGES If you move those images to a new hard drive or directory D or E the database will still look for the images in the original location marked in the database This is one of the reasons for having the new hard drive installed as the C drive and copying WinTOTAL over to it When moved to another C drive all that changes is the availab
46. Restrict to those matching job type box is checked in the Staff section of the Requester s Assignment tab Client specific fee tables This section assumes you have set up address book entries for the various people with whom you associate If you are unfamiliar with the ae WinTOTAL address book please refer to our Getting Started guide Close Client fee tables are also Default Jobs and Fees Appraiser Specific Fees Client Specific Fees cu sto m iza b le B y You may charge differently for particular clients because of the type of EENET P A T business they give you or their special needs or lack thereof It S hl eh end E rE ae pa mis Ino Ae E the default fee table completely up to you alae lee al ath sears ee IA Fa LRG IEn To ee tatio i SiE G Ae J assign 4 new one 1 On the Appraisal Desktop click on the Management shortcut and EGET AUER vorei COMPANY COMMERCE CENTER COLORADO FING PIE CnOOSe ene ane Tees E eese uta sn n ngn Definite Appraisal Management 1 Im klahoma City 2 Click on the Client Specific Fees tab 730 EeetRegionel Bark 97180 W Market St Eufaula j i First Bank 123 Main Street Edmond 3 Here you ll see a list of the clients in your system Click on a name ISTA Fist Mogao 5845 Main St Eufaula and you will see their fee table reported below If no client specific table is being used for the current selection you ll see No override Client Fee Table Auers Fee Table Fea fei
47. Same as m Property Since Famiy E Fom Other Z there 9 Billto 3832 Mo Money Lender GJ Same as Rights Fee Simple Priority Urgent Billing Ship to EASYM 773 Easy Money By Same as Loan Conventional Amt 0 8 Click the Status shortcut A due date is required for you to track the report Enter it in the Billing and Tracking section of the Requester e Leave the Send status to field blank except in cases where you are entering a request to be delivered electronically If and only if you are sending the request electronically and you When entering information into an order it is important to specify the Job Type want status messages from the appraiser delivered back to you as they are checked put your name in the Send status to field Otherwise just leave it empty 9 Click the Billing shortcut now You ll see your job type and default fee pre filled in the appropriate fields r Staff Restrict to those matching the job type Restrict to those matching the job type Notes Appraiser uacka 746 Jack Q Appraiser GJ Supervisor TAA TEE 10 In the Fees section you can enter other miscellaneous items and associated charges as well as a description for the total These items will also print on the invoice The diskette icons to the side of the line items will save your entries in a drop down list for easy reference later 11 Now go to the Notes
48. Save Jinfo E Sign YF Spel amp print U DC Data information that is being pushed back up into the form Click on one E E a ET OIGS e a T AAMAS Hz Override Sy Clear Width X of the yellow worksheet fields and notice the active field on the aaja Lue tootertome r B Z U Al Ee Sl BeA paa H E oroar eian appraisal form switches to the field linked to that cell on the pune ETE spreadsheet 31 Bloor 4 The red fields on the worksheet are places where data is being read from the form into the worksheet Click on a red field and the cursor on the appraisal form will jump to its source 5 The blue fields on our sample worksheet are colored blue simply to point out that is where you can change parameters for the calculations 6 If the sale date sale price and room counts arent filled for your yee subject enter data in those fields now a Subject Compl Comp 2_ Comp 3 7 As you enter data in those fields notice how it triggers the Tae Boe aE m T calculations in the Worksheet PowerView The sample has equations RRT ES a es a to trigger automatic adjustments based on sale date and differences Estimated appreciation A SE in the room count EFENA 2 8 Click on the worksheet and enter a different yearly appreciation rate and see how the adjustments in the comps grid changes in both the The WorkSheet PowerView gives you the flexibility of spreadsheet formulas to over worksheet and
49. Send Receive all Internet EDI For more information on transmitting files through the Internet with WinTOTAL and automating the connection delivery process see our WinTOTAL user guide or click Help while in the EDI Wizard To retrieve the file on your HPC The process for receiving files in Pocket TOTAL involves using Pocket Outlook to download the files and then using Pocket TOTAL s EDI functions to move them from the Inbox to the Internet Received Reports folder 1 Make sure you are connected to a phone line or that your HPC is oth erwise ready to connect to the Internet 2 Open Pocket Outlook s Inbox on your HPC 3 Tap Service and verify that the account set up for your appraisal e When sending from Pocket TOTAL be sure itiiiitideibihddeledailh mail is selected Then tap Service again and select Connect This to select the service that was set up in will retrieve and send all mail for the selected account You may Pocket Outlook for your Pocket TOTAL tiles paaa E proj com have to enter your user name and password to get on the Internet 4 Once the mail is retrieved open Pocket TOTAL s Report Manager Appraisal Messages Fersonal E Mail Mail Service Appraisal Messages D Tap EDI and select Receive Internet EDI 6 Any Pocket TOTAL messages that were in your Appraisal Messages Inbox will be moved to your Internet Received Reports folder At this point you may wish to move
50. Tab One feature exclusive to maps downloaded from eDomina is the Address Tab of the Map Palette Immediately after downloading a map the Map Palette will appear on screen floating over the map The Address Tab will be activated to let you know the confidence level of addresses it has marked You have several options available to you e Add another property The Add a property button enables you to enter the addresses of other properties such as listings or rentals which are not automatically imported into the Mapping Utility After adding a new property it will be sent to our geocoding server and placed on the map just as the other properties were e Edit a property address If you notice a property with a question mark or red x is label h f raphical error ress Position Aak a or red x is labeled a such because of a typog ap a on Address fostion anetate The Address section of the Map Palette tells you which proper click the property address in the Address Tab and then click Edit At Has wara Ound that poin n enter i i EA MWy 22nd point you can e te a new address and click Place then see if T the property is put on the right place on the map We ll discuss mov IZER i i S wast ing the balloon a little later A cc e Move a caption If your balloons are overlapping click the text on rossi tath e the balloon and drag it to a new location Notice the anchor stays in __Adda property place 7329 MW 21 Bethany OK 73
51. That s a significant a Deleted Items Szen BACKUP 10817 E 70hTenace NoSeach 1 2488 uaz Mat kc i ya Internet Received Reports gi a amount of data to process and save to disk The quick save is faster E nones 22202 PACKUP 11300 Pim Road fna Feas oaz DA C 94 2000 BACKUP 11420 Waverly l In the case of the unfortunate incident that your system shuts down in the DEE ira Fil e lal 12088 UA3 Jason D middle of a report the temporary files that make up your appraisal could ee eve 0000059 BACKUP 14210 Tel eke WSA4200 Decente uaz Matt Kr i Ya BACKUP Test Pager still be left on your system and the re opening the report could cause it to bo ie BACKUP 700 w Eubanks i Contact ISK IN DTIVE A IRACKIIPT RON Kat Ird appear as though you lost changes This is because WinTOTAL didn t Q have an opportunity to merge the changed portions back in to the Ba E Solution Center EEE a combined file A key objective of WinTOTAL is to keep you from repetitive data entry even when your system crashes Our Recover feature will help you get back going with your latest changes In the event that you experience a system crash here s one way to make sure you haven t lost any data 1 Click the folder in which the appraisal was located 2 Click the Options menu and choose View Recoverable Files 3 You ll then have two different types of files File Management Working with Reports 8 10 2001 Page 13 6 File Mana
52. Welcome to the WinTOTAL Conversion Wizard This wizard will convert non a la mode appraisal files to WinTOTAL On the following screens you ll be able to select the location of the report files you wish to convert You ll then have the opportunity to select as many or as few files you wish converted To start select the appraisal package used to create the files you now wish to convert and click Next to continue Convert reports from the following software package JACI PDS DOS Bradford windows CRAL windows Day One DOS Day One windows HighPerForm DOS Back Next gt Binet Cancel Use the WinTOTAL 2000 Conversion Wizard to quickly import your files from any of a dozen supported software formats Page 17 1 File Conversions e Inthe Location of data files to be converted field enter the path to the current location of your report files or click the Browse button to navigate to the appropriate folder e Inthe Location of data files after conversion field you can either click the New button to create a new folder in your File Cabinet or click the Browse button to find a folder to store them in 4 Once you have entered the appropriate information click the Next button to progress to the next screen The information provided in this dialog explains the conversion and gives some additional information for what to do with your report files after conversion Once you have read this click the Nex
53. a network Find What environment a la mode inc is not responsible for loss of data when Ainge following these instructions Replace With RRE F 41M 2000 1 At the workstation click the Start button and select the Run icon Match Whole Word Only 2 Inthe Open dialog type COMMAND and then click OK Deena Cancel 3 This will open an MS DOS window with a blinking cursor in the top left hand corner At the prompt type HL Click Replace All to remove any references in this XCOPY C WIN2000 USERS F WIN2000 USERS E Y WinTOTAL configuration file to the installation on Press ENTER your computer XCOPY C WIN2000 NETWORK F WIN2000 NETWORK E Y Press ENTER EXIT Press ENTER Repeat steps 1 3 for each workstation from which you want to transfer local user settings Multi User Guide and Networks Multiple Local Installations 8 10 2001 Page 16 7 Multi User Guide and Networks Step 4 Copying the best text database to the server Once all of the workstations have been set up properly you will have to make a decision You must choose which text database you want to keep You will only be able to use one copy of this database on the server Again this is a direct result of having multiple local copies in a network environment For example if there were four workstations on the network running local copies of WinTOTAL then three of these people are going to lose their databases We suggest using the databas
54. aaa Use Photos Poner view 37373 Hanks eae gan 2 Click the Billing PowerView to see the invoice on screen gee Tulsa OK 78535 ee a Click viewEdit billing Other File on form 3 You can choose a different Invoice format from the drop down at the aione bling iormation Telephone Number 580 979 0909 Fax Number Federal Tex ID 007 328 6767 Alternate Number E Mail roydmercer net net EmployerlD 1211 top of the screen The data will automatically fill the on screen form Ae eea 4 Click the Print Invoice button to send it to your printer H Note You have the option to add the Invoice form to your table of contents so that it is printed along with the rest of the report This is a SE more traditional way of generating an invoice with appraisal software and aa a Glent Easy Money Savings and Loan works for many people See Chapter 3 on the Contents PowerView for 2 E details Using the File Cabinet to see outstanding invoices When you use the status features in WinTOTAL the various views in the File Cabinet come alive Open the File Cabinet and select Accounting from the pull down menu e You should see a list of all reports marked as completed but for which no payment has been received e Click on the List these reports drop down to filter the list by timeliness of the payment e The columns in the Accounting view of the File Cabinet may be customized by clicking on Options and choosing Edit column layout R
55. actual e mail address of an entity single click the entity and then move your mouse pointer to the Type Name field until it hovers over the name It will take a second but then a window with the e mail address should pop up 8 10 2001 El Adobe Distiller Security Options OF Cancel POF Security Options Below you can select security options to prevent users from printing changing the document selecting text and graphics or adding or changing notes and form fields Do not allow recipient to Print PDF M Change the POF M Select text and graphics M Add or change notes and form fields Set POF Passwords For Open Document enter the password users must enter before they can open the file Open Document don tell anyone your password For Change Security enter the password users must enter before they can set or change any security options With this password user could modify pour security settings above and make changes to your document Change Security this should be a second password Note tis a good idea to uze different passwords for the above boxes Otherwise a user who has the password to open the document can also change the document s security options Athena s support for Adobe Distiller security makes it easy to add extra protection to your reports The EDI Center pulls the list ox __ Canel of e mail recipients from Type name your WinTOTAL Address Eric Richardson Find T
56. and reduce the amount of time it takes to transfer files online Use the Vault for a USPAP compliant backup The Digital Workfile is the perfect accessory to maximize the usage of the eDomina Vault The Vault is an online storage facility custom tailored to appraisers For pennies per file you can have a secure and confidential copy of your appraisal stored offsite away from system crashes and natural disasters The Vault also has automation way beyond conventional backup systems so you can t forget to do the backup For more information visit our online services site www edomina com Using the Digital Workfile Adding documents into your file The Digital Workfile can hold practically anything you put into it We ve even included items native to WinTOTAL so that you can work on them right inside the report 1 2 Digital Workfile e Using the Digital Workfile Click Add Select the type of attachment from the drop down list Depending on the type of attachment there may be other options They are described in the next section 2 18 2002 2 TOTAL for Windows Olympus Sample fe File Edit View Form PowerViews Tools EDI Window Help C New Open fa Save Into Sign 2 spel EB Print fy DC Data Ba Mes He Override Sy Clear Edn Contents EJ Form Addenda fff Comps Photos BE Sketch Maps fF Worksheet gel Billing QIE8O l worktile M Graphs r Digital Workfi
57. ansia The Balloon section on the Annotate Tab lets you customize e To rotate a symbol click it and then click one of the orientation q l and set defaults for the colors of your text captions buttons at the bottom of the Annotate Tab Default colors for i f Subject Customizing the text balloons Comparables Custom The Annotate Tab of the Map Palette enables you to place your own balloons change the colors on balloons you ve placed and set defaults for future annotations Click the button that resembles an annotation balloon aie To change the attributes of an annotation balloon Click the balloon a on the map and then click the button corresponding to the attribute you wish to change WinTOTAL will remember your changes and if they were _Flestore Defaults associated with the subject a comparable or a custom annotation It will then use those attributes the next time it places a symbol EA Add Label Cancel Show distances from subject To add a new annotation Select one of the standard labels below or enter your own label in the Custom areal and press OF 1 Go to the Balloon section of the Annotate Tab Subiect 2 Click on the map where an annotation doesn t already appear but in A a place you d like to put one cone 3 You ll see a list of properties in your report corresponding to the 17400 Nw 13th subject and sa
58. appraiser and supervi sor too Just like fees entered above payments entered here will automatically transfer into your report s invoice and used in your management reports Chk 4012 Date 05 27 2001 Deposit E 20000 Chk Date E Chk Date H Tota Ef 200 00 Due Total j B s50 Billing Fees Appraiser Fees you enter here will automatically transfer into your report s invoice and used Click to run reports in your management reports Base Fee Full Appraisal E B 800 00 3 Split 0 00 10 00 Mise 1 Travel E E 25 00 Paid Date Misc 2 Misc E Ej 10 00 f a m Supervisor Misc 3 JE E Click to run reports Misc 4 E E Mics J E Split 0 00 f0 00 Tota B E 635 00 Paid Date F Payments Client Bill to client s outstanding balance is shown below Appraisal One Terms h Outstanding 0 00 Invoice Dates Invoiced 06 14 2001 J Bill Due for 0 2001 Bill Paid El Management Report Wizard X Payments and Order Tracking Generating Management Reports and select Management Reports to access the WinTOTAL Report Wizard You ll then see categories on the left and report names on the right When you click on a report name a brief description appears at the bottom of the Window We recommend browsing through all the reports available there may be things you never thought of tr
59. as 4 percent of the base fee Each appraiser in your database can be set up independently to be paid according to a job type s flat fee split or percentage fee split Delete Use percentages as the default split determinant Client Fee Appraiser Split Appraiser Split Supervisor Split Supervisor Split a 800 00 600 00 75 200 00 400 00 300 00 75 100 00 1 000 00 800 00 75 200 00 400 00 300 00 75 0 00 400 00 300 00 5 0 00 400 00 __ 300 00 75 0 00 Default fees are used for job types when there aren t specific tables for the client and appraiser Page 14 2 Payments and Order Tracking on the Use percentages as the default split fee determinant checkbox 5 Click Close when you are through entering your default fees Appraiser specific fee tables In you involve multiple appraisers and clients in your business you probably don t have a one size fits all solution to billing WinTOTAL accommodates that by allowing you to have specific billing schemes for different appraisers and clients e You may pay appraisers differently based on seniority Or maybe one appraiser always does a particular type of job or handles regions for you so it s just easier to adjust their fees globally It s completely up to you e When an appraiser has a specific fee table assigned to them the payment or split percentage from their table will override your default se
60. be actual arithmetic or they could be functions that copy the data from field to another Our Worksheet PowerView even reads spreadsheets saved from Microsoft Excel Therefore if you are familiar with spreadsheets and already have some of your own outside of WinTOTAL then you ll be up and running in no time with this Worksheet Basics What is a worksheet spreadsheet A worksheet is a tool that enables you to set up formulas and models for calculations A calculator typcially only lets you do one calculation at a time but a worksheet enables you to change an entire page of calculations by adjusting just one factor Individual elements are called cells Cells are referenced by row number and column letter Cells can contain text numbers or formulas Functions can take the contents of one or more cells and perform math calculations or other functions on them For one cell to be a function of other cells the first character needs to be example A1 B1 Just like a calculator operands may be grouped using parenthesis example A1 B1 C1 Changing the information in the source cell automatically updates cells containing formulas based on that cell Common math functions When writing functions in your worksheet use 9 as the first character in the formula bar Instead of typing the cell references simply click in the Worksheet PowerView Worksheet Basics 8 10 2001 Fel TOTAL for Windows
61. bjonest yahoo Lender personal nk oof Oklahoma lender Chernt IFN 8 10 2001 Page 11 8 Internet EDI To view the actual e mail address of an entity single click the entity and then move your mouse pointer to the Type Name field until it hovers over the name It will take a second but then a window with the e mail address should pop up A copy of the EDI can be sent to an additional receipient by clicking the Cc button If you want to save the e mail and send it at a later time click Save and the message will be stored in the Drafts folder To attach a file to the message click the Attach button and a Select files to attach window will pop up In this window you will be able to navigate the folders on your hard drive and open the specific file you want to attach To send the message simply click Send To reply to a sender that sent you a message simply highlight the message and click Reply This will create a message that you can treat like a new message A message that was received can be fowarded by clicking Foward This will create a message that you can treat like a new message Entering EDI Info for Entities An entity is simply an appraiser client lender or other person in your Address Book You can specify their e mail address along with their other contact information so that when you send them a report or request you don t have to type in their name and e mail address 1 Int
62. brilliant colors ina map They just make your files larger and slower to print or send electronically Use a low resolution setting of 200dpi or lower This will keep your file size down and save disk space The map will still look great Even 100dpi or fax resolution will output good looking maps Page 8 7 Maps PowerView 1 In the Maps PowerView click the map page that contains the image you wish to enhanced 2 Click the Enhance Map button 3 Make appropriate adjustments and click OK Note There s no need to convert maps to greyscale since WinTOTAL has functions to send map pages to your laser printer if you take advantage of our dual printing system Likewise on inkjet printers it saves only a negligible about of ink since it causes your inkjet printer to use an amount of black ink equal to what it would have used in color Deleting a page When you delete a map page through the Maps PowerView the map image is also removed from the report If this map was copied from a disk file the original disk file will not be affected To delete a map page just click its description and then click Delete Configuring the map options You have many options available to you when you download maps through WinTOTAL Most of these are self explanatory You can set these before you download or have them come up each time Click Options in the Maps PowervView to review the configuration e Map detail Those with the WinTOTA
63. can size the columns interactively 1 If you are still in the column layout screen click OK to return to the main File Cabinet screen 2 Move your mouse slowly past the columns in the reports list File Management Managing Folders and Views 8 10 2001 Page 13 3 File Management 3 You ll now notice that when you move your cursor toward the edge of a column it changes to something that looks like a double arrow Edit Save Cancel 4 When your cursor looks like a double arrow hold down your left Property Information p Tracking Information mouse button and drag the column to the desired width Address 10212 Nall Ave Lender 00729 5 When the column is the desired width release the mouse button City JE armond State JOK Zip 73013 Client 4154 F County Oklahoma Location Main H 52555 Sorting the report list f _ Legal Description Mall Hills PoE A BS of Lot 3 Blo Other ji The File Cabinet allows you to sort by any column visible on screen in o Nal Hils royec ascending or descending order Click the column heading and the list Dates will be sorted by that item The first time you click they will be sorted E r a SUE Order Date fosis 01 ascending denoted by an arrow pointing up Click the column heading ale Price ale Date 06 13 01 Due Date 0671970 again to sort the list descending ae Ga NR Gi he Working with Reports Editing report information from the F
64. computers in my office If you have several people in your office needing to run WinTOTAL at the same time then you should get a network e Even though the WinTOTAL installation disks are not copy protected it is against our licensing agreement to run it on two separate computers at the same time therefore you can not legally install it on several computers for several appraisers to use simultaneously Think of it like a book Two people can t read a book in two places at the same time e f you have several appraisers in your organization with separate PC s you should either network those PC s or buy additional WinTOTAL licenses from a la mode Our technicians are authorized to not support your program if we know it s on multiple PC s In plain terms this sounds kind of rough but it is actually very standard for all types of software When you consider the fact that we don t charge extra for the network capabilities as our competitors do and that extra licenses are at a greatly reduced price it s very reasonable and lenient What s the difference between installing WinTOTAL on a network server and on separate PC s When WinTOTAL is on a network server then all of the program files forms databases and program settings are in one location It s very Multi User Guide and Networks General Questions 8 10 2001 Page 16 18 Multi User Guide and Networks convenient for you by allowing you to share your data with other appraisers
65. copy that entire column to comp 2 Put your cursor at the beginning of the first line of comp 2 s address field Press the key on your keyboard A flyout menu will appear prompting you for the comp to copy From here just type the number of the comp to copy or you could use again to wipe out the whole column For now press 1 and comp one will be copied to that column The function may also be used on individual lineitems Put your cursor in the location item for comp 3 Then press This time when you choose a number it will only copy that one item 2 18 2002 Retrieve Comps from Old Report x Ok Cancel Folders Internet Received Reports fa My Sample Folder fa Received Requests Reports E Olympus Sample Sample Template Tutorial Report C Requests ma Tutorial Folder Comps CP indicates comps marked for retrieval 1 1700 SW Wendy Mark 2 1800 SW Wendy 3 1900 SW Wendy Un Mark Mark All Un Mark All Square Footage Adjustment Calculator Cancel Adjustment factor These are the settings for Matt Krodel MATTEROD Use fied factor of 7 aq ft across all comps Use individual lt sq ft factor for each comp type into grid below Use calculated factor of Z of the price sqft of subject or C each comp Criteria apply a non zero size adjustment to the current form if I The difference between the subject and comp GLA exceeds aq fh
66. database record in which to type values 3 Use the Additional Info tab to specify the name of the neighborhood custom tracking items the actual age and actual date of sale This is Important since WinTOTAL needs a properly formatted date entry and numerical age in order to perform searches For these items you can specify different data for what goes in the form and what gets used in searches See Date and Age Field Formatting on page 6 for more information 4 Goto the Images tab and click Manage Images to associate images from your image database or image directory with that comparable See Associating images with comparables on page 4 5 Click on OK when you are through entering your information Comps PowerView Batch Import to Build Your Comps Database 8 10 2001 Page 5 3 Comps PowerView Hint In this screen use the TAB key to move easily to the next item or SHIFT TAB to go back one item Add comparables from the open WinTOTAL report If you have comparables already in a WinTOTAL report you can add them to the database by doing the following 1 2 3 4 Open the report and click the Comps PowerView Click the Open Database button Once in the database click on the Add button You will be asked if you wish to merge a comparable from WinTOTAL or if you wish to enter one manually Click on the WinTOTAL button You will then be prompted with two options regarding how to handle duplicate comparables and
67. display For more information about what the text database name is and how it is used press Help Change to a different set of QuickLists MATROOS MN WinTOTAL allows you to switch to a different Text Database thus TOTAL changing the QuickLists you see for each field This can be handy on networks or if you like to have different QuickLists for different forms 1 Click the Edit menu 2 Choose Change TextDB name Rename The names of actual Users are marked with These cannot be renamed 3 Select a name from the list and click OK Moving the Text Database palette With the release of WinTOTAL version 4 0 we have moved our Text Databasing and All Comments to the left side of the screen by default The Text Database palette can be moved around the screen by clicking the handle bar at the top of the window and dragging it to another place on screen Drag it to the far left or far right to lock it in place The Text TB and the All Comments column will appear by default To hide the Text DB press F9 Press F9 again to bring it back Using the All Comments area To activate the All column click the All tab at the top of the Quick list column This is a super set of all the comments you may have created for each field To use a comment from the All list double click it Other functions are available when you right click a comment in the All Comments list e Use places the comment associated with that k
68. entwis12 capable D Thie enti ts one omy trading partnere Fee Tables Hotes sdl Into Appraiser Contact Info EDI Info Trading Partner Enter the name and address information for this Address Book entry You may use the other tabs to enter contact methods ED methods and any notes particular to this entry General Informatian Name JAP Raizer Appraiser ID AFR Street f23Man o Address io ka City Edmond al BE County USA Province Licenser Certification Licensed Certified 2999955 License State Jak Expiration date 12 31 2004 MM DD YYYY Designation License When adding new contacts be sure to put in as much information as possible A common mistake is to leave off lic cert information resulting in entries being cleared on forms when they are loaded Page A2 6
69. exterior wall where you wish to begin drawing and press J to Jump to Point 3 Press enter to establish a starting point 4 Type the length and direction of your line and press eter to place the line 5 At this point if you can do one of two things e To continue your drawing without raising your pen type the length and direction of the next line and press enter DO i a amp al Plys ji s a O Q T e f you need to raise your pen press enter a second time so you can move it to the next starting point Note As you move the cursor the line length will be displayed to allow you to make the line the proper length Cross hairs will also appear as you come to points with perpendicular lines or corners to allow you to square your lines with previously drawn lines pee cua oeen co ae zas 6 You may have to press the Refresh button to see your drawn line 7 Move your cursor to the next starting point and begin the process again until you are finished drawing the interior lines of your property Line Edit lf you make any errors drawing your interior lines you can use the Line Edit function to correct them Several different methods may be used depending on what you need to accomplish Figure 21 Now your sketch of the property is complete At this point you may add interior walls icons and identifying text if you wish Figure 22 Notice that the length of the line is displayed as you b
70. feature start NS CAPS NUM The Contents PowerView is where you manage the forms in your report You can add delete and rearrange forms in your report at any time CO New G Open E Save into E Sign The forms list is split into different folders based on the type of form IGE conteris E fom E Addenda ffl Comes E Photos Win TOTAL s forms list is sectioned off into folders to i i ER EAN double click Make forms easier to locate The folders expand Most of the forms we re going to use are in the Most Common Forms _inemtothelet orusna ine anon buten Load tems daublesiekns and collapse when you click on them so that your major forms remove or replace the form with another all relevant data fr and Addenda section of the forms list m Available forms can hide sections of forms you may not use e You can expand and collapse a folder to hide or display its forms Z saes E E Fai E by double clicking on the sign that appears to the left side of the E USPAP identification Rev 1 01 B Table of Contents No Photo folder ICON B Table of Contents 4x6 Photo i i i i B Cover Letter Legal e To add a form click it then click the arrow pointing to the forms in R Invoice Automatic Lol your report You can also double click the form to add it Bae ee ae iq URAR In the next few steps we ll step through building a new report CondoPuD
71. form since some may say Limited Appraisal Report Instead of overlaying a summary phrase you may wish to use our USPAP identification form It provides more detail on the appraisal and report as well as room for comments and other disclaimers 1 Goto the Contents PowerView Click Search Enter USPAP in the search dialog and press ENTER Then press F3 until you see the form labeled USPAP Identification a oS Double click the form and it will be inserted into your current report You may wish to do this to any reports you use as templates too Printer adjustments for compatibility Although not required often we supply printer adjustments to optimize printing or work around potential problems you may encounter These are set separately for each printer Most people do not need to work with these items but they exist to ensure WinTOTAL will be compatible with practically any of yesterday s today s and tomorrow s printers The most common items that may need to be changed from the default are 2 18 2002 5 x El Net amp Gross o M anager ss Close Restore Default By editing the information below you are allowed to change the Net and Gross labels that will print on the Form Net and Gross adjustments may be overlayed in the sales comparison section through an option in the Job and Printer Setup tab of your WinTOTAL Print dialog Net and Gross Information Net Percentage N
72. headings Submit a Support Request and Support Request History Submit a Support Request This is a great way to get technical support especially if you have an issue that doesn t require you to speak with a technician at that very moment Support Requests sent to our staff in this manner are automatically entered into our call queue and receive more callback attempts than voice messages e mails or faxes If we don t get a hold of you on the day you send the support request we will make attempts over the course of several days to get your issue resolved To submit a Support Request do the following 1 In the Support Requests section of the Appraisal Desktop s Solution Center click Submit Support Request The Tech Support Assistant Support Request Information dialog displays Solution Center Support Requests 11 07 2001 te Tech support Assistant Support Request Information WINT EC isu Please use the box below to describe your support request fF you re having problems please be as clear as possible if there are symptoms that might help us narrow down the issue describe them When you re finished click Send to automatically transmit pour information to our technicians ou can print and fax your information to 1 800 211 4512 Examples of helpful information about problems include l there an error message If so what s the exact eror Have vou rebooted your computer to see if the problem persists
73. is no apparent and measurable evidence of adverse locational factors which might adversely affect marketing or value GHBORHOOD Market conditions in the subject neighborhood including suppert for the above conclusions related te the trend of property values demand supply and marketing time SUCH as data on competitive properties for sale in the neighberhocd description cf the prevalence cf sales and financing concessions etc See attached addenda Projeat nformation for PUDs if applicable Is the develope y builder in contrcl of the Home Owners Association HOA C ves C Ne Approx mate total number cf units in the subject project Appro mate total number of units for sale in the subject project P gt Subject Neighborhood PUD Site Improvements Comments Cost Approach Sales Comparison Reconciliation Forms INS CAPS NUM 4 The Form PowerView is where you do data most entry Page 2 1 Form PowerView 5 Now go to the Edit menu and choose Copy QuickList 6 Click in the condition field of the Cooling section You can switch to a different Text Database Name a P 2 OF Cancel Help 7 Click on the Edit menu and choose Paste QuickList 19X1 DAtaDASA V Cie Oox Lee Y file by changing the Text Data Select a name from the list and press OK You should Now have an identical set of QuickLists for these fields base User name This name will be used to determine which quick lists to
74. just to get a hard copy as well as get a list of what s on your system Click the Print button and we ll describe the options Print report This will initiates WinTOTAL printing functions for the El Print options currently selected report Options will be displayed before printing DK Cancel Print Selection Reports and other informa tion can be printed right from inside the File Cabinet Quick print report Instead of giving printing options the current report will be printed using whatever your defaults are Select the appropriate print option and click OF Print report lets you mark the report forms you want printed Print Invoice only This will send the Invoice only to the printer ey E ETRE eee eer ets Print reports list The columns you choose to view on screen for a Print invoice only automatically prints just the report invoice particular view are the same ones that will print for that view if you have the File Cabinet print a list of reports You may wish to set the page orientation for Landscape Status and Other Views File Cabinet views Up to now we have only covered the main Folders view in the File Cabinet As mentioned previously there are several other views of your reports and tools available to assist in office management Click the drop down list showing Folders by default and you will see the other views available Requests In Progress Completed Accounting and All Reports
75. list of parties related to the report or you can simply type in a name IF you want to look in your Address Book for other parties to receve the report click on the lookup icon E mail methods associated with the selected recipient are shown on the right you can either choose one from the list or override the list by typing in any e mail address Recipient Me out in the field E E mail ao Walzer P2k raz 000 com FSC ao O WinTOTAL 2000 Project 2000 C Standard e mail message with f Pocket TOTAL 2000 EDI EDI format Acrobat POF attachment Format An appraizal file sent in the Pocket TOTAL EDI format can be receiwed by handheld PC s that are using Pocket TOTAL 2000 This method is best in cases where the recipient i curently working in the field and ig capable of receiving EDI data on a handheld PC Once an appraisal file is received in this format the recipient can open the file in Pocket TOTAL and quickly enter onsite information The appraisal file can then be sent back via EDI or synchronized upon return When the file i opened in WinTOTAL the data that was entered onsite will automatically be in the appropriate fields of the form Be sure to choose the Pocket TOTAL format when sending a file to your HPC so that it gets converted to a format that your HPC can read once it is received Pocket TOTAL Internet Sending and Receiving Page 18 20 Pocket TOTAL 6 Once back in Office Manager click the EDI menu select
76. mail separate from the personal e mail you may receive on the HPC you should create a separate Service for it Appraisal Messages Service Definition 1 3 Connection my Internet Provider SMTP Host POPS Host mail proj2000 com nail proj2000 com Return address ser ID fappraiser p2k appraiser p2k proj2000 com Password eea Save password _ Astart Smo pe ace AM You should use a separate mailbox for Pocket TOTAL reports Contact our support department on setting up an additional account under your a la mode customer num ber Page 18 19 Pocket TOTAL 10 11 12 13 14 For the User ID enter the account name that was given to you at the time you requested your Pocket TOTAL mail account It will most likely be based on your customer number with extra letters at the end denoting it is for Pocket TOTAL Enter the password you specified when requesting the account Specify an SMTP host of mail proj2000 com Specify a return address of your account name followed by proj2000 com Tap Next At this point you may want to check the box that disconnects you after actions are performed This is at your discretion as are the other options on this screen Tap Next This screen is very important Due to storage and speed limitations Pocket Outlook does not default to downloading entire e mail messages For Pocket TOTAL EDI to work correctly you must change the default settings on this
77. of the file that contains the image or perhaps the date it was created 1 2 3 4 First load a form that supports photos Click the Photos PowerView Click File and browse to the directory where the image is located Click on the image name you want to use and you ll see a preview appear You view the image in full resolution and even enhance it by clicking on the Optimize Photo button Select the form and which photo you are wanting to place Then click on place photo Cut and Paste Images By using the Windows clipboard you can easily cut and paste images into your forms The only drawback to cutting and pasting is that not all programs cut and paste the same sometimes depending on your PC Photos PowerView Obtaining images from other sources 2 18 2002 fel TOTAL for Windows 1000 NW 166 ml File Edit View Form Powerviews Tools EDI Window Help x O New GS Open f Save 9 Info B Sign Y Spell EH Print Yg DC Data Bes i yerride Clear Al Contents EJ Form Addenda fff Comps PIJ Photos BY Sketch Maps fF worksheet ge Billing GQ E80 aie Retrieve photos from your digital camera WinTOTAL provides a direct interface to today s most popular digital cameras Photos can be retrieved directly into the imaging database as well as to file C Database File Scanner TWAIN Device View Show Previews Type of files All Image Files x IV Sorby Date V Sort D
78. of your findings will transfer back into your report ao L Special fssessments matically Owner Tenant Vacant WA anl HoA O O Mu Census Tract 1007 00 zaid by seler OOOO O OOOO e D induse Landus change FEMA Special Raad Hazard Ama CI ves E9 No FEMAZone O Map Date 094154993 400233 000030 FEMA hap Na 8 10 2001 Page 12 2 IDC Internet Data Connector 2 Blue Question Mark Information was found but you should verify it Bel IDC data options for accuracy as the confidence level is less than optimal ok Cancel hangee you make othe below options wont be spped unti tenes A 4 i Data options 3 Red X No information was found or is available for the property fie eae em ee can specify how Append the MSA to the beginning of the Census Tract WinTOTAL More C hapte rs Make all alphabetical characters uppercase A esponds to the m Data transfer options data ga thered Click here to go to the online Table of Contents where you can Don t check Insert boxes for any data elements online access additional chapters in the Win TOTAL user guide Or view the Check Insert box for only those data elements that have information other parts of the manual by selecting Contents from WinTOTAL s Help Always check each Insert box transfer blanks into forms for those entries that have no data m Insert legal addenda menu You can also find more tu
79. off by pressing F9 Or float it above your form by clicking the handle at the top of that panel and dragging Data entry basics When entering data note the following Getting Started The Form PowerView WinTOTAL automatically wraps text in comment blocks so you shouldn t press ENTER at the end of a line 2 18 2002 Off site Improvements Type Public Private Street Curb gutter Sidewalk bx Street lights E Oo Alle brick Bg E WinTOTAL remembers the last E ten items you typed into a field and gives you a drop down list when in the field The maximize button will be at the top right hand corner of your WinTOTAL screen If WinTOTAL isn t covering your entire screen click it and it will Page 1 10 Getting Started WinTOTAL will never let you type more into a field than will print A green arrow next to a field means the text couldn t be displayed due to differences in video and printer resolutions but will print A red arrow means there is more text entered than will fit Checkboxes may be toggled on off by pressing the SPACE BAR or just by clicking in the field SHIFT ENTER will back you up one field TAB emulates a typewriter by moving right one field Pressing F10 while in a field displays an easy to use interface that lets you customize the cursor movement in the form Try it Changing the default font for all data The default font for WinTOTAL data is Arial 9pt If you wish to mak
80. order to find the images in their new location To do this requires that you open the database in the Visual Data program included with WinTOTAL to modify the list of folders used in the database Once again a la mode cannot support this procedure and is not responsible for any data lost as a result of modifying your database If you are uncomfortable modifying your image database you should contact a local technician to make the appropriate changes These steps assume that F WIN2000 is the directory of the network install and C WIN2000 is the old local directory of WinTOTAL Please substitute the appropriate drive letters in the following instructions The following steps will edit the database to point to the new image location 1 At the workstation click the Start button and select the Run icon 2 Inthe Open dialog type F WIN2000 VISDATA and click OK to start the Visual Data application 8 10 2001 For the Residential comps database type C Press ENTER CD WIN2000 DATABASE Press ENTER COPY RESCOMPS MDB F WIN2000 DATABASE Y Press ENTER EXIT Press ENTER For the Commercial comps database type C Press ENTER CD WIN2000 DATABASE Press ENTER COPY CMRCOMPS MDB F WIN2000 DATABASE Y Press ENTER EXIT Press ENTER For the images database type cC Press ENTER CD WIN2000 DATABASE Press ENTER COPY W2IMAGES MDB F WIN2000 DATABASE Y Press ENTER EXIT Press ENTER Page 16 13 M
81. prompt you when the transfers are taking place because the vast majority wants all the information between forms and the request to be consistent You can change default transfer settings by clicking on Options and then Configure i The lock button will appear pressed when the current field is locked from transfers Locking fields from transfers If you need different information in a field on a minor form than what was transferred by default simply jump to the minor form and make the change WinTOTAL will automatically lock the field from the transfer e The field will turn a different color e You ll also see the lock button appear pressed e If you click on the Form menu while in that field you ll notice the Lock Field from Transfer item will also be checked Removing transfer locks You can remove locks one field at a time one form at a time or from an entire report at one time At the same time WinTOTAL removes the lock it also re transfers information into the minor form To remove a lock from one field First click in the field Then click the lock button in the formatting bar e To remove all locks in a form simply choose Remove transfer locks from current form from the Form menu e To remove all locks on all forms in the current report select Remove transfer locks from all forms from the Form menu Once again as you remove locks from fields WinTOTAL will transfer information into the fields Manually apply
82. remember when using Apex e Draw external walls with the keyboard and not the mouse e When integrating with WinTOTAL do not use the File New function or the File Save As functions They will break the link with WinTOTAL Although Apex is fairly simple we recommend reading our dedicated Apex and the Sketch PowerView chapter You ll save yourself a lot of figuring out time and learn things the right way with a detailed tutorial and numerous examples Worksheet PowerView Build in spreadsheets The Worksheet PowerView provides spreadsheet functions right inside your appraisal report It lets you set up your own custom calculations inside the form and even reads spreadsheets saved in MS Excel If you are familiar with spreadsheets then you ll be up and running in no time with this Using the sample The sample template in WinTOTAL already has a sheet built into it Here s how to use it 1 Click the Worksheet PowerView You ll notice your screen splits 2 If you don t see the cells filled on your screen just load the sample worksheet by clicking the Open button in the WorkSheet PowerView double clicking on the WRKSHEET sub folder and then double clicking on SAMPLE XLS Getting Started Worksheet PowerView 2 18 2002 Bel TOTAL for Windows 11405 W 143rd Terrace Ezi File Edit View Form PowerViews Tools EDI Window Help l xj C New gt Open i Save o Into B Sign Y Spe
83. report to help you easily see where it stands If you wish to e mail these Description report conditions use Send status to Send status to ERDE ETE EE Y BJ Same as x Request Acceptance Date IV Request accepted FT Request refused jos 13 01 Report s Stage Assignment IV Inspection appointment set 067 14 01 l Report on hold H ae M Report reviewed fos 17 01 TORREN Delivery and Completion MV Report complete 06 1 9 01 Status Delivered via V EDI Fax Courier 06 15 01 Billing and Tracking Dates The below tracking dates will affect how this report is displayed in your Management reports Tracking Order date Verbal Prelim due date Due date Appraiser start date Appraiser delivered date Delivered date Canceled date Date a 5 2001 e7 9 2001 02 21 2000 l Report Progress The report progress for this report will determine its location in the File Cabinet queries and management reports As a default the progress will automatically change based on the conditions you set at top Complete x Use the status screen in the requester to keep track of report progress as well as enter dates that aren t part of the appraisal form data Page 13 9 File Management view the status right from the File Cabinet without even opening the report The All Reports view The All Reports view is actually not based on status It shows all rep
84. select Run 5 Inthe Open line type F WIN2000 WINTOTAL EXE INSTALL and then click OK lf your server drive is not F substitute the appropriate drive letter in the above command The Setup Wizard will appear Follow the on screen instructions to complete the installation When the installation is finished it will create new icons in your Start menu Use these icons to start WinTOTAL and the program should open error free Multiple Local Installations Explanation This is possibly the most problematic type of improper installation you may encounter Because the program is being run locally all of the files databases images etc are most likely being loaded from each individual machine isolating each workstation from everyone else and not allowing anyone to benefit from other users efforts In order to resolve this kind of configuration you will need to combine all of the local installations onto a single server machine While this process will safely retain all of your report files and user configurations doing this may cause some users on your network to lose some of their database entries text images comps etc This is a direct result of having local copies of the program installed in a network environment This process is not supported by a la mode s Technical Support staff and a la mode is not responsible for any data lost when following the steps Multi User Guide and Networks Multiple Local Installation
85. subject and comps sale and estimates appreciation based on an annual rate Similarly you can do automatic room adjustments by assigning values based on differences in the number of bedrooms and baths 8 10 2001 Format Cells Link Cell db Link Field Unlink Ci New Ga open H Save Eh Print D3 243 600 A B en i es Market Appreciation ae subject Comp 1 Comp 2 Comp 3 3 Sales Price 4 Date of sale ea Days before subject sale fae 166 246 6 Annual appreciation rate 3 00 Estimated appreciation 4 IERES 1 30 2 01 a Estimated appreciation 1 562 3 153 5 265 Rounded to nearest 100 gt Sample xls a The sample worksheet shows an interesting formula for calculating a time adjustment It demonstrates how to use cell formatting to in conjunction with arithmetic to find the number of days between the subject and comp sale Page 10 3 Worksheet PowerView Creating Your Own Worksheets Become familiar with spreadsheet functions In this context we can t teach you how to use a spreadsheet and our technicians realistically can t go over fine details of spreadsheet functions on the phone Basically you should use our worksheet as you would MS Excel or Lotus There are dozens of books and videos that can teach you spreadsheet functions We highly recommend them Example Add two cells together Start with numbers in cells A1 and B1 1 2 d 6 Click in the cell that is t
86. t know of anybody to refer you try a local computer store for names of providers with which they have experience Remember good reliable service is more important than saving a few bucks a month in fees You may want to go with a national provider One advantage to a national provider is that you will be able to connect to the Internet toll free no matter where you are in the United States But a local provider may be able to provide a different level of service because of locality More Chapters Click here to go to the online Table of Contents where you can access additional chapters in the WinTOTAL user guide Or view the other parts of the manual by selecting Contents from WinTOTAL s Help menu You will find more tutorials on all of WinTOTAL s PowerViews The more you know about the software the more efficient and competitive you can be Internet EDI Troubleshooting and Questions 8 10 2001 Page 11 17 IDC Internet Data Connector Flood amp Census Data IDC Internet Data Connector Internet Data Connector With the new release of version 4 0 of WinTOTAL the ability to introduce the latest in time saving technology for appraisers in the wasy of our Internet Data Connector or more commonly refered to as IDC Don t underestimate the impact that the IDC and Geocoding will have on your work in the coming years One of the biggest benefits is that the IDC feature in WinTOTAL acts as a really fast typist that can vi
87. the area 3 Add text icons etc Before you begin drawing perimeter walls Apex will ask you to define and name the type of area you will be drawing For example Apex has predefined areas such as Gross Living Area GLA Garage Basement etc The area definition is necessary for Apex to handle the distribution of area calculations on printouts and to pass data to WinTOTAL Existing Areas To define an area click the Define Area button on the right It s the first button After you define an area you may begin drawing Press ener to change to Draw Mode Your Drawing Cursor will look like this gt Engineering Input Lt Engineering Mode input the most commonly used input mode refers to a decimal unit of measure For example 25 5 is the decimal equivalent of 25 feet 6 inches To begin drawing a line using engineering mode input Calculation Adjustment 1 Press enter to change to Draw Mode then type in the line s length Positive C Negative C Your input will appear at the bottom of the screen in the Help Status iine Dimensions f Automatic Manual C0 Do Not Post 2 Press one of the arrow keys to move the cursor The direction you choose will determine the direction to which the line is drawn 3 Press exer to set the dimension and ena again to anchor the line Sketching in this fashion is much quicker and easier than drawing by using the arrow keys alone As you can see in the example below Figure TH
88. the form write and enhance WinTOTAL s calculations The worksheet in the sample is just that a sample You can add your own calculations to a worksheet and link it with any field of any form Be sure to read our dedicated Worksheet PowerView chapter for details Photos PowerView Access photos from a variety of sources The Photos PowerView is your one stop shop for placing digital images on your photo pages In this one screen you can access digital cameras read files from the integrated database browse a file directory or acquire from a scanner or other TWAIN device WinTOTAL can accept images from virtually any camera or imaging device However we have a built in interface for a variety of cameras such as the Kodak DC40 50 120 200 210 220 260 as well as the Logitech Pixtura and Epson Photo PC 500 600 700 cameras We also have a disk Getting Started e Photos PowerView 2 18 2002 Page 1 23 Getting Started interface which treats a floppy disk or folder as a digital camera Bel TOTAL for Windows 11405 W 143rd Terrace automating the process of file naming and logging photos in the 3H Ele Edt View Fom PoweiViews Tools EDI Widow Heb database C New G Open i Save 3 into E Sion YF Spel prit 3 DC Data GAMES Hy Override Fa Cear S width _ EA Contents orm enda omps os ch Maps orkshe orkfile Biling GH raphs For this tutorial we ll use sample photos Be sure to read our
89. the report WinTOTAL has multiple methods of sending a report the native WinTOTAL and Pocket TOTAL formats and as a PDF document attached to a regular e mail message As new standards arise other methods may be integrated This chapter will deal with the most common methods the PDF and native WinTOTAL ZAP file Sending a view print only report as a PDF Many programs force you to print the PDF separately then use an e mail program to attach it manually While that isn t difficult our method is even easier In one step we create the PDF and attach it to a message we also automate things like the subject line body text and even make it easier to pick out the recipients 1 While in the report click the EDI menu and select Send Report via Internet EDI Or you may send it from the File Cabinet Simply click on the report you want to send and click Send EDI 2 Enter the e mail address of the recipient The To field has a drop down list for you to choose one of the entities from your report To choose anyone from your Address Book simply type a name in or click To e Clicking the To button will bring up another window from which you can choose the receipient To add a name simply double click the type of entity in which the receipient is located ie if you are sending to an appraiser double click Appraisers Then double click the receipeint s name to add the name as a receipient and click OK e To view the
90. them to a working folder or even your Synchronized folder Sending from Pocket TOTAL to WinTOTAL The process for sending files from Pocket TOTAL involves using our Report Manager to place files in Pocket Outlook s Outbox then using the connection features in Pocket Outlook to actually deliver them to their intended destination To send the file from the HPC 1 In Pocket TOTAL s Report Manager tap once on the report you wish to send Tapping twice opens it and we don t want that 2 Tap EDI and select Send via Internet EDI Pocket TOTAL Internet Sending and Receiving 8 10 2001 Page 18 21 Pocket TOTAL Type the e mail address of the intended recipient This should be a mailbox intended for WinTOTAL reports only since the message will be unreadable except by WinTOTAL select the mail service you set up in Pocket Outlook for appraisal related mail Then tap OK Open Pocket Outlook s Inbox on your HPC Tap Service and verify that the account set up for your appraisal e mail is selected Then tap Service again and select Connect This will retrieve and send all mail for the selected account You may have to enter your user name and password to get on the Internet You can send multiple files at one time through Pocket TOTAL They simply get put in the Outbox awaiting the next connection to the Internet To retrieve the file s in WinTOTAL This is just like retrieving any other files sent through the Inter
91. to WinTOTAL To launch any of the utilities just double click the listing Two very useful Windows utilities you can access from here are ScanDisk and Disk Defragmenter It is recommended that you run ScanDisk weekly and Disk Defragmenter monthly to help keep your system operating at optimal levels some of the tasks you can use the WinTOTAL specific utilities to accomplish include Appraisal Desktop Iof x Preferences Help Exit Update History gt Support Tools Tech Doc Library Support Requests eDomina Tools amp Services Search Tech Library Below is a complete library containing all of the help documents direct from our support department You can use keyword searches to quickly find answers to your questions or resolutions to a problem you are experiencing For example if you re interesting in creating your own digital signature in WinTOTAL try searching by typing the keywords digital signature and click the Search button search the doc library sandisk Search y e Backing up and restoring system databases PDF Publisher Pocket TOTAL e Copying updates from one computer to another Solution Center WinTOTAL Athena Generation ik i a Comps Powerview e Repairing databases if necessary yal E Conversions Mami cece Digital Photos and QuickPix Reinstall system files F 4612 Runtime error 381 in QuickPix VIEW POR ENU GAIO 4603 Using a Kodak D
92. to help obtain the absolute correct address for your IDC information WinTOTAL now verifies the address that you typed into your report and will compare it to the standardized U S Postal Service address and ZIP code when the information is available After WinTOTAL has obtained your flood and census information you will see a section below that will show the address that you submitted and the standardized U S Postal Service Address whenever it is available Confidence Level Colums Any information that is obtained in the IDC feature will provide you with a confidence level indicator Below you will find a description for the icons that appear with your IDC data 1 IDC Internet Data Connector Standardized USPS Address Green Checkmark Information was positively found for the selected property Confidence is high for this level Once WinTOTAL has obtained the flood amp cen eOK fnGode 31167325 EA Et Gathering IDC data Please wait a moment while pour computer connects to the Internet After confirming your cdcess and other ute infomation and downloeds avaiable IDC data addresses WinTOTAL will use your existing Internet Connecting to the Internet connection to access your flood and census data Contacting an eDomina IDC server Looking up address Vertying IDC information Retrieving IDC information File No sus information from the eDomina internet data site click the OK button From there all
93. to the Internet than any other method America Online historically has used a proprietary non standard direct modem connection instead of Dial Up Networking It is possible to use America Online with WinTOTAL s Internet tools You must use the America Online 3 0 or better client We can t guarantee results and our technicians don t support this non standard connection method Now that we ve warned you here s how to try it anyway Internet EDI Troubleshooting and Questions 8 10 2001 Page 11 16 Internet EDI e Instead of allowing WinTOTAL to connect automatically you must log on with the America Online client before doing anything related to the Internet configuring getting updates EDI etc This makes automated sending and receiving of reports and orders impossible After connecting to America Online manually just minimize the application to the task bar e When configuring choose the Local Area Network LAN option instead of the option for modem and phone line This will cause WinTOTAL to look for the existing Internet connection instead of attempting to establish a new one Remember you ll need to log on to America Online separately even before configuring Win TOTAL Finding an Internet Service Provider Using an ISP that implements standard Windows Dial Up Networking is the way to go First see if someone in your field has a provider they recommend If it works for them it will probably work for you If you don
94. trigger the math Copying swapping and rearranging comps In the comparables listing you can now see comparables with gross adjustments indicated value and a relative weight that corresponds to the comparability of each property WinTOTAL uses the weighted average to suggest a value Click on Use suggested if you wish to put that value into your report Sort by weight sorts the comps by their relative weight Move Up and Move Down swap the highlighted comp with the one above or below it respectively Add inserts a blank comp below the one selected Delete removes the selected property and moves the others up one Copy creates a copy of the currently selected comparable and inserts it below the current one pushing the others down one position Maps PowerView Easy access to all sources of maps Click the Maps PowerView to see how all mapping related actions have been put in one place Getting Started Maps PowerView Fast easy maps available online 2 18 2002 Comparables Management and Weighting 1 1700 SW Wendy Anytown OF 2 7800 SW Wendy Anytown OF 3 17900 SW Wendy Anytown OF sales Price sles Comparison 157 000 157 000 157 000 O 5732484 157 000 6 513245 166 500 5 601201 roe Value 15S 835 E 241 154 579 22 586 Ho e B ho oo Weights are based on a mathematical analysis of the adjustments you made to the comps Click Gort by Weight to rearrange the comp
95. up or the report details First type a report description identify the assignment This can be anything to help you Then choose the clone method e Clone with data This copies the entire report and data into the new file clearing items like your signature borrower occupant and other items that don t need to be copied e Clone without data This uses the forms structure of the cloned report but clears all information from the Requester and forms 2 18 2002 El Requester x File Configure Help EJ open E Save and Close EZ Send EDI EH Fax amp Print E Options 3 Date r Identification Internal Order ooooon M uto Number File name same as order number Client File Se ee ee ee eee Lender Case 4455 Main File on form 0000001 Same as Internal Order 7 087756 Other File on form 087756 Same as Client File m Report Options To add template files in the General area simply add appraisal files to the Template folder in the Appraisal Desktop s File Cabinet Notemplate Clone the report below including its data Clone the report below without any data 2000 Appraisal Files File No Description Map Reference Date Appra Canadian Tutorial Folde 152555 10212 Nall 1 18 1999 Internet Received Rep 52811 10617 E 70th Terrace No Search 1429 1999 Inspection New Requests 52298 111132 Brock
96. using the same order you would like the key to follow in the report 6 As you click through the fields the cell should turn to a grey color letting you know that the cell has been selected in the movement pattern Saving your selections Once you have completed your selections you will want to save the Please select the desired report to merge data from choices that you have made ox To save your customized movement do the following steps Folder ees C3 2000 Appraisal Files 10712 Mall e Click Accept to lock your choices E Canadian Tutorial Folder 10617 E 70th Terrace C Deleted Items E 11132 Brockwood Then click Finish a Reports E 11310 w 112th Terrace BM MeQuUeEss h Remember You can start and stop the Tab Override feature as many E 04 2000 a N times as you like To complete multiple sections of a report repeat the E 11405 W 143rd Terrace steps above for each section you would like to customize E The Valey Ea H NOTE Only reports containing the same major form as that in the curent report are listed above Save time by merging data from existing reports on your system Form PowerView Tab Override 8 10 2001 Page 2 4 Form PowerView File Operations Merge data from an existing report WinTOTAL allows you to copy in form data from another job after you ve already opened the current report This can be handy if you have a request that wasn t created from cloning 1 Open the rep
97. window under the Folders heading in the middle scroll down and double click the Database folder 5 Under the File name section scroll to the file named W2IMAGES MDB Click on that file once to highlight it and click the OK button 6 With the W2IMAGES MDB database open you will see the Tables Queries window with two selections Folders and Images Click once on Folders to highlight it and click Open 7 Now inside the Table Folders window click the Edit button 8 The FILEPATH can now be edited to point to the new location of the images Example if the images have been moved from the C drive to the D drive the path would be changed from C WIN2000 IMAGES to D WIN2000 IMAGES Multi User Guide and Networks Moving From a Local Install to a Shared Server8 10 2001 Page 16 17 Multi User Guide and Networks 9 With the path changed to reflect the new path click the Update button Note This will bring you back to the previous window If there are multiple records that need to be edited click on the button to take you to the next record and repeat steps 6 through 8 for each record 10 Once you ve updated all of the necessary records in the Table Folders window click the Close button 11 Now click the File menu and choose Exit Your images database should now be able to find all of the images on your network server General Questions When would I need a network Can t I just install WinTOTAL on all of the
98. you also have options to remove all signatures Page 2 11 Contents PowerView Contents PowerView The Contents PowerView is where you manage all of the forms in your Fel TOTAL for Windows 4439 S Davidson Ad WinTOTAL report Since WinTOTAL gives you the ability to clone any il Fle Edt View Fom PoweWiews Tools ED Window Help 18 x i i C New gt Open E Save J into E Sign Spel amp Print g De Datan PE wes Wy Spellcheck report and use it as the basis for a new assignment you essentially have la ne Ce ees eric an unlimited number of tem plates at your disposal We call them You have ig a E form nra ns double click rk pei it ir right or ure the Kei aio tbr bi pale li n goa E S keletons clones or boiler plates sometimes too buton on the teal bat To Ae AE sea or ce the Tom wh another a elevant data Hetta E ai m Available forms orms in repor Templates can save you a lot of data entry by already having standard My List Q Colapse Search A Preview PA Up Bf Down By Rename T A J My Most Common Forms amp Addenda Cover Letter Legal Invoice Automatic Lal Summary of Salient Features Table of Contents 4x6 Photo information in them Many people create dedicated templates for different neighborhoods clients and report types Some people just use old reports for new assignments It s up to you
99. you want to push the contents of the worksheet s cell into the form e Click the red downlink button if you want to push the contents of the form into the worksheet Use the Unlink button to remove the connection between two fields Formatting cells To make your worksheets more readable as well as specify data types use formatting Just select the cells you need to customize and click the format cells button The Sample Worksheet Using a variety of functions WinTOTAL already has a sample worksheet built into it It shows a variety of functions and formatting Here s how to use tt 1 Open a URAR report preferably one that you don t mind using as a test file Make sure the sales comparison section is filled out Worksheet PowerView The Sample Worksheet 8 10 2001 Format Cells x Se FH HHOH HAO HHHO Red itH H0 H HHOOO IEH 480 00 HHHO 00_ Redit 0 00 _ HHHO I E HAHO E t L cs 1E _ H HHO 00_ II AROLOO e Sample 1 600 Formatting assists with presentation as well as defin ing data types Page 10 2 Worksheet PowerView 10 11 Click on the Worksheet PowerView You ll notice your screen splits Click Open in the WorkSheet PowerView to get to our sample Double click the WRKSHEET subfolder and then double click SAMPLE XLS You may be receive a message regarding existing worksheets being cleared Click OK You ll see our sample load The equati
100. your report and its workfile to colleagues or to and from work to home Use the Digital VVorkfile to eliminate the need for storage cabinets filled with workfile file folders View of selected Digital Workfile page Digital WorkFile E3 OK Cane r Digital Wworkfile Format Select the type of Digital Workfile page you wish to insert Digital Workfile Scanned Image Twain he Digital Workfile Addenda Digital Workfile Image Di ital Workfile Scanned Image T we Scanner source for new Digital Workfile page Click Select Source to choose the scanning source of the new Digital Workfile page Select Source 2 18 2002 Want to store additional photos 200 ZOE 20 0 20 0 Digital WorkFile INS CAPS NUM 4 sketch pages scanned calculations that you may not 20 0 20 0 200 The red dimension and red line in these illustrations tell you that those items have yet to be placed Page 1 21 Getting Started Area transfer options The Area calculations section of the Sketch PowerView enables you to e Turn transfers from the Sketch PowerView to the form on off e Override calculations generated by the sketch This is handy for things like basements and areas you don t include with your floorplan e Include or exclude blank areas from transferring to the form Sketching wrap up There are a couple of things to
101. your system and desire a different location for images you can certainly do so More Chapters Click here to go to the online Table of Contents where you can access additional chapters in the WinTOTAL user guide Or view the other parts of the manual by selecting Contents from WinTOTAL s Help menu You will find more tutorials on all of WinTOTAL s PowerViews The more you know about the software the more efficient and competitive you can be Photos PowerView Customizing QuickPix 2 18 2002 Page 6 14 Apex and the Sketch PowerView Apex and the Sketch PowerView The Sketch PowerView is your complete interface for digital sketches and their resulting area calculations to transfer into your form In the Sketch PowerView you can even access sketches from previous reports By including the sketch as part of your electronic report you gain several benefits e Floorplan looks professional e Sketch is saved inside the report file with rest of data e Sketch prints on a WinTOTAL form with the rest of your report Header information transfers automatically to the WinTOTAL form e Areas can be automatically calculated and transferred to your report Included with the WinTOTAL Professional or Enterprise Edition is the Apex IV Windows Sketching Library This guide is a Quick Start tutorial for Apex to get you familiar with the essential drawing functions of the program For a more detailed reference access the full guide via
102. 008 e Delete a caption Click the balloon and then press the DELETE key on your keyboard You can always replace the caption by clicking the address and then clicking the Place button Getting Started Maps PowerView 2 18 2002 Page 1 19 Getting Started eDomina Map Options Cancel Vv Use the options below when downloading 4 new map and don t show this ba screen to view this screen again click Options on the Maps Powerview e Reposition an anchor lf the anchor is in the wrong spot and not pointing close enough to the property carefully click the anchor point Map detail and size Select the map size that you would like to download from an eDomina IDC server itself an d d rag it to th e CO rrect location N otice the d ista nce fro m th e icy oe The ai re location maps 1200 x 1800 pixels that offer the best resolution and r i i the greatest possible quality SU bject IS automatical ly u pdated Likewise if you move the SU bject High Large and very fine quality maps 800 x 1200 pixels that are far superior to traditional CD and all comp proximities are updated DEn You must have WinTOTAL Enterprise to select Optimal Learn More M a p Pa ette g Pos iti on Tab Property placement options Map color and positioning Click the tab labeled Position for functions that pan your map North West en you lecaton map for you Simply select those vate your map i entered na ou E properties you wish to ha
103. 03333333 Type formuals into the formula bar This particular formula equals 3 4 5 or as you can see in cell D1 3333333 Shows which cell the formula is used in Page 10 4 Worksheet PowerView 8 On the URAR still on the second page within the Reconciliation GE TOTAL tor Windows 11405 9 7 ced tea section click in the Final Value field Z File Edit View Fom PowerViews Tools EDI Window Help O New C Open iE Save Into Ey Sign Spel EB Print 1B DC Data AMEs Hy Override 57 Clear EZ wath a 9 Last on the Worksheet PowerTab click the Link up button Cell B1 EA Contents EJ Form Addenda fff Comps PE Photos bg Sketch Q Maps AY Worksheet Al Worktile Ze Ed E80 il Graphs Z will turn yellow and have the same data as A1 a e 2 Eo E Double click or use Concessions to insert an entry Ce gees E 800 E 700 ares 7500 The fields are now linked Any data entered in the Sales Approach from Pics a d E e E e E Sales Comparison Analysis will transfer automatically to the Final Value 0 lt new gt a il en TT Swee ff pe in the Reconciliation section na an and fered Wikshest o a Hea e a iH Pockdown xls Create spreadsheets in Excel for WinTOTAL ae The worksheets used in WinTOTAL are compatible with MS Excel 2000 oes fq Rooms Below Grade g pg Functional Wili It may be easier for you to create your base formulas in Excel since it
104. 1 PANI lnternet ow yevo Data Connector The information below has been retrieved from an eDomina server using WinT OTAL s Internet Data Connector IDC technology Add or edit the information by typing into the grid fields What you type will transfer into your report provided the Insert box is checked r Retrieved IDC data census tract flood data and standardized address information This section displays IDC information census tract and flood data that can be placed automatically into your report Bl IDC Data x Insert Confidence Description Data f Census Tract 1007 00 f FEMA Zone x v Map Date 08 18 1992 f FEMA Map No 405378 0160D sf FEMA Special Flood Hazard Area No Below is the address information you entered in your report and if available the correct standardized U S Postal Service address and ZIP code retrieved from an eDomina IDC server Click the Insert box to place the standardized information into your report Standardized U S Postal Service information Insert Confidence Address information you entered v 700 W Eubanks 700 NW Eubanks St Peere J 73118 73118 7325 The Confidence column has symbols indicating the confidence factors of found IDC data Listed here are all the symbol descriptions y Information was positively found for the selected property Confidence for this data is high Information was found but you should verify it for ac
105. 1 File Edit View Go Favorites aciciress fite Programn Files Pocket TOTAL 2000 Help pocket2k htm iy Welcome to Pocket TOTAL 2000 Pocket TOTAL is the first appraisal application designed especially for handheld PC s commonly referred to as HP s that run Windows CE 2 0 or higher Incorporating data collection photos sketch and more it further automates the report writing process by eliminating the need to re type data once you get back to the office tcan save you 30 minutes or more per assignment Read this document to learn about Preparing your Syster for Pocket 2000 Installation Setup and Updates Using the Report Manager Data Entry onthe HPC BARMA if Lente betas ne Fle Fa ea bo fA Start Pocket TOTAL 2000 lia Welcome to Pocket The Pocket TOTAL user guide is provided in HTML format and viewable on your HPC When in Pocket TOTAL just tap Help and Pocket TOTAL oo Pocket TOTAL 2000 Synchronization Copying SAMPLESE to Handheld Device WinTOTAL has a special function triggered by Windows that synchronizes files between your desktop and HPC even when WinTOTAL isn t running Page 18 4 Pocket TOTAL 2 Tap the Folders menu and choose New 3 Type the name of the new folder and tap OK File Folders EDI Help c Folder Description Date Form Appraiser There are several other items you can use in the Folders menu to Internet
106. 1 40 C 1 100 C 1 1000 sketch Cq 12 C 1 50 eoar g 1 1200 1 15_ f 1 60 C 1 300 C 1 1500 3 Type 6 9 press Pj press Enter twice sou so C s400 2000 C1 30 C 1 80 C 1 500 C 1 2500 4 Press A press enter twice By pressing you invoke the Sim rea Autoclose feature which closes the sketch and calculates the area C1 Z C Tor Cuer Cet Press to center the sketch V Save Scale as Default Drawing the Garage Adding the garage is a very simple procedure by which we will use another of Apex s powerful features called Jump to Point Figure 11 The Rescale Configuration dialog allows for almost infinite scaling capabilities You are limited only by the size of the Drawing Pad Rescale Before doing this it will be necessary to rescale the drawing in order to make the necessary room in the printable area In order to do this invoke the Rescale Configuration dialog See Figure 11 1 Press crr J and R together 2 Choose the scale of 1 15 3 Click OK The scale will change immediately and we can now define our new area Make sure the garage is defined as a negative calculation so it won t add to your Gross Living Area s square footage Once your garage is defined you may place the cursor near the upper left corner of the sketched property and press to jump to a point where you may begin drawing again See illustration below R z 0 i O Figure 12 With the addition of t
107. 2 ipa 3 win2000 Network Using a map saved in a file on disk or CD 021204 ipg mages Some map programs can export a file to disk WinTOTAL can read this ee image into the Maps PowerView but you have to save the image first or Je know the file name for which you are looking Follow the instructions List files of type Drives included with your 3rd party program to do so GIF or PNG images work GIF JPG TIF BMP__ Z 5 c matt home gl the best for maps but you can also use JPEG TIF and BMP 1 After you ve saved a map image to file go to the Maps PowerView You may also browse your system for images to use in the 2 Select the Page Format and Table of Contents name for the map Dap eee These define the default heading for the top of the form and how it is listed in your report s Table of Contents respectively 3 Under the Map Source choose the Disk File option Then click Add Or click Replace if you are replacing a map on a map page already Maps PowerView Using Maps from Other Sources 8 10 2001 Page 8 6 Maps PowerView in your report This is handy when you clone and already have the order of your pages set 4 A file select dialog will appear for you to browse your system for the image 5 After finding the file and clicking OK it will appear in the Maps PowerView where you can annotate it Just click the Annotate Map button Scanning maps and TWAIN If the map you need to insert in a report isn t available vi
108. 2055KB Z Scanning is an easy way to get already printed information into your reports Win TOTAL communicates using the TWAIN standard So when you click Acquire it launches the software that came with your scanning device then WinTOTAL waits for it to send the image back You may scan through the Photos Maps and Digital Workfile PowerViews depending on your intended usage of the image Page 6 8 Photos PowerView Despite the weaknesses noted about TWAIN we have incorporated TWAIN capabilities into WinTOTAL primarily to give users one button access to devices that aren t supported directly through our software To acquire an image through TWAIN do the following 1 2 Go to the Photos PowerView Click the Scanner TWAIN device option The first time you use TWAIN with WinTOTAL you ll also need to click on Select Device button to select your TWAIN device Click Acquire WinTOTAL will then load the TWAIN driver for your scanner At that point use that program as directed by the manufacturer to scan or acquire the image Usually you click OK Close or Send to option to send the image to the host application WinTOTAL here Drag the image into the desired place on the selected form The image will be saved inside the appraisal report You may add this image to the database by clicking on the Add to Database button Access images by file name All you need to know is the name
109. 777 Job amp Printer Setup PDF General Settings amp Security Here you ll find an array of report printing options In the Forme to print section simply double click on each of the forme you wish printed or use the MarkUnmark buttons The Print my report to options specify which driver you want the job directed Report printing options Number of report copies i 4 IY Collate each copy Print pages in reverse order Forme to print a Indicates items marked for printing Un Mark Don t print photo pages Print only photo pages V Print a box around photos amp Digital Subject Photos Print page and file number on each form g Digital Comparable Photos 1 3 Include f A a Statement of Limiting Conditions ERS Print my report to highlighted page These options determine the output device for the current print job tf Satisfactory Completion Certificate Ltr Traditional printeris rm ie a Mark All Print photo pages on Main printer ocation Map f Print photo pages on Photo printer Un Mark All Eint map pages on Ahata printer Pint sketch pages on Phata printer Adobe Acrobat s PDF format PC faxing system WinTOTAL s printing capabilities are second to none Whether you create traditional hard copies send files via PDF or use a PC faxing system you can make creating out put an effortless task with Athena Page 1 27 Getting Started e
110. A yourrepor a powerful module that enables you to manage your comparable store E histon acteore iseaso fanogo EPen Y Fis Sato eer maton sons Add comparables using a weighted average 3 1038 Waterwood Pkwy 166 500 10 95255 150 664 1997893 Comparables that have the fewest too in depth for just an overview Be sure to view our dedicated Comps ee centered more conar ae the PowerView chapter to learn how to use functions in the Comps el Data base such as Sales Price Sales Comparison Suggested Value Roundedto Diff roa ie conde 153 000 152000 vs 153100 ho xJ a Es oe ety the Sales tne Use Si sted button is ed out Sleds sata them ane ai in SO tee te a e Importing reports from your File Cabinet 1505 Bauman 1038 Watered peated vale fot Use Sages aun at eee ome 2 will place into your report the Suggested ys a gr F Oia Value which is calculated using the s T aeg a Je ji weighted average of each comparable Comparable Photos To enlarge a comparable photo for e Searching through comparables using our Intelligent Query model e Sorting and customizing Sele yas tehis e Inserting comps from the database into a report Ins NM e Viewing and cataloging photos with the comps database es ad eh es ei The Comps PowerView centralizes all comp functions into one area Merging comps from existing reports If you Know of a specific report that has a comp
111. AL is installed to F WIN2000 on the network server and C WIN2000 is the old local directory of WinTOTAL If this is not the case on your network please substitute the appropriate drive letters paths in the following instructions Here s how to do this 1 Open WinTOTAL from your network installation The Appraisal Desk top window should appear If this does not happen click the Open button at the top of the TOTAL for Windows window 2 From within the Appraisal Desktop click the Options menu at the top of the window and select Attach Directory from the drop down list 3 The Attach Directory dialog will appear displaying a directory tree of all available drives and folders available from your computer 4 Browse to the drive or folder you wish to attach as a folder within the Appraisal Desktop Example if your reports are on drive C in the folder called URAR you would want to select the C drive and double click on the WIN2000 folder then the Files folder and then the URAR FLD directory 5 Click OK to attach the directory The Appraisal Desktop will prompt you for a name for the attached directory By default it will use the path of the directory However you can name it whatever you wish Click OK when you ve named the folder The Appraisal Desktop will show the attached directory with a computer OK Cance icon Treat that directory just as if it were another folder in the Appraisal Select a directory to add t
112. Appraiser Fee Split Table You can have appraiser specific E Saves 2 Inthe top right of the screen you ll see a list of the appraiser fee split fee tables for situations where ee eT Sie tabes to view s No override table use defaults i tents in the arid below wh you want to pay an appraiser cot w arson a ae Hig elon the list to the right and click OK Use t something different than what Pibien ceste new tables the Eat 3 To add a new one simply click the Add button the default fee table indicates button to modi tables and the Delete to assign a table click Cancel Custom Table Oklahoma County tables 4 On the screen that appears enter a name for this fee table and then edit the table entries by clicking in each cell Edt Delte Fee Split Table Details JobType Appraiser Split Appraiser Split Supervisor Split Supervisor Split a Commercial 600 00 75 0 00 10 e You can add new job types just as we did earlier in this chapter by clicking the Add button It is recommended that you add the job to your default list too so that it will show up in your Job types list in the Requester e Similarly you can remove individual job types by clicking the Delete button lf an appraiser has a specific fee table associated with them that does not have all of the Job Types contained in the default list then they can be excluded from even being assigned a job when the
113. Book for more reliable management reports and billing these were for your own usage and didn t have as much importance as they do now Therefore if we were to run reports based on them there was still a potential for unexpected results e WinTOTAL allowed duplicates of reports There was no safeguarding against duplicate reports in Office Manager If you had 3 or 4 copies of a report within WinTOTAL due to copying in from disk or other actions you could experience problems related to status billing or running the Management reports This lack of strictness regarding your data entry could result in numerous problems with billing status messaging and the Management Reports What this module does to correct problems So in preparing for Athena it s important that all of your current data is structured and meets standards to match Athena s new billing and management Instead of requiring you to go and fix all of your reports manually by opening them and assigning entries and checking for duplicates we have created this Migration Wizard It has two main parts Migration Wizard Why we have this Migration Wizard 8 10 2001 Page A2 1 Migration Wizard e Reconciling multiple copies of reports El Win OTAL Migration Wizard e Assigning contacts from the database to any files that do not use ATi nit or MAINAR KOTTA them WV LLN NIMS MN MIGRATAC The Migration Wizard also creates a unique ID for any contacts that do i z There ar
114. C200 series camera with USB connection and Windows ME 2 ga ousa haul Tech Doc Library 4307 Using Logitech digital cameras with WinTOTAL Athena Generation preawrer 6 Using a SanDisk card reader with WinTOTAL View POF Click Tech Doc Library to display a Search Tech Library screen where Ete ean cen ta ice cen eer ecard B P oading images to the Photos Powerview from an alternate source 7 VIEW a you Can access technical documents designed to answer questions you pe se Ne ee ae Acie may have or assist you in resolving problems you may experience You E Digital Signatures f EDI and Internet Connectivity can even search for the documents you need by using keywords aa RN cu eae ues You ll find documents here addressing very specific subjects such as Ne a setting up your digital signature configuring EDI on a new PC or how to Installation and Updating fax a report from WinTOTAL There are also documents that address anil les les z malfunctions such as what to do if your printer prints multiple copies that Li you didn t request what causes the basement square footage to blank out ina report or how to reduce image file size The Tech Library contains Technical Support Bulletins that can provide the answers to l l l how to questions as well as diagnostics and resolutions to technical issues These technical documents should not be used in place of this manual but rather in addition to the manual Most questions that you ll eve
115. Click here to go to the online Table of Contents where you can access additional chapters in the WinTOTAL user guide Or view the other parts of the manual by selecting Contents from WinTOTAL s Help menu You will find more tutorials on all of WinTOTAL s PowerViews The more you know about the software the more efficient and competitive you can be Solution Center eDomina Tools amp Services 11 07 2001 Page 20 7 Migration Wizard Athena Migration Wizard el WinTOTAL Migration Wizard Why we have this Migration Wizard The Olympus generation of WinTOTAL introduced advanced billing and office management features In order to make it work with your existing Version 2 Apollo or converted DOS data and reports with as little VNAINIS I MIGR A TAC Welcome to WinTOTAL s Migration Wizard This wizard will perform verification checks on your appraisal files to make sure they re unique and have the necessary ID disruption to your daily workflow as possible we decided to allow for codes Athena the newest version of WinTOTAL needs for accurate management reports and report status utilization certain things in the Olympus Office Management module Your appraisal files may not be unique or have proper ID codes if i Appraisal files were copied from floppies backup sources or other e Management Reports were based on the contact i e Appraiser The appraisal file was created during or before the first two versions of Wi
116. E to post your new show up in the Requester default job type and fees Click Cancel to quit without posting update when you start new apprais Job type Rural als Client Fee 425 Appraiser Supervisor Fee Split 25 Fee Split 20 2595 Fee Split Fee Split Eo Job Types and Fee Tables Close Default Jobs and Fees Appraiser Specific Fees Client Specific Fees Appraiser Fee Split Tables All of the appraisers that you have entered in WinTOTAL are listed here If you wish you may assign a fee split override table for any appraiser Once assigned the fee split table will be shown in the list box below and will be used for fee split overrides for the highlighted appraiser Click the Lookup lecon to view the fee table s details or to assign a new one D Code Name o Address Ei a l A F A 270 A F Raiser 123 Main Street Emond E 55AC 01 Alonso Portillo 3535 SE 42nd Midwest City DAVID 889 David F Biggers 602 Wrest Gore Blvd Lawton JOHNG 641 John G Appraiser P O Box 71287 Oklahoma City UNS 123 Michael Uns 948 5 Bradley OKC Appraizal Fee Split Table No override table use defaults Ei By default each appraiser in your system is set to use the default fee table Page 14 3 Payments and Order Tracking 1 In the Appraiser Specific Fees tab of the Job Types and Fee Tables dialog click on the folder icon next to the drop down list for the ey et
117. Folder marked for retrieval Additional Import Information 4 Review and select options regarding verification of items such as a E a tariarscitioaal a a date fields and how to handle duplicates when found For sale date Se Mee a and age entries WinTOTAL stores two items one formatted for M Search for duplicate comps in the database searching or sorting and another for placement in the form This sr eee ral care i E folder will be added to the comps database whether import utility will try to discern properly formatted dates and numerical M Preview each duplicate found i j i i i This will sh i f each Based on th IBS decide whether to add th ages from the information you entered in the appraisal but success Is a ane a se lt desl not guaranteed therefore it prompts you for the data M Import photos with comps A Select this option if you wish to be able to view photos of your comparables IF this option i checked 5 Cl ick on OK to begin the import a copy of the comparable s photo will be extracted fram the report and added to your images directory The photo can then be automatically imported when vou place a comparable in a report Adding and Removing Properties Import comparables from your existing report with the Import button Just Mark Type in a comp from scratch the folders you wish to import and click OK 1 When in the Comparables Database click on the Add button 2 Select Manually You will be given a blank
118. Go to the Appraisal Desktop Solutions Center Then go to Support Tools and select WinTOTAL Utilities Run the item on the right side for the Pocket TOTAL Critical Fields Editor Click open and choose the Pocket TOTAL form for which you wish to edit the Critical Fields list ba i Request form Hates jal Fields E For each form you can choose which items are displayed e Move through the fields by scrolling or using the arrow keys A i Aaa i e You can quickly switch to another section of the form by using the Fields list oe drop down at the top much like the Jump to other forms feature in WinTOTAL e Fields can be marked unmarked by left clicking the mouse or using the spacebar or ENTER key Pocket TOTAL Data Entry on the HPC 8 10 2001 Critical Fields Empty Critical Fields Sketch hokos even The Critical Fields drop down allows you to only view fields on the form that must be completed on site EF Pocket TOTAL 2000 Critical Fields Editor 2000 File Tools Open Save masters Search Mark Unmark Clear All Subject Maaa Special Assessments Borrower E Current Owner Occupant Property Rights Appraised Project Type HOA Neighborhood of Project Mame Map Reference Census Tract Page 18 8 Pocket TOTAL e Search for fields by clicking the Search button in the toolbar or clicking the Tools menu and selecting Search Type in part of the descript
119. IX The size adjustment value displayed below or exceeds dollars Comparable values preview Subject 1 WinTOTAL makes it easy to pull comps from an existing report into your current one The Square Footage Adjuster adjusts all three comparables at one time It may be triggered from the Comps PowerView or from the Gross Living Area fields of any form s Sales Compar ison section 2 3 2454 2 465 2 350 2 r00 63 90 65 69 64 26 61 67 Factor of Prest Size Adjustment Meets Criteria Adjustment Net Adjustment Gross Indicated Value HEZ po 100 5 591 11 656 y Net Gross Adjustment 300 3 591 14 056 Page 1 16 Getting Started Square footage adjustments The Square Footage Adjustment tool allows you to easily adjust for differences in the square footage of all comps in one easy step 1 3 Ensure that the sales price and square footage for all comparables have been entered In the Comps PowerView click on the Sq Ft Adjuster button The first section of the Square Footage Adjustment Calculator shows you the methods available for calculating the adjustment As you choose the method and set the parameters the SF Adjuster shows you the resultant net gross percentages Click OK to merge the adjustment figures into the current report If for some reason you must change the square footage of a comparable be sure to reload the SF Adjuster so that it can re
120. Inbox in the EDI Center ee Reports that are WinTOTAL format Can be configured to automatically be M Automatically save attached reports in the folder placed in a folder in File Cabinet Reports that are PDF format are 5 Intemet Received Reports received and can be opened in the EDI Center s Inbox WinTOTAL can also be configured to automatically check for new messages and reports Automatically save attached requests in the folder Configure the received directory C Iriemet Received Reports You can configure WinTOTAL to automatically place reports that you receive that are WinTOTAL format into a specific folder in the File Cabinet These EDI reports will show up in the EDI Center s Inbox and also be placed into a specific folder in the File Cabinet 1 In the EDI Center click Options and then click the Attached Reports tab 2 You will see here that you can configure where reports and requests are automatically saved To configure where received reports will be place place a check in the box to the left of Automatically save attached reports in the folder The EDI Center has rules that tell it where to automatically extract 3 Then you will be able to choose the folder to which you want the native WinTOTAL files when received as attachments Requests are report to be saved by clicking the drop down arrow and choosing a reports that have never had the Accepted status item marked Internet EDI Receiving Reports and Re
121. L Enterprise edition can download higher quality maps They have over twice the resolution of the regular maps The only downside is they may take slightly longer to download e Property placement Most of the time you will want WinTOTAL to place the comps However if you are in an area that hasn t been geocoded and properties usually aren t found you may wish to turn this off You can also turn this option off to troubleshoot mapping SSUES e Map color and positioning Depending on your preference you may have the map properties centered on the map image and proximity to the subject as the crow flies in your annotations You also may wish to experiment with the different map colors for your own style Many people change colors based on ink usage and color printing To this end WinTOTAL has printing options which let you 8 10 2001 Maps PowerView More options in the Maps PowerView Page 8 8 eDomina Map Options Map detail and size Select the map size that you would like to download from an eDomina IDC server cy Optimal The largest available location maps 1200 x 1800 pixels that offer the best resolution and the greatest possible quality c High Large and very fine quality maps 800 x 1200 pixels that are far superior to traditional CD and other online location maps rou must have Win OTAL Enterprise to select Optimal Property placement options Properties in your report can automatically
122. Marketing time Under mee 7 3 6 mes Over 6 mes Wacjowerse 225 5 vacant 10 Note Race and the racial composition of the neighborhood are not appraisal factors Neighborhood boundaries and characteristics Market conditions in the subject neighborhood including support for the above conclusions related tothe trend of property values demand Supply and marketing time such as data on competitive properties for sale in the neighborhood description of the prevalence of sales and financing concessions etx 4 Errors amp Omissions options E amp O details Field sal sh WINTOTAL Errors amp Omissions Rules 509 applied WinTOTAL Errors amp Omissions Wamings watnings Copyright 1996 2001 a la mode inc C E amp O waning The following E amp O checks basic consistencies ERO review details of an appraisal It cannot read the English Client instructions of your appraisal it can only check standard mathematics simple equivalencies etc When ERO Options possible it will point out areas that only Include Errors amp Omissions an appraiser can doublecheck as a reminder as an addendum REVIEW FILE DATA WinTOTAL s E amp O PowerView provides the most comprehensive guidelines reviewer in the industry If your report has errors you can click them in the review results and automatically be taken to the corresponding
123. OTAL please be aware that We suggest following the steps below in sequence If one doesn t apply you can skip it but realize that subsequent i conversions may depend upon previous steps Steps 1 thru 3 take just a few minutes each Step 4 could take a not all comments can be properly converted since the order of the fields while depending on how many appraisals you have ta convert in WinTOTAL s forms is different than in DOS TOTAL s same forms since the form is no longer broken up screen by screen You may have User cerieirar Step 1 Transfers user settings appraiser name address etc as well as quick User configurations lists for text database comments into wint OTAL to re do a handful of comments and there s unfortunately nothing the ae comments EEJ Convers selected tent database comments from TOTAL 2000 for DOS a T apes into win OTAL s multi user text database Quick lists can be converter can do about it If you have many multi field comments then transferred here as well it s likely that at least some will not convert properly Co eos Step 3 Transfers the contents of the comps databases in TOTAL 2000 for DOS Residential or Commercial into WinTOTAL s comps database Comps Database conversions ae Step 4 This converts your appraisals to WinTOTAL There are options for Click the Comps Database button to launch the Comps Database E E E e tse li converter If you run the converter more than once on the sam
124. Our print file and page number feature will overlay the main file number at the top right of each form in the report This is handy for ma forms that do not have a place for a file number Of course a page Job amp Printer Setup PDF General Settings amp Security number gives your report a more professional appearance and keeps Main printer i i WinTOTAL let int to t inters during th job The Main Printer will b d as the default printer for all pages from being misplaced sala in freer pakin ko ar ag era a js Photo Printer in the Photo Printer section a On the bottom right of the window is an area where you can specify where Select Main Printer HP OfficeJet G Series on LPT1 to output your report Your options here will depend on printers you have Main Printer Adjustments setup in WinTOTAL which is described in Job and Printer Setup Photo printer or R The Photo Printer selected below is the printer that will be used to print the photo pages if you have checked the option e Your traditional printers are for paper hard copies You can choose Print photo pages on Photo Printer to output photo pages on your main printer for economical file copies Select Photo Printer HP OfficeJet G Series on LPT1 e You may also choose to output your report to the Adobe PDF format if Photo Printer Adjustments you have purchased and installed the full version of Acrobat not just Print on my report
125. Straka Terrace OKC Si17 01 4 44 34 PM You must to do something with all but one of the files listed Select one or Completed Reports 1000004 ZAP 1109 Straka Terrace OKC 5 17 01 4 44 34 PM more files then choose an option e Make Unique This simply puts a different ID code in the file s Use this in cases where the files really should be tracked differently e Exclude This puts the selected file s into a folder called Excluded Reports e Delete Naturally this option removes the highlighted report s and Action to take on selected reports all data permanently from your system Make Unique Opens reports you have selected and changes their file ID so it s no longer a copy Exclude Place reports in the Excluded Reports folder to prevent management or report statuses problems Once you have processed a set of files the Migration Wizard will move on Delete Deletes the selected report or reports to the next set until all duplicate files have been cleared up Processing 2 of 4 Sets 0 Help lt Back i i Cancel Phase Two Update files with Contacts WinTOTAL assigns an internal ID to all your reports This is useful for billing func The recommend way to enter lenders appraisers etc tions as well as status When files are duplicated and have the same ID unex When you initially start a report either new or cloned you are first pected results will occur with certain functions The Migration Wizard fixes this problem prompt
126. Support Request section of this chapter up any changes to the user manual that came with the update It s really simple Getting updates to WinTOTAL Our ICU system has delivered nearly a million updates to those using our software and can be The ICU Instant Customer Update system built into WinTOTAL allows counted on in delivering new Win TOTAL enhancements easily and quickly our development staff to implement enhancements such as new or changed forms new features and modules and fixes to an occasional bug all without sending disks or posting patches on our website It s To start the update process click the Next button all automatic so even a computer novice can get program updates To j take advantage of the ICU system you will need to maintain a current Your current update numberis 28 Your customer number is 8002526633 Silver Gold or Platinum membership and have a connection to the 42 Internet Configure 4 Back Cancel If you have a support issue check for updates first After all we may have resolved it already You have nothing to lose as the updates are included as a part of your Silver Gold or Platinum membership Click Instant Customer Update to get the latest updates to WinTOTAL They are included with your Silver Gold or Platinum membership Solution Center Solution Center Home page 11 07 2001 Page 20 2 Solution Center The ICU Status area has two o
127. Support Tools gt Support Requests Getting updates to WinTOTAL SS ee ae EE eR RCH a Accessing and even searching the technical documentation library it win e Submitting electronic Support Requests to our staff e Conveniently accessing eDomina services To access the Solution Center open WinTOTAL to the Appraisal Desktop then click the Solution Center link on the left side of the screen g zi Best Times To Get Support Get the latest stats ICU Status Latest Update 28 Current Update 28 yh Upuay MST T 5 T T z Average Hourly Call Load i ro Solution Center layout a Remember it s always 2 F good idea to make sure The Solution Center Home page is the starting point for accessing all of you are on the latest update before you cal for support Chances are we have already This chart shows a historical analysis of our call load per hour By knowing what times are our FA0vEssed your isswe in Education busiest you ll know the best times to call reach our support staff an update that you 7 kave not yet Relative Call Volume Previous Week Jopniondad the Solution Center features All pages within the Solution Center are really divided into two areas g e The area above the page name has navigation links to other pages within the Solution Center For example clicking Support Tools takes you to the Support Tools page e The area below the page name displays the feat
128. TAL e Installation Setup and Updates e Using the Report Manager e Data Entry on the HPC e Using Digital Photos e Sketching the Floorplan e Reviewing Data Entered in the Field e Synchronizing with the Desktop e Internet Sending and Receiving e Workflow Examples Pocket TOTAL is a part of WinTOTAL Enterprise Instead of carrying around a cum Pre paring Your System for Pocket TOTAL bersome clipboard in the field you can enter the information on a handheld PC like the i one shown above and then have that information transfer straight into WinTOTAL Windows CE services Before installing Pocket TOTAL you will need to install the Microsoft For information on purchasing Pocket TOTAL and compatible handheld PC s contact Windows CE Services from the CD that came with your HPC Consult the 27 2 mode sales representative at 1 800 ALAMODE documentation that came with your handheld computer for information on setting up partnerships between your desktop and HPC We recommend using the defaults provided by the setup program Pocket TOTAL has built in synchronization services that update the program as well as synchronize report files and requests with WinTOTAL s Office Manager Therefore you do not have to activate the ActiveSync services provided by Windows CE that handle things like your address book and appointments in Pocket Outlook although they are quite handy All you need is for your PC to recognize when the HPC d
129. TOTAL s Form menu Using the standard cable PC Link Move the Pocket TOTAL report into the Synchronized folder as well as the WinTOTAL file into its synchronized folder so they will synchronize when you connect via a cable back at the office After synchronizing you should move the file from each system s Synchronized folder See Synchronization options in WinTOTAL on page 16 to learn how to automate this procedure 8 10 2001 File Move or Copy Be sure to move requests sent from WinTOTAL 2000 into the Pocket TOTAL Synchronized folder if you are ies going to transfer them to the desktop via the PC Link Select folder and action cable connection Move Copy Synchronized l Internet Received Reports Synchronized Page 18 23 Pocket TOTAL Starting in Pocket TOTAL and connecting via EDI 1 Create the new request in Pocket TOTAL as you typically would and work up the report Send the file using Pocket TOTAL s EDI functions 3 You now have two options to get the file back to the desktop e Send the file back to the WinTOTAL e mail address and retrieve it in WinTOTAL You can then merge information from the Pocket TOTAL file by loading the report that you want to merge into and using the Merge data function in WinTOTAL s Form menu e Using the standard cable PC Link Move the Pocket TOTAL report into the Synchronized folder Then connect After synchronizing you should move the fil
130. Table of Contents Instructions for Online Guide About this guide This online table of contents contains hyperlinks that take you to all the chapters in our Athena User Guide Over 200 pages of valuable tutorials tips and tricks are accessible right here Viewing individual chapters As you move your cursor over a chapter name you ll see it point From there click and the corresponding document will be loaded on screen for viewing or printing At the end of each docu ment is a section titled More Chapters There you will find a clickable link back to this table of contents Printing the user guide Each of the following chapters may be printed individually once they are loaded If you wish to print the entire user guide or multiple chapters at one time we have provided a shortcut on your Athena CD That shortcut loads a PDF that has all the chapters combined into one file current at the time your CD was produced Just insert your Athena CD wait for the main screen to appear and click the link for Full User Manual Searching user guides Once a chapter or the full user manual from the CD is loaded on screen you can press CTRL F and use Acrobats Find feature to search for phrases in the document The Athena User Guide is also indexed and searchable from within the WinTOTAL pro gram by clicking Help and choosing Contents WinTOTAL Athena Generation 1 Welcome to Athena 2 Form
131. Text Edit Once you have placed your text labels you may edit them in a variety of ways Moving text In case you placed a phrase in the wrong area 1 Select the text by clicking it Your text will now be surrounded by four red boxes 2 Click and hold on the Hotspot The Hotspot is the blue triangle that appears when you select the text 3 Move the text and then release the mouse button Apex and the Sketch PowerView Adding Text 2 18 2002 53 0 Figure 23 Once your interior lines are drawn you may edit them with Line Edit or start adding text and icons Type in your test here Wing Test Library Breakfast A Dining Dining Room _ aaalalullaa aasasaassssssslsltl Entrance Figure 24 Type in unique text as you go or Family choose from the text list Here you can also Foyer change the font used or edit the list Garade Page 7 14 Apex and the Sketch PowerView Changing text size 1 2 3 Select the text by clicking it Click and hold on the Hotspot Use the or to increase or decrease the text size Rotating text There are two ways 1 Select the text by clicking it 2 Click and hold on the Hotspot 3 Simultaneously press R OR 1 Select the text by clicking it 2 Click and hold any of the handles the red squares 3 Rotate using your mouse Editing text 1 Select the text by clicking it 2 Right click the text 3 Choose Properties 4 Click Edit List 5 Click
132. The File Cabinet is database driven with bi directional data transfers a Spnchiorieed 52573 11420 Waverly 1 22 1999 UA2 David P i ees fonoo0se 12210 Avenhurst wsaazon izzsss URAR MattKre between the forms and your database You don t have to enter things GR Tunia Foke ae a a Mado i ee a once InN the File Cabinet VIew and then again In your report And the Contacts E Disk in Drive A lan nnea AET McA Ann 19 7 1999 IIRAR von al database makes file operations in the File Cabinet fast CX n eee EG 2 ve cancel e The File Cabinet also has convenient functions such as file recovery eee Property Information Tracking Information i He l Address 10212 Nat Ave M EDI printing archiving to the eDomina Vault and more ohr ee a For a basic tutorial on starting reports and the Requester be sure to see F sabes a es the Welcome to Athena guide To learn about complete office Education Project Nan stag management receivables tracking multiple appraisers fee splits and fee ae o I Eo 77 a 55 Sale Price 0 Sale Date Due Date 02721 00 tables see our Payments and Order Tracking guide Sa Se Genera Status QuickNotes Managing Folders and Views 4 The difference between folders and views WinTOTAL s File Cabinet is your gateway to your appraisal reports WinTOTAL allows you an unlimited number of folders in which to organize your reports e Folders represen
133. Title Text Here you can change the defaul section title that gets placed or your addenda forms This is the text that will be inserted in the addendum at the beginning of each new section The test may contain the following special codes F will be replaced with the name of the current form O willbe replaced with the description of the current field Tete Hhh X Bold C Italic X Underline Page 4 3 Addenda PowerView Changing font style The addenda doesn t have the same limitations with fonts as your forms do To change text appearance in the Addenda PowerView 1 Select the text first by clicking and dragging your mouse over it 2 Click the Fonts button it looks like an A on the formatting bar 3 Make your change in the fonts dialog and click OK You ll see your selected text become affected by the change Similarly text appearance can be customized by right clicking the selected text and choosing a formatting option from the fly out menu Tab stops Tab stops are as in a typewriter s They help you evenly space things on File view 4 Field Overflow T Insert Click and dee tie screen Instead of using consecutive spaces use a TAB to move your E i Eo eoe tn Gave your text for a very professional look To set your tab stops do the following Sa F F F f ab stops in the 1 Activate your ruler by clicking the Addenda PowerView s View menu l Addenda PowerView and choosing ruler SALES
134. Tools and then Configure to get to our a centralize configuration interface ka Connection 7 OF Cancel We ve provided a scrolling list of categories on the side of this dialog that lead you to the various sections you can personalize i The customizing of WinTOTAL has all been centered around one dialog making it e General Configuration This area covers modules that go across easy to get to the settings you use to personalize WinTOTAL multiple PowerViews and are general to the whole WinTOTAL system e Formfilling This sets up options pertaining to how WinTOTAL prompts you for various items as you fill out forms as well as default actions e Photos Optimize default compression as well as file naming e Guru Configure if and when automated tasks occur e Updates Tell WinTOTAL at what time and which day of the week or month to get updates e Pocket TOTAL Install and configure our software for handheld PC s For more information on Pocket TOTAL see our Welcome to Pocket TOTAL guide e Connection Tell WinTOTAL how your system connects to the Internet Configuration and Automated Tasks Customize WinTOTAL 8 10 2001 Page 15 1 Configuration and Automated Tasks e EDI Center Set up your mailbox and default options when sending and receiving EDI e System Schedule the clean up of unused and temporary files General Configuration Miscellaneous Most of these items are fairly self explanatory Ju
135. You can modify messages in this folder before they go out by double clicking them making changes and then pressing Send Likewise you can cancel a message by deleting it from this folder Sent Items You can save and manage any EDI or e mail messages that you have sent with the Sent Items folder You can know for sure if you had sent an EDI to a client and even foward them a copy of the sent message Reports that were sent EDI will be stored here and can be placed back into the File Cabinet if you should ever happen to accidentally lose the report Working with messages There is a function in Windows that allows more than one item to be marked at a time This same method can be used in WinTOTAL to mark multiple files lf the desired files are grouped together click on the first file hold down the SHIFT key and click on the last file in the group This will highlight the entire group If the desired files are scattered in the folder with reports in between that are not to be marked hold down the CTRL key while clicking on each individual file to be highlighted This will allow multiple files to be selected without loosing the highlighting on whatever has already been highlighted Once a message or messages are selected you can use the copy move and delete commands just as you would in Windows Explorer Manually copying attached reports to the File Cabinet A report that is attached to an e mail message in our EDI Center can be co
136. a second port for less than 50 Other ways of achieving a second port is to use a USB to parallel adapter or mapping a printer port over your network e Click Select Main Printer and choose the printer for your b amp w laser forms The list that is displayed is a list of printers already installed on your system Getting Started Printing Overview 2 18 2002 Page 1 28 Getting Started Printing Overview Getting Started e Likewise if you have a separate photo printer click Select Photo Printer and choose the printer you wish to use for pages that contain digital images Note that WinTOTAL gives options to send sketch and map pages to your laser printer since many appraisers prefer those pages to be printed in black and white Printing net and gross adjustments Most forms themselves do not have specific fields for net and gross adjustments however many appraisers prefer to have them overlayed in the sales comparison approach If you wish to have the net and gross percentages printed check the option in the Print Setup screen to do so The Edit net and gross text item enables you to specify how they are labeled Overlaying a summary phrase USPAP requires the appraiser to identify the appraisal and report type For the URAR and most forms this means putting Summary Appraisal Report at the top of the form The Summary Phrase feature in the Print Setup dialog enables you to specify a different phrase for every
137. a Tose E Ivey WERE Hal subtract from is a GLA second floor Therefore in order for the calculations to correctly subtract the Open to Below area from the second floor it must be of the same type when it is defined 1 Click the Define Area button and define the new area as a GLA sec ond floor 2 Click OK to open the Name Area dialog 3 In the Name input field you may enter Open to Below as the name you wish to display as an area label QO ro a amp amp Ay aS 5 O Q o 4 Select the negative radio button as shown in the example to the right 5 Click OK to return to the Drawing Port 6 Once you are satisfied with the selections and input you have made place your cursor near the upper left hand corner of the second floor and press J to jump to the point where you will begin drawing 7 Type 24 x 9 8 and press enter twice to complete the procedure This completes the sketch Congratulations If yours resembles the one in Figure 19 Figure 21 you have mastered sketching with Apex IV Windows Define Area Dialog Define Area Dialog You may touch up the sketch to your liking by adding free form lines to represent interior walls text to identify various areas on the sketch and Define Name Froperties Define Name Properties Level Name icons to represent items within the property and or to show scale afz alalslelzlel alol lOpento Bew A Area Existing Areas Drawing Interi
138. a the Internet or 3rd party program you can scan it in TWAIN is a generic way for devices like scanners to interface with programs such as WinTOTAL 1 Go to the Maps PowerView and select the Page Format and Table of Contents name for the map These define the default heading for the top of the form and how it is listed in your report s Table of Contents respectively 2 Click the Map Source drop down and choose the Scanner option 3 A button labeled Select Source will appear The first time you use TWAIN with WinTOTAL you ll need to click the Select Source button and select your scanner from the list of TWAIN devices that appears Then click Select 4 Click Add Or click Replace if you are replacing a map on a map page already in your report This is handy when you clone and already have the order of your pages set 5 Your scanner software will start Scan in the document according to the instructions for your particular scanner Upon closing the scanner software the map image will appear in the Maps PowerView 6 You can then annotate the scanned map by clicking the Annotate Map button More options in the Maps PowerView Enhancing a map Photo enhancement tools can be useful for scanned images or to brighten map colors so that they use less ink in the printer Maps PowerView More options in the Maps PowerView 8 10 2001 Tips when scanning maps into WinTOTAL Use Black amp White or Line Art settings You don t need
139. able of contents and have WinTOTAL reserve a page number for those pages The pages you insert manually may not Contents PowerView Filler pages for non WinTOTAL forms 2 18 2002 Search for Form OF Cancel Enter the test you wish to search for below then press OF The next form whose description contains the text will be selected fou can also search for a form by entering H followed by a FAM or FHLMC form number For example 70 will find the URAA FHLMC form 70 FILL You can find the nest occurence of the same text by pressing Fa Use the Search button to locate forms in the list of available forms You only have to type in part of the form description or the FNMA number preceded by the symbol Page 3 3 Contents PowerView have page numbers on them but in case they are between two pages Filler Page inia x that do you can make WinTOTAL skip a number between its pages Filler aa are useful lie i i i ol Cance Here s how you can use filler pages in the current report we are setting o e P ee R This form cannot be opened edited or printed Itis simply a that werent generated with WinTO up E ani e T for pages that pou are TAL Nothing prints for the filler 1 First let s find the filler page Click on the Search button above the E eee eee acd arn aes faecal Available Forms dialog ow tents They cause WinTOTAL to skip 2 Enterthe word FILL inthe field and click OK WinTOTAL will This er
140. acking but recognize as a good idea for your business Note You can also get to the reports from the Requester s Billing shortcut Just click on the buttons labeled with the Appraiser Supervisor and Bill To names To run a report just double click on its name on the right side of the reports window The first time you run a report you ll be greeted by the Report Wizard information screen Even if you re in a hurry you should read it Click on Next when you are ready to continue 8 10 2001 WINTE TAN REPORT Simply double click to open a selected report or click Open Detailed information about a report can be found in the description area Reports Categories S Business Contact Lists Default Jobs amp Fee Lists 3 Job Status Reports Accounts Receivable amp Payable Reports ek Business amp Employee Performance Reports lt Financial Reports Backup Reports 37 Customized Reports Report List S Report Status by Lender amp Report Status by Client B Order Status by Appraiser 2 Sh List of Jobs in Progress Overdue amp List of Jobs in Progress C Incomplete Reports by Lender B Incomplete Reports by Client amp Current Report Status Now that you ve done such a good job entering your data you can see it pre sented in dozens of differ ent management reports m Description of Report Incomplete reports sorted by lender Includes any report that does not have an entry in t
141. ake sure we have correct information for you and clear up any communication breakdowns We respond to all support requests Support Request History Use the Support Request History to display a listing of Support Requests you have submitted from oldest to newest You can also view any response sent via email by the a la mode Technical Support staff This comes in handy should you have the same question or issue at a latter time you can see the answer or resolution that was provided Use the scroll bar on the right hand side of the screen to see more listings if necessary Solution Center Support Requests 11 07 2001 Page 20 6 Solution Center eDomina Tools amp Services Danina Recovery Wizard If you are an eDomina member you can use the eDomina Tools amp Services page to conveniently access various eDomina services For i i i these functions to work you will need to have pre purchased these tools id eDomina Recovery Wizard via the eDomina com website or by calling us at 1 800 ALAMODE If you are not currently an eDomina member you can access the eDomina com web site from here to learn about membership benefits and sign up Select preferences to Restore 01 08 01 10 55 AM Select the preference that you want to restore ee Image Database Office Database Quicklist Database Reports Database Commercial Comps Database Residential Comps Database User Preferences Including signatures WinTO TAL
142. al Desktop s Solutions Center Then go to Sup port Tools 2 If you don t know your CD ROM drive letter Click on Edit System Files then Find and then type CD in the dialog that appears and click OK You ll see a line highlighted that tells you what letter your CD ROM drive is Note the letter i e D E or F etc Then click on Cancel and then Exit 3 Click Utilities You ll then see an item labeled MS DOS prompt Double click it 4 Make atemporary directory for the setup program Type MD T2DOS_ and press ENTER 5 Then switch to that directory Type CD T2DOS_ and press ENTER 6 Now we need to copy the files off the CD This step assumes your CD is drive E but if yours is different just substitute it in the following command Type XCOPY E PRODUCTS DOS2000 ALL and press ENTER 7 After the files copy type INSTALL and press ENTER to set up TOTAL 2000 for DOS If you choose the upgrade option when installing it will prompt you to create Table of Contents files for your old reports that is what you need to do before proceeding with a batch conversion to WinTOTAL More Chapters Click here to go to the online Table of Contents where you can access additional chapters in the WinTOTAL user guide Or view the other parts of the manual by selecting Contents from WinTOTAL s Help menu You will find more tutorials on all of WinTOTAL s PowerViews The more you know about the software the more efficien
143. also manage them wi Sort by Weight compa rables from existing reports USING the square footage the Mave Ue Mowe Da ae ake OA Dra Ves eae cee will ital sop ier sca adjustment tool and sorting comparables Description Sale Price Grs Adj Ind Value Weight Move Up i 1 620 NW Eubanks St 243600 2216749 244000 41 5425 vom ee e Batch Import to Build Your Comps Database A great way to get 2 sz0nwas 228318 5 036835 233818 30 78311 ae 3 525 NW 34th Ave 261 465 5 851644 250 165 27 67439 started with the Comparables Database Delete z r s 7 Co e Adding and Removing Properties Here we cover creating a database from existing reports editing comp data deleting a a ee ales Price ales Comparison uggested Value oundedto Diff comparables and placing comparables from the database into your 237000 240000 vw 242600 fo 1 Use Suggested re po rts i Comparables photos 620 NW Eubanks 520 N W 33rd 525 NW 34th Ave e Date and Age Field Formatting This discusses how the database interprets your date and numeric entries e Searching using the Intelligent Query Learn how to search through your database with just a few clicks e Printing Comps Database Reports The Comparables Database has a reporting function that creates hard copies and exports data e Customizing the Database View Sort and customize the columns Tools in the Comps PowerView Accessing comparables in existing reports
144. ames the area porch Feel free to rename it patio when the Name dialog pops up Now you will have to establish a point of beginning as you did when you sketched the garage Your POB for the patio will be the point of intersection created by the garage and the upper right hand side of the first floor Figure 14 Place your cursor near the intersection created by the garage and the upper right hand side of the first floor and press J to jump to point Begin drawing the rear patio by following the directions below 1 Press to establish a POB 2 Type 6 press gt and press twice 3 Press F7 toinvokethe Curve Properties dialog The patio sketch needs a 90 degree curve with a rise and run of 10 feet right and 10 feet down To draw the curve complete the following entries in the Curve properties dialog 4 Click the 90 degrees radio button 5 Click the Right radio button 6 Press ever n 7 Type 10 press Type 10 press Figure 15 When completed your patio curve Should look like this Apex and the Sketch PowerView Drawing the Rear Patio Curves 2 18 2002 Page 7 9 Apex and the Sketch PowerView 8 Press enter to anchor your line and enter again to set your dimension 9 Type 10 press 4 and press enre twice Although it now appears that the patio area is closed it is not The common walls must be traced back to the POB to close the area Follow the directions below to trace the
145. and then an update is a must have you won t have your work interrupted Configuration and Automated Tasks Formfilling Configuration 8 10 2001 E WinTOTAL Configuration Options Shortcuts eS File Collection Content Verification p Fie Collection File collection removes old and unused files from your computer that you no longer need This will help you get the most out of your dive space and help optimize ite performance f Enable File Collection I Delete unused photos after 20 days jal j days I Delete used photos older than 360 days Schedule Daily Weekly 4 00 00AM on Sunday Monthly Pocket TOTAL ie Connection Our File Collection routines keep unnecessary files off your hard drive Configuration and Automated Tasks while a lengthy download takes place When you get the updates as they come out it is just a small download every time More Chapters Click here to go to the online Table of Contents where you can access additional chapters in the WinTOTAL user guide Or view the other parts of the manual by selecting Contents from WinTOTAL s Help menu You will find more tutorials on all of WinTOTAL s PowerViews The more you know about the software the more efficient and competitive you can be Configuration and Automated Tasks Formfilling Configuration 8 10 2001 Pa
146. and Order Tracking QuickBooks Integration 8 10 2001 Page 14 13 Configuration and Automated Tasks Configuration and Automated Tasks E WinTOTAL Configuration Options For as many appraisers as there are there are just as many preferred Shortcuts General Win TOTAL work habits This chapter is dedicated to showing you ways you can TTT en Signature Paths make WinTOTAL s defaults more transparent Be sure to see the nee Miscellaneous individual chapters on WinTOTAL s PowerViews to learn how to use the a arIa ano chanar features we configure here Most configuration items in WinTOTAL are lleen E Paben n unt Tar ean Form Fillin 7 W Close Appraisal Desktop when opening a report set and forget So the things you do in configuring are one time operations F Always default to the printer that was last selected W Create transfer locks when converting ald reports We ll mainly cover items under the Configure item of the Tools menu and cover items we may not have touched on in other chapters In many cases we will refer you to another chapter Customize WinTOTAL IY Automatically save reports every 10 a minutes Fromgt for status updates when closing reports Initial Window Size f Maximized C Use Last Position We ve centralized the configuration of WinTOTAL to make it easier for C Use Standard Position you as well as our support staff when needing to change options in the oe program In WinTOTAL click
147. articular field This makes it easy to use comments in the addenda writer or in a form different from the one where the comment was created Getting Started Text Databasing Standard Comments 2 18 2002 Page 1 13 Getting Started e The Text Database may be configured to replace append to or insert before existing text in the field Click Tools then Configure and then Formfilling for that option You can learn more about Text Databasing in the Mastering the Form PowerView guide WinTOTAL remembers your commonly used responses In addition to Text Databasing and QuickLists WinTOTAL also remembers the last ten items you typed into a particular field Note this is a much less powerful feature than the actual QuickLists but it is handy and automatic 1 Type something into any field Then leave the field 2 Go back to the field and you ll see an arrow for a drop down list appear on the left 3 Click on the arrow and you ll see your last entry You can also press ALT plus the down arrow key to access the list Addenda PowerView Text addenda linked to your forms When you enter more information than can fit in a comment field WinTOTAL automatically switches you to the Addenda PowerView 1 Go to the Site section of the URAR and type a few sentences into the comments section enough to fill the field and cause the Text Over flow Options Dialog to appear e You can either move the text to the addendum or jum
148. ase Note There are a total of 7 Partner ID Code Name Ee iD code Name are a possible entries within each report that may not have an associated Appraiser John Q Appraiser CM Chad Melton 1015 Waterwood Parkway i z i Lender Easy Money Savings PL Pat Lindley 1015 Waterwood Parkway database entry If you have separate names for client bill to ship to Fl erence E E etc you may see the entries for one report multiple times MK Matt Krodel 1015 Waterwood Parkway Jy Jimmy Yoegele 1015 Waterwood Parkway Below the list is additional information to assist you in determining DBJ Dave Biggers J 1015 Waterwood Parkway lon rtill rwood Parkw which report is show The Report Info button is available to load the Gee ee Lee eee request data for that report in case you need more information 0001 Eric Richardson 1732 Valley Crest IQA John Q Appraiser 123 Main Street e The right panel lists contacts available for that entry filtered ES PEE P ae ee Eee depending on the type of entry highlighted in the left panel If you re Su eae sti A MERHIE eRe er eae i z f Add N Edi Del looking at an entry on the left for a Lender contact then on the right _ Date Appraised December 7 Aata E E ai you will only have lender client entries If you re looking at an entry for p e A A i Step 3 gt Simply click Assign to lock in your decision and then go back to Step 1 to fix the next partner Assign appraiser you will only have the app
149. be placed on Pour location map for you Simply select those properties you wish to have placed M Automatically place comparables on map Automatically place listings on map Automatically place rentals on map How geocoding attects pou ta Address venfication i made possible through geocoding Approximately 2522 of addresses are not yet Geocoded resulting in the inability to automatically place some properties on a map The checkbox below lets you turn on or off the valuable and detailed information describing the geocoding process M Tell me more about geocoding right before downloading maps screen to view this screen again click Options on the Maps Powery ew eed gq Use the options below when downloading a new map and don t show this Leam More Map color and positioning The Center map option enables you to set Whether your map i centered on all your properties or just the subject property M Center map on subject address M Display proximities in balloons on map Map background color Yellow Background ag WinTOTAL s eDomina Map Options will help customize your options for map quality property placement options and map color amp positioning Maps PowerView choose whether maps go to your typically black and while forms printer or color photo printer At the top of this dialog is a checkbox that tells WinTOTAL not to prompt you for these options when downloading maps
150. begin the Internet Wizard In a report Click the EDI menu and click Configure Internet EDI In the Appraisal Desktop Click the EDI Center button and then click Options Then on the EDI tab click Internet Setup This brings up our Internet Wizard Here is how you configure tt 1 The first screen of the Internet Wizard will prompt you as to how you connect to the Internet Most people connect using a modem and phone line If your Internet connection is always on or you have to sign on before using WinTOTAL s Internet functions choose the LAN option Once you ve selected the appropriate connection click Next to advance to the next screen in the Wizard Your connection choice of LAN or Modem in step 2 will determine the next window that pops up If you specified that you connect to the Internet using a modem and a phone line the Internet Wizard will need to know which Dial Up Networking connection to use You should see your ISP in this list Click on it Click the User Info button to enter your login name and password Make sure you enter this information correctly Click the boxes labeled Save password and Don t Prompt so that the Internet connections will go on behind the scenes Click OK on the User Info screen and then proceed by clicking Next Configure the mailbox Once our Internet Wizard has determined that you have a valid Internet connection it will prompt you for items regarding your Internet e mail If
151. ceeding 4 Click Add to insert a new map page into your report Or click Replace if you are replacing a map on a map page already in your report This is handy when you clone and already have the order of your pages set 5 Next you ll be prompted to set the options pertaining to automatically placing the comparables on the map centering the map on the subject displaying proximities in the map annotations detail level of the map and how the proximities are transferred to the form These should be self explanatory but are described in detail on Configuring the map options on page 8 6 The first time you download a map a message will appear regarding geocoding its benefits and its advantages Please take a moment to read this message so you will understand why some addresses are placed accurately and others not Then click OK Depending on how fast your system connects to the Internet a map will be downloaded and displayed on your screen along with tools for annotating the map with our Map Palette You can use these tools in any sequence you wish to customize your addendum Map Palette Address Tab One feature exclusive to maps downloaded from eDomina is the Address Tab of the Map Palette Immediately after downloading a map the Map Palette will appear on screen floating over the map The Address Tab will be activated to let you know the confidence level of addresses it has marked You have several options available to
152. ces with a network server you do not need to install WinTOTAL separately on the workstations C drives Just install once to the server then browse to the server s drive and run WIN2000 EXE Be sure you have mapped a drive letter to the server s and that your Win2000 directory is in a sub folder under that drive i e your path would be F WIN2000 WIN2000 EXE Before using WinTOTAL in a networked environment we recommend reading our Networking WinTOTAL chapter Appraisal Desktop Overview Essential activities in one interface When starting WinTOTAL you will typically see the Appraisal Desktop first If it doesn t start automatically click Open Therefore we will give a brief description of its features before diving into report creation in Beginning a New Report on page 6 of this chapter The Appraisal Desktop is a central location for file management billing office management support solutions and even online resources The different areas of the Appraisal Desktop are accessible by clicking their associated icon on the left side of the window Snapshot Want to see at a glance how many reports are ongoing and how much money you still have coming in from finished jobs The Snapshot does Getting Started Starting WinTOTAL 2 18 2002 Page 1 2 Getting Started this as well as provide information on EDI activity and even an HTML based news section As a matter of fact the snapshot is complete
153. cess that cleans up temp files used and unused by WinTOTAL e Delete unused photos The image database tracks when you drag a photo from it to a form If you take a lot of extra pictures download them through QuickPix then never use them this utility can get rid of them e Delete temp files This is a real disk space saver WinTOTAL saves a second copy of every report on your system Instead of ZAP it has an extension of BZ1 It is simply there in case your ZAP file is damaged beyond repair The File Cabinet can restore the BZ1 See Recovering lost reports in the File Cabinet chapter so you can at least get back to one version before the last saved file e Delete used photos This deletes them from the database so they won t be in the way The photos are still inside your appraisal reports Use this if you have old photos you don t plan to reuse and want to save disk space The schedule item simply specifies when to do these things Content Verification Our Appraisal Desktop is HTML based in many places so it receives content from the web Content Verification will enable WinTOTAL to connect to us online and get new and always useful data Updates Part of your yearly membership fee goes towards getting updates at no extra charge throughout the year These are typically new forms and enhancements to the program Instead of forcing you to remember we can connect periodically and get them for you That way if you forget
154. cific to your office Let s load the sample report and run a review 1 Click on Open to start the Appraisal Desktop 2 Click on the Tutorial Folder then double click on the sample report If asked to save changes in your current report click Yes 3 Click on the E amp O PowerView You ll see a split screen with the form and review results 4 Scroll through the output to get a feel for what the guidelines reviewer detects We intentionally left errors in the sample 5 Notice when you click the errors in the review results the form places the cursor in the suspect field This makes it easy to correct problems it finds Errors and Omissions Options The Errors and Omissions Options section provides you the ability to customize this feature to suit your needs E amp O PowerView E amp O PowerView 8 10 2001 Bel TOTAL for Windows 925 Crown Dr 3 File Edit View Fom PowerViews Tools EDI window Help le x C New Open E Save 3 nto E sign Spel EH print L DC Data GYMSS Hy Override Sy gear Width Contents EJ Form Addenda fff Comps C Photos BY Sketch Maps f worksheet eo Billing Sle E80 Workfile W Graphs E Jump to other forms BZU AFEEF amp Pez Ei j Bs LF adjuster ala mode in house version 4 Property Desorption UNIFORM RESIDENTIAL APPRAISAL REPORT fieno 990286 Property Address 925 Crown Dr city Edmond State OK zip Code 73034 Legal Descri
155. ck teld tron taneler m n Sr a0 2 a ete estal bey we Remove Lenser ache Mham eumennt torn i e ae forma Remove transfer locks from all forms iIder in control of the Home Owners Assaci ate tdtd Apply transfers to current form a0 Approximate comme Apply transfers to all forms rance Common grounds pool t 1 Le 4 Ep veride number format FE Field format Carner Lat L Yes aning oA Fonts lal mplian go Iitfathered use Mega Naza n Set Tab Enter Order F10 bestu CE ooo eexplain Default data fonts H bemente Type Publi Default feld data asphalt pawing Save formats as new default Default field formats x 50 gallon water htr Sidewalk Load default formats SEWET E treet lights Restore standard default formats Ar val Mla nnna henirali FA Instead of continuously overriding formats save formatting changes for your forms J After typing text into a field double click item O in your Es QuickList to add the text from that field into your hot keys available by pressing ALT the number you assign it when ever you are in that field in any future report quick All Double click or use Alt to insert an entry Sl i Options lt gt 2 siding brick 3 stuccu Page 1 12 Getting Started Now you should see AVERAGE appear in your quick list for that field BEI TOTAL for Windows 11405 W 143d Terrace lox One bonus Text Databasing offers in comp grids
156. code of 1 tone or pulse and appropriate options for call waiting 5 Tap Dialing Patterns This is where you tell it if you have to dial a country code or area code from this location All three items should typically have a G in them Tap OK HPC s contain dial 8 10 2001 Communications Properties ing properties to Dialing PL Connection i 7 accommodate differ When dialing from In the field ent options when Local settings are Dialing Patterns connecting with your The local area code is 405 modem The local county code is i Dial using Tone Pulse T Disable call waiting by dialing B zif 2x Select the connection type File Edit 1E eaa eS Aaaa aa Make Mew Connection Type a name for the connection y Internet Provider a LA Direct Connection ETES HEtart 3 Communications Pro z2 Remote Networking pe 2 13 AM Creating a new dial up connection on an HPC is similar to creating one on your desk top PC Consult your ISP if you need assistance beyond this document Page 18 17 Pocket TOTAL 6 Now tap OK again to accept the Communications Properties _ Configuring HPC Internet settings Make Hew Dial Up Contec aor oK 2 This section will help you connect your HPC to the Internet Itis similar to connecting with your desktop PC and likely that you will be able to use mj My Internet Provider Make Mew Connection your existing ISP with your HPC For t
157. column just highlight it on the list and click Remove Bill Paid Date T Major Famn Bill To N D pee 4 Use the Up and Down buttons to re arrange the order of the columns Canceled Date m a aiin on screen Teisele Internal Field Hame 5 To sort by an item in the list click once on its description on the right Options Click the Sort by this field checkbox and then decide on Ascending or Descending at the bottom of the dialog 6 You can specify a column width in the Display Width field Just click M Show column titles M Adjustable columns Sort order Ascending C Descending once on the item and enter a number Since there isn t necessarily The File Cabinet uses a database to manage your report files You can customize any way to know how wide you ll need the column you ll probably which fields are displayed on a view by view basis want to size the column interactively This is described in the next section When you are finished customizing the column layout for this File Cabinet view click OK to accept your changes and return to the File Cabinet You will see your changes immediately To change the column layout for the other views in the File Cabinet you must first click that view to select it You can then customize its columns following the same steps as above Interactively changing column widths As described above you can manually enter a column width for the existing columns displayed in the Edit column setup screen or you
158. common walls back to the POB Note Pressing the Space Bar after anchoring your line will blank out the dimension Since we are tracing common walls back to the point of beginning and those walls already have dimensions listed on the sketch we will want to blank out the dimensions on our new lines 10 Type 10 press lt press and press 11 Type 3 press t press and press 12 Type 10 press lt press and press 13 Type 7 2 press press and press 14 Type 4 press gt press and press 15 Press A and press to autoclose and blank out the dimension 16 Press C to center the sketch At this point your sketch should look like the one in Figure 16 Cloning the First Floor Adding the second floor is accomplished by using a simple feature called Clone Area Before we can begin though we must make room in the Drawing Port to accommodate the new area Follow the directions below to accomplish this and complete the cloning process To make room on the Drawing Port press the key which will display a thin red outline of the sketch superimposed over the original sketch 1 Press lt to move the sketch as far to the left as it will go without mov ing out of the Drawing Port 2 Once you have anchored the sketch in its new location click Tools and scroll to Clone Area This will display the Select Area dialog from which we will choose the area we wish to clone Figure 16 At this point your fir
159. completely clear your deleted items do the following 1 Click the Deleted Items system folder 2 Click the first report 3 Scroll to the end of the list and SHIFT Click the last report You ll see them all highlighted 4 Now press the Delete key on your keyboard 5 You ll be prompted to delete the first file in the list You can choose Yes to all and everything will be permanently erased from your Deleted items Be careful when deleting files Disk space is cheap but your time isn t Recovering lost reports WinTOTAL reports are actually made up of many small files compressed into one large one When a report is open each of the components of your appraisal are stored in a temporary directory on your disk When ioj xi PT O A ea ee E n ey ea e y Home Instant Customer Update Preferences Help Exit portion that changed not the entire report The entire report is saved when you physically click the Save button or when the file is closed E Ee Folder Options Folder view z If we saved the ENTIRE file every time you jumped between forms the De E Ken So FIST E POEs He No escription ap nelerence ate Sppra Major rorm Ppraise program would seem slow because an appraisal report could be 300K Buea 5298 TRAKURI TTZ Blocwond No Search January 5 U2 David P i i E P E en File Cabinet Canadian Tutorial Folder q 500K in size depending on the number of pictures
160. ctories on the card For example the Kodak digital cameras allow you to create photo albums and subsequently put each photo in the album in a separate directory Previewing photos before placing them The Preview function works by creating a temporary HTML document that Pocket TOTAL launches in the Pocket Explorer web browser You can preview the currently selected image by tapping Preview Or you can see all photos in the directory by tapping Preview All Once a preview is displayed in the web browser you can tap on it to view it in full resolution Functions in the browser such as forward and back are available when previewing the images When you are through with previewing the images exit Pocket Explorer by clicking on the X in the top right corner to conserve resources lt may take a minute or so for each preview to load since HPC s aren t able to create low resolution thumbnail images as WinTOTAL does Placing photos in a report 1 Activate the Photos PowerView by tapping it once 2 Tap the property or view with which the photo should be associated Pocket TOTAL Using Digital Photos 8 10 2001 File Edit View Options Help D c IE ieee Che eS Image Directory MAGES E ol Program Files ie Remove ie Preview All Ej My Documents Wstart 54 Control Panel Pocket TOTAL 2000 fimage Directory Ha dh 4 26 AM Image Folder Program Files Comparable 6 Photos saved on a memory car
161. curacy as the confidence level is less than optimal X No information was found or is available for the property Help Options OK Cancel Use the WinTOTAL 2000 IDC Wizard to quickly import flood amp census data from the eDomina Internet Data provider Page 12 1 IDC Internet Data Connector Custom settings within the IDC WinTOTAL s IDC feature allows you to customize your flood and census information to your specifications To begin the customize process do the following steps 1 2 From within IDC data screen shown on the right click Options In the dialog that appears you will have the following set of options Data Options This section contains the ability to append the MSA to appear at the beginning of your Census Tract finding and gives you the ability to make all of the alphabetical characters appear in Uppercase Data Transfer Options This section gives you the option of having all of your Insert checkboxes not marked check only the Instert boxes that have information and check all of the Insert boxes so that the entries that have no data will transfer a blank into the report Insert Legal Addenda WinTOTAL gives you the ability to add a legal addenda regarding the IDC data to protect you from liability Remember Changing any of the options in this section will not be applied until the next time that you run the IDC feature Standardized USPS Address In order
162. d such as one from a Kodak DC 210 shown here will often be in a subdirectory off the root File Edit View Go Favorites lel el Acicress file Program Files Pocket TOTAL 2000 tmp htrl Pocket TOTAL 7000 Picture Preview i T 4 os DCPOO495 JPG Ps a Bis ea Pocket TOTAL employs the Windows CE web browser to display previews of images Page 18 10 Pocket TOTAL 3 Verify or Browse to the folder containing the images 4 Tap once on the name of image file you wish to place 5 Tap the Place button and the photo will be placed in report Photos may be removed from a report by tapping once on the description pcPo049e PO and then tapping Remove DCPOO496 JPG Note After placing photos in a report you may wish to delete them from the memory card via Windows Explorer on the HPC Digital photos transferred to the desktop When your Pocket TOTAL file is converted to a WinTOTAL file any digital start sucontrolpanel Pocket TOTAL 2000 RAR 4 34am A photos that were inserted into the Pocket TOTAL report will be placed on appropriate Subject and Comps photo pages automatically Additionally Photos placed in a Pocket TOTAL report will automatically be transferred to an appro the photos will be removed automatically from the file on your HPC to priate photo page when the file is copied back to the desktop using WinTOTAL s syn conserve space chronization routines Digital photo storage and performance
163. d Files list and click on Remove CoAwin20U0SFILE 5 l File s to include EEA REPORTS Idb Sy win2000 Attach Steps to recreate your problem let us know Ll CO OPS FLO Remove 6 If you need to attach a specific file such as a report or database to ee E your Support Request click Attach The Attach File dialog displays If 5 you are not attaching a file skip to step 7 piles us In the left hand window double click the folder within WinTOTAL con taining the file to attach In the center window click to highlight the appropriate file Click Attach and the file displays in the right hand window Then click OK You will see Attachments noted in blue text above the entry window you completed in step 5 At the request of our technical staff you may need to send us one or more files for analysis in order to solve your support issue 7 Click Send A Send Report Request window displays letting you know that we are going to generate a report that will contain diagnostic information about your system to assist our staff 8 Click OK You ll see the system report generate and WinTOTAL connect to the Internet to post your support request into our system After your support request is received we will send a fax or e mail based on information in your customer records letting you know we received your support request If you do not receive confirmation within an hour contact us via a different means to m
164. d an address in the current report Or you can type an address manually You don t have enter the whole address just the first few letters Image Optimizer F IT a picture IS too dark or needs adjusting WinTOTAL provides powerful functions to assist in boosting its appearance i alle pe m mage preview aies kis Current Image Size 187 KB J Contrast 4 i 1 Sharpness 4 Rotation A gt y lt I Equalize Brightness Crop image If you wish to capture a single wanted area in your image click Crop Crop I Maintain image aspect ratio when cropping Original Image Size 184 KB The Image Optimizer may be configured to use the same defaults each time as well as automatically optimize each photo as it placed in the report 2 18 2002 2 Image Optimizer Settings The settings below can be used to automatically optimize photos OK Cancel that are placed onto subject comparable listing or rental photo m Step 1 Set image size Choose the page type where subject or comparable photos will be placed Its size will then be automatically optimized for viewing and printing on that page Small Photo Page Medium Photo Page Large Photo Page m Step 3 Set image detail In most cases a Medium setting provides great quality photos while minimizing their file sizes High Medium Recommended C Low ie Faxes or Digital Work
165. d each time you bring up the file cabinet Those that do Use Standard Position most of their work inside the forms will leave this option enabled You office support staff may wish to leave the Appraisal Desktop running all the time since they frequently will be in the File Cabinet and Management sections Pocket TOTAL 2 Es See SE AG cS Connection z Een FS Cancel e Always default to the last printer that was selected This conveniently sets your PC s default printer to the same one you last chose for a WinTOTAL function e Create transfer locks when converting old reports WinTOTAL has a feature that enables you to lock fields in which you ve overwritten items transferred from the main form That way these fields don t change every time you go to the minor form Older versions of WinTOTAL didn t have this so this option tells the program to leave data as it is when you open a file created before our Olympus generation The configuration options on this screen take away redundant clicks and stream line program operation Configuration and Automated Tasks General Configuration 8 10 2001 Page 15 2 Configuration and Automated Tasks e Automatically save reports This keeps you from losing data due to system crashes or other unforeseen errors It can cause inconvenient delays if your reports take a while to save due to many digi
166. d forth between the Billing tab and others such as status without having to re enter the password Setting Up Fee Tables Default Fees The most simple type of billing is to set up a default fee for the different types of reports you do 1 2 3 Payments and Order Tracking Setting Up Fee Tables Open the Appraisal Desktop Click on Management shortcut and choose Jobs and Fees You ll see a dialog come up with three tabs Stay on the one labeled Default Fees and Jobs You ll see a grid at the bottom listing different types of appraisal jobs There are several listed by default If you use percentages instead of a straight dollar amount simply check the box labeled Use percentages as split fee determinant To change one of our defaults simply click in the cell you want to change and type a new entry As indicated by the instructions on screen you can use either a percentage or whole dollar amount for the appraiser and supervisor splits lf you need to add another type of job type perhaps for a rural property a rush job or a different fee based on the loan amount click the Add button Enter the job type and the appropriate amounts Then click OK An entry is required in each field but keep in mind that WinTOTAL uses percentages or straight dollar amounts based If you forget the 8 10 2001 5 amp Financial Security Maintenance Set Password Financial information may be pass word protec
167. d run Apex will also enable you to specify and angle and wall length This is described later on Specifying an exact angle and length on page 7 Architectural Input Architectural Mode input will allow you to input your dimensions in units of feet and inches rather than in a decimal format In this input method whole units will be converted to decimal equivalents as they are entered For example to move the cursor 10 feet 6 inches to the left you would 1 Type 10 2 Press tas 3 Type 6 4 Press 5 Press If you were in Draw Mode a line 10 5 feet 10 6 would be drawn to the left and the dimension 10 5 would appear in the Tracking Port See Figure 3 and Figure 4 You can also enter multiple dimensions as fractions of inches This is particularly useful when working off of building plans Apex and the Sketch PowerView Basic Drawing Concepts 2 18 2002 Apex IV Windows C WIN2000 FILES TUTORIAL FLD SAMPLE OZ_ SKETCH AX2 1 of 1 Scale 1 15 File Edit Draw View Tools Options Survey Window Help eG on i a SPE Ee Y m Ht S QO rd a amp d Ba B A OOO gt 3 Open v Drawn J 0 0 0 0 0 0 Figure 3 The dimension in feet and inches will appear in the Help Status Line Apex IV Windows C WIN2000 FILES TUTORIAL FLD SAMPLE OZ_ SKETCH AX2 1 of 1 Scale 1 15 DE x File Edit Draw view Tools Options Survey Window Help F e l
168. d run For example to draw a wall that goes down 5 feet and over 6 feet do the following ee 7 1 If you re not already in the process of drawing lines activate the line Length 105 tool tap where you wish to start drawing and then press ENTER to anchor the cursor 1 Type 5 and then press the down arrow key 2 Then type 6 and press the right arrow key 3 Complete the line by pressing ENTER Moving the cursor without drawing a line At any point while drawing press the SPACE BAR to lift your pen off the sketch tablet At this point you can type dimensions and directions and press ENTER to move the cursor without drawing a line Or you can click in a new location on the page Then press SPACE BAR again to put the pen down Draw incrementally with arrow keys You can also draw lines without necessarily typing dimensions 1 First tap where you wish to start drawing 2 Press ENTER to anchor the cursor and indicate to Pocket TOTAL that you wish to draw a line 3 Press an arrow key in the dimension you wish to draw You can use all directions The cursor will move one unit with each key press Due to limitations in Windows CE you will need to press the arrow keys repeatedly instead of holding the key down to go multiple units in the same direction 4 Press ENTER and a line will be drawn between your starting and end points Pocket TOTAL Sketching the Floorplan 8 10 2001 Page 18 13 Pocket TOTAL Placing text annotat
169. d save them here e Scanned Image Uses the standard TWAIN interface to accept scanned documents e Worksheet WinTOTAL s Worksheet function is a powerful spreadsheet application that enables you to define models and perform calculations A slew of options are available for you to customize how the maps work e External Attachment Any other file such as a document from your word processor a web page you saved etc Getting Started Digital Workfile PowerView 2 18 2002 Page 1 20 Getting Started 3 Then enter a description for the list of documents and click OK For details on each format see our chapter on Using the Digital Workfile Sketch PowerView Benefits of electronic sketch By including the sketch as part of your electronic report you gain several benefits e Floorplan looks professional e Sketch is saved inside the report file with rest of data e Sketch prints on a WinTOTAL form with the rest of your report e Areas are calculated automatically and transferred to the forms Included with WinTOTAL Pro is the Apex IV Windows Sketching Library by Apex Inc If you prefer the WinSketch floorplan product you can also integrate it with WinTOTAL Pro Contact Jammin Software for details Integrating a sketch To demonstrate the integration let s draw a simple 20 square using Apex 1 Click the Sketch PowerView now 2 To start a sketch just choose the page format from the drop down list and clic
170. dedicated nae T a All salle chapter on the Photos PowerView for details on digital images and abn 2 eh o Phin eon igi s aahei ie gine nee View Show Previews Photo pages in report connecting WinTOTAL to your digital camera See AIS ee N Scr p Putting a photo onto a photo page Notes D E Digtal Comparatie Photos 3 On the right side of the Photos PowerView is a section labeled Photo D PE esin pages in report From previous sections of this chapter we ll assume Mas a Ee you added a couple of different photo pages into your report If you didn t Addess f0212Nelive O e revisit Starting a report from scratch on page 6 vee e ia rs ONW ake S 1 Click the Comparable Photos Page and you ll see three frames for pa r three picture slots WinTOTAL has photo pages that are both legal Fiename SAMPLE TO JFG and letter sized They are labeled as small medium and large for miy poa digital photos corresponding to the size of the photo on the page Filename S4MPLE2 SAMPLE2 J Previously these were labeled digital 3X5 and 4X6 with digital Optinize Photo Saveds Delete having photos that were slightly smaller than 3X95 2 In the Photos PowerView click Database and you ll see a list of sample photos that ship with WinTOTAL or ones that are on your system already This list APENT to a mere file listing in that you The Photos PowerView shows your image database as well as provides an eas
171. down Pressing enter the first time will end the line and the dimension will appear to the right of the line Press enter again to anchor the dimension in place 4 Type 4 press lt press exter twice 5 Type 7 2 press v press entr twice 6 Type 10 press press ente twice yP P p e Figure 7 When your drawing extends beyond the borders of the Drawing Pad you 7 Type 3 press 4 press Enter nten twice can always press to invoke the Center Drawing feature This will bring your 8 Type 10 press gt press exter fener twice sketch back to the middle of the Drawing Pad Notice that the 10 line you have drawn extends beyond the screen to the right Since you are able to determine the scale at which you wish to draw this may happen from time to time Do not be concerned As you will see in a moment the drawing may be easily relocated with only one keystroke You may center the drawing by typing to invoke the Center Drawing feature You may perform this operation virtually anytime you wish so it is not necessary to spend a lot of time trying to decide where to begin a drawing 9 Type 35 press v press twice Your line will extend beyond the printable area 10 Press C to center the sketch 11 Type 20 press lt press twice 12 Type 8 press t press twice 13 Type 6 press lt j press twice 14 Type 6 press v press twice Figure 8 After drawing your bay window angl
172. dress entries you may 3 H be prompted to clarify the address info Be sure that only the street address not including unit numbers with city state and zip are in your address fields NUM INS C 2 WinTOTAL s online maps are one of its most popular features Save loads of time and Adding map notes offort with every report by not having to worry about out of date CD s low resolution This is where you can add a comment such as the address to the map images and rub ons 1 Click on the Annotate tab 2 Click the text note balloon item to make sure it s active 3 Place the cursor which should now look like a cross where you want to place the note and click once 4 After you have verified the address click OK and your note will be placed on screen Getting Started Maps PowerView 2 18 2002 Page 1 18 Getting Started 5 For the next property just move your cursor over the place where you want the balloon and click again It s automatically ready to place the next address Repeat these steps as many times as needed for all of the comparables in your report Then click OK Note If you prefer using your CD ROM Maps Start your CD ROM Map program After finding the map as you normally would select Copy from your CD ROM map program s Edit menu Then switch back to WinTOTAL and choose the Clipboard option instead of eDomina Map server Then click OK Map Palette Address
173. dum leaving your partial comment on the form ganie nenta ante e A comment such as See attached addenda may be inserted in the aa l current field This item can be modified by typing in the Add this note The current field is called Neighborhood Boundaries and Characteristics to the form field This text will be used for the section title in the addendum URAR Neighborhood Boundaries and Characteristics Edit standard section title definition e Each field is also named and given a heading in the addenda This gives your extended comments a more professional look and adds to readability You can change the default heading by simply in a oe aon Uae i 5 Show me this box every time different name for the field The next section discusses changing the P ee ee een format of this option Don t show me this box again and don t jump to the addendum Addenda PowerView Automatic Overflow 2 18 2002 Page 4 2 Addenda PowerView The automatic headings that are created keep track of which field the block of text is tied When using the automatic text overflow enter you comments below the automatic heading WinTOTAL remembers any changes you make to the defaults and automatically applies them in the future Changing the default section title By default WinTOTAL assigns a heading consisting of the form name and the field description As mentioned before you can type in a new name for the field and it will be us
174. e Your annual membership gives you access to high resolution up to date fee ee ai ae il location maps online If you already have Internet access on your A erat lS a E E D Wgecres system the cheapest and fastest way to get an up to date street level Poo E r 7 eee i j tan Com ara en J map IS to let WinTOTAL download one for you Page format for new map Sentennial Blvd h T a E a oa 1 If you haven t already enter authentic addresses for the subject and eid ei jedi Stl Table of Contents name for new map X P pad diekin comparable properties in your report Then come back to the Maps lccatinMap o Ne PowerView Map source T D RA LE 33rd St eDomina Map Server f E T 2 Verify the Map source item as the eDomina map server Use the ee T O d defaults for the map page and listing in the table of contents a EE EE EEEE EATE aa en Papoea a 4 j i i i i TAT Sims Au 3 Click Add You ll be prompted with a dialog to specify your map sae cobain eae mn YO LA options for quality automatic placement of labels and color schemes Comparable 11309 W 14th Street ai T j 7 J1 14225 Rosehill S 0 06 miles 2 Oklahoma Christian U These items should be self apparent Pg r n VAAN J Getlysburg Ra 4 Then click OK and stand by as WinTOTAL connects to the Internet 3 1308W 144th 062miles Fi S F a T iib J P E and downloads a map Depending on your ad
175. e This chapter will cover Downloading photos from a digital camera Using scanners disk files and other sources for images Managing photos in our integrated database Placing photos on the photo pages Optimizing your digital images to save disk space Enhancing photos Configure WinTOTAL s compression Before downloading any photos we strongly recommend examining your compression vs quality settings The default setting in WinTOTAL and on your digital camera is to use the highest quality setting In practice when taking pictures of houses at a distance and printing them at 3X5 or smaller you won t see any visible difference in photos We recommend using the photo pages labeled small You will notice a difference in download times and the number of images you can save on your camera if you adjust the quality setting on your camera as well the software You ll also see your report file size go down and the number of files you can save on your PC go up You only need to tell WinTOTAL one time what settings to use for photos 1 Photos PowerView Configure WinTOTAL s compression On the Appraisal Desktop click Preferences From the WinTOTAL Configuration Options select the Photos Shortcut Nine labeled icons appear in the Shortcuts menu Click on the tab labeled Miscellaneous You ll see a slider labeled High Resolution JPG photos By default that slider will be set to 95 This setting will result in images tha
176. e database you ll end up with multiple records for the same properties o N Th t it th th d ti _ E th view Conversion Lod This will showy vou the log kept by the converter for the most recent conversion ey wont overwrite emselves e secon ime on purpose or e You probably won t need it unless you re told to do so by a technician database conversion We recommend doing it only once Restore backups Use this to restore any DOS Text Databases or appraisal files which were a previously backed up and deleted by this converter Batch conversions from Grand TOTAL 4 1 If you have TOTAL 4 1 files you d like to use in WinTOTAL you must first Previous Conversions WinTOTAL includes an easy step by step upgrade application to ease your transi install TOTAL 2000 for DOS and let its converter update your TOTAL 4 1 tion into the world of Windows It imports your report files user configurations files to the TOTAL 2000 format Then allow WinTOTAL to upgrade your Text Databases and Comparables Databases It even cleans up the DOS files newly converted TOTAL 2000 for DOS files into Windows format and conserves room on your disk File Conversions Batch conversions from Grand TOTAL 4 1 8 10 2001 Page 17 4 File Conversions The setup for DOS TOTAL 2000 is located on your WinTOTAL CD In order for it to be run it needs to be copied to your hard drive Follow these steps to copy the setup and run TOTAL for DOS 1 Go to the Apprais
177. e the TWAIN compatible interface will hand off an image to the host program in a consistent manner The host program doesn t need to know anything about the separate acquisition program just that it will deliver an image In theory TWAIN works great and is well suited for scanners and very high end systems For a graphics artist it is very handy to be able to access a TWAIN compatible scanner through their favorite image editing software In the scope of appraisal forms TWAIN can be quite cumbersome e Only one image can be passed at a time through TWAIN e Loading and unloading the TWAIN interface 9 times during the course of one appraisal is time consuming and inefficient That s why we developed the batch download database process for common cameras e A manufacturer s TWAIN interface will likely look nothing like the rest of the appraisal program and certainly won t be able to interface with its functions 2 18 2002 lolx lt gt ScanGear CS U Himes Simple Mode N650U NB56U aaa N a F Aaa 7 n Image Type T Magazine Baw Photo 3 Color Mode Grayscale 8 Resolution 150 dpi r i Preview i ResscesttTeccsssesssevesssseseed Eqitinage Tipe 10 Width 8 50 inches v 1 Height 11 00 inches kz Size 2055KB Lh Paper Size Letter v CANON Advanced Mode gt gt E Grayscale i 150dpi 68 50 4017 00 e
178. e Neme tab of the Define Area dalyan drawing a line 25 5 feet to the right takes only three easy steps That s all you to use the default name First Floor chosen by Apex or there is to it give the area a name of your choosing The Name tab also allows you to select whether the area will be a positive or a 255 T 25 negative area Type 25 5 press Press enter to set dimension Press ENTER to anchor line Apex and the Sketch PowerView Basic Drawing Concepts 2 18 2002 Page 7 3 Apex and the Sketch PowerView Drawing diagonal lines is just as easy Just as the Arrow keys define up down left and right movement Apex has set another group of keys for 45 degree diagonal movement e Peur will draw a line 45 degrees up and to the right e Pen will draw a line 45 degrees down and to the right e Home will draw a line 45 degrees up and to the left e END will draw a line 45 degrees down and to the left For example to draw a 20 foot line at a 45 degree upward angle to the right all you need to do is type 20 press Peur and then enter A more flexible method of drawing angles is illustrated by typing 30 rise pressing typing 40 run pressing gt and then pressing enter This will draw a 50 foot line upward and to the right This second method will allow you to draw any angle as long as you know the angle s rise and run In addition to simple 45 degree angles and using rise an
179. e and Age Field Formatting Specifying the sale date The WinTOTAL database is quite lenient when it comes to entering dates The following are all valid date entries for September 1 1998 e September 1 1998 e 9 1 98 e 9 1 e Sept 1 1998 e 1 Sept 98 e Sept 98 WinTOTAL automatically converts two digit date entries to their Year 2000 4 digit equivalent In order for a computer to search by dates the date entry needs to be ina specific format Quite often more than just a date is entered into the Sale Date field for example CLS 11 09 98 The information may make perfect sense to us as humans for we can easily see which part of the text is the date But a computer can t always pick which part is the date To solve this problem WinTOTAL populates two fields in the Comparables Database from the market section s Date of Sale Time time field e Using EXACTLY what was entered in the form WinTOTAL populates a field labeled Sale Date Time 1 This item isn t in the default columns but it does get imported back to the forms e It also populates a field labeled Date Sale with its guess of which part was the date If the program can not determine within reason which part of your text is really the Sale Date it will leave that item blank This field is in the default columns displayed Whenever comparables are added to the database you can verify the date by going to the Additional Information tab when you click Edit
180. e at least six characters long and is case sensitive When your mailbox is created you will be faxed a confirmation letter letting you know e f you chose to use an existing e mail account you will need to put in Each month thousands of appraisers send appraisal reports through our the appropriate information manually This information will be ee server WEN 2 GOMDNGA MQUgn DUE exceeding T3 Gigan Vice Rel Gay a and climing included with the registration documentation you got from your ISP a 3 Click Next and the Internet Wizard will run a test drive to make sure every entry was entered correctly lt Back Next gt Cancel 4 lf the test drive passes youll have an opportunity to set up WinTOTAL for scheduled sending and receiving of EDI If you regularly conduct business electronically this option will ensure reports don t wait for delivery or downloading Click Schedule EDI and choose when e mail and reports will be automatically sent and received If you don t want to use this option then just click Next and click Finish Be sure to click Finish or the Wizard will not save your EDI configuration Configuring PDF Security The Adobe Acrobat PDF format is one of the most popular EDI methods available The appeal of the PDF is the receiver doesn t need WinTOTAL to view or print the report they only need a freeware reader supplied by Internet EDI Configuring WinTOTAL s Internet Settings 8 10 2001 Page 11 3 Internet EDI
181. e downloading them into your database Lets assume you downloaded several photos but they don t have any addresses yet to look them up by 1 Photos PowerView Retrieving the Images After you ve got the photos downloaded and comp addresses typed into your form go to the Photos PowerView Bal TOTAL for Windows 1000 NW 166 ml File Edit View Form Powerviews Tools EDI Window Help 6 x O New E Open A Save oJ Info sign Y Spell EH Print eg DC Data Bes gt Override Clear Contents EJ Form Addenda fff Comps PO Photos BY Sketch Maps fF worksheet a Billing QIERO Kl Workfile Retrieve photos from your digital camera database as well as to file WinTOTAL provides a direct interface to today s most popular digital cameras Photos can be retrieved directly into the imaging QuickPix m Photo sources once selected drag and drop photos onto a page Database File Scanner TWAIN Device Address 1000 Nw 166 File Notes Date to M SotByDate V Sort Descending I Show Unused Only Address 406 S Schubert Fron Notes 1221 2002 Filename K8050102 JPG Filename Address 14820 Juniper Notes 17 21 2002 Filename 52557c3 ipg Delete Optimize Photo Save As Address 3005 NW 58th Street Froni I Notes fi 2172002 _ View Show Previews Eind Photos in report Location Map Add P
182. e from each system s Synchronized folder see Synchronization options in WinTOTAL on page 16 to learn how to automate this procedure More Chapters Click here to go to the online Table of Contents where you can access additional chapters in the WinTOTAL user guide Or view the other parts of the manual by selecting Contents from WinTOTAL s Help menu You will find more tutorials on all of WinTOTAL s PowerViews The more you know about the software the more efficient and competitive you can be Pocket TOTAL Workflow Examples 8 10 2001 Page 18 24 Digital Workfile USPAP Compliance in the Digital Domain Get rid of file cabinets The Digital Workfile is designed to eliminate all the paper associated with USPAP s guidelines for storing your workfile Items you save in the digital workfile stay on your system and don t EDI or print with the rest of your report unless you specifically send them We hope that less paper for you translates into hard dollar savings on not only supplies but for the space used for the paper WinTOTAL s file format provides further enhancements WinTOTAL s file format ZAP was initially designed to incorporate multiple documents in one file The power of this design decision now manifests itself in the Digital Workfile Not only does WinTOTAL s architecture lend itself to letting you put anything a report WinTOTAL also compresses whatever files are included to conserve disk space
183. e icon by clicking it p 2 Click and hold on the Hotspot 3 Simultaneously press R Waster Bedroom OR 1 Select the icon by clicking it 2 Click and hold any of the handles the red squares 3 Rotate using your mouse Editing icons 1 Select the icon by clicking it Right click the icon Choose Properties This opens the Size Icon dialog Enter the preferred dimensions for the icon ot a gt eS Click OK Figure 27 Finishing touches like interior walls text labels and icons really Spruce up your property sketch giving it a much more professional look Apex and the Sketch PowerView Adding Icons 2 18 2002 Page 7 16 o e od B go H io E B Q 3z Eau EB N E9 AUTO CLOSE CENTER FILL AREA GOTO CORNER ICONS JUMP TO POINT LINE ATTRIBUTES MOVE SKETCH TEXT UNZOOM ZOOM IN HELP SAVE FILE OPEN FILE DEFINE AREA Apex IV Windows Function Keys FREE FORM ON OFF VIEW CALCULATIONS CURVE PROPERTIES ALIGNMENT ON OFF REFRESH SCREEN REPEAT LAST ICON REPEAT LAST TEXT EXIT APEX Close Sketch CONFIGURE ALLIGNMENT Dimension In Out Hidden SELECT ALL ITEMS COPY p DIMENSION EDIT Full Screen CONFIGURE GRID OJ ICON EDIT LINE EDIT MJ Move AREA P PRINT R RESCALE DRAWING TEXT EDIT PASTE CUT UNDO CLOSE CTRL ec u
184. e leaving We included text for a few items just to explain how it works You can delete or edit those e To add a new task simply tap Add type your task and tap OK e To edit an existing task tap it then tap Edit and make your changes e To remove a task tap it and then tap Remove e The Save button allows you to save your entries as the default for all future reports e The Yes No item may be toggled by double tapping on the task 8 10 2001 03 40 AM ey Savings and Park Grove r Control Panel Pocket TOTAL 2000 Ra BE 7 06 am Use Pocket TOTAL s Review PowerView checklist to add your own personal items and important things not to forget before leaving the site Page 18 14 Pocket TOTAL Report information The right side of the Review screen lists report information A drop down HAE list at the top gives you a view of three different types of information Checklist Add Eot Delete Save Information Summary Information l ee ee o ee e The Summary Information displays a variety of items such as the No Mileage recorded for accounting ee rey tice Fics i No Any tools left insid me KONT i date the report was synchronized and other basic data in the report Nie inepected etic ani nesemient ey eae At the end of the list you can see the number of fields in the report Review Date 6 24 99 3 14 21 AM L the number of empty fields and the number of emp
185. e may be in the Appraiser s Resume DEDA 4 00 Phi reports you clone But but you can also store them separately in case Cover Letter 064001 200 PM the addenda isn t in the file you re cloning Demand letter that links in property job information OGM SAM EA Arl 1 Once you have the addenda finished click the File drop down in the Addenda PowerViews lower toolbar Don t click the File menu at the top of the screen in other words 2 Click Save if you have never saved this particular addenda Or click Save As if this is a modification of a previously saved addenda 3 Give the Addenda a name so you can identify it and click Save Comments on sales comparison Working with tables Addenda Name Inserting a table Tables are handy for showing structured lists or creating columns Save __Saroat _ Cancel 1 Click the Table menu and choose Insert Table 2 Specify the number of rows and columns Note there is not any way to change the rows and columns for the table once it is inserted Save and reload addenda you have already formatted This keeps you from having to put them in all of your templates Addenda PowerView Working with tables 2 18 2002 Page 4 6 Addenda PowerView Working with tables Addenda PowerView 3 Click OK Table and cell formatting Once the table is inserted you can customize its look 1 While your cursor is in the table click the Table menu again 2 Choose Table Attribut
186. e that contains the most entries The following steps explain how to copy a database from a local computer to the server Note All users must exit WinTOTAL before moving the database to the server Again these steps assume that WinTOTAL is installed to F WIN2000 on the network server and C WIN2000 is the old local directory of WinTOTAL If this is not the case on your network please substitute the appropriate drive letters paths 1 At the workstation click the Start button and select the Run icon 2 Inthe Open dialog type COMMAND and then click OK 3 This will open an MS DOS window with a blinking cursor in the top left hand corner At the prompt type For the Residential comparables database type C Press ENTER CD WIN2000 DATABASE Press ENTER COPY TEXTDB MDB F WIN2000 DATABASE Y Press ENTER EXIT Press ENTER Step 5 Moving the report files to the server The safest way to copy all of your reports onto the server is to e Open up the Appraisal Desktop s File Cabinet e Create a new folder for your reports e Attach an external directory to the folder that contains your reports e Use the Move Copy command Multi User Guide and Networks Multiple Local Installations 8 10 2001 Page 16 8 Multi User Guide and Networks Using this method keeps the threat of overwriting data to a minimum and reduces the amount of cryptic commands and procedures you would have to follow Again these steps assume that WinTOT
187. e this something different for all data in all reports do the following 1 2 3 4 Click the Form menu and select Default Data Fonts Then choose Set default form data font Choose the font and style from the standard Windows font dialog Due to limitations in the design of the forms font size is typically limited to under 11 points Click OK WinTOTAL will then update your current report Note that all existing reports will print and display with this new font as well Field formatting and numeric fields In WinTOTAL forms the fields are pre formatted according to how the most likely appraiser would prefer The formatting is also customizable Getting Started The Form PowerView As you move through the form notice the buttons in the formatting bar will appear pressed or up depending on the formatting in the current field For example if you move to a numeric field such as the RE Taxes item you ll see the numeric options appear pressed While in a field you can apply remove justification and formatting by clicking the buttons on the formatting bar If you need to enter text in a numeric field type the text and click the 123 button in the formatting bar 2 18 2002 Windows 11405 W 143rd Terrace It Whew Fom Powerfiews Toole EDI Window Help l e Print DC Data ry Bketch Qj Maps fF worksheet i at BS 123 y Tim Holloway AESIDENTIAL APPRAISAL REPOR City
188. e two main phases this wizard goes through Phase one does a check to determine whether you have multiple not currently have one however this happens behind the scenes and copies of appraisal files with the same File ID Files in this state can cause problem with management reports and can doesn t require any interaction from you result in improper report statusing and report queries Phase two takes longer as itlooks into appraisal files to see if they were created during or before the first two versions of WinTOTAL Italso checks to see ifthe files have specific client and contact ID information This information is essential for Befo re ru n n i n g th e M ig rati O n Wiza rd management reports to run correctly in Athena the newest version of Win TOTAL You can run both phases atthis time or waitto run phase two How much time will the Migration Wizard take E eco cannes Depending on your individual habits the operations of the Migration e Run File ID checker only don tuse WinTOTAL s management reports and don t have or need to update any Wizard could run very quickly Or they may take a long time appraisal files that were created during or before the first two versions of WinTOTAL e f you use the Requester and Address book as we ve always recommended then the Migration Wizard may not take much time at all depending on how many duplicate files you have e If you always type your appraiser names lenders and clients into the f
189. each time There are a variety of ways in which you may configure QuickPix Just Description Front a click on the Configure button You will be presented with four tabs Notes representing the different areas of the program which you may configure Shade oO Photo Retrieval Database Defaults ee eee ats File information can be overlaid on None When capturing images straight into the database through QuickPix you lg liebe lapel ale eve a Fi s ress first must display and label the previews as described on page 6 To C Description automate the task of labeling photos you can set defaults for the ae database entries For example if all of the images you are going to Photos PowerView Customizing QuickPix 2 18 2002 Page 6 13 Photos PowerView download are for the same address you can enter a Default Address merar before displaying the previews then perhaps change the Default Another handy feature is naming Configure QuickPie es your files based on their OF Cancel Address back before downloading other images a address This makes it easier tO poprmmemanmmm You also have options for what to show on screen for images that have find them without the database ae 7 Selecting Custom filenames is the quickest and best method to retrieve already been downloaded during the current Qu ickPix session photos ou can also choose to make your filenames the same as your photo add
190. ease Enter Information forthe Mew Report Report Name Sample Repot Form Type URAR l Report Folder Reports Hotes lt Sketch Photos lt Review Mew Oper Close lea critical Fields Save 1 999 North Pocket Way 2 9229 North Aldridge 3 3060 Pharr Court 4 911 SV Monroe Exit Pocket TOTAL maintains a Most Recently Used file the File menu 8 10 2001 list for easy access straight from Page 18 6 Pocket TOTAL Data Entry on the HPC The Pocket TOTAL environment The Pocket TOTAL data entry environment is segmented into PowerViews Each PowerView contains functions related to a particular portion of the report To activate a particular PowerView just tap once on its name Certain functions such as New Open Save Options and Help are available regardless of the currently active PowerView Typing into fields Typing in Pocket TOTAL primarily takes place in the Form PowerView Instead of emulating the form on the tiny HPC screen we have arranged the fields linearly in a grid Above the data entry grid are special controls in this order Jump to section Visible fields list Font Find Cut Copy and Paste Use ENTER or TAB to move between fields You can also scroll using the scroll bar arrow keys and PgUp PgDn e Jump to sections Above the main form is a drop down to take you quickly to sections of the form This is the fastest way to
191. eational facilities Entrance copefion grounds pool tennis clubhouse Quick Al Conventions in These Manuals Pe ee ee i i Specific zoning classification and description R1 resj ential Sha irregul 24 i Options Before we get started with the program let s cover a few of the toning compliance DX Legal Land noncageth Granth ow LC egu L ozming Sraage anne T i i i i i Highest amp bestuse as impro view sireet rame bric conventions used to describe the instructions in this manual wise bic PowerView buttons Lndscning ANETA gt Sdno biick Electricity 1 2 Driveway Surface POUrEC 3 stuccu 4 give you access to ipari easements typical E z a k Gas i grey stone Click double click and right click Most items are activated with a tr the different aspects Spc fot ie e single click If a double click is needed this manual will tell you To Stam sewer of your report sua 1303220 TE y emm a a reas illegal cr legal nonconforming zoning u i S ttached right click use the button on the right side of your mouse addenda GENERAL CESCRIP TION INSULATION e Menus Menus are near top of the WinTOTAL screen They are access to a searchable index of topics in this guide e PowerView Functions are arranged in screens we call PowerViews When a report is open you ll notice buttons labeled Contents Form Addenda etc at the top of your screen Click these once to s
192. eceipt to a printer and or Office Manager folder This is useful for inter office EDI where appraisers work from remote locations If a digital signature has been applied to a report it will be read only and protected from modifications See Digital Signatures in our Form PowerView chapter 1 Internet EDI Sending Reports and Requests While in the report click the EDI menu and select Send Report via Internet EDI or you may send it from the File Cabinet Simply click on the report you want to send and click Send EDI The To field has a drop down list for you to choose one of the entities from your repor To choose anyone from your Address Book simply type a name in or click To Clicking the To button will bring up another window from which you can choose the receipient To add a name simply double click the type of entity in which the receipient is located ie if you are sending to an appraiser double click Appraisers Then double click the receipeint s name to add the name as a receipient and click OK To find the actually e mail address of an entity single click the entity and then move your mouse pointer to the Type Name field until it hovers over the name It will take a second but then a window with the e mail address should pop up 8 10 2001 Send EDI Message O x Mark to send Send Receive In the To or Ce fields below you can either select a recipient using the drop do
193. ecording payments in the Requester Once payment is received for an order simply go to the report information screen by clicking the Info button when that report is open or highlighted in the File cabinet 1 Click on the Billing shortcut 8 10 2001 Individual invoices are generated in the Billing PowerView Page 14 8 Payments and Order Tracking 2 In the payments section enter the check number date memo field and amount 3 You can use the field labeled Total to note the payment If it is a partial payment and another invoice is to be sent these notes will go with the amount paid 4 Update the Bill Paid field with the date of payment once payment is received in full 5 At the time you pay the Appraiser and Supervisor you should update this screen with the date they are paid Any information entered here may be shown in the management reports which are discussed in a later section Generating Management Reports A detailed look at your data You ll come to a certain point where you ll want to see which appraisers are doing the most work for you which clients pay on time which ones are late etc WinTOTAL s Appraisal Desktop now offers dozens of reports that let you see where your business stands 1 Open the Appraisal Dekstop Then click the Management shortcut Payments received for a job should be entered in the Billing section of the report s Request similarly this is where you enter payment for the
194. ed automatically in the future 1 2 When in the Addenda PowerView click Field Overflow Then click the Edit standard section title definition button You can then see how WinTOTAL generates these titles The F variable means use the name of the form The D variable means insert the field description You can remove either or both of these so that they don t appear but we don t recommend it Word Processing Features Changing your view The Addenda in WinTOTAL has several options under its View menu to assist you as you work up your document Normal view gives you more room on screen to type while the Print Preview shows you what the document will like when printed Depending on your preference you can turn the ruler on and off The ruler may come in handy while you are building tables Think of viewing the Page Header as seeing your master page It is basically the shell around the word processing part of the page To modify the information that appears at the top of the addenda printouts 1 2 Addenda PowerView Word Processing Features Click Show Page Header when in the Addenda PowerView The form part of the screen will switch to a page that is blank except for the header and in some cases where there is a signature line on the addenda a footer if you scroll down Just as in a regular form type in the fields to make changes 2 18 2002 Addendum Section ithe OF Cancel Section
195. ed to enter information into the Requester including any Trading partners client lender bill to and ship to and any employees appraiser and supervisor When you use the Address Book instead of typing them directly you can choose these entries from a drop down list Not only does this eliminate repetitive typing it facilitates our billing and tracking systems The purpose of this module is to let you insert entries from our Address Book into existing reports where the trading partners were not necessarily chosen from the Requester s drop down list Additional information on the Address Book is given at the end of this chapter Migration Wizard Phase Two Update files with Contacts 8 10 2001 Page A2 4 Migration Wizard Replacing report entries with contacts from the database fel WinTOTAL Migration Wizard For each report that doesn t have structured entries for the appraiser W1 N T ar A lender client etc it will stop and give you an opportunity to pick people Y YiL u from your Address Book MIGRATAC rR Containing U hed Trading P 612 SW 26th Trading P In Your Datab s The left panel lists all contacts for the Cu rrent report that don t have an ae ne hians fle has aii or paris trading partners a re a gt choose patie in your database that should replace ep which are shown below Select one and go to Step 2 ep the selected partner at left and go to Step 3 associated entry in the datab
196. ee the server drive as the same drive letter For example F Before mapping the drive for WinTOTAL check all workstations to make sure that same drive letter is available on each Any letter can be used as long as it does not represent a drive that already exists on one of the workstations Installing WinTOTAL on a network lf you are on a network you can install WinTOTAL to the server from any workstation that has access to the networked drive You don t have to be sitting at the server to run the installation In fact if you are using a dedicated server it s better if you don t install directly to the server When prompted for the drive and directory for WinTOTAL simply replace the default of C WIN2000 with F WIN2000 or another directory on your 8 10 2001 When setting up a workstation to run WinTOTAL over a network one very important thing you should do is map the server s drive to an actual drive letter on the client system Hap Network Drive Dwe A Fath WoerverShare Drive_C Cancel M Reconnect at Logon Page 16 1 Multi User Guide and Networks network The installation program will automatically add Windows shortcuts to your Start Menu To set up WinTOTAL on the workstations do the following 1 Click the Start button and then select Run 2 Type F WIN2000 WINTOTAL EXE and click OK Remember to i Et a ala substitute the correct drive letter and path for your server in the above stich ct
197. egin drawing your free form line This allows you to place the interior walls to the _ correct scale Notice too that a appears as your line crosses an area perpendicular to a previously drawn corner this makes placing interior lines even easier Changing the line style 1 Selecta line and right click it 2 Choose Properties 3 Change the color and or line thickness and click OK Apex and the Sketch PowerView Drawing Interior Walls 2 18 2002 Page 7 13 Apex and the Sketch PowerView Changing a line s length after the area is closed 1 Press 2 to the line you wish to edit 3 Press Adding lines to an existing area e g bay window 1 Click on Edit and scroll to Reopen closed area 2 tas to the line to edit and press erter 3 Draw in your window and then autoclose using A Adding Text Now that the interior walls have been accurately drawn we can begin adding text labels to our sketch Adding text labels is very easy with Apex The only thing to remember is that you can not add text to an open area The area must be closed to begin 1 To add text simply type T This will invoke the Text Entry Dialog See Figure 24 2 Choose your text from the Text Library or type in new text of your own 3 Click OK 4 The text you chose will now be attached to your cursor Use your cursor to position the text 5 Click once to place the text in the chosen position
198. eived in the EDI Center It has an interface similiar to that of Microsoft Outlook The EDI Center does simple operations such as sending and receiving e mail replying to received e mail sending attachments and fowarding received e mail 1 Internet EDI Sending Reports and Requests To send a new message in the EDI Center simply click on the New button and it will open a new message The 7o field has a drop down list for you to choose one of the entities from your repor To choose anyone from your Address Book simply type a name in or click To Clicking the To button will bring up another window from which you can choose the receipient To add a name simply double click the type of entity in which the receipient is located ie if you are sending to an appraiser double click Appraisers Then double click the receipeint s name to add the name as a receipient and click OK 23 Select Names x The EDI Center pulls the list OF Cancel yee of e mail recipients from Type name your WinTOTAL Address re Richardson Find ie gt Ces Book A P Raiser EDI David F Biggers EDI EW Aluator EDI Jack O Appraiser EDI John O Appraiser EDI Ce John Appraiser EDI John Appraiser personal Matt Krodel EDI Matt Krodel personal fd Report contacts David F Bigger lt appraiser proj20 Appraiser EDI Bank of Oklahoma lt lenden proj200 Lender EDI ae of Oklahoma lt
199. election and clicking Copy 3 To include the signature in the message place a check in Include signature when sending e mail and click OK Now every message you send from the EDI Center will have this e mail signature at the end of the document Internet EDI e Managing Messages in the EDI Center 8 10 2001 Rel WinTOTAL Configuration Options EDI Center Settings EDI Signature Attached Reports l Schedule Signature You can Use a signature to automatically add text to the end of a message you send For example you can create a signature that includes your name job title and phone number M Include signature when sending e mail Matt Krodel Lic 17655 OF http iwi alamode com Instead of typing your name every time at the bottom of an e mail message set up an e mail signature Page 11 14 Internet EDI Troubleshooting and Questions To see if you have Dial Up Networking DUN installed If your system does not use a Dial Up Networking connection to connect to the Internet our Internet Wizard will indicate that it is unable to locate a connection Dial Up Networking is the Windows standard for connecting to the Internet If you re already on the Internet its very likely that you have a standard connection 1 From your Windows desktop double click the My Computer icon 2 Inthe My Computer window if you do not see a Dial Up Networking folder please contact your Internet Service Provider for more info
200. ember you can locate any of these by using the Search feature e Services Invoice Manual In case you don t use our automatic billing system you can use one of our manual invoice forms The automatic forms are designed to pull information from our office manager database and will not hold entries manually typed Contents PowerView Special use forms 2 18 2002 Page 3 4 Contents PowerView e Digital photo pages Previous versions had Digital 3X5 and 4X6 photo pages all for use with digital photos We now have Small Medium and Large photo pages since images from digital cameras are not really shaped like those from film These forms also scale the pictures based on width so that images from different cameras will appear proportional when printed Manual photo pages do not accept digital photos and have boxes for framing film prints e Minimal photo pages These carry only the address and none of the property data like the other forms This is useful when a major form does not have certain elements on our default photo pages Just click Search and type Minimal to locate them in the list e Manual Building Sketch This is graph paper in case you don t use an electronic sketching program e Scanned page Addendum These are blank forms on which you can scan whatever you like into the single page size image area See our chapter on the Photos PowerView for details More functions in the Contents PowerView
201. end of property values demandupoly and marketing time a co T 5 o Such as data l emedia prenes for sale i in the e reio description of the Hd a a and financing concessions Soa 5 Click on one of the blank entries in the QuickList panel E MR ESOC Te UTP COR EE 6 Enter in a more appropriate keyname such as the name of the neighborhood and click OK Now when you move into the first checkbox of the neighborhood section you ll see the name of the neighborhood appear in your QuickList Text Database wrap up When multiple fields are highlighted adding a text database entry inserts a QuickList for the first field in the block When you use the QuickList item it fills multiple fields As you move from field to field the list of comments at the bottom of the Form PowerView changes to reflect entries tied to a particular field e Quick Lists are available for every field of every form They are listed in the QuickList panel which by default is on the left hand side of your form You can also drag it anywhere on screen have it snap to the right side or appear floating above the form e Your top nine responses are assigned a hot key ALT 1 to ALT 9 You may use these hot keys or you can double click the individual comments to apply them e By moving your mouse over the All Comments item in the Form PowerView you ll see a list representing all QuickLists for all fields plus comments that may not be tied to a p
202. enhanced has been used in a report the image in the report will remain unchanged since it is just a copy 1 2 3 4 Activate the Photos PowerView select an image from either the database list of file list After its preview is displayed click Optimize Photo Make the necessary changes and click OK Auto optimizing photos The Image Optimizer may be configured to automatically adjust images as they are placed in reports This much requested feature can save you the time of having to load it individually for every picture 1 2 3 Activate the Image Optimizer Click Auto Settings set your preferences for the image size and detail If you are using this feature you probably use the same ones repeatedly Click the item at the bottom of the screen which tells WinTOTAL to use these settings automatically when photos are placed in reports QuickPix Reference Accessing the database through QuickPix In addition to downloading photos QuickPix can also manipulate your image database When in QuickPix click Open Database to see all of your images To view the full resolution picture click on the View button To edit the address or description click on the record you want to edit Then click again in the field you want to change Your changes will be saved as soon as you leave the field Click the Find button to locate a particular address Photos PowerView QuickPix Reference You can use the drop down box to fin
203. er Share Drive_C It is recommended that all workstations on the network see the server drive as the same drive letter For example F Before mapping the drive for WinTOTAL check all workstations to make sure that same drive letter is available on each Any letter can be used as long as it does not represent a drive that already exists on one of the workstations Consult your Network Administrator or a local technician for assistance with mapping a network drive Resetting WinTOTAL to run from the mapped drive Once the drive is mapped the contents of the ALAMODE INI file that hold settings regarding directories must be cleared so that WinTOTAL can re assign them properly 1 At the workstation click the Start button and select the Run icon 2 Inthe Open dialog type COMMAND and then click OK Multi User Guide and Networks Recovering from an Improper Installation8 10 2001 Page 16 4 Multi User Guide and Networks 3 This will open an MS DOS window with a blinking cursor in the top left hand corner At the prompt type REN WINDIR ALAMODE INI ALAMODE OLD Press Enter Note You will lose all WinTOTAL settings after this command If you have any shortcuts on your desktop pointing to WinTOTAL delete them now too They will be pointing to the wrong location Next you will need to reset the icons you use to run WinTOTAL and point them to your server Here s how 4 At the workstation click the Start button and
204. ernet EDI Sending Reports and Requests In the File Cabinet click the Contacts button and select All from the drop down menu Youll then see a list of all the people in your Address Book You can add a new entity by clicking Add New and selecting the type of entity You don t have to choose the type of entity when you select a specific entity type from the drop down menu instead of All You may edit an existing entry by highlighting it and clicking Edit After entering the General and Contact Info click the EDI Info tab Under the WinTOTAL 2000 section the E mail address field is the address to which you send appraisal reports in the native WinTOTAL format If you set yourself up with an e mail box following the 8 10 2001 Pile ES Message Send ey Save 0 Attach Toca anyone anyplace com Subject Great WinTOTAL information Have you been on the WinTOTAL User Forum Itis a great source of information on Win TOTAL and an excellent place to get advice from experts across the nation Check it out at htto groups yahoo com group Total2000UsersGroup Matt Krodel Lic 11655 OK http Awww alamode com We simplify your electronic communications by enabling plain text messages to be sent and received through the Appraisal Desktop s EDI Center OK Cancel The EDI Center Appraiser Contact Info EDI Info Fee Tables Notes uses the same You may enter any EDI Methods you wis
205. es 3 Then specify how thick the borders are what color the background is and how much padding is between the text and borders You can also customize individual cells with colors borders and space from other objects 1 Put your cursor in a cell to customize 2 Click the Table menu 3 Choose cell properties Notice that customizations can be applied to an individual column or row or the whole table a whole More Chapters Click here to go to the online Table of Contents where you can access additional chapters in the WinTOTAL user guide Or view the other parts of the manual by selecting Contents from WinTOTAL s Help menu You will find more tutorials on all of WinTOTAL s PowerViews The more you know about the software the more efficient and competitive you can be Year Price SF 2001 95 2000 96 1999 95 1998 92 1997 90 4 F Addenda INS CAPS MUM 2 2 18 2002 Fel TOTAL for Windows 4437 5 Davidson RAd Fl File Edit View Form Powerviews Tools EDI Window Help Ci Mew gt Open j Save w Info E Sign ae Spell E Print re IDC Data fy Contents E Form B Addenda f Comps Photos Sketch W Mape FAJ Worksheet vorktile X Jump to other forms FM B Z U Ax 3 b GS GG Serene Text Database F ALA WOCE IHG Quick FE Propa Dasription UNIFOAM AESIDENTIAL APPRAISAL AEPOAT sia miles E Property Addes
206. es your sketch should look like this Apex and the Sketch PowerView Drawing the First Floor 2 18 2002 Page 7 6 Apex and the Sketch PowerView Drawing Angles 24 0 Drawing angles with Apex IV Windows is as simple as inputting the rise and run of an angled wall A second way to input angles is discussed later Continue drawing your sketch to include a bay window an 9 5 Rise and Run 1 Type 2 press lt press enter twice ag 2 Type 2 press v type 2 press lt and press ener twice This 40 0 results in a 45 degree angle 2 8 feet long Type 6 press lt press enter twice Type 2 press t type 2 press lt and press enter twice Type 2 press lt press enter twice 6 Type 15 press t press env twice i Specifying an exact angle and length The second way to draw angled lines is to input the length direction and degree of angle By doing so Apex IV Windows will automatically draw the wall for you As you might imagine this gives you the ability to more accurately calculate square footage of properties which contain odd angles Used in conjunction with a measuring device called a Mite R Za n Gage you no longer need to worry about obtaining the angle of walls et where the rise and run are difficult to figure In our example property we discovered that the angle of the wing to be Figure 9 After drawing the wing angles your sketch should look like this draw
207. escending Show all filenames like Find gt M00677 JPG OSOS OS Pens 414528 Date Created 09 12 01 02 14 59 PM _ iigiimeeiftai aga Date Modified 09 12 01 11 10594M lt lt a M001674 JPG pee T amp Subject 438589 Date Created 09 12 01 02 14 59 PM EAA T ass Pi Date Modified 09 12 01 11 10 58 AM peasy abe Reel KB050102 JPG M001673 JPG m 453839 Date Created 09 12 01 02 14 59 PM f i Subject 2 Date Modified 09 12 01 11 10 57 AM Rear KBO50101 JPG Moeaa OS i 361507 Date Created 09 12 07 021459 PM 09712701 02 14 59 PM ig BMC Subject 3 Date Modified 08 12 01 11 10 57 AM _ ie Steet Moms i OS be KBO50103 JPG 494203 Date Created 09 12 01 0214 59 PM pa i Date Modified 09 12 01 17 10 56 4M Ss Add to Database QuickPix Photos in report Photo pages in report Digital Comparable Photos 4 6 Digital ETEEN rcs 1 3 r Photo sources once selected drag and drop photos onto a page Jigital Subject Photos Building ketch Pen 1 Location Map Add Photo Page Delete Photo Page Optimize Photo Save As Delete C WIN2000MAGES Photos INE CAPS NUM 4 WinTOTAL also lets you browse for photos by file name and gives you an easy way to put them in your database if you didn t download them through QuickPix We strongly discourage the habit of always using the file list since it will become cumbers
208. essage simply by double clicking the message in the message list section and this will open the message in a window of it s own If the file contains an attachment double click the attachment to save the file onto your hard drive A Save Attachment window will pop up and to save the attachment onto your hard drive simply navigate the folders to the desired directory and click Save To print an e mail message right click it and choose Print from the fly out menu 8 10 2001 WinTOTAL Guru Close Guru manages an array of tasks for you from automatically getting Instant Customer Updates to deleting old and unused photos As an example at regular intervals the EDI tool below can ass check your mailbox download inbound reports send outbound reports and transmit and receive status messages relating to pour curent in progress appraisals Ten Nest Scheduled Time m EDI Center Send and Receive Mot scheduled Oo a WinTOTAL File Collector 0715 01 04 00 00 AM tim s laptop gy m WinTOTAL Instant Customer Update 06 16 01 01 00 00 PM tim s laptop E5 CI winTOTAL Images Thumbnail Update 06 16 01 12 00 00 AM tim s laptop _ Appraisal Desktop Content Yerification 06 16 01 02 30 00 4M tim s laptop C winTOTAL Tune Up 06716701 12 00 00 Po tim s laptop Bun Configure Current time 6 15 2001 5 07 48 PM The WinTOTAL Guru which runs in your system tray is responsible for all scheduled tasks including the periodic EDI send recei
209. essages and they keep appraisal file transmission separate from your personal e mail me i AA a E A Configure WinTOTAL Internet mail i Vie aye L j I want to use an existi ng E mail accou nt If you do not want to USE IF you chose to use our free account the first four fields will be filled in corectly IF you re using Your owr a mailbox on the Project 2000 server you can ch oose this option If account you ll need to fill these in Your Internet Service Provider will know these answers if you don t and z j probably provided that information to you on a sheet or printout when you signed up you do so you will need to know your Internet Service Provider s oe A SMTP and POP3 mailbox names 1 Choose the type of account you wish to configure and click Next to SMTP Mail Server name for example mail proj2000 com advance to the next screen of the Wizard POPS Mail Server name for example mail proj2000 com POPS Account usually the same as your e mail name E mail address for example davetipro2000 com 2 On this screen WinTOTAL needs to know what your Internet e mail mailbox settings are Please pick a password for your POPS Account Please re enter your POPS Account Password e If you chose to sign up for a WinTOTAL mailbox these settings will be a a AAT 0s fos oe filled in for you All you will need to enter is a password for your WinTOTAL mailbox Your password must b
210. et ka fz Gross Percentage Gros4 z fz Font la la form Marrow Spt Bold Change Font El Summary Phrase Manager BES i Ioj x l a Select a form from the Forme list Change the information about the form Restore Default in the Phrase Information Section Press Close when complete Phrase Information Review Short Form 2006 Phrase Second Mortgage Property Value Analysis Summary Appraisal Report Small Income Aew 10 89 Small Income Rew 10794 Summary Appraisal Report Summary 4ppraital Report Bank of Nowa Scoti Fage number from 1 to 2 1 Inches from TOP of page 74 W Inches from LEFT of Page 3 W Change Font UCIAR Existing Property Rey 10 96 UCIAR Existing Property Aew 7 90 UCIAR Small Property Rev 107 96 UCIAR Smally Property Aew 7790 Uniform Residential Loan Application URAR Rev 6 93 The easiest way to have Summary Appraisal Report on your forms is to configure it through the Summary Phrase Manager in the Job and Printer Setup tab of your WinTOTAL Print dialog Page 1 29 Getting Started Optimize rectangles for HP Laser Jets If lines are not printing on your forms you may need to enable disable this option Optimize sketch printing for HP Deskjets This overcomes driver errors that can occur when printing sketch pages WinTOTAL also gives options to control the scale of the form and margins in case your particular printer cuts off part of the form
211. evice is plugged in for Pocket TOTAL s synchronization to work Pocket TOTAL Preparing Your System for Pocket TOTAL 8 10 2001 Page 18 1 Pocket TOTAL Preparing Your System for Pocket TOTAL Pocket TOTAL If you installed the Windows CE services with the default settings your PC should automatically recognize when you plug your HPC into your desktop computer If your HPC does not automatically connect here s how to do it manually 1 On your desktop system double click My Computer and then double click Mobile Devices 2 Connect your HPC to your computer 3 If a connection is not established then on the HPC tap Start Programs Communication then PC Link 4 After a few moments your two systems should begin talking Depending on your setup you may be prompted on either your desktop or HPC to confirm the login Once again if you installed the Microsoft Windows CE Services with the default options this should happen automatically If you have trouble connecting the HPC to the desktop you should contact the manufacturer of your particular HPC for additional assistance Configuring memory on the HPC To effectively use an HPC with Pocket TOTAL we recommend you have at least 16MB This memory is used for both permanent storage and RAM For optimal performance it is recommended that you use as much of this for RAM as possible That way you could run other applications such as the built in soreadsheet o
212. ey into the current field on your form e Delete will remove that entry from the Text Database altogether e Add to QuickList will add that Text Database entry to the current field s QuickList Form PowerView Text Database Options 8 10 2001 Page 2 2 Form PowerView Other functions in the QuickList area The QuickList is by far the most common access point to the text database Click back to it and lets talk about some other features Sorting The button above the list with the arrow on it enables you to sort your list alphabetically Options This gives you east access to other QuickList functions e Create new text database This will create and switch you to a completely blank text database e Show this forms entries only The QuickList knows in which form an entry was created This option can keep you from using QuickList items not formatted for the current form and can also make the list shorter and easier to use e Resequence QuickList This is a more powerful sorting feature that enables you to specifically order your comments Simply click a comment and use the Up Down buttons to change its order in the list Text Database Shortcuts e You may press ALT 0 to add the current field s entry to the QuickList e You can type a Text Database keyname into a field and press CTRL Q to insert the comment associated with that keyname e F9 will toggle the QuickLists as visible hidden e The QuickLists can be configured
213. f your existing C drive Setting up user profiles User profiles handle personal settings and more importantly file locking If two people are logged into WinTOTAL with the same profile you risk them opening the same file without warning When two people open the same report simultaneously the result is always errors and data loss Each machine must log in with its own profile To set up user profiles do the following 1 From within a report click on 3the Tools menu and then select Con figure From the WinTOTAL Configuration Options screen select the User tab 2 Youll see the user names you have established displayed The current user will be highlighted To change users click Set User Multi User Guide and Networks Network Installation 8 10 2001 Page 16 2 Multi User Guide and Networks 3 You should see a profile for every person on your network If no profile names appear click the Add button to create new profiles e Notice the option labeled Use this name automatically in the future This option exists so that people aren t prompted every time they start the program On a network we recommend a network administrator set up user profiles for every person through this dialog Then go to each machine and switch to the individual profile enabling this option so there is no confusion in the future e Note After you change the user name your QuickList comments may change You can switch back to another QuickList
214. field on the form il TOTAL for Windows 11405 W 143rd Terrace al File Edit View Form PowerViews Tools EDI Window Help 18 x D new Open a Save E info B Sign Y Spell amp Print ig pco ata We 2s ride a E fot 3 E EA Contents EJ Form Addenda fff Comps E Photos E Sketch Maps F Worksheet P Billing ae a r View of selected subject vs comps graph Add flair to your reports with the Graphs PowerView r Subject vs comp graph options Select the comparison that you d like to graph from the list and then choose one of the three types of graphs 260 000 240 000 Click to insert or remove the graph as a 220 000 one page addendum 200 000 Insert into report pot 180 000 Graphs QuickTips 160 000 Clicking Insert into bate page Sakari miner apr The 140 000 ndum includes areas where you can ae explanations for the gr chs 120 000 There are three types of gray aae Feevatt ant steh aa csn as any appear e l Variation Di ireto ana the 80 000 100 000 Variation Differences are graphed as 60 000 percentages oftheir respective values 40 000 20 000 0 Subject Comp 1 Comp 2 Comp 3 Price JING CAES NUM 7 Page 1 25 Getting Started Billing PowerView a a eT aia The Billing PowerView is your gateway to generating invoices for your Dew Soe e ase ome ooo Eo ake gro Be A
215. file Images pisecesenscesessesssssessessenscsssssssssansassssssessssssesssssasssessesseseussuseusesssnssessansssssseasasussueessenssssensussensneseusessessensussenseeseussasssusanesusnssesunsssesensasssasensssseusessenaeeaeey Auto apply my settings above when placing photos onto a subject comparable listing and ae AE A A Page 6 12 Photos PowerView e Once an entry is found you can press F3 to find the next occurrence ES QuickPix 2000 Image Database e When you are through searching click on Cancel a M E ae z P P sh i CAWN 2000S MAGE 5121502JPG Removing images from the database using QuickPix y sere QuickPix has flexible functions that will assist you in removing old or FF Descending sot _DeleteEnty End View unwanted images from your system Address Description Jate 1700 SW Wendy Front 12 75 1998 e i 1900 Sw Park Grove Drive 12715 1998 You may use the sort function to group photos by date a Gene a E s i m 4499 SW Wendy Front 12710 1998 To delete a single entry simply highlight and click Delete Entry 1470 winged Foot fe RAT 1470 Winged Foot front 11723 1998 You can select a block of photos by doing the following 1470 Winged ae ee 11 23 1998 i Ocean Creek South Tower Rear 1172371995 1 Click the entry at the top of the list Ocean Creek South Tower Front 11 23 1998 Ocean Creek North Tower Rear 11723 1998 2 While holding your shift key click on the last entry in the list Ocea
216. firm by clicking OK Accessing other forms While in the Form PowerView you can easily jump to other forms Lets go to the Cover Page 1 2 3 4 Click the Jump to Other Forms button Now click on one of the supporting forms in the report As the page loads notice information has transferred to it Jump back to the main form by clicking on the Jump to Other Forms button and then selecting it Text Databasing Standard Comments The Text Database is your library of standard comments It gives you one click access to your most commonly used entries It may be used to complete singular fields whole sections or even an entire form This is the recommended way to have reusable text in your forms Creating single field comments Comments are created by first typing the information on the form and then saving the text 1 2 3 Getting Started Text Databasing Standard Comments Go to the Functional Utility field and type the word average Double click a vacant QuickList entry in the QuickList panel You ll see the keyname for this new comment You can change it if you like This is just the keyname not the actual comment itself Click OK 2 18 2002 indows 925 Crown Dr View Form Powerviews Tools EDI Window Help gt Open Merge form data fram existing report ell Print i DE Data AD Recaculate curent form a ORB etch Fo haps Worksheet Lo
217. g functions and running reports WinTOTAL can automatically assign fees based on the job type and client as well as assign fee splits based on the appraiser The Payments and Order Tracking chapter of this user guide is dedicated to these functions Contacts WinTOTAL saves you from having to retype the names of your clients and appralsers for each report The Contacts section of the Appraisal Using the Address Book feature in WinTOTAL keeps you from having to re enter Desktop is where you Manage y address book Not only is the contacts repeatedly as well as enables billing and tracking functions address book a way to eliminate repeated data entry but it is also Getting Started Appraisal Desktop Overview 2 18 2002 Page 1 4 Getting Started essential to all billing and report tracking functions In other words if a particular entity isn t listed in your Contacts then you won t be able to run reports on them either e The drop down menu labeled Category lets you filter the list based on the type of contact e To add a new contact click Add New and fill out the fields in the Edit Address Book Entry window For Appraiser entries be sure to put in license and certification information The ID field is a code for your internal reference It helps you separate clients with the same name but different contact information The EDI Info tab is described in the Sending and Receiving Reports guide e The Edit Local Off
218. ge WinTOTAL also gives you the ability to have images inside your addenda This could come in handy if you were inserting a logo or a small graphic Simply click the Image button and choose the file that contains the picture Once an image has been inserted you can resize it by double clicking it and adjusting the scale via the onscreen slide control Copy and paste from Microsoft Word 2000 WinTOTAL s addenda supports more formatting than it actually grants access to through its functions We included a limited set of formatting and features to keep it simple and match the needs of most appraisal practices addenda habits Dedicated word processors like Microsoft Word give you full access to a wide variety of features to help your documentation If you prefer to use a word processor you can always copy and paste your work into WinTOTAL our Addenda PowerView will keep most of the commonly used formatting commands and render your document properly Linking in fields from forms A new feature in our Addenda PowerView is the ability to place hot links to fields from your appraisal forms This is useful for making boilerplate addenda such as the cover letter that automatically has the address value or other information Here s how it works 1 Open a report and go to the Addenda PowerView 2 Since youre in split screen mode you should be able to see the form and the addenda 3 Click in the addenda where you want that fields co
219. ge 15 6 Multi User Guide and Networks Networking WinTOTAL WinTOTAL has been designed to run in a multi user environment Implemented properly the benefits gained by sharing data consolidating resources and centralizing management of the system are enormous a la mode has produced a video on Networking and Multi User Installations There s something in it for everyone from beginners to experienced network users Call 1 800 ALAMODE to order one today Network Installation Pre installation setup e Decide upon a server First you will need to select which machine is going to be used as the server If you have a dedicated server a machine which is not used by anyone directly for running applications like WinTOTAL this is the obvious choice If you do not have a dedicated machine available select one of the computers on your network to be your server For better performance in WinTOTAL it is Multi User Guide and Networks Network Installation highly recommended that you use a dedicated server e Map the network drive WinTOTAL requires logical drive mapping to function properly This means that network drives that are to be used for WinTOTAL need to be mapped as physical drives For example F instead of a virtual drive For example Server Share Drive_C lf you need assistance with basic Windows networking you will need to contact a local network technician It is vital that all workstations on the network s
220. gement e OPEN means you have pieces of the appraisal open This will have your most recent changes e BACKUP files are useful if the appraisal doesn t appear at all The backup file is a copy made the last time you saved 4 You can restore either the backup or piece together the OPEN file by moving your cursor over the file description and clicking with your right mouse button 5 You will then see a menu fly out Select Recover The recovered file will have recovered in the description To go back to seeing your reports in the normal view click All Reports Search for report Rebuilding the reports list Search Cancel i Search all folders Major Form Oooo Report types Jal Rebuilding the reports list is handy in cases it appears as though files are 4 ldentificaion tom J Pini SJ _ missing from a folder It could be due to a database error or other yet am Filename Lender unknown problem To use the rebuild reports function simply click wcl sds met Client once on the folder s description then select Rebuild the reports list from Mainfle Otherflet Bwe the Folder menu Property Sento Searching for reports Filedesctip Od Air If you need to find a report but you don t know what folder it is in you may ae A use the search function to find it by nearly two dozen attributes Diy Edmond stats as Owner MikeDawsorl___ County Map ref fs Borrower fs 1 Click the Search button
221. ges 33 reports Z databases with information that is already contained in your reports The only drawback to doing this is that any images or comparables l By using basic Windows keyboard commands or keyboard and mouse combina that have never been used in any report will not be added to your new tions you can select multiple entries at one time to move to your new File Cabinet databases This is the preferred option as it is faster and more folders effective SHIFT CTRL END selects everything from the entry highlighted to the last e Two Copy your images and or comps databases from one of your entry in the list workstations to the server This option will give you databases that SHIFT Click selects everything between the entry highlighted and the entry you are already populated with information but it will only be from one of click on the workstations on the network You will be giving up any other CTRL Click individually selects multiple items in a list with each click database information stored on other workstations You should use this option only if you have been manually entering several comparables images that have not been used in any of your reports If you wish to use this method skip to Option 2 Copying a comps and or image database to the server on page 12 Multi User Guide and Networks Multiple Local Installations 8 10 2001 Page 16 10 Multi User Guide and Networks Option 1 Importing images a
222. get around e Visible fields list Tap this drop down to filter your list of fields to show All Fields available in the form all Critical Fields which you ee must get while on site or the Empty Critical Fields only You can Improvements even customize the field list to show as many or few items while in the Foi PECAN HOLL Foundation field This is described in Custom Critical Fields on page 8 Growth Rate e Screen text size Tap the Font button to customize the size of text on screen The number of fields visible on screen at one time will depend on the size you choose The smallest size available is 10pt The Jump to Section drop down is much faster than scrolling through fields to get to a particular section in the form e Quickly find fields Tap the binoculars icon and type a field name to quickly jump to it For example tap the binoculars once and type the word bath then tap OK You ll quickly jump to the first field that contains the word bath anywhere in its description Tap the binoculars again and you ll notice that bath is still in there so just tap ith Use the find button Please enter the field description you wish to find to quickly jump to a OK to find the next instance of the word field Vi dohi e QuickList comments These work in a manner similar to have to type the ma WinTOTAL After the program was installed your comments PREE NAMS al should ve been transferred
223. h Wood Condition New Capoa a Rath Aner CanmetVinvl NANING IPichwacher A 0 lt new gt 4 Format Cells Link Cell lt Link Field Uniink C New Ga Open gj Save amp Print D3 243 600 B EE Market Appreciation Subject Comp 1 Comp 2 Comp 3 Sales Price Date of sale Days before subject sale Annual appreciation rate Estimated appreciation 0 64 1 38 2 01 78 168 245 Estimated appreciation 1 562 3 153 5 265 Rounded to nearest 100 The Worksheet PowerView incorporates live spreadsheets into your appraisal reports letting you set up models for the calculations in a report They re compatible with MS Excel too Page 10 1 Worksheet PowerView cells When you resume typing your operands the worksheet will Know to put you back in the formula bar Add A1 A2 Sum SUM A1 A2 A3 B1 B2 B3 or SUM A1 3 B1 3 Multiply A1 A2 Divide A1 A2 Rounding ROUND 9899 435 2 returns 9900 Condition IF A1 gt 10 Greater Less returns Greater if the value of A1 is greater than 10 and Less if A1 is less than 10 Handy text functions To return only rightmost 5 characters RIGHT A1 5 To concentrate cells and text A1 amp A2 Linking the fields to your forms To link a field on the form and field on the worksheet first click the field on the form and then click in the cell on the spreadsheet e Click the yellow uplink button if
224. h as those made by SanDisk or even built in to newer digital cameras include software that once installed creates another drive letter on your PC whenever connected The size of the drive is the same as the amount of memory on the card If you haven t already installed the software that came with the card reader do so now Next you need to do is determine what drive letter your card reader is set as To do this follow the directions below 1 Double click My Computer 2 In the list of drives you should see removable disk E or F etc The card reader will typically be a letter drive that reads Removable Disk and naturally wasn t there before you installed the device 3 Close the My Computer Explorer window If you can t find the drive letter make sure the card reader is plugged in and configured per the instructions included with it You should see a light illuminated when a card is inserted Now we need to set QuickPix to read from this drive letter 1 Open QuickPix 2 Click the Disk Directory Card menu Photos PowerView Getting Started with a Digital Camera 2 18 2002 Page 6 4 Photos PowerView Getting Started with a Digital Camera Photos PowerView 3 Click Card Setup 4 Click the Browse button 5 In the lower portion of the window your now viewing you should see Drives From the drop down list choose the letter drive that we located in the directions above 6 Now in the larger portion of the
225. h of the o eN EEA EEN EE TE attached directories to prevent any confusion To do this click once g me e a e a ee on the attached directory you created in steps 1 5 above to highlight Sco o ad O A fUA2 Chad Meton it and then click the Folder menu and select Delete Note The eee folder still exists you re simply hiding it from view EDI Center I teehee an Synchronized 0000 day Pemanis beienu Lez AFER Be sure that the confirmation window asks if you want to disconnect and wa neti EE Zee Guat TZE a oxen ee E Disk in Drive A 0000013 2901 Statford Rd 8G 10 6 2000 UA2 Alonso Portilo w click on Yes 3 Disk in Drive E ofl O a a a Edit Note If you select a folder instead of the attached directory you may delete your reports and be unable to recover them rO r Property Information r Tracking Information Address 11 Lender Solution Center E Client Step 6 Creating shared comps and images databases Main t er Your Websites Other This step involve your making a decision You can either eheny Hil gt a A Map IN fa Census IN amp Order Date 02 2820 e One Start brand new empty databases and then let WinTOTAL aie Sale Price 64000 Sele Date IAG 2 sa automatically rebuild the databases for you from your reports This General aus Jauks 7 option will completely rebuild both your comps and your ima
226. h to use for this address book entry on this tab Address Book as WinTOTAL EDI e mail the Requester acai pepe pitied EDI to send status messages requests or reports to this appraiser enter so you on ly need WinTOTAL e mail address 8002526633 pr0i2000 com to enter your contacts one Personal e mail time in one ah Wie far hy eine G panies eae a e aa a a consistent inter Personal e mail appraiser krodelappraisals cor face Page 11 9 Internet EDI instructions at the beginning of this chapter you would enter this e mail address in your own record You ll need to ask your client or other person with whom you re doing EDI for their e mail address e The Site ID field is typically the area code and phone number of the person to whom you are sending This code is used to create a unique key for each appraisal created e The Personal E Mail field is an alternate e mail address for sending messages that are designed to be downloaded manually like files in the PDF format 3 Enter the information in the appropriate fields and click OK Receiving Reports and Requests Every time WinTOTAL connects to the Internet for EDI it does two things it sends any outgoing reports or messages you ve marked to be sent and El WinTOTAL Configuration Options it checks your e mail box for any reports or messages that have been sent EDI Center Settings to yOu EDI l Signature Attached Reports i Schedule Reports and messages are received into the
227. he Onw open Ge seve info Bp sian Y see Sen pevas Jase common hassles associated with putting together map addenda for your ese 2 oie Mees Re ce ae eee reports Add Replace Delete Edt a E F Bret Dr 3 VRS E e This is where you go to download maps through our eDomina server Daur J aae gt a P Comparable 3 an These maps are completely free when you maintain your annual SPORES Zentennial Bng Wee 11300 W 14h street EE membership Since we know the exact elevation of these maps we Misia z TUDE E g able of Contents name for new map xX 4 Paddeck Ln can also calculate the proximity to the subject and geocode the lecatontap ooo X f addresses coor fl 3H e Maps from your scanner as well as maps on disk file or copied to the oe eo WAA r Comp proximities and transfer options Aa Cae a Windows clipboard can also be integrated into WinTOTAL via the Le Se See a 7N seme rN Orv a w i F Transfer blank entries into forms am ae bis eee Maps PowerView o Pe nans te sonst iii A i j Admiral St ahoma Christian U e Add annotations such as addresses and icons to any map right on Pa N ee eR J Gettysburg Ra screen no more expensive rub ons and no re typing of addresses 3 rane t4ath 062mies A Hy Maps inserted using the Maps PowerView are automatically copied into the appraisal report and saved with the rest of the appra
228. he This assignment has been Completed field on the Status Tab in the Requester Excludes lenders that have not been entered in the Address Book and any reports that show an entry in the Canceled Date field Open Cancel Page 14 9 Payments and Order Tracking 5 You are then given the opportunity to customize your report filtering by date or by the appraiser client or bill to party If you want to apply more specific filtering just click on an item 6 Once you have chosen other report options click Next and you ll be given an opportunity to output the report to the screen or straight to the printer Even if you print to the screen first you can still make a hard copy by clicking the printer button in the report preview window e Use the arrow keys to jump to the pages in your report e You the zoom percentage to make the report larger or smaller on screen e To close the reporting tool click on the X in the top right hand corner of its window Here are things that may be affecting your reports if you don t see the data expected e If you applied options such as date filtering be aware that reports created with older versions of WinTOTAL may not have had some date entries available hence they may not show up in reports e Older versions of WinTOTAL would allow multiple entries for the same client to exist in the address book When the older version was updated to Olympus different client codes were er
229. he city field for future Lender EASYM 428 Easy Money w GJ Job Type Summay y i Q a Client EASYm 428 Easy Money JQ Lender x Property Single Family Form URAR x Bill to EASYm 428 Easy Money FJA Lender x Rights Fee Simple x Priority Medium x Ship to EASYM a28 Easy Money gt G fCient x Loan Purchase Amt 152 000 00 m Staff assignments ID Q Adding contacts on the fly As we saw previously we can add entities through the Appraisal Desktop s Contacts area We can also add contacts into our address book in the middle of filling out a request Click on the folder icon located a next to fields like appraiser lender client etc There you will be able to Filling in all of the information in the Assignment section of the requester will locate existing entries edit an entry or enter a new one save you possibly overlooking important information in your report Finishing the request Lets finish out the request and open up the report In many fields note that CTRL D will add the current date and CTRL T adds the current time Restrict to those matching the job type Restrict to those matching the job type Iz T i Appraiser Eric Richardson bd fey Supervisor JA Getting Started Beginning a New Report 2 18 2002 Page 1 9 Getting Started Click the Inspection shortcut and fill in the applicable fields The Occupa
230. he garage your sketch of the first floor is almost complete Jump to Point will allow you to create professional looking sketches with ease Apex and the Sketch PowerView Drawing the Garage 2 18 2002 Page 7 8 Apex and the Sketch PowerView Drawing a rectangle oa STS Now that we have our starting point for the garage we may draw it by i Chord Length simply entering the width and height dimensions by doing the following T a ae 0 00 i Type 24 x 20 press enter type 20 press press Enter ec ro Arc Height 0 00 When you drew the garage you probably noticed that it drew over the Acar Rise 0 00 main residence Thus typing 20 and pressing t was necessary to move Run 0 00 the garage 20 feet up to the appropriate location Your sketch should now a es look like the one in Figure 12 Next we will draw the rear patio which will teach you how to handle Figure 13 The Curve Properties dialog allows you to choose the degree of curva curves and arcs ture from a predefined set or specify the degree of curvature in the field provided You also choose the direction of the curve the chord length the arc length or height Drawing the Rear Patio Curves and or the rise and run of the curve Adding the rear patio will introduce you to curve drawing and tracing common walls back to the point of beginning POB As always click the Define Area button to define a new area As you will notice the Define area dialog n
231. header Customizing My Most Common Forms and Addenda Since there are so many forms in WinTOTAL we made this list to facilitate access to those that are the most widely used While in the Contents PowerView click the My List button e Use the arrow button pointing to your list to add the currently selected form to your most common forms list on the right Similarly use the arrow pointing back to the whole list to take forms out of the list that arent really your most common Double clicking forms will also add or remove them from your list e The Up Down buttons are for customizing the list order e The Default button lets you set the list back to the way it was when you first installed WinTOTAL Remember this list is a subset of the whole forms list in WinTOTAL Just because you take a form out of this list doesn t mean you cant use it It just means that you may have to hunt through the different categories of forms or use the search feature More Chapters Click here to go to the online Table of Contents where you can access additional chapters in the WinTOTAL user guide Or view the other parts of the manual by selecting Contents from WinTOTAL s Help menu You can also find more tutorials on all of WinTOTAL s PowerViews The more you know about the software the more efficient and competitive you can be 2 18 2002 My common forms amp addenda OK Cancel To customize the list of forms shown i
232. hese steps recommend different options than those you would use for a regular e mail account on your HPC so it is important that you follow them 1 Start Inbox using the shortcut on your HPC desktop or hot key often found on HPC s Or go the long way by tapping Start Programs Pocket Outlook and then Inbox 2 The next step varies depending on the version of CE your HPC has e Onsystems running CE 2 0 tap Compose and then Options e On systems running CE 2 1 usually those that have color screens tap Services and then Options 3 We recommend leaving the Compose Read and Delete options at their default Tap the Services tab 4 Tap Add to set up a new e mail account 5 The next step varies depending on the version of CE your HPC has e On HPC s running CE 2 0 select Internet Mail tap OK and enter a unique name for the service You may want to call it Appraisal Mail e OnHPC s running CE 2 1 select POP3 and enter a unique name for the service You may want to call it Appraisal Mail 6 Next you need to specify the connection settings Select the appropriate Internet connection as described in Configuring HPC Internet settings on page 18 7 For the POP3 Host use mail proj2000 com 8 10 2001 Enter a Unique name Appraisal Messages oOo a Fe 2 21 am By Astr Talnbox Pocket TOTAL uses the Pocket Outlook program bundled with the CE operating sys tem Since you should keep appraisal e
233. his method it is useful insituations where one person is reviewing another s work or the file needs to be loaded into WinTOTAL for other rea sons Page 11 7 Internet EDI A copy of the EDI can be sent to an additional receipient by clicking the Cc button Select the WinTOTAL 2000 EDI format for sending the report Once you use a particular format for an Address Book entry WinTOTAL will remember that format for the next time you send something to them Select the items in the report you wish not to transmit if any by placing a checkmark in the appropriate boxes Now you have two options depending on when you want the report to be sent Click Send Receive to send it instantly This will also send any other EDI or messages waiting in the EDI Center s Outbox to be sent Click Mark to send to place it into the Outbox in the EDI Center This will enable you to mark several reports and then send them all at once instead of one ata time This will be a convience if you are only able to be connected to the internet periodically or at specific times of the day The report will be delivered the next time WinTOTAL connects to the Internet This is done manually by choosing Send Receive all Internet EDI from the EDI menu when your regularly scheduled connection occurs as specified in your EDI setup or by clicking the Send Receive button in the EDI Center Sending a text message or regular e mail Regular e mail can be sent and rec
234. his section you will need to know ean ama Te Nee Ione NEINDE the number for your ISP s dial up your account name and password a a 5551234 i Force long distance _ Force local 1 Tap Start Programs Communication then Remote Networking Double tap on Make New Connection F Remote Networking Ro 8 50 PM 2 3 Type aname for the connection For example the name of your ISP 4 Select the item that says Dial Up Connection since we will be dialing the Internet Then click Next If you use a Standard modem connection you should be able to dial your ISP with the 5 Verify the modem selected You typically will have only one on your same number for both your PC and handheld But you probably won t be able to connect HPC The default modem strings and TCP IP settings should work them both at the same time for most ISP s If you have problems connecting you should consult the documentation that came when you ordered your Internet service or call the support department of your Internet provider 6 Click Next and you will see a screen where you enter the telephone number of your ISP Enter a 1 for the country code your appropriate area code and the telephone number of your ISP 7 Click Finish and you will be returned to the Network Settings screen 8 If your HPC is connected to your desktop computer at this time you will need to disconnect Then test the Internet connection by double tapping on the connection
235. hlighted comparable and SE E moves the other comparables up one position The Comparable Management and Weighting section of the WinTOTAL Comps e The Copy button copies the selected comparable to the next slot and PowerView is where you may copy and swap comparables Our exclusive weight pu shes the others down one po sition ing algorithm even suggests a value for you Comps PowerView Tools in the Comps PowerView 8 10 2001 Page 5 2 Comps PowerView Batch Import to Build Your Comps Database amp Import Residential Comparables If you ve been using WinTOTAL for a while and have a library of reports OK Cancel you can create a database out of the properties in their market sections e a ius Saar i tract regardless of what major form was used You can also catalog the select it rom the list to the right and clk on the New Requests Mark button To unselect a folder click on the Ea Tutorial Folder hark images used for each property in the database Un mark button when you are finished P _ M selecting folders click on the OF button to ERAEN EE i Un Mark 1 Goto the Comps PowerView and click Open Database ee olen Crp e nea Templates pera ee Ea Testing Folder Mark ll 2 Click on the Import button 3 Now mark the folders from which you want to import the comparable and subject property data To mark a folder just double click on it Un Mark All Gy Office Manager folder Cj
236. hod i best in several situations For example you can send the file from work to home or deliver a request or partially completed report to an associate appraiser at a remote location You can also send a completely secure copy of the report to a lender or client Dont transmit these portions fw Worksheet Invoice amp Biling Photos wv Digital Workfile IY Include message text Edit IY Include signature text Edit Per your request here is the appraisal you requested Filename 0000002 24P Report Description Philadelphia sample Property Information 2505 Nyy 105th Oklahoma City OK 73120 Internal Order Mo OOO0002 Order Date Ifyou have any questions please contactme Thanks Matt Kradel 1 Appraisal Instructor mattiealamode cam When sending files electronically you have the option to not send the digital work file Page 19 3 Solution Center Solution Center Gateway to Self help FEl Appraisal Desktop Hom Instant Customer Update Preferences The Solution Center is truly your one stop center for finding answers to Shortcuts SUE your questions or seeking assistance when using WinTOTAL You will RES Refresh f Home want to get comfortable using this area of the WinTOTAL program it plays ae a key role in keeping your office productive The Solution Center is where a gt Update History gt Tach Dot Libary al ee aah Riek you will perform a variety of functions on a regular basis including Heat gt
237. hoto Page Photo pages in report Digital Comparable Photos 4 6 Digital Comparable Photos 1 3 Subject 2 ee Subject 3 Delete Photo Page Front KBO50102 JPG Rear KBO50101 JPG Street KBO50103 JPG Photos This is the WInTOTAL image database interface The database makes it easy to retrieve and reuse photos 2 18 2002 Page 6 7 Photos PowerView Obtaining images from other sources Photos PowerView 2 Click on the Database button to ensure it is activated 3 Click on the Sort by Date and Show Unused Entries only options This will limit the photos in your list Pair this filter with the Guru functions that automatically delete unused photos after a given number of weeks and this makes for a nice photo queue system 4 You can now browse through the database for your picture You may recognize it by sequence number or date 5 If itis the photo you want drag it onto the stamp sized place holder If no address has been previously assigned to that photo WinTOTAL will automatically assign that address Obtaining images from other sources Use TWAIN for scanners but not cameras TWAIN is a standard method for acquiring a single image from a scanner or other TWAIN compatible device When something is specified as TWAIN compatible that means it s interface may be run from a host program such as WinTOTAL and when the user is through acquiring from the devic
238. hotograph Addendum Letter 4x6 Subject Photos 4x6 Subject Photos Interior 4x6 Comparable Photos 4x6 Comparable Photos Interior 4x6 Comparable Photos Minimal 4x6 Rental Photograph Addendum 4x6 Listings Photograph Addendum 4x6 Photograph Addendum 4x6 Photograph Addendum Letter 3x5 Subject Photos 3x5 Subject Photos Interior 3 5 Comparable Photos 3 5 Comparable Photos Interior J 3 5 Comparable Photos Minimal 3 5 Rental Photograph Addendum 385 Listings Photograph Addendum 355 Photograph Addendum 3 5 Photograph Addendum Letter Ea Fhoto Pages Income aca Map Pages WinTOTAL contains a wide variety of photo pages and additional forms for you to use in your reports Just scroll through the list to get ideas for forms to use Page 3 5 Contents PowerView More functions in the Contents PowerView Contents PowerView Multiples and renaming forms Another handy feature is the ability to add multiples of the same form into your report especially with addenda forms e When adding forms to your report just double click on the same form and it will be added again e After a form is added click on it in the list of Forms in report then click Rename Here you can enter a different description of the form for the printed table of contents Renaming the form here doesn t necessarily change the header on the form itself For that you ll need to jump to the form and type in its
239. hould be made there floor Apex I Windows C WIN2000 FILES TUTORIAL FLD SAMPLE OZ_ SKETCH AX2 1 of 1 Scale 1 15 DER File Edit Draw view Tools Options Survey Window Hel Wei 3 Press DEL four 4 more times to delete the lines back to the two foot line located just to the left of the bay window 4 Press A and then press enter to close the area and anchor the 53 foot dimension 5 Press C to center the sketch Your sketch should resemble the one in Figure 19 e Be lt HOO Now you are ready to add a negative area to the second floor which will complete your sketch Pay close attention to the next section which introduces you to an important concept you must utilize in almost every sketch you will do Totea Negative Areas The second floor of our example property has an area which is open to the area below it Since this space will not add to the square footage of the Gross Living Area it must be calculated as a negative area just as the garage was al T 2 E fs 5 an Clone the selected area GAR Garage 480 v Drawn J 0 0 7 Before adding the Open to Below area however it is important to understand an important concept When adding or subtracting from an Figure 18 Apex and the Sketch PowerView Editing the Second Floor 2 18 2002 Page 7 11 Apex and the Sketch PowerView area the area types must be alike In this example the area we wish to hie Ge Dress e
240. ice option is where you enter information that transfers to your invoices During the installation of WinTOTAL you were prompted to fill out this screen as well If you neglect the completion of this item invoices generated through WinTOTAL won t have your name on them As we ll see in Adding contacts on the fly on page 9 you can add entries to your address book in the midst of filling out an appraisal request Therefore if someone wasn t in your contact list you can add them without cancelling out of the request Solutions Center The Solution Center is your key to getting help with WinTOTAL and EEEE remaining productive Not only does it have tools that help our technicians Dian asmen The Solutions Cen resolve issues it is your gateway to self help Loaded with our technical O7 EE ie pas a see documents and live information from our support center it s a dynamic a EE paki tech ca Support Tools Support Requests y An d don t part of your Appraisal Desktop a Search Tech Library forget to click L Below is a complete library containing all of the help documents direct from our support department You can use keyword searches to quickly find answers to your questions or resolutions to a problern you are experiencing For Instant Customer example if you re interesting in creating your own digital signature in WinTOTAL try searching by typing the keywords digital signature and click the
241. ices e Invoices e Payments Requirements In order to use this feature you must have established within QuickBooks e a company e an accounts receivable account R QuickBooks Interlink Wizard m mj an income account e an asset accountO VINI TATI Or you must enter this information in the Interlink Wizard for import into aA Set QuickBooks QUICKBOORK Import Options Select information to link into QuickBooks The QuickBooks Interlink Wizard gives you the option to just create Before continuing we need to know what information you would like to bring into QuickBooks ou may select as many options as you like QuickBooks import records and perform standard error checking You will then need to manually import the records you select into your QuickBooks program To select an invoice it must have a date in the l Employees Bill Date field Customers e The QuickBooks Interlink Wizard can also automatically export oe H records from Quickbooks check for duplicate data perform standard l Payments error checking check for duplicate records and import records into QuickBooks You must have QuickBooks Pro 6 0 QuickBooks 2001 and QuickBooks Pro 2001 to use this feature The QuickBooks Interlink Wizard will create files with a IIF extension within the Win2000 QuickBks folder on your sysetm If you entered your financial information into the Interlink Wizard an Acc llF file will be created containing this information You will
242. ick the description to jump to the associated field Fields 1200loaded Actual Age is above Neighborhood Low High range Rules 509 applied Atleast one Basement item is blank Warnings 025Wemings RECONCILIATION Gece No Appraiser Certification or License indicated C ESO review details SALES COMPARISON ANALYSIS DE Comparable 3 Size varies from subject by more than 25 Var 30 43 Comparable 3 Age varies from subject by more than 30 Var 700 E amp O Options Comparable 2 Net Adjustment exceeds 15 of Comp Sale Price r Include Errors amp Omissions Comparable 2 Largest Adjustment exceeds 10 of Camp Sale Price as an addendum Comparable 2 Gross Adjustment exceeds 25 of Comp Sale Price Comparable 3 Net Adjustment exceeds 15 of Comp Sale Price Indicated Value is above all the adjusted comparable values Comparable 3 Gross Adjustment exceeds 25 of Comp Sale Price Comnarahle 3 Indicated value varies from subiect hy more than 15 Mar 19 AAS x Errors and Omissions INS CAFS NUM 4 Our E amp O PowerView runs an extensive list of checks on your reports Not only does it find missing entries it finds inconsistencies in logic and standard guidelines When you tell it to view Warnings Only you can even click one of the items and have it jump to the form so you can make a correction Page 9 1 E amp O PowerView You can view the data in review format as well as includ
243. ignature Signature color Default Red Blue Black Every time you click the Sign button you are told the status of the Signatures on the report and subsequently given relevant options regarding the signatures Page 2 9 Form PowerView e The GIF and PCX formats work the best For a digital signature we don t recommend JPG since it can be lower quality and blurred e Be sure to crop extra white space from the signature For a small fee you can have us scan your signature for you Call 1 800 ALAMODE for details Installing a pre scanned signature You must be logged into WinTOTAL as that user for whom you are setting up the signature 1 To verify which user is logged into WinTOTAL click the Tools menu and choose Configure 2 When the Options window appears click on the User tab 3 Once you have specified or verified the correct current user for WinTOTAL you can then set up a digital signature for that user by going to the Signature tab 4 To specify which signature file to use you will need to click on Select File You will be presented with the standard Windows Open dialog 5 From the Open dialog browse to the folder or drive where your signature is stored and double click that file to select it WinTOTAL will copy your signature from its original location to an internal directory 6 You ll be taken back to the Signature setup dialog If your signature isn t quite centered you can grab it by clicking o
244. ildin Aroa Sdelanedi im forms listed in the Most Common Forms and Addenda category Page 3 6 Addenda PowerView Addenda PowerView Powerful and flexible addenda features The Addenda PowerView is where you enter extended comments and create formatted addenda You can get to it in three ways WinTOTAL automatically splits the screen between your form and addenda when you type too much information into a field This also ties the comments you then type to the field on the form You can click on the Addenda PowerView This won t link the current field to the addenda Instead it just places your cursor at the end of the addendum text Jump to an addendum form by clicking on the Jump to Other Forms button This will launch your addendum in full screen mode When in split screen mode you may switch back to editing the appraisal form in full screen mode by clicking on the Form PowerView Split screen mode also offers some other features as we ll see in this chapter Using Addenda Forms Two types of addenda forms There are two types of additional comments pages in WinTOTAL Addenda PowerView Using Addenda Forms The multi page addenda forms that have a white background and act like a word processor are the preferred forms Examples of these forms are the Supplemental Addendum Multi page and the addenda pages that are created by WinTOTAL when you type more information than will fit in a field The usage of the
245. ile oK Digital Workfile Format Cancel Select the type of Digital Workfile page you wish to insert Digital Workfile Addenda F Digital Worktile Addenda Digital Work file Image Digital Workfile Scanned Image Twain Digital Workfile Worksheet Digital Workfile External Attachment The Digital WorrkFile enables you to insert practically anything inside your electronic file so you no longer need to keep paper copies Page 19 2 Digital Workfile e Using the Digital Workfile Digital Workfile Digital Workfile External Attachment Last but not least you can always just embed a file created in another program into the digital workfile This could be a PDF of the original order a web page that had information on it or a data file from another program you may use It doesn t matter If it is able to be stored on your PC you can insert it into the Digital Workfile and have it saved forever with the appraisal report Digital Workfile functions As mentioned before the Digital Workfile does not print with your report and does not EDI with the rest of your report e The Digital Workfile can only be sent EDI when you use WinTOTAL s native EDI format After clicking the EDI menu and choosing Send report via Internet EDI be sure to choose the WinTOTAL format and clear the checkmark that tells our EDI module to omit the Digital Workfile The recipient of this EDI transmissi
246. ile Cabinet The File Cabinet gives you quick access to basic report info As click from report to report you ll see information change in the lower panel To edit this information right from within the File Cabinet without having to open the file just click Edit Basic report elements may be editted straight from the File Cabinet without even open ing the report e Property information will transfer into your report next time it is opened e Likewise you can easily get to the status information too This is a Edt j 3ave Gentes lot faster than opening the whole report Report Conditions IY Request accepted Bequest refused enzo E M nspection appointment set ens E Report on hold M a M Report reviewed onz E Joe 9 01 Report Progress The report progress for this report will determine its location in the File Cabinet queries and management reports 43 4 default the progress Will automatically change based on the conditions you set to the lett Complete z General Status QuickNotes j e Our new QuickNotes feature supplies you with a fast way to jot down notes about the assignment without opening the report or using paper post it notes These notes are transferred into the Digital Workfile See our chapter on USPAP Compliance in the Digital Domain for details on how to eliminate the need to store paper copies of reports V Report complete Selecting one or several reports
247. improperly formatted date age fields Click OK after deciding the action to take for these items Associating images with comparables You are allowed to associate up to 8 images per comparable in the database The actual photos are not stored with the comp They are merely referenced by the database and they must be located in separate files on your system If you were to delete the image from the hard drive using Windows Explorer or other means then it would not be available to the Comparables Database i 2 4 When adding or editing a comparable click the Image tab Click on the Manage Images button to actually associate remove images from this comparable You may pick images from the list of image files on your system or choose from the image database Sort the file database listings by clicking the column on which you want to sort Click once for ascending Click again for descending Once you find the image you want with the comp click on its entry Then click the Place Image button Click OK to accept the changes Remove an image from a comparable 1 Comps PowerView Adding and Removing Properties Highlight the comp you wish to modify 8 10 2001 ea Select Comparable Images x OF Cancel Place Image Bemovelmage e eee M Show Preview File Image Database E Directory C wIN2O000 IMAGES Browse E COMP2JPG 37KB 6 1 98 9 36 00 AM COMP3JPG 36KB 6 1 98 9 36 00 AM 9 2 eal DEC2201
248. in a networked office is also in violation of our License Agreement and nullifies your support contract Have we convinced you not to do this yet Do need a special version of WinTOTAL if plan to run it on a net work Does WinTOTAL run differently on a network No We took extra steps to make WinTOTAL a multi user program right out of the box WinTOTAL always loads user configuration files when you start it so that it can retain settings for each profile On a stand alone system there is typically just one configuration file More Chapters Multi User Guide and Networks General Questions 8 10 2001 Page 16 19 Multi User Guide and Networks Click here to go to the online Table of Contents where you can access additional chapters in the WinTOTAL user guide Or view the other parts of the manual by selecting Contents from WinTOTAL s Help menu You will find more tutorials on all of WinTOTAL s PowerViews The more you know about the software the more efficient and competitive you can be Multi User Guide and Networks General Questions 8 10 2001 Page 16 20 Multi User Guide and Networks Multi User Guide and Networks General Questions 8 10 2001 Page 16 21 File Conversions File Conversions WinTOTAL has extensive conversion capabilities implemented to keep you from starting from scratch when you switch to WinTOTAL As you ll read in this chapter batch conversions are available and easy to use However we rec
249. in it you wish to use you can easily pull it into your current report 1 From the Comps PowerView click the Old Reports button Getting Started Comps PowerView 2 18 2002 Page 1 15 Getting Started 3 4 5 Browse the folders until you find the report with the comparable you need For this example go to the Tutorial Folder and click the Sample Report When you click the report it will show you the comparables in it To merge comparable one from the sample just double click it Then click OK Notice that the comparable from the sample is now listed on the comps PowerView with photos By double clicking the stamp sized thumbnail photo you can view it in full resolution If you need searching capabilities you should use our Comparables Database for comp retrieval instead of this method Shortcuts in comps grids on the forms WinTOTAL has special keystrokes in comps sections of appraisal forms that save you from repetitive data entry 1 2 Getting Started Comps PowerView First well go to the major form Click the Contents PowerView Double click the major form in your report typically the URAR as it appears in the right hand column for Forms in this report Once in the form we can skip straight to the sales comparison approach by clicking the tab at the bottom of the screen If you have been following this tutorial you should have at least one comparable in your report comp 1 Let s
250. in the office thereby saving time and effort It also keeps all billing and management features centralized and convenient Another benefit to networking is that it makes technical support easier since we can trace any problems down to one location For example if a function works as intended on workstation and not another it can be logically deduced that there is nothing wrong with the WinTOTAL program files Our technicians then know to look for things like device drivers that can change from workstation to workstation Can WinTOTAL be installed to the local C drive with simply the files directory pointing to the network Absolutely not In order for Appraisal Desktop functions to work properly specifically keeping the various entries for appraisers lenders and clients accurate WinTOTAL needs to be run from the network server The lookups for appraisers lenders and clients are stored in the program directory This is required in order to make a comprehensive billing module work When a data file is opened WinTOTAL checks to see if it was created on the same system It uses your customer number If so it matches the ID codes for the appraisers and clients with those in the program directory Therefore if you have multiple local installations using the same customer number sharing only a common data directory you risk getting erroneous data in your appraiser and client fields Installing WinTOTAL on several C drives
251. in the square footage of all comparables in one easy step apply logic to your square C Use fixed factor of sq ft across all comps footage adjustments C Use individual sq ft factor for each comp type into grid below 1 Ensure that the sales price and square footage for all comparables alera iene ES cite eh Cane ection have been ente red g Criteria apply a non zero gize adjustment to the current form if 2 Inthe Comps PowerView click on the Sq Ft Adjuster button E The difference between the subject and comp GLA exceeds sa ft X The size adjustment value displayed below or exceeds dollars 3 The first section of the Square Footage Adjustment Calculator shows you the methods available for calculating the adjustment Their Comparable ues pienen meaning is self evident i Subject 1 2 3 i 2454 2465 2 350 2 700 4 As you choose the method and set the parameters that determine if i the adjustment is relevant the SF Adjuster shows you the resultant Factor of Prf net gross percentage as it will appear on the form a se Ca A Adjustment 5 Click OK to merge the adjustment figures into the current report Net Adustmeri Bl 4 LOB ee FOE P If f tch th foot f bl Gross Adjustment or some reason you must change the square footage of a comparable eee be sure to reload the SF Adjuster so that it can re trigger the math dicated valie Copying swapping and rearranging comparables In the com
252. ing just double click it again Copies can be set individually per form Just click once on the form and change the number next to the Include ___ duplicates of highlighted page label WinTOTAL will remember which pages you printed on a report by report basis Once you have selected your printing options click OK and the job will begin printing Individual forms can also be printed using the Print current form item from the WinTOTAL File menu Additional printing options At the top right of the main printing window are other options Most are self explanatory Getting Started Printing Overview You can specify the number of copies of the print job by changing the Number of report copies option If you have multiples of a particular page note it will multiply those copies Collating the copies is a handy new feature Choosing this option is convenient but it does take longer since WinTOTAL must spool each copy separately instead relying on your print driver to process the copies Options for printing only are not printing photo pages are useful for times when you wish to print draft copies Quite often appraisers will print and proof the b amp w pages before printing the photo pages This keeps you from having to select these pages individually If you choose an option such as Don t print photo pages be sure to turn it back off when you want to print photos 2 18 2002 Print Forms x ed Report Options
253. ing the review in your report as a supplemental addendum You can view the warnings only and double click the description to jump to the associated field You can also configure the following percentage parameters to be used by WinTOTAL s E amp O reviewer Net adjustment Gross adjustment Age variation Value variation Single adjustment Size variation Price SF variation Graphs PowerView Demonstrates differences and similarities Just like the E amp O PowerView the Graphs PowerView can help sort out inconsistencies in your reports The graphs can also be useful for supporting value conclusions To access the Graphs PowerView from within your report click PowerViews Then select Graphs from the pull down menu Your subject versus comparables graph will display for the comparison option you select on screen You can choose from the following comparison options E amp O PowerView Graphs PowerView Price Price per SF Indicated value Indicated value per SF Size Age Weight 8 10 2001 p Enors amp Omissions settings Below You can configure percentage parameters used by WinTOTAL s EC reviewer Your custom settings will be saved and automatically used in future E amp O reports Net Adustment 4 fis Vue Vaiaion 15 Poe SF Variation z aa Gross Adustment 5 Single Adustment 10 Size Variation 5 Age Varaton Jal When WinTOTAL s ERO reviewer runs default my initial view to the C Wamngs
254. ing transfers to forms If you have turned off the transfers through the WinTOTAL configuration options you may need to use this function to keep all your data consistent between forms especially when cloning reports that had previous data in them Simply choose the appropriate item from the Form menu to reapply all transfers to either the current form or all forms Form PowerView Transfers to and from Forms 8 10 2001 Page 2 7 Form PowerView Note Previous versions of WinTOTAL may have made it necessary to use the apply transfers function You should find the use of this function rarely needed Additional Functions in the Form Sales comps grid functions When in the Sales Comparison section of a form WinTOTAL has several hot keys which let you copy data from one column to another All of these hot keys are tied to the key 0 1 2 3 Copy information from the Subject field into etc the current comp field Used in the first address field it will copy the entire column Use 0 for the subject Used in the first field of a column it clears all Press twice data and math from a comparable These hot keys work only on sales comps and are not available for rental comps or listings Spell Check WinTOTAL s spell checker lets you spell check your entire report or just the form You can also add words to the spell checker s dictionary Click the Spell button in the toolbar to spell check the en
255. into your Address book for the appraisers and clients with whom you do business Entering the request Let s demonstrate how to use fees in the Requester What we re going to do now is start a new report demonstrating the items you must fill in to make billing work 1 On the Appraisal Desktop click the Tutorial Folder and click once on the Sample Template 2 Click the File menu select Clone and you ll see the Requester Payments and Order Tracking Using Fee Tables in Reports appear 8 10 2001 Client Fee Tables AUER MORTGAGE COMPANY OF Cancel Available Client Fee Tables Click on any of the client fee tables to view its contents Use the Add button to create new tables the Edit button to modify tables and the Delete button to remove tables When you are ready to assign a table highlight the table and click OF If you do not wish to assign a table click Cancel Client Table List Mo overide table use defaults Client Table Details AUER Custom Type 475 00 Delete You may associate job types with clients as well as charges for those types of jobs If a client has a custom set of job types those will be the only ones that show up in the Requester s drop down list Page 14 5 Payments and Order Tracking 3 Enter a description and any tracking information Click on the Filing shortcut In the File Template section click on Clone the report File Configu
256. ion of a field and click OK To find the next field containing this text press the F3 key e Restore will restore the critical fields back to their default settings 4 When you are satisfied with the list click the Save button If you are on a network each user will have their own settings In order for the changes to take effect you ll need to synchronize your HPC with your WinTOTAL PC This is described in Synchronizing with the Desktop on page 15 Entering free form notes File Edit View Options Heip OJEE Pocket TOTAL also incorporates a free form text tool Simply tap on the WRT TIARA TEESE TIE ERE Gna eST Ere sare S one GraEnESE Notes PowerView to open a full screen editor where you can enter in Date 6 10 99 6 15 40 PH comments that will help you when completing the report back at the office Appraiser 4 P Raiser Using the Request PowerView Supervisor A P Raiser wih T Lender AUER MORTGAGE COMPANY For reports that originate in WinTOTAL 2000 you will be able to see all of Client AUER MORTGAGE COMPANY the information from the original report request in the Request Se eee PowerView This function is not available for reports originating in Pocket mec ci nc ae ge ke TOTAL even after synchronizing with the desktop Psat Pont oral 200 e5 3 00 am B Using Dig ital Photos Use the Request PowerView to view request information on files that originated in Win TATAI Overview Pocket TOTAL has the ability f
257. ions in the sketch You can use text annotations to denote rooms or other characteristics of the floor plan 1 Tap the Text tool Click where you want the text to appear on your sketch Press the ENTER key to lock down the stylus Type the text Press ENTER again to lock it in You can repeat steps 2 through 5 to continue placing text on screen Sketches converted to WinTOTAL When files are copied back over to your desktop computer the Pocket TOTAL sketch is accessible through WinTOTAL s Sketch PowerView Just click the Pocket Sketch button From there you can view and print a hard copy of the sketch so that you may draw a more detailed one using a sketcher integrated with WinTOTAL H View Print Pocket TOTAL 2000 Sketch Sketch Page Sketch Page 1 oa dy Reviewing Data Entered in the Field Once your file is synchronized you can view or print your sketch to make it easier Overview to redraw it in a more powerful desktop sketcher The Review capabilities in Pocket TOTAL are to ensure you dont have to go back on site once you are through collecting data Every time you tap the Review PowerView Pocket TOTAL takes a moment to rebuild the review information There are two sections in the Pocket TOTAL Review PowerView the Checklist and Information On site checklist On the left side is the checklist Here you may list items that you want to Pocket TOTAL Reviewing Data Entered in the Field remind yourself befor
258. is JA Berra an entire application dedicated to creating them Eem Cjl 1 Once you ve saved a file in Excel close it 1 Mar Files of type Excel Files Cancel 2 Go back to WinTOTAL s Worksheet PowerView and click Open 2 Seen camp 3 3 Browse to the file you saved and double click it ee Dave before subject sale 78 168 245 6 Annual Bp Aecanarrer Worksheets can also be copied and pasted from MS Excel I Estimated appen eis ae ane z 9 Rounded to nearest 100 Saving loading worksheets ai El Sample xis S00 CCSD SOON Pe ESE NPT R ING CAPS NUM 7 If you ve created complex worksheets you don t want to type again you can click the Save button to keep an external copy of them WinTOTAL also remembers which fields were linked to the form and saves those in the same directory with a DAT extension Load presaved worksheets to automatically trigger calculations in forms To load a previously saved worksheet simply click the Load button and select the file If a DAT file exists in the same directory then WinTOTAL will look in it to see if it contains references to field links More Chapters Click here to go to the online Table of Contents where you can access additional chapters in the WinTOTAL user guide Or view the other parts of the manual by selecting Contents from WinTOTAL s Help menu You will find more tutorials on all of WinTOTAL s PowerViews The more you know about
259. is checked WinTOTAL will have the printer diver prepare photos for printing instead of preparing them itself This option iz usually faster and takes less printer memory but on some printers the quality of the printout may suffer Optimize rectangles for HP Lasernets If this is checked WinTOTAL will ask printer driver to use high efficiency printer commands for drawing rectangles and lines This can reduce the amount of memory the printer requires to print forms if the printer driver knows how to do this If the printer does not know how to do this this option will be ignored Bypass printer driver to optimize rectangles IF this is checked WinTOTAL will bypass the printer diver and send the high efficiency rectangle commands directly to the printer using HP Laseret codes This will get around printer drivers that do not know how to send the codes This should only be used with true HP compatible printers If the printer does not understand the codes then the printout will contain garbage Optimize sketch printing for HP Deskjets This setting can be used to overcome printer driver problems that may occur when printing sketch pages to WinTOTAL This should only be used when printer driver errors are encountered Size amp Position These options can be used to adjust the positioning of forms when printed For example if you find for some reason that your form are not justified corectly when printed on paper you can change the margin adjust
260. is that it also added SIE i ieee en a l a anz C New E Open Save Jinfo E Sion Y Spel Ep prit DC Data MAMES Hy Override Ba cear 2 width AVERAGE to the Quick Lists for every comparable A contents E EJ Form Addenda fff Comps PE Photos B Sketch Q Maps fa Worksheet opr Q Biling E 80 il Graphs x g a ee ZZ i OG y e ste Sq Ft Adjuster Multi field comments for entire sections ire her a agains ster con ouble click oruse pay omxpt0r Mono SAAC i i i So i 1 Enter the information you want for a comment in a group of contigu l Bonea sessors Parcella NP91020000 0040 _ __ Tax Year 1997 aes g 334 24 pecial Assessments 99 00 ous fields A good example is the Neighborhood section of the 0 lt new gt Se ee Se CT ve ights apprai e Simple ase oject Typ ini 33 33 URAR LenderGlient 2 Click in the last field of the section the comment block for market Andar E conditions omre MRU BSa Si i i i Property values W Increasing EM Stable E Ceciining 3 Hold down the SHIFT key and click in the first field in the block the icon Boe os Bosma L checkbox for location 4 Now all of the fields should be highlighted You can stop pressing the SHIFT key This same result may be obtained by clicking and dragging your cursor through all the fields you want to save Market conditions in the subject neighborhood including support forthe above conclusions related tothe tr
261. isal data in one cohesive file sd NS CAPS NUM 5 The Maps PowerView makes easy work of digital maps Just click on Using Maps from eDomina com the Maps PowerView or select Maps from the PowerView menu Downloading the map Every day customers with a current membership and that are using the Professional or Enterprise level of WinTOTAL download thousands of maps through the eDomina service One of the biggest benefits that these maps are always up to date and more convenient than CD s or scanning Recent improvements to the resolution and default zoom is bound to make them even more popular 1 Start with the Page Format and Table of Contents name for the map These define the default heading for the top of the form and how it is listed in your report s Table of Contents respectively Map source 2 On the Maps PowerView click the drop down list labeled Map Source eDomina Map Server and choose the item labeled eDomina Map Server CEE 7 TOTAL can import maps from a variety of Clipboard sources Disk file or CD ROM Scanner TWAIN Maps PowerView Using Maps from eDomina com 8 10 2001 Page 8 1 Maps PowerView 3 WinTOTAL relies on your existing Internet Service Provider s Dial up Networking Connection to get you connected to the Internet In most cases WinTOTAL will even dial and log you in if necessary America Online members must typically sign on manually using the America Online software before pro
262. k New Apex will automatically launch From the Apex Draw menu and scroll to Define Area Click First Floor and then click OK Change the name of the area to Square and click OK Press Enter to change to the drawing cursor Type 20 press gt press twice Type 20 press v press twice Type 20 press lt press twice 0 Type 20 press to autoclose the sketch press twice 1 Exit Apex Notice that your square footage calculations are already entered in the Area Calculations area of the Sketch PowerView oS Se SS Getting Started Sketch PowerView j El TOTAL for Windows Athena Sample H File Edit View Form Powerviews Tools EDI Window Help 2101 x 18 x 1 O New 3 Open E Save E Into B Sign Spel amp Print g oe Data KA MaS Z Override gt Clear E 2 Contents EJ Form E Addenda ff Comps D Photos BE Sketch Maps Worksheet a Biling GEO lt Workfile iJ Graphs y r Digital Workfile pages within file QuickNotes No Formattine Digital Workfile QuickTips Include extemal attachments Open them by double clicking on the attachment icon Keep report notes using the word processing addenda scan in paper notes insert an Excel style worksheet to perform advanced calculations or insert images Viewand edit QuickNotes which also transfer to your File Cabinet and Requester s Notes area You have the option to EDI
263. k box tems will be specific to each report you ll be able to preview this information before sending WinTOTAL automates the text you include with your EDI Please find attached to this message the appraisal of 925 Crown Dr Lender Case No Internal Order No Lender Lender Contact Borrower Order Date IF You have any questions or concerns contact me via the methods a listed below or reply to this message El Page 11 6 Internet EDI 6 After choosing the option a print window will pop up Mark the pages you want to send and configure any print options you need to set This happens because the PDF Writer is actually a print driver and WinTOTAL prints the report using that driver Instead of coming out of your printer a disk file is created WinTOTAL automatically attaches that disk file to an e mail message and queues it to be sent Click OK to complete the printing of the file and e mail creation The report will be delivered the next time WinTOTAL connects to the Internet This is done manually by choosing Send Receive all Internet EDI from the EDI menu when your regularly scheduled connection occurs as specified in your EDI setup or by clicking the Send Receive button in the EDI Center Sending a report file in native WinTOTAL format This is by far the most automated method and requires the least amount of interaction since WinTOTAL knows how to automatically route files upon r
264. k on the Graphs PowerView e On the left are seven items for you to compare e On the right is how you are comparing them The graphs can also be useful for At the top left is an option for you to insert the current graph into your report WinTOTAL will automatically add a form with the appropriate graph on it If a graph has already been used in your report the button will give the option to remove it Getting Started Graphs PowerView 2 18 2002 il TOTAL for Windows 11405 W 143rd Terrace a File Edit View Form Powerviews Tools EDI Window Help ajx O New E Open ia Save J Info E gt Sign Y Spell amp P Print W DC Data GYMS Hy Override Clear a width EA Contents EJ Form E Addenda fff Comps C Photos B Sketch Maps fF Worksheet re Workfile as Biling E80 M Graphs _ _ _ _ _ _ XK ar 2r m Quick ai x ump to aia forms gt B Z a ZZ kpa 123 00 5 sh Sq Ft Adjuster 3 Double click or use sosen PRICE ABE l al b Buitup El Oras 0 67 7 C Under 25 iia s0 a naliaty o Likely Alt to insert an entry Growth rae Rapid El suble 1 Siow Bl owner Low d dfamily 5 Ai Options Property values J Increasing EX Stable C Declining C tenat 350 High 25 Muhitamily Tox Cemand upply C Shortage E3 Inbatance C Oversupply BQ vacant 5 Predominant commercial 5 O lt new gt
265. ket TOTAL 2000 setup application In order to install Pocket TOTAL Microsoft Windows CE Services must first be Install Pocket TOTAL installed In addition a handheld PC must be connected and in communications with the desktop PC Pocket TOTAL will run on any handheld PC with Windows CE 2 0 and above If you have a handheld PC but have not purchased Pocket TOTAL 2000 you may still install Pocket TOTAL and evaluate it It vill run ina fully functional demonstration mode and allow 10 synchronization sessions with wint OTAL Pocket TOTAL Synchronization Options Synchronize On Connect Synchronize my Win OTAL and Pocket TOTAL files each time my handheld PC is connected O Synchronize Manually Synchronize my Yin TOTAL and Pocket TOTAL files whenever select Synchronize from the Office Manager x Always delete comesponding reports fram the Pocket TOTAL Synchronized Folder on my handheld PC whenever reports are deleted or moved from the Office Manager Synchronized Folder on my desktop PC In WinTOTAL click Options Configure and then the Pocket TOTAL tab to adjust your synchronization options Page 18 16 Pocket TOTAL Internet Sending and Receiving Pocket TOTAL Internet Sending and Receiving Overview Pocket TOTAL has the ability to communicate with WinTOTAL via Internet e mail as well That way you can send and receive requests and data while you are out of the office Pocket TOTAL is assisted by the Inte
266. l available choices for that type will appear in the box on the right You may select all contacts for a particular type by selecting All entries from the list on the right Appraiser j All entries Aaron Lindauer ee Alonso Pattillo sak Brian Smith Chad Melton Bill to Dave Biggers Jr Eric Richardson Eric Richardson Jason Dowdy x Next gt The Report Wizard enables you to filter on additional items so you can narrow things down to a particular date range or contact in your address book Page 14 10 Payments and Order Tracking QuickBooks Integration Payments and Order Tracking Export data from the report viewer The Report Information Wizard built into the File Cabinet also allows you to export its information to a variety of formats including e MS Excel e MS Word e Lotus 1 2 3 e Delimited Text e MS Access e Fox Pro e CSV e HTML The resulting files can be saved to your hard drive or e mailed using a MAPI compatible e mail program like MS Outlook or Outlook Express Each format has its own options regarding items such as column organization and headings when saving Experiment with the different formatting options to find the one that works best for you To close the reporting tool click on the X in the top right hand corner of its window Excluding appraisals in selected File Cabinet folders It is very likely that you have reports in your system that you don t want showing up in yo
267. l Workfile Image This can be an image from your digital camera or any other source or from the Windows clipboard e For images that are already saved in file choose Disk file or CD ROM Once you click OK you ll have a dialog where you can browse your directories for images and even see a preview e If the program you re using doesn t support saving to an external file see if that program will copy its image to the Windows clipboard usually the Copy command in the Edit menu You can also use the Print Screen key and ALT Print Screen to capture a screen shot of your system or active window respectively Digital Workfile Scanned Image TWAIN Flatbed scanners are becoming more and more popular as prices drop and appraisers are seeing the value in being able to scan things into our Scanned Addendum forms The Digital Workfile enables you to scan straight into it as well See our Photos chapter for details on how to use a scanner with WinTOTAL Digital Workfile Worksheet A worksheet is like a very powerful calculator You set up equations with variables in a model and then can view different scenarios by changing the variables WinTOTAL provides the Worksheet PowerView for you to create your own calculations and models to override the form The Digital Workfile provides you additional worksheets where you can permanently store any ad hoc equations you did to arrive at your value conclusion 2 18 2002 Digital Work F
268. l directory 2 Use the standard Windows directory tree to navigate to the directory where your files are stored 3 If you are on a LAN specify whether or not you want other users to see this directory in their File Cabinet too 4 Once you ve found the directory just click OK 5 You ll be prompted for a real name for your attached directory You can enter anything you want here 6 Once you have connected to an external directory you can copy files from it to work on them in a real WinTOTAL folder You may need to click a different folder and then click back on your attached directory before the reports become visible To disconnect from the external drive go to the Folder menu and select delete You will be prompted to confirm your action It is intentional that you cannot open the reports from an external drive or perform editing functions on them Basically what you should do is copy them into your WinTOTAL structure and then work on them Customizing the columns in the report list The columns that you see in the File Cabinet Description Map Reference etc are completely customizable You can add columns from a list of over 30 different parts of a report including Fee Appraiser Map Reference Client and more File Management Managing Folders and Views 8 10 2001 El Attach Directory Select a directory to add to the WinTOTAL folders list To select a directory double click on the folder The cur
269. le disk space Multi User Guide and Networks Moving From a Local Install to a Shared Server8 10 2001 Page 16 16 Multi User Guide and Networks Once the databases and the images have been moved you will need to modify the images database in order to find the images in their new Find and Replace x location To do this requires that you open the database in the Visual amha RINE Data program included with WinTOTAL to modify the list of folders used are in the database R a la mode cannot support this procedure and is not responsible for any we SE aE wee ate Peisson data lost as a result of modifying your database If you are uncomfortable Bi choke Cancel modifying your image database you should contact a local technician to make the appropriate changes Click Replace All to remove any references in this These steps assume that D WIN2000 is the directory of the new network WinTOTAL configuration file to the installation on install and C WIN2000 is the old local directory of WinTOTAL Please your computer substitute the appropriate drive letters in the following instructions The following steps will edit the database to point to the new image location 1 At the workstation click the Start button and select the Run icon 2 In the Open dialog type F WIN2000 VISDATA and click OK to open Visual Data 3 Inside Visual Data click the File menu choose Open Database and then MS Access 4 In the Open MS Access Database
270. le pages within file Add Delete Rename QuickNotes No Formatting External Attachment External Attachment Digital Workfile QuickTips Include external attachments Open icon Keep report notes using the word insert an Excel style worksheet to images Viewand edit QuickNotes which also transfer to your File Cabinet and Requester s Notes area You have the option to EDI your report and its work file to colleagues or to and from work to home need for storage cabinets filled with work file file folders them by double clicking on the attachment processing addenda scan in paper notes perform advanced calculations or insert Use the Digital Work file to eliminate the i View of selected Digital Workfile page Digital WorkFile NS CAPS NUM You can store most anything you need to save but not display in your report to the Digital Workfile Work orders notes addenda even extra images like this Page 19 1 Digital Workfile e Using the Digital Workfile Digital Workfile 3 Enter a description for this article This is for your own internal use You can rename an item after its in your Digital Workfile by highlighting it and clicking Rename 4 Click OK This section will discuss specifics for each type of file you may add Digital Workfile Addenda This is the same interface used for entering in overflow addenda in your reports Digita
271. le versions in PC Plus prevent a reliable conversion however we recommend trying the conversion to see if your version is supported File Conversions Upgrading from competing systems 8 10 2001 El WinT AL Conversion Wizard WI NIKO TAT a a ape CONVER Enter the required information and click Next to continue On the next screen you ll be able to select the reports you wish converted Location of data files to be converted Enter the path to the folder containing the data files you wish to convert CSAC Data Location of data files after conversion Enter the path to the folder where the converted data files should be placed Simply point the converter to the directory containing your URAR reports and tell it where to put the converted files Select Folder x P The Select Folder dialog enables you to store your E converted data files in any one of your File Cabinet click OK folders for easy reference DOS File Folder WinTOTAL Folder fgg 2000 Reports Ea ACI Converted Files Eg Atlanta Seminar Ea Bank of Oklahoma Ea Dap One Converted Files fy ERC Requests Eg Fannie Mae Requests Eg Internet Received Reports Eg New Requests Eg Received Requests Ea Synchronized Ea Tutorial Folder Page 17 2 File Conversions Upgrading from TOTAL 2000 for DOS File Conversions Upgrading from TOTAL 2000 for DOS Once again when upgrading your reports fom DOS TOTAL you have two option
272. les comparables Comp 3 4 Mark the property for which you wish to place an annotation or mark Comp 4 the custom item and type anything you wish to appear on your map e Comp P 3 Z601 NW 21st 5 Click OK Your annotation will be placed on screen If there was Just click on the map to place a ee already a balloon corresponding to the property you marked it will be new text balloon We save you 7004 Nw 18th removed automatically in lieu of your new one MOm NAVINGO TEIDE AGUOSSES Custom Po At that point you can move the anchor or the balloon as described earlier Drawing lines You can activate our line drawing feature by clicking the line button in the Annotate Tab This is useful for showing neighborhood boundaries or drawing in new streets e Click Color to select the color of the line you wish to draw Maps PowerView Annotating Maps 8 10 2001 Page 8 4 Maps PowerView e At the bottom of the palette there is an option for highlighter or marker mode When in highlighter mode your line is semi a o Use thick lines to show neighborhood boundaries and thin lines to transparent so that you can see other objects underneath it Bae 2 panel in new sieeis thal may net be Onllhe ver To draw a line r Line 1 Click the desired line width Color 2 Click the starting place on the map and drag your cursor to the end point When your mouse button is pressed your pencil is down and drawing 3 Simply let
273. ll EH Print M DC Daa Bes te Override y Oes a EA Contents EJ Form E Addenda fff Comps E Photos RE sketch Maps FF Worksheet Al worktile g Biling GIJE8O ll Graphs r Sketch pages in report View of selected sketch page New Delete Old Reports rf Page format for this sketch Building Sketch ki al etch Page 5 0 16 5 2 8 2 8 Area calculations Kitchen Transfer building areas into forms Family Room H iiranster plants ennes tata arn Edit any cell below to override the sketch s calculations 29 0 37 0 First Floor 1343 Fi Second Floor 1523 a Living Third Floor Entry Dining Basement Garage Total Living Area 2866 21 0 18 0 11 5 13 9 10 4 i SN TN ER of NS CAPS NUM 7 The Sketch PowerView shows the sketch you completed in an integrated sketcher such as Apex IV Windows or Jammin s WinSketch as well as areas that have transferred in When you integrate your sketch program into WinTOTAL the floorplan is transferred onto one of WinTOTAL s pages so all the headers remain consistent Page 1 22 Getting Started 3 The equations in this worksheet are tied to fields in the sales Gl TOTAL for Windows 11405 W 143 d Terrace comparison section The yellow fields on the worksheet indicate Zl Fie Edt View Fom PoweiViews Teele EDI Window Hep i C New E Open fe
274. llowing e Client for Microsoft Networks e Dial Up Adapter e TCP IP 4 If any of these are missing they will need to be installed before your system will remember your password To add any of the above items click the button marked Add and follow the prompts All of these components can be found by selecting Microsoft from the list of Manufacturers Note TCP IP is known as a protocol If you have other adapters installed such as a network card check the list of installed network components to see that TCP IP is installed for the Dial Up Adapter 5 Click OK to close the Network Properties dialog 6 If you made any changes here you ll have to restart Windows Upon restarting Windows will prompt you for a Windows login At this point you can create a true password for Windows In which case Windows will prompt you for that password each time you boot your computer If you prefer you can leave the password boxes blank and Windows won t prompt for a password Either way a Windows login will be created and you will now be able to save your Dial Up connection s password Using America Online for EDI WinTOTAL uses the standard Dial Up Networking features found in Windows This is the type of Internet connection provided by companies that specialize in Internet connectivity such as Sprynet and MSN as well as most local Internet Service Providers Dial Up Networking is the standard in the industry used by more people to connect
275. lly fill in as much data as we can from the major forms It s quite likely you ll never to actually preview photo pages on screen On the left side of the screen double click Comparable Photo Page again This time replace the number one with the number 4 because we want our second Comparable Photo Page to have data for comps 4 5 and 6 next to the pictures Re arranging forms in a report We ve now added a slew of forms to the report and they need to be re arranged to be in a more logical order Contents PowerView Creating a template from scratch Bel TOTAL for Windows 11405 Manor mel File Edit View Form PowerVviews Tools EDI Window Help O New c Open Save Info Sign see spalk amp Print i WG Date al M amp s Ep Ovemide r gear Contents Form Addenda ff Comps CJ Photos E Sketch Maps EJ worksheet Al Worktile g Billing E80 ll Graphs fou have three ways to add a selected form to your report double click on it drag it to the right or use the arrow button You can remove forms in your report by dragging them to the left or using the arrow button Load forms by double clicking their description once they have been added or by clicking the Form button on the tool bar To swap major forms remove or replace the form with another all relevant data from your old form will transfer to the new one m Available forms Colapse Search 4 Preview T cy Most Common F
276. lt your PC s documentation regarding its external ports e Baud Rate too high Try reducing gradually until successful e Wrong camera type Make sure the right one is highlighted e Low camera batteries or bad connection She ole E de Gor e Camera is turned off or asleep Try opening the shutter before o K Lancet __Betesh nected you ll be able to acti downloading eneral Options Clock vate the Properties function to P i configure your camera lf you experience errors while configuring the camera the first step aaa ae 2 amera Type Kodak DC220 should be for you to try to use the manufacturer s interface This is to Baud Rate 115200 Auto determine if it s a hardware or software problem If the configuration fails EE E E with the manufacturer s program too then we recommend contacting photos in Came 16 them since the basics of connecting the camera and PC is their specialty Footoe memanng 2 Power A C Adapter Connected If you are able to configure your camera through the manufacturer s interface but not WinTOTAL make no hesitation to contact our tech department so we can help you set up our software Step Three Assuming your camera and PC are talking you ll see additional options after clicking on Properties Since each camera has its own capabilities you should refer to the manufacturer s documentation regarding your camera s functions However you ll probably find that the
277. ly HTML and gets a live feed from us so we can always keep you up to date fm Move Copy Files Cancel Select a folder from the list and press OF and the report s will be mowed into that folder File Cabinet Gateway to your reports Select Folder The File Cabinet is where you go to access your files It is similar to Move C Copy Windows Explorer in that you have folders on the left and files on the ae right The purpose of the File Cabinet is to save you the trouble of manually managing files through Windows Explorer Some functions you Ea emer mere will find handy are e WinTOTAL s Move Copy functions make it easy to transfer reports to a diskette or different folder You can also drag and drop reports between folders and disks pee 2000 Appraisal Files ef Canadian Tutorial Folder i Deleted Items e Search This lets you search the File Cabinet for specific files based on the contents of the file If you are searching for a property at 123 i Main Street all you need to type in the property address field is the Co word main The File Cabinet automatically places wildcards at the beginning and end of whatever you type The searching is fast because key information you enter in forms is automatically copied to the File Cabinet s database e Move Copy Easily copy or move the selected file s to another folder or disk You can also drag and drop files into other folders e Info This displays key i
278. mages while the other works up the report Photos PowerView Getting Started with a Digital Camera 2 18 2002 Page 6 2 Photos PowerView Configuring for a camera that uses a cable connection ine Camera Setup WinTOTAL has built in interfaces for popular cameras made by Epson Se kod c20 H ox Vne Using CAMERAS MALOO UP l via a cable you need to tell Quick Kodak and Logitech If you are using a Sony Mavica or other camera that Cancel Pix the port and the speed Using transfers pictures straight from a diskette or memory card without a serial Connection Serial C LSE T the actual port is better than using cable you may skip straight to either Configuring for a card reader on the Auto setting page 4 or Configuring QuickPix to read a floppy disk on page 5 man x m The first time you use QuickPix you ll need to tell it which kind of camera youre using the port to which it s connected and the speed at which that port can communicate with the rest of your system Step One You ll be prompted the first time you run the WinTOTAL Digital Photo Wizard but you can always get back to the configuration by pressing CTRL T Selected the Camera Port and Baud Rate Step Two Make sure your camera is on and click Properties to access to more of the cameras settings If you experience errors after clicking Properties it may be due to one of the following reasons e Wrong or invalid COM port selected consu
279. me you connect regardless of whether WinTOTAL is running or not e Synchronize Manually suppresses synchronization until you click the Synchronize button in Office Manager e The option to Always delete corresponding reports from the Pocket TOTAL Synchronized folder is useful because it keeps you from having to repeat the process of moving files out of the Synchronization folders on both the HPC and WinTOTAL You wouldn t want to keep finished files in the Synchronized folders because they will perpetually be synchronizing Use this option if you rarely have to re edit a file on the HPC after it is merged with the desktop 4 Click OK after you have selected the desired options Manual synchronization Synchronization routines may also be initiated manually from your desktop Be sure your HPC is connected at the time you run them e To manually synchronize files and QuickLists open WinTOTAL s Office Manager and click Synchronize e To manually rebuild the QuickLists on your HPC open WinTOTAL s Technical Support Assistant click Utilities and then run the option from the list on screen Pocket TOTAL Synchronizing with the Desktop 8 10 2001 TOTAL 2000 for Windows Options General Photos Appearance WinTOTAL Guru Pocket TOTAL me H Critical Paths godt toneconcinccaciocncacissssasissnsases Install Pocket TOTAL 2000 on my handheld PC Click Install Pocket TOTAL to launch the Poc
280. ments below Scale printouts DE ae Adjust left margin points there are F2 points to an inch Adjust top margin paints Although not necessary on most printers you can adjust scaling and whether or not to optimize WinTOTAL for low memory laser printers by clicking Printer Adjustments in the Job and Printer Setup tab of the WinTOTAL s Print dialog Page 1 30 Form PowerView Form PowerView This chapter will take you through the rest of the functions in the Form PowerView It will cover e Text Database Options e Default Data and Formatting e Tab Override feature e File Operations e Data Transfers e Additional Options in the Form Text Database Options QuickLists reduce typing In our Welcome to Athena guide we covered the essentials of using the QuickLists in WinTOTAL This section assumes you already know the basics of creating and using QuickList comments and digs deeper into more options associated with them The QuickLists are the most efficient way to keep from retyping entries over and over Many appraisers new to WinTOTAL mistake the common responses for the QuickList But those that have taken time to learn WinTOTAL or have attended one of our seminars conducted over the years enjoy the true power of assigning hot keys to certain responses as well as having control over what responses are in their list Copy Paste QuickList If you have a set of QuickLists setup for one field you can ea
281. n Creek North Tower Street 11223 1998 Ocean Creek North Tower Front 11723 1998 j Arrowhead Court Front 11723 1998 3 Now click on Delete Entry Laurel Court Street 11723 1998 Hint By using your CTRL key while clicking you can select de select a A h entries that aren t necessarily in order Tradewinds ll Bld g 1304 fear 11 23 1998 7 When removing entries you will be prompted to also remove the image ee file from your hard drive By default WinTOTAL embeds a copy of every QuickPix our image capturing module also gives you a view into the database image in the report in which it s used so your appraisals should remain This is useful for using photos outside of Win TOTAL intact However if you turned off the embedding feature you stand a chance of losing those photos forever a la mode inc can not be held responsible for the data you delete Please take extreme caution when removing images from your drive Think of it this Way You can fit 7 000 to 15 000 images in a single _ 2 Qo _ lt gigabyte of disk space which costs less than 100 How much money do ok coca Default database labels are you stand to lose by not being able to retrieve a photo handy if you have multiple pic Photo Retrieval Automatic Filenames File Output Directory File Format tures of the same property and u n n r Default Database Information you dont want to re enter the Customizing QuickPix Address 1900 SW Park Grove Drive address
282. n create sketches like this one in around five minutes Page 7 1 Apex and the Sketch PowerView The Apex Environment Apex IV Windows C WIN2000 FILES TUTORIAL FLDWSAMPLE O7_ SKETCH AX2 1 of 1 Scale 1 10 eli of f i E Ba f 6 N o zi 4 2 of aj C snap Ortho f 5 Align Fiker Grid i Press Alt irst letter to select menu or select w mils Drawn Apex User Interface 1 Title Bar Displays current file name and scale of sketch 6 Command Pad Gives mouse users quick access to commands 2 Pull Down Menu Allows access to every function in Apex 7 Sketch page Indicator Allows user to easily navigate between pages 3 File Edit Toolbar Provides convenient access to commands 8 Tracking Port Displays information about the current line being drawn 4 Drawing Toolbar Allows the mouse user to quickly and easily draw 9 Help Status Line Provides helpful information about the current status of Apex for complex shapes arcs etc Windows 5 Status Toolbar Displays status of current or last area completed 10 Drawing Port Represents the printable area of the sketches created and edited including square footage Apex and the Sketch PowerView The Apex Environment 2 18 2002 Page 7 2 Apex and the Sketch PowerView Basic Drawing Concepts There are three basic steps to drawing a sketch using Apex Define Area Dialog 1 Define an area Define Mame Properties 2 Draw and close
283. n is 53 degrees The length of the wall is 20 feet In the direction that you are drawing you also know that it turns to the left Continue with your sketch using the following method to draw the wing portion of the property P 1 Type 20 press L type 53 press enter three times The next line is 15 feet long 90 degrees off of the last line drawn and Angle turns to the right 2 Type 15 press R press enter three times Notice that the degree is not necessary when drawing 90 degree aaa ae 7 angles Ninety degrees is assumed when no degree is entered bi To PoE 6 9 The last couple of lines can be determined by looking at the Tracking Port The Call to Point of Beginning POB is displayed in the Tracking Figure 10 The Tracking Port provides useful information when it comes time to Port at the bottom right hand portion of the Apex interface As you can close your sketch Te E i 35 0 6 0 15 0 6 0 amp 0 2 6 0 20 0 Apex and the Sketch PowerView Drawing Angles 2 18 2002 Page 7 7 Apex and the Sketch PowerView see in the illustration in Figure 10 the Call to POB in our sketch is 14 0 feet up and 6 9 feet to the right Additionally the Tracking Port displays the angle from the current cursor location to the POB 64 degrees and its Engineering Options Printed Scale length 15 6 feet With these measurements in mind continue your Maser lalate V ATPASES aif C
284. n t have the Retrieve this photo item checked will be skipped 3 After you have marked the previews click Retrieve Photos After the photos are downloaded their file name will appear on screen with the E QuickPix File Edit Camera Disk Directory Card Help Configure Load Previews Retrieve Photos Open Database Mark All Unmark All When you re downloading a photo to your database and Retrieve photo as is marked there s no requirement that you enter an address description or notes for a photo Your database will update automatically with this information when you place the photo into an appraisal report Address 443 W Baltimore Avenue x Description fF on Notes PO Pe A IV Retrieve this photo as 021801 PG sts S Address 443 w Baltimore Avenue Description o Notes n e IV Retrieve this photo as oase s s Address l Description o i Notes P ai Retrieve this photo as FO Store files in C WIN2000 Images Disk Directory PC Card If you have addresses already typed in your forms all you have to do is use the drop down list to label your photos Photos PowerView Retrieving the Images 2 18 2002 Page 6 6 Photos PowerView 4 preview This is so you can tell which photos have been drawn from the camera When you are through downloading images exit QuickPix by selecting Exit from the File menu and return to WinTOTAL Placing pho
285. n the Most Common Forms amp Addenda section simply use the appropriate button to add arrange or remove forms displayed on the right You may add up to 75 reports to your custom folder When you re finished click OK Available forms Collapse s Search ry Preview LA C Residential Forms amp Addenda J Relocation Forms amp Addenda Income Forms amp Addenda Review Forms amp Addenda m EvaluationAnspection Forms amp Addenda C Farm Forms amp Addenda C Correspondence C Other Forms amp Addenda C Invoices J Photo Pages Residential C Photo Pages Income J Map Pages C Sketch Pages Hh EE H A When in the Contents PowerView you can click the My Forms button and change the Selected forms and addenda Up etl Down EH Default T EEI My Most Common Forms amp Addenda B USPAP Identification Rev 1 01 B Table of Contents No Photo B Table of Contents 4x6 Photo B Cover Letter Legal Invoice Automatic Lgl El Services Invoice Manual Lal B Summary of Salient Features A URAR 34 CondoPUD iq ERC A Small Income B Additional Comparables 2 Statement of Limiting Conditions 2 Supplemental Addendum Multi page B Supplemental Addendum w sig block Multi page Digital Subject Photos Digital Comparable Photos 4x6 Subject Photos 4x6 Comparable Photos 3x5 Subject Photos 3x5 Comparable Photos E Pi t
286. n your database that you wish to use in a report 1 Comps PowerView Adding and Removing Properties If photos are saved with the comparable use the Next Prev buttons below the photo preview the photo you wish to use You can view the full version of the photo by double clicking on its preview WinTOTAL will automatically place the displayed photo onto a comparables photo page Double click on a comparable you want to insert into your currently open report You ll see a hash mark gt gt appear in the Mark column This will also lock the photo view onto the current photo Click on Place and it will be pushed into the WinTOTAL report as the Comps Database closes 8 10 2001 Find old comps OF Cancel After selecting the desired option below choose a date and click on OK Optio aa f Display all comps that have a sale date older than the selected date Delete all comps and ther associated photos that have a sale date older than the selected date Date November 1997 November 1997 Find comps that hawe a sale date that is older than 11 7797 Select Find old comps from the File menu to search out comparables older than a particular date Page 5 5 Comps PowerView Date and Age Field Formatting Comps PowerView 4 Use the Move Up and Move Down buttons on the Comps PowerView to rank the comparables The photos and data on your photo pages will be rearranged too Dat
287. nTOTAL Afile was copied to a different appraisal folder or retrieved from the Internet Contacts or clients weren t entered into WinTOTAL s Address Book or selected using WinTOTAL s Requester Lender Client etc name versus a contact ID Code This was because prior versions didn t use the ID Code However as a result l How To Saye Time if you were to have multi ple entries with the same name branch This wizard scans each of your appraisal files to look for potential problems If you have thousands of files this can take offices or multiple contacts at one location this would cause E E OE TER DE a E TE os a d u plicates in the Management Reports Se E P E T your older reports on your computer but don t want them displayed when any e WinTOTAL didn t expl icitly requ ire that contacts be in Click Help if you would like more information on archiving excluding files or more details about what this wizard does If you need to archive or exclude files before running this wizard click Cancel Otherwise click Next to begin databases We didnt want the program to get in the way Therefore you could type them right into the form without any warning that things like management reports and billing weren t going work without first having these entries in the Address Book The WinTOTAL Migration Wizard corrects inconsistent and unstructured entries Duplicate and blank ID Codes were not restricted Originally in your Address
288. nce CO Over supply eas sie aa f Marketing time 24 Under 3 me SA m Over mo Click Accept to lock in your choice Start and stop as often as Hote Race and the cial composition of the meighborhood are Neighborhood boundaries and characteristics like Ee al Factors that affectthe marketability of the properties in the neighborhood prowr 7 1 IT Steel oc rl ae E Cancel Und z lear all i ER Market conditions in the subject neighborhood including suppetfor the above c Finish f such as data on competitive properties for sale in the neighborhood descripti Press F10 to see WinTOTAL s options for letting you configure move ment of your cursor when you use the TAB key to go between fields Page 2 3 Form PowerView Starting the Tab Override and selecting your movement Before you launch the Tab Override make sure that your cursor is in the location where you would like to begin to define the custom movement s Your starting point should be highlighted in yellow 1 Click the F10 key at the top of your keyboard 2 From there you will see the see the Tab Override table appear on the left side of your screen 3 Verify that your cursor is in the proper starting location and is highlighted in yellow 4 Click which key you would like to use to set the custom options e TAB e ENTER e TAB or ENTER 5 After you have selected your keystroke click in the fields
289. nce because this is the order in which they will print It also makes better use of our Table of Contents form and automatic page numbering which give your report a more professional appearance as well as provide a record of what is in the report so no important addenda are lost If you want to type information into the forms double click the form as listed on the right side and you will be taken to it For now we want to work with report basics So click the File menu and select Close The entire Contents PowerView chapter is dedicated to a tutorial on the best way to build reports We recommend going through it at a later time to become more proficient in this area of WinTOTAL 2 18 2002 El TOTAL for Windows Tutorial Report ioj x H Fie Edit view Form Powerviews Tools EDI Window Help z ej x O New G Open fa Save 9 J Info B Sign Y Spel amp Print Yg DC Data 7 Override Report status z Clear z mee ee inert re Close GE Contents Form Addenda fff Comps Photos BY Sketch Maps EFJ worksheet g Billing gs0 il Workfle gt You have three ways to add a selected form to your report double click on it drag it to the right or use the arrow button You can remove forms in your report by dragging them to the left or using the arrow button Load forms by double clicking their description once they have been added or by clicking the Form button on the to
290. nce on it and then drag it to a better position relative to the sample signature line Every form has been aligned identically 7 After you have centered your signature you will want to assign a password to it From the Signature setup dialog click on Password 8 For security the password is never shown on your screen WinTOTAL will prompt you for it twice to ensure you typed it right To sign a report with a digital signature This should be the last thing you do before printing or EDI because the report will be locked 1 Click the Sign button Form PowerView Digital Signatures 8 10 2001 Rel WinTOTAL Configuration Options General WinTOTAL Bas ca F i Recess l User Signature EEE Paths M ii irs Signature for Eric Richardson ES X General n e See AA Click Select File to choose the file containing your signature Ik will be copied into your Users E a directory You can adjust where the signature will print by changing the amp and r offsets or by dragging the signature with the mouse When you are done press OF Filename Fich pox Form Filling Offset X je H Y ja H Select File Password Pocket TOTAL re Connection 7 OF Cancel Remember to assign a password to your signature Page 2 10 Form PowerView 2 Choose to either sign as the Appraiser or as the Supervisor Earlier versions of WinTOTAL required you to always sign as the appraiser first but no
291. nd comps from reports To begin the import process do the following 1 Start WinTOTAL it should be running from your network drive now 2 TE Ve net a E en ooe Open a report in WinTOTAL it doesn t matter which report 2 3 Click the PowerViews menu then select Comps PowerView 4 In the Comps PowerView window click the Open Database button to load the comps Database Be sure that this dialog appears when you Delete your 5 In the WinTOTAL comps Database window click the Insert button attached directory If you are not prompted to discon at the top nect you may be deleting one of your main Appraisal Desktop folders and all of the reports it contains 6 In the mport Comparables window first make sure that the option labeled Import photos with comps under the Additional Import Information section has a checkmark next to it 7 Under the File Cabinet Folders section you will see a list of all folders that are available in your File Cabinet Select the folder s which contain s your reports and click the Mark button to the right You will notice a small red check mark applied to each folder you mark in this way 8 Once you have marked all of the folders you need click the OK button in the top left corner of the dialog WinTOTAL will then begin importing all of the comparables that are in each of the reports stored in the File Cabinet folders you have marked At the same time it will extract a copy of each c
292. nd files electronically In the previous section we briefly explained how to simply send a file However our EDI Center takes sending and receiving files via WinTOTAL to a new level by giving you one place where you can e Send and receive files in WinTOTAL s native format or a non proprietary format like the Adobe PDF e Automatically process certain types of files as they are received e Send and receive plain e mail messages without having to use a third party e mail program e See a log of outbound mail in the Outbox folder or what has been sent in the Sent Items folder cE Edit Address Book Entry OF Cancel If you ve used an e mail program like Microsoft s Outlook then you ll be right at home in our EDI Center Client Contact Info EDI Info Fee Tables Notes Instructions The first time you attem pt to use our EDI fu nctions you will be prom pted Enter the name and address information for this Address Book entry ou may use the other tabs to enter i i j contact methods EDI methods and any notes particular to this entry to configure your Internet settings if you didn t do so during the ee A installation Be sure to read our Sending and Receiving Reports Name Easy Money Savings amp Loan Assn Client ID Ear chapter for assistance with configuring and using the EDI Center aree o P 0 Box 12468 m Management City Tuka it BE Country USA The Management area is centered around billin
293. ne to use in the event you attempt to use both methods in a single report Digital Signatures You can scan your own digital signature We provide the ASB compliant protection for signed reports So you can use any standard image saved as a GIF TIF BMP PCX or JPG Using any off the shelf scanner you can create digital signature for use with WinTOTAL Or you may go to a local copy center that provides scanning services and have your signature scanned e Use 300 dpi at 100 size e We also recommend using either 256 colors shades of gray or even lineart instead of 24 bit color e Make sure the background is white You may have to adjust the brightness and contrast 8 10 2001 Area Calculator x OF Cancel Clear Area Dimensions Type of Area Level Measurements Factor Area Living Bsmnt Garage Other One Two Three H m ll o So Ge Se Re Se Se 56 Se 5e BG Ge se ee Be ge 8G SS Se Sc ek Se ae SE coe Be 1O O O O O O O O eee ee 1O O O O O O O O O O O O U L 1O O O O O O O O O O O O O L 1O O O O O O O O O O O O U L 1O O O O O O O O O O O O O 1O O O O O O O O O O O O L L 1O O O O O O O O O O O O O L l Gross Building Area GBA Gross Living Area GLA The Area Calculator is useful for people that don t use a sketch program to draw areas but still need to calculate square feet Rel Sign as Appraiser x Cancel To sign this report select the signature from the list and press OF Select user S
294. net to WinTOTAL 1 Click the EDI menu 2 Select Send Receive all Internet EDI 3 The report you sent from the HPC will land in your Internet Received Reports folder For more information on using the Internet with WinTOTAL and automating the connection delivery process see our WinTOTAL user guide Workflow Examples Starting in WinTOTAL and connecting with a cable 1 2 3 Pocket TOTAL Workflow Examples Create the new request in WinTOTAL as you typically would Move it to WinTOTAL s Synchronized folder Connect the HPC and allow the report to copy to the HPC s Synchronized folder Go into the field and work up the report Back at the office connect the HPC to your desktop machine and allow the report to synchronize back to the desktop Select Folder x OF Cancel Select a folder from the list and press OF and the report s will be copied into that folder Hove C Copy Ea 1998 Reports Da Completed Reports 9 Internet Received Reports a New Requests Da Pinnacle Requests Dg Pocket 2000 Jobs Da Received Requests Ea Reports for First Bank Synchronized a Templates Ea Tutorial Folder 8 10 2001 Use the Move Copy function in Win1 TAL s Office Manager to move files and from the Synchronized folc Remember to select the option move the file since Copy is the defa Page 18 22 Pocket TOTAL 6 T Move the report out of WinTOTAL s Office Manager Synchronized f
295. nformation as well as billing data on the currently selected report in the WinTOTAL Requester Changes you make in the Requester automatically transfer into forms contained in the report e Print Without opening a file you can send it to your printer e Send EDI WinTOTAL lets you send files electronically without opening a separate e mail program Just select a file click Send EDI fill in the delivery details and click Send Receive EDI is really easy with WinTOTAL but be sure to see our dedicated chapter on the EDI center for details on setting up EDI and becoming an EDI expert e QuickNotes At the bottom of the file list is a panel that shows information about the currently selected report When you click the QuickNotes tab you are given an area in which you can jot down miscellaneous notes about that job without having to open the entire report You can use this if you field a phone call about a particular assignment or need to pass a note to an appraiser about a particular item in a report Getting Started Appraisal Desktop Overview 2 18 2002 Page 1 3 Getting Started As you can tell the File Cabinet is extremely powerful After going through this chapter see our dedicated Managing Your Files guide for details on other File Cabinet capabilities such as sorting searching printing and customizing EDI Center EDI is synonymous with e Commerce A key feature in WinTOTAL is the ease with which you can se
296. nician might ask you to access this tool to Beer E ERE obtain various information that can help them assist you as quickly as 8 CPU Speed 99 Rai i F i i i Ao Updated Lontents Power iew possible This analysis also automatically sends as an attachment should E RE Updated Photo Pages i l Updated Competitor Conversion Utility you send a Support Request 10 BAM Total 254 MB Updated Getting Started Guide New Map Utility 11 Last Reboot 18 days 4 hours 21 Updated EDI Center and Report M Edit System Files aad eee and 45 TER Optimizer ari Map Utility Clicking this option launches the Tech Support Assistant Edit System AnG PEES Files dialog From here WinTOTAL configuration file settings can be Standard Advanced Size 1603 Date 11 05 01 Time 10 21 am Type Updated viewed and edited when needed eee Finished Note WinTOTAL configuration settings should ONLY be edited at the direc Uom Orana Je mode Support Technician Incorrect configuration WinTOTAL s Tech Assistant makes easy work of determining your system con settings can cause your WinTOTAL program to function improperly figuration and performing essential diagnostics Solution Center Support Tools 11 07 2001 Page 20 3 Solution Center Run WinTOTAL Utilities Click Run WinTOTAL Utilities and the Launch Utilities dialog displays From the Launch Utilities dialog you can run general Windows programs or utilities and repair and maintenance utilities specific
297. ning available fields in the database that could be displayed you can add or remove fields from f the list to customize the view to suit your needs Each format has its own options regarding items such as column refrac fit P organization and headings when saving Experiment with the different formatting options to find the one that works best for you Fields that are displayed Use the entries below to set the heading description for fields on the main viewing grid Address Project To close the reporting tool click on the X in the top right hand corner of a A its window o m Prior Sales 2 Oo aio Customizing the Database View SaleListng Die lt lt Bemove Changing the columns you see Digal Lis The columns that you see in the WinTOTAL 2000 database are OL j completely customizable As a default you are allowed to see Address e Sale Price GLA Age Sale Date and per GLA However you can Price per unit x Moveup Movedown change these to whatever you like by clicking on the Columns button The list of items on the left are the fields that are currently being displayed along with their headings and the amount of space allocated to them on Comps PowerView Customizing the Database View 8 10 2001 Page 5 9 Comps PowerView screen The items on the right are a list of all possible fields in the database for each property e To place an item into view simply highlight it in the col
298. ns Office Manager Folders ae ses o m tae ne ien Paek e 1 ii 1 tit t ttot t t Copying your best comps images database to the server Mark aie To ee T E A Tutorial Folder Mark Copying your images to the server sted atime E ie Canadan Tda rda ti oli the OK button t Un Mark 4 sae ae ac E Internet Received Reports ae e Modifying the images database to track your images in their new ah a working Reports Mark all j Fannie Mae Requests 7 P cc i E Office Manager folder Fisceived Requests _UnMark All Copying your best comps images database to the server pee mene eens John s URAR Reports Note All users must exit WinTOTAL before moving the database to the Additional Import Information server Again these steps assume that WinTOTAL is installed to iv e T E a Dias for every comp a eee er ere tional comp information includes a numeric age correctly formatted sales date and neighborhood an F WIN2000 on the network server and C WIN2000 is the old local notes fields This information will aid in searching a RIES i ar M Search for duplicate comps in the database directory of WinTOTAL If this IS not the Case On your network please IF this option is turned off all comps found in an imported folder will be added to the comps database whether su bstitute the appropriate d rive lette rs paths or not they match any existing entries in the database i M Preview each duplicate found 1 E At the WO rkstation f
299. nt Borrower and Agent fields have drop downs that enable you to easily copy entries from one item to another If you have Microsoft Office you can even export the inspection date time to Microsoft Outlook and have it remind you of your appointment Click on the Notes shortcut and enter any other pertinent information that will be necessary when completing the report Go to the Billing section and enter a figure in the Base Fee section We ll talk more about this in the Payments and Order Tracking chapter Click Open and you ll then be able to edit the report WinTOTAL opens the file at the place where you last left off Notice that items typed into the requester are automatically transferred to the form The Form PowerView Adjusting the screen view Depending on the capabilities of your video card and monitor you may not be able to see the whole form on screen By default the form covers the entire width of the screen Here are ways to see the form clearer Make sure WinTOTAL is maximized by clicking the maximize button in the top right hand corner of the application window It s the middle button Increase your video display resolution through Windows Control Panel Details are available by calling 1 800 211 4513 and following the voice prompts to request fax document 4302 Click the View menu and choose a setting of 125 or greater As you enter text in the fields WinTOTAL will scroll for you Toggle the QuickLists on and
300. ntents inserted Addenda PowerView Word Processing Features 2 18 2002 Page 4 5 Addenda PowerView 4 Now click a field in the form that you want in the addenda 5 Then click Insert Selected Field We ll talk about the other Insert Field button in a moment You ll see the field from the form transfer into the addenda To demonstrate that it is a live link change the field on the form and watch it change the addenda when your cursor leaves the field You can link fields from multiple forms in the report too If you don t like scrolling around your forms in the split screen view we have an easy way for you to insert fields from your report s major form Instead of steps 4 and 5 above do the following 1 Click Insert Field 2 A menu will appear with the form s major sections Click the section 3 Then fields from that section will be listed alphabetically The arrow Sarees at the bottom of the list is for you to scroll Click the field from that list Type the name of your custom addenda in the text box below and click on the Save button and it will be inserted into your addenda Saving and loading addenda templates Addenda Name Modified With the powerful formatting and ability to link live fields it is likely you will datlonal neighborhood comments linking in project name 06701 JO l Additional USPAP compliance information 060401 2 30 PM build up a library of addenda to reuse Quite often thes
301. ny Mavica choose that option and check the box that says Retain image compression 3 Verify the drive and directory to which QuickPix is looking to read photos For Mavicas this is obviously the A drive 4 Click OK Then proceed with the next section Retrieving the Images Overview After you have configured WinTOTAL to work with your camera which you only have to do once the process of downloading images from your digital camera into your appraisal forms is summarized as follows 1 Display and label the previews Download the complete images Return to the Photos PowerView Locate the image in the database oe a Associate images from the database into the photo page Now we ll describe each of these steps in a little more detail Labeling the previews and retrieving the images QuickPix allows you to first see previews or thumbnails of the images in the camera before taking the time to acquire the whole picture It automatically assigns a filename to the pictures it downloads and insert them into the WinTOTAL images database Here s how to do it 1 Click the Load Previews button 2 Once the previews are loaded check and label each one you want to download If you dont want to label the photo that s okay WinTOTAL will still list it as an unused photo If you use it from the database of unused photos WinTOTAL will update the database with the address of the property you used it with Previews that do
302. o Gos Book 3 AP Raiser EDI David F Biggers EDI EW Aluator EDI Jack O Appraiser EDI John O Appraiser EDI Ce John Appraiser EDI John O Appraiser personal Matt Krodel EDI Matt Krodel oersonall E Report contacts David F Bigger lt appraiser proj20 Appraiser EDI Bank of Oklahoma lt lendet proj200 Lender EDI Bank of Oklahoma lt bjonestypahoo Lender personal Rank af Oklahoma slenderrinrmoi r AN Chernt IFN Page 11 5 Internet EDI Sending Reports and Requests Internet EDI A copy of the EDI can be sent to an additional receipient by clicking the Cc button and choosing a recipient Select the PDF format for sending the report Once you use a particular format for an Address Book entry WinTOTAL will remember that format for the next time you send something to them Since this message is going to show up in someone s Inbox you need to enter a subject line and message text as well as specify a meaningful name for the PDF attachment You may type in free form text just as you would a regular e mail message However we have some automated functions for you to speed things up The drop down for the PDF File Name has the description and address However you can also click in that box and type anything you wish The PDF extension isn t necessary WinTOTAL will add it The first box labeled Edit message text denotes skeleton text to go with you
303. o create new QuickList entries so these must be completed in WinTOTAL Getting updates to Pocket TOTAL Updates to Pocket TOTAL are delivered right along with your WinTOTAL updates Just as reports are synchronized updates shall be synchronized as well upon establishing a connection between your HPC and desktop computer Remember If your HPC does not connect automatically you can initiate the link by tapping on the HPC s Start menu then tapping Programs Communication and PC Link Starting the program The installation program creates icons for you in your HPC s start menu To start Pocket TOTAL simply tap Start Programs Pocket TOTAL and then the icon for Pocket TOTAL Depending on the speed of your HPC it may take a moment for the program to load In general HPC s are not as fast as desktop PC s Be patient when loading programs your machine may appear to be hung when in reality it is processing information By default the Pocket TOTAL Report Manager will be displayed first The Report Manager is your virtual file cabinet for your reports Using the Report Manager Organizing jobs and managing folders Just as in WinTOTAL you should create additional folders to store reports and templates To create new folders do the following 1 Bring up the Report Manager window It loads when you first start the program It can also be accessed while in a report by tapping the File menu and choosing Open 8 10 200
304. o use F6 to override our settings or are always customizing the formats 1 Load the form and make adjustments to formatting in any fields that require it 2 Click on the Form menu and choose the item Default field formats 3 You then have three options e Save formats as new default This will save the formats currently in the form as that form s default to preload on all new files e Load default formats This will merge the default formats with the current information in the report and do away with formatting customizations 8 10 2001 Page 2 5 Form PowerView e Restore standard default formats This will reset the default formats with the original information that shipped with WinTOTAL Setting default data Default data is information that is automatically loaded into a form the first time it is used in a report Default data is useful for changing the headings on addenda forms or adding terms to your invoice forms 1 Start with a new report and load the form in which you want to create some default information 2 From the Edit menu select Clear entire form This will blank everything out of the form 3 From the Form menu select the item Default field data and then Load default data This is in case we had items in there that you thought were part of the form but really data 4 Now enter the data into fields that you ll want pre filled for all new reports 5 From the Form menu select Default field da
305. o contain the result say C1 In the formula bar type an sign Click in the cell that contains the first item you wish to include in the sum You ll see its cell reference appear in the formula bar Click in the formula bar and type a sign after the cell reference Click in the cell that contains the second item to add You should now see A1 B1 in the formula bar Press ENTER Example Transfer sales comparison value to final reconciliation Here is a way to make the indicated value by the sales approach transfer into your final reconciliation 1 Worksheet PowerView Creating Your Own Worksheets Open a report to the URAR and click on the Worksheet PowerTab The screen will split to shoe the form on top and the worksheet on the bottom In the Sales Comparison Analysis on page 2 of the URAR click inside the Indicated value by Sales Comparison Approach field Now click in the cell A1 and click the Link down button Cell A 1 will turn red and have data that field s data copied to it Click in cell B1 While cell B1 is selected click inside the formula bar Inside the formula bar press the equal key Now click icell A1 A1 will appear in the formula bar and press ENTER Now click back in cell B 1 8 10 2001 Hall WANSCCL Pero ue 2 UIE S te Dies R nanal intorintin oss DLL rifane EE eerie Format Cells Link Cell Link Field Unilink LO New Ga D A14 B14C1 eae D oE o 5
306. o displaying the thumbnail preview 2 18 2002 Fel Image Optimizer x a an i iia giim A GUNO IINE A ee IMAG OPTIMIZE R N Optimize Enhance ren ee Curent Image Size 12 KB Original Image Size 249 KB gt Step 1 Set image size Choose the type of page where this image is placed Its size will then be automatically optimized for viewing and printing on that page SmallPhoto Legal ie Plat Map Medium Photo Letter i e Scanned Page C Large Photo Retain current image size m Step 2 Determine image color depth Set the amount of colors you prefer in your image Fewer colors may make the image file size smaller C Black amp White Image Grayscale Image Color Image C No Color Change Step 3 Set image detail In most cases a Medium setting provides great quality images while reducing their file sizes High Medium Recommended C Low ie Faxes or Digital Workfile Images Have the Image Optimizer check for image files sizes over 350 KB Auto Settings Restore Finished Cancel WinTOTAL s Image Optimizer allows you to adjust your photos for the best possible appearance This can keep you from having to retake photos saving you time and effort Page 6 11 Photos PowerView Enhancing photos in the database or on file These steps will enhance the photo referenced in the database or on disk file If the image being
307. o the WinTOTAL folders list Desktop Now either create a new folder for your reports or select an EE E A beet PRT Display on This computer only Entire network existing folder from the Appraisal Desktop After that all you need to do eae aaa to browse to the folder where your is copy the reports from the attached directory to the folder that you have a reports are currently stored Each selected FS win2000 folder which contains reports in the a l E files File Cabinet will have an FLD exten 6 Highlight the attached directory you created in steps 1 5 urar fld sion URAR FLD 7 Click on the first report hold down the SHIFT CTRL END keys on your keyboard This will highlight the entire group of report files 8 Click on the button marked Move Copy at the top of the Appraisal Desktop window Multi User Guide and Networks Multiple Local Installations 8 10 2001 Page 16 9 Multi User Guide and Networks 9 The Select Folder dialog will appear displaying a list of the folders on your Appraisal desktop 10 Double click on the folder name you selected above 11 Repeat steps 1 10 for each folder that contains reports that need to SB Appraisal Desktop ene A A ome nstan ustomer paate reterences eip XI be copied from your local hard drive to the server crotous e J File Folder Options Folder view 12 After copying all of these files you should disconnect eac
308. off the mouse button when you are through drawing a particular line You can then move your cursor to a different position on the map and continue drawing by clicking and dragging URES aa Ne See l Highlighter To modify a line you have already drawn activate the line tool and then an click the line you wish to modify A e Changing attributes such as the color width and highlighter marker mode will modify the currently selected line e You can delete the line by clicking the DELETE key on your keyboard or you can even drag the line to another place Deleting annotations We ve given you a real easy way to clear annotations off without selecting them one by one and using the DELETE Here s how you can clear multiple annotations at one time 1 Click the Delete Annotations button 2 Mark which types of items you want to clear 3 Then click Remove now to permanently remove them Map Source Using Maps from Other Sou rees CD ROM based mapping programs typically only Clipboard export to the clipboard and don t give a map that Clipboard and 3rd party CD ROM programs will fill up the whole page If you prefer to get maps from a CD ROM program you can use the Windows clipboard as a transfer medium Before telling WinTOTAL to pull the map image off the clipboard you have to first copy it to the clipboard Here s how Scanner TWAIN 1 Start your map program as you normally would You don t have to exit WinTOTAL
309. ol bar To swap major forms remove or replace the form with another all relevant data from your old form will transfer to the new one Available forms Forms in report r Collapse a Search oA Preview A Up E Down El Rename E L My Most Common Forms amp Addenda B USPAP Identification Rev 1 01 E Table of Contents No Photo B Table of Contents 4x6 Photo B Cover Letter Legal Invoice Automatic Lgl Es Services Invoice Manual Lgl B Summary of Salient Features B Table of Contents 4x6 Photo B Cover Letter Legal Invoice Automatic Lgl F URAR FA CondoPUD F ERC Rev 10 94 gt A Small Income Sresi B Additional Comparables B Statement of Limiting Conditions B Supplemental Addendum Multi page B Supplemental Addendum wsig block Multi page Digital Subject Photos Digital Comparable Photos 4x6 Subject Photos 4x6 Comparable Photos 3x5 Subject Photos 3x5 Comparable Photos B Building Area Addendum B Multi Purpose Supplemental Addendum E FIRREAUSPAP Addendum xl 2 UA2 Contents INS CPS NUM Starting new reports from scratch means you must add all the forms into them Using our cloning feature saves you this step Page 1 7 Getting Started 10 If prompted enter the status of the report This information is key to 11 management reports and the dates here are crucial to billing While the
310. older to a more appropriate working folder If you are done on the HPC move the report out of the HPC s Synchronized folder or delete it See Synchronization options in Win TOTAL on page 16 to learn how to automate this procedure Starting in Pocket TOTAL connecting with a cable 1 2 3 4 Start and enter data into a Pocket TOTAL file Move the file to the Synchronized folder if it is not already in there Connect the HPC to the desktop and allow the file to be copied over Move the file out of WinTOTAL s Synchronized folder into a more appropriate working folder and complete the report If you are done on the HPC move the report out of the HPC s Synchronized folder or delete it See Synchronization options in WinTOTAL on page 16 to learn how to automate this procedure Starting in WinTOTAL and connecting via EDI 1 2 3 4 Pocket TOTAL Workflow Examples Create the new request in WinTOTAL as you typically would Use WinTOTAL s EDI functions to send it to the HPC s mailbox Retrieve the report on the HPC and work it up in Pocket TOTAL You now have two options to get the file back to the desktop Send the file back to the WinTOTAL e mail address and retrieve it in WinTOTAL This method does not allow you to synchronize with any files in WinTOTAL However you can merge information from the Pocket TOTAL file by loading the report that you want to merge into and using the Merge data function in Win
311. ome once their are hundreds of image on your system Page 6 9 Photos PowerView Viewing and Enhancing Photos Photos PowerView 1 Goto the Forms PowerView and load a WinTOTAL form that supports images Keep in mind that most of the sketch and map pages are simply forms with one big image on them 2 Switch to the application that is currently displaying the image you want on your form This could be a mapping program a sketch program or any graphics program 3 Use that application s Copy command usually in the Edit menu to copy an image to the clipboard 4 Switch back to WinTOTAL 5 Click once in the photo box 6 Select Paste from the Edit menu That s it For experienced users this may be a preferred method for some types of images However note that our Maps PowerView has functions for reading images off of the clipboard as well Viewing and Enhancing Photos Viewing images on the forms When you view these images on the form they will appear distorted and blurry This is intentional We use a low resolution thumbnail version of the image for on screen display since they can load much faster than the complete high resolution version This image gets stored in the THUMBS subdirectory Note that WinTOTAL always uses the high resolution image for printing and transmitting the report If you wish to always see the high resolution image on screen do the following 1 Click the Tools menu and then Configure 2
312. ommend that you convert reports for the express purpose of using them for templates eliminating the need to retype data After converting reports you may even wish to create Quicklists from items you already have typed into forms described in the chapter titled Welcome to Athena or build a comps database described in the Comps PowerView chapter of this guide Upgrading from competing systems Importing a group of URAR files at once WinTOTAL s batch conversion utility offers the ability to convert URAR and addenda data from most competing appraisal software systems e ACI PDSI Both DOS and Windows versions e Bradford Windows version only e CRAL Windows version only e Day One Both DOS and Windows versions e HighPerForm Both DOS and Windows versions e MCS DOS version only e Residential Appraiser Both DOS and Windows versions e Wilson Windows version only To begin the batch conversion process do the following 1 From within WinTOTAL click Tools and select Convert This will start the Conversion Wizard 2 Select the software package from which you are converting in the drop down list to the right and click Next 3 You will be prompted for the location of the files you want to convert as well as the location to which you want to save your newly converted reports File Conversions Upgrading from competing systems 8 10 2001 El WinTOTAL Conversion Wizard i A 1 j _ _
313. omparable s photo from the reports and add it to your images directory and Image Database During this process you may be prompted for additional comparable information While this information is not required it will help to keep your Comparable Database as complete as possible You may also be presented with dialogs that indicate that a Duplicate Comparable was found When a comparable in one of the reports matches one that is already in your database you are given four options e Add a second copy of the same comparable to the database e Update the comparable in the database with the information found in the report e Skip the duplicate comparable found Multi User Guide and Networks Multiple Local Installations 8 10 2001 Page 16 11 Multi User Guide and Networks e Cancel the importing process Once the import process is complete you will be able to place your comparables into reports directly from WinTOTAL s Comparables Database and the image s associated with it will be placed on the appropriate form automatically Option 2 Copying a comps and or image database to the server For this procedure you will need to choose which copy of the databases you want to keep You will only be able to use one copy of these databases on the server Again this is a direct result of having multiple a Import Residential Comparables local copies in a network environment This step is divided into three O Ok Cee sectio
314. on and Map Reference fields However you can use any field in the database 1 If you are not in the Intelligent Query screen activate it now by click ing on the Search button in the main Comps Database window 2 Click on the item Select Fields to Compare 3 Click on OK when you have set the fields as you want them The text matching fields do not support operators such as gt greater than or lt less than They are strictly for finding the phrase you entered in any part of the specified field See Placing comparables into the current report on page 5 to place comparables found using the IQ in your current WinTOTAL report Printing Comps Database Reports Generate a hard copy of comp data 1 First perform a search to find a set of records 2 Click on the Reports button and you ll see a list of reports available for the Comparables Database You ll want to run each one to see what 8 10 2001 The fields below can also be used to find similar comps Put alternate choices Select Fields Ta C in an OR bos and text that should not match in the NOT bos These a ee aces eae searches are not case sensitive upper or lower case letters match the same Lo Use the fields at the bottom of the Intelligent Query screen to search on text Location Condition Map Reference ii Set Search Fields OF Cancel You can select any three fields from the comps database to use for test matching searches F
315. on must also have WinTOTAL on their system to understand the file you send For more information on EDI please see our dedicated EDI Center chapter e Items from the Digital Workfile must be printed one by one While on a particular item just click Print and it will go to your printer More Chapters Click here to go to the online Table of Contents where you can access additional chapters in the WinTOTAL user guide Or view the other parts of the manual by selecting Contents from WinTOTAL s Help menu You will find more tutorials on all of WinTOTAL s PowerViews The more you know about the software the more efficient and competitive you can be 2 18 2002 Send EDI Message Philadelphia Sample a _ o x H Mark to send Send Receive In the To or Ce fields below you can either select a recipient using the drop down list of parties related to the report choose one by clicking on the button to access your Address Book or you can simply type in their e mail address The Subject field gives you similar automated or manual options and enables you to enter a reference description your recipient will zee for this report Taro avings amp Loan Assn lt lender ipro 2000 corn Akal aA Subject fwinT TOTAL EDI Report EDI Format winT TAL EDI PDF Pocket TOTAL EDI report sent in the Win OTAL EDI method iz a fully functional copy of the report exactly as it exists in your files This met
316. ons in this worksheet are tied to fields in the sales comparison section So simply scroll to the comps grid The yellow fields on the worksheet indicate information that is being pushed back up into the form Click on one of the yellow worksheet fields and notice the active field on the appraisal form switches to the field linked to that cell on the spreadsheet The red fields on the worksheet are places where data is being read from the form into the worksheet Click on a red field and the cursor on the appraisal form will jump to its source The blue fields on our sample worksheet are colored blue simply to point out that is where you can change parameters for the calculations We did this with the formatting options If the sale date sale price and room counts aren t filled for your subject enter data in those fields now As you enter data in those fields notice how it triggers the calculations in the Worksheet PowerView The sample has equations to trigger automatic adjustments based on sale date and differences in the room count Click on the worksheet and enter a different yearly appreciation rate and see how the adjustments in the comps grid changes in both the worksheet and the form The worksheet in the sample is just that a sample You can add your own calculations to a worksheet and link it with any field of any form Worksheet PowerView The Sample Worksheet The top of the worksheet calculates the days between the
317. onverts them This is recommended and is set as the default since the new WinTOTAL files are stored in a compressed format they usually take up 90 less room on your hard drive compared to the DOS files A typical test case converted almost 50 megabytes of TOTAL 2000 for DOS files into just under 3 megabytes of WinTOTAL files If you do want the converter to back up and delete your old DOS files to save space then do nothing it will already be set that way If you do not 8 10 2001 Appraisal Desktop Ho Instant Customer Update Preferences Help Exit Shortcuts 8 a aain rh RRA x SEIN SAR a a a ORO TUE OE OIE ETI O A S OSLO ROE Ee CEE SOO ane NS Gin Gee CE DOOR OMRON DAAR Be et Back 4 Forward 9 Stop 2 Refresh 4 Home gt A AN Update History File Cabinet Support Tools Support Tools We have developed tools specifically for use while in communication with our technicians These tools allow them to walk Tech Doc Library Support Requests eDomina Tools amp Services EDI Center you through very technical procedures quickly and easily to solve any issue without you needing to be a techie yourself l S What would you like to do Management y Analyze My System Choose this option to run the Technical ik Support Assistant TSA The TSA will provide you or a technician all of the down and dirty details about your computer Contacts C L gt Edit System Files This option is for experienced use
318. ood including support for the above conclusions related to the trend of property values demand supply and marketing time xh as data on competitive properties for sale in the neighborhood description of the prevalence of s any and financing concessions ete Propert values have been relatively stable Interest rates are currently around 6 5 for fixed rate loans Marketing time for this area is r sat A i Project Information for PUDs If applicable Is the developer bullder in control af the Home Owners Association HOA RSJ Yes _ No fae Approximate total number of units in the subject project 12 Ppproimate total of units for sale in the subject project 75 i Trias fay ore b nlf askin Lili The PDF format is a view print only version of a document WinTOTAL automates the process of sending reports through the Internet in this format The PDF Reader soft ware is free from its producer Adobe Systems Inc However Adobe Systems charges for the software that allows you to convert files to a PDF Page 11 4 Internet EDI Sending Reports and Requests Internet EDI Your PDF documents will now go out and not be modifiable Sending Reports and Requests The entire EDI sending process is made up of two parts marking the report to be sent and the actual sending of the report You can mark the report while you are in the report or in the File Cabinet The report can be sent in either the EDI Center or while you are in
319. ook then you ll need to add a lot of contacts at this time Just click Add and type in the fields Click OK when you are through with an entry Fill in as much information as you can on all tabs Blank fields in your Address Book are the most common cause for information disappearing from forms and invoices A common question regards the ID Code The ID Code is simply an internal identifier that helps you organize your entries The most common use for the ID Code is when you have two entries with the same name i e a Lender with two offices and you need to be able to distinguish them You can use any naming scheme you want for example you may wish to use the initials of the appraisers in your office If you have existing entries in your Address Book you may wish to view them and make sure information is complete and accurate by clicking the Edit button For each appraiser listed in your Address Book click Edit and make sure that license and certification information is entered as well That s It Here are more guides Click here to go to the online Table of Contents where you can access additional chapters in the WinTOTAL user guide Or view the other parts of the manual by selecting Contents from WinTOTAL s Help menu You will find more tutorials on all of WinTOTAL s functions The more you know about the software the more efficient and competitive you can be 8 10 2001 E Add Address Book Entry OF Cancel This
320. or Walls Second Foo Now you can begin drawing interior walls Unlike the walls you have Ssh Baseren already drawn interior walls do not add or subtract from area PA calculations they are for the purpose of illustration only Because of that DTH T 7 you do not have to go through the process of defining an area to begin ee E drawing Instead you will simply click the Free Form lines button located Linesiye Pai to the right of the Define Area button The Free Form button looks like the Peres aana E ia Dee one to the right Free Form lines are not only used to draw interior walls but can be generally used to show other miscellaneous non l l l Figure 20 When adding or subtracting an area make sure that the area types are calculated items such as fence lines sidewalks driveways J J A A alike In this case you are adding an area to the second floor which will not add to etc the GLA s square footage so it s vital that you choose Negative as your calculation adjustment Apex and the Sketch PowerView Drawing Interior Walls 2 18 2002 Page 7 12 Apex and the Sketch PowerView To begin drawing your interior walls Apex I Windows C WIN2000 FILES TUTORIAL FLD SAMPLE OZ_ SKETCH AX2 1 of 1 Scale 1 15 Sele X i t ile Edit Draw View Tools ions Surve indow Hel 1 Click the Free Form lines button Free Form Mode should appear in a Nt eal your status line 2 Place your cursor near the
321. or doesn t center it appropriately More Chapters Now that we ve given you an overview of WinTOTAL we suggest the following Experiment Click on buttons that you don t know how to use try various features and options there are many more than we showed you here and otherwise push the envelope You won t learn unless you try the new things in the program Learn on sample files instead of real reports Don t let a deadline make you panicky Take the time to routinely check for Instant Customer Updates The program is updated as often as twice a month Part of your standard annual membership includes these updates which provide you with new forms new features and more things to make you productive Click here to go to the online Table of Contents where you can access additional chapters in the WinTOTAL user guide Or view the other parts of the manual by selecting Contents from WinTOTAL s Help menu You will find more tutorials on all of WinTOTAL s PowerViews The more you know about the software the more efficient and competitive you can be Getting Started Printing Overview 2 18 2002 el Printer Adjustments Main Printer Py ne X OF Cancel Advanced Optimizations These options are advanced WinTOTAL printer settings that can be used to tweak the output of your print jobs They should only be changed from ther defaults if you re having problems printing within Wind OT AL IF this
322. or each field below select an entry from the list of the available fields First held Eoin l Click the arrow to get a drop down list of text fields on which to search gy Second held Acoa AjRpA A Condition Ej Hap Reference Harket Inspection Date Third field Mobile Home Additions Mobile Home Extras Mobile Home Furnishings Map Reference 7 Mobile Home Make Mobile Home Tipout HultiUnit AP Number Page 5 8 Comps PowerView kind of data and formatting they give you They display on screen before printing 3 Click on the report style you want and then click OK The report will then be displayed on screen exactly as it will print e The current page and number of pages is shown on the left e The number of records is shown on the right e The view dropdown lets you zoom in and out e Use the left and right arrow buttons to advance pages for on screen viewing Export comp data The reporting tool built into the Comparables Database also allows you to export its information to a variety of formats including e MS Excel e MS Word e Lotus 1 2 3 e Delimited Text e MS Access e Fox Pro e CSV e HTML Column Field Layout The resulting files can be saved to your hard drive or e mailed using a i Cancel MAPI compatible e mail program like MS Outlook or OutLook Express The list on the right contains fields from the comps database that have been selected to view The list on the left contains all the remai
323. or you to read images from your camera s memory card This feature is useful in situations where you are out of memory on your card or if remembering which property went with each photo is an issue In order to use this feature you must have the following 1 A digital camera such as a Kodak DC210 that stores images on removable media 2 Camera configured to save images in the JPEG format instead of their proprietary format 3 An HPC with a CF or PCMCIA slot You may need to purchase an inexpensive adapter for your camera s memory card in case the slot on your HPC is for a different type of media Pocket TOTAL Using Digital Photos 8 10 2001 Page 18 9 Pocket TOTAL Reading images from the memory card The HPC operating system has a built in understanding of memory cards lt uses them in much the same way your desktop PC uses floppy disks As a matter of fact the same memory cards sold for digital cameras are also sold as external storage for HPC s When you switch to the Photos PowerView the Image Folder label will be displaying the last used image directory On the right side of the screen will be the image files in that directory If the Image Folder is not correct and or no image files are in the directory click Browse and select the correct folder You may find that you need to back up several levels to get to the additional drive representing your memory card Many digital cameras store digital photos in dire
324. orms amp Addenda B USPAP Identification Rev 1401 B Table of Contents No Photo B Table of Contents 4x6 Photo B Cover Letter Legal Invoice Automatic Lgl E Services Invoice Manual Lgl B Summary of Salient Features 34 CondoPUD 34 ERC 34 Small Income E Additional Comparables B Statement of Limiting Conditions B Supplemental Addendum Multi page EB Supplemental Addendum vv sig block Multi page Digital Subject Photos Digital Comparable Photos 4x6 Subject Photos 4x6 Comparable Photos 3x5 Subject Photos 3x5 Comparable Photos E Building Area Addendum B Multi Purpose Supplemental Addendum Preview Use the Preview button to see forms before adding them to reports From the Preview screen you can even print a blank copy of the form without adding it to the report 2 18 2002 Page 3 2 Contents PowerView It s important that you use a SINGLE CLICK the forms when re arranging because double clicking on a form is a short cut to loading the form 1 First let s move the Summary of Salient Features form to a spot right above the URAR Click once on the Summary of Salient Features form now 2 Click the Up arrow button twice Another way of moving the form up or down is to click and hold down your left mouse button on the form that you are trying to move and then dragging the form to its proper location in the rep
325. orms directly and bypass the drop downs in the Requester then this Hep lt Back may take a long time as you assign contacts into your reports Don t worry if you don t finish you can always start it again to pick up You can choose to run both or just one part of the Migration Wizard If you don t where you left off have time to finish you can always start it again later by clicking the Office Man Save time by excluding files from the Migration Wizard ager or File Cabinet Options menu and choosing Migration Wizard As you process files in the Migration Wizard you are given an option to move them to an excluded folder in your File Cabinet which is created by the Migration Wizard This is a real easy option however it does put all your excluded files in one place as well as stop you on a one by one basis Just as you ve always been able to exclude files from WinTOTAL s management reports files can also be excluded from the Migration Wizard process on a folder by folder basis Before running the Migration Wizard you may wish to tag some folders to skip This could save you time from having the Migration Wizard prompt you for things in dedicated template files or files from several years ago in which you have no interest in seeing in a management report or statement To exclude or hide from the Migration Wizard all reports in a folder 1 First go to WinTOTAL s Office Manager or Athena s File Cabinet Migration Wizard
326. ort 3 Now let s move the Statement of Limiting Conditions Page so that it is listed after the Additional Comparables Just click once on the Statement of Limiting Conditions and then click Up 4 Let s continue to re arrange the forms Click on the Multi Purpose Supplemental Addendum once Now click on the Down arrow button three times to move it to the bottom of your report Those are the basics In reality this template we created is no different than any other report in WinTOTAL Follow these steps to create more templates for different neighborhood lenders or situations perhaps even cloning the one we just did to make the task a little easier Here are some additional tips e The Contents PowerView lets you jump between forms just as the Jump to Other Forms item in the Form PowerView e f you want to put some default information in this template just go to the Form PowerView and type it in e Forms can be added or deleted to this report template at any time Just go back to the Contents PowerView Add forms as we did previously or remove them by highlighting the form in the report and clicking the arrow pointing back to the main list Filler pages for non WinTOTAL forms Occasionally you may have to use forms in a report that don t print from WinTOTAL How do you make these forms appear in your printed Table of Contents The answer is to use filler pages With filler pages you can add entries into your t
327. ort that needs data copied into it 2 Click on the Form menu and choose Merge Data from an Existing Report 3 Browse through your Office Manager folders for the source report 4 Click on the report you want to merge into the current one 5 Click OK and confirm the action Most Recently Used list WinTOTAL keeps a Most Recently Used list in the File menu This gives you quick access to your last reports This is faster than going through the Office Manager Just click on the File menu and choose the report description It will be opened immediately TOTAL for Windows 3713 Leona _ _ Fe File Edt View Form Powerviews Toole EDI Wine C Oi New Cl a Open Chi O oo 3 l Close Quic a Info Doub Report status Alt te el Save Crl 5 8 _ _ Erit Ctrl F bec Print current form Print to POF Print Setup 1 3713 Leona 2 2509 Nw 109th 3 925 Crown Dr 4 1900 5 Park Grove Drive 5 Another clone 6 Sample Template 107 BENGEYFIELD DR WILLISTON PE 8 Training Template Exit TOTAL for Windows I WinTOTAL s File menu remembers the last 10 files you opened This can be faster than going through the File Cabinet Default Data and Formatting Save custom formatting Form PowerView File Operations WinTOTAL can store custom formatting such as text alignment rounding commas etc This can come in quite handy if you continually have t
328. orts on your system in one handy list regardless of their folder or status This view is great for file manipulations since you can see reports from multiple actually all folders in one list e Use the sorting techniques described on page 4 to sort the items in this view e Just like all the other views this one can have its own set of columns too as described on page 2 Remember file operations performed in this and all views DO affect the reports in your folders If you delete files in the Accounting or All Reports view they will disappear from your folders More Chapters Click here to go to the online Table of Contents where you can access additional chapters in the WinTOTAL user guide Or view the other parts of the manual by selecting Contents from WinTOTAL s Help menu You will find more tutorials on all of WinTOTAL s PowerViews The more you know about the software the more efficient and competitive you can be File Management Status and Other Views 8 10 2001 Page 13 10 Payments and Order Tracking Payments and Order Tracking The billing and tracking module built into WinTOTAL offers power and flexibility for small and large appraisal offices alike This chapter will cover the basics of billing clients paying the appraisers in your office and generating comprehensive management reports These functions tie together several portions of the WinTOTAL system e The Address Book stores the different companies and
329. ou get to the one labeled Distiller Your system may be set for PDF Writer You ll need to change it Choose that printer and click OK 5 Unless you have a specific need to change it leave the output directory at its default 6 Click PDF Security Settings 7 This is where you can set options that limit what the recipient can do to your file without knowing your password At least leave the printing option turned on 8 Then set passwords for opening the document and changing security settings 9 Click OK on the PDF Security Settings and OK again on the print setup 8 10 2001 Adobe Acrobat 11405W14 PDF iof x T Eile Edit Document Tools View Window Help 8 x N GAGE lt r 4 gt DOR 42 A AA Eo Q Tim Holloway ein bode Pane 22 a os E T UNIFORM RESIDENTIAL APPRAISAL REPORT File No 52467 ii Oklahoma Cit am OF Zip Code 7311 y axes 33 bins Occupant aC I Tenan Py Liem nog Type A Condominium HUD VA only OA 33 3 ia A H EO Under 25 00 ysi 40 E Not ikely C Likely S af ol Rs Stable Slon Jan 170 y 2 4 family 5 O h process Property values E Increasing fx Stable C an 0 i l UY Derr ues supply E Short age ai aa alano B rk i lt Und OS nos rH Note Race and the racial oe of arran s are not t appraisal factors 2 Neighborhood boundaries and characteristics 135th Street to the North 151st Street to the South Switzer Road te I Market conditions In the subject neighborh
330. ou move the subject all comp proximities are updated The Position Tab of the Map Palette enables you to pan and zoom once youve found your original Map Palette Position Tab map The smaller buttons indicate zooming in Click the tab labeled Position for functions that pan your map North West East or South as well as zoom in and zoom out Each time you pan or zoom a new map is downloaded from the server However this map should come across faster than the first one since your addresses are already geocoded Map Palette zooming The Annotate Tab in the Map Palette enables you to place icons on your map As shown here as well as draw lines and place extra text captions Annotating Maps The Annotate Tab is where you add lines and icons to your map You can also add and customize the balloons that denote the properties Adding symbols When you first bring up the Annotate Tab it will be ready for you to place map symbols from our library Notice you can scroll down this list to get to items such as number labels Just click the symbol you want to place and then click the map where you want to place it e You can delete a symbol placed on your map by clicking it and then pressing the DELETE key on your keyboard Maps PowerView Annotating Maps 8 10 2001 Page 8 3 Maps PowerView e Likewise you can move a symbol placed on your map by clicking and dragging it to a new location oe A pee Address Position
331. our report progress e Until you mark something as accepted it is considered a Request e You can also use the Report Progress drop down to explicitly state where you are in a report in addition to marking off status markers e WinTOTAL s accounting features require reports to be marked as completed before they will show up on statements e The dates you can enter with the status messages help you figure turnaround times for you and your appraisers e On the status screen in the Requester is a field for Send status to If you have an entry here that person will receive status messages via e mail configured in your Address Book entry for the current report The benefits of being able to see where a report stands without having to open it are immense What if you had an assistant that was always available to answer the phone at the office while you were in the field lf a lender called wanting to know where you were on a report the assistant would normally have to track you down get the information and call the client back Using the status flags in WinTOTAL your assistant could File Management Status and Other Views 8 10 2001 El Requester X File Configure Help Shortcuts YJ Open LH Save and Close E3 Send EDI amp Fax amp Print E3 Options E Date Billing ES O Report Conditions 2s The report conditions enable you to specifically indicate the status of this ST
332. our search click in the checkbox and click OK beside it so that it appears filled 4 Enter a range or tolerance for each item used Any comparables falling within the range of values will come up as a match 5 Click on OK to perform the search Comps PowerView Searching using the Intelligent Query 8 10 2001 Page 5 7 Comps PowerView Printing Comps Database Reports Comps PowerView Only the comparables that met your criteria will be displayed in the list on screen If no comparables are displayed you ll want to click Search again and broaden your search criteria By default the Comparables Database saves the ranges you specify for the next appraisal and notification in the Comps PowerView Customizing the text matching fields In the IQ you are not limited to matching numeric values in the market section You are also given three other fields in which you can match specific ttems such as location condition and map reference These fields are not case sensitive and don t even require you to enter the whole word e For example entering urb in the location field would find only comparables that contained text such as urban or suburban in the location field in addition to fitting the other search criteria e Similarly you could enter an item in the field preceded by the word NOT so that any comparable matching that text in the specified field would not be retrieved As a default we supply the Location Conditi
333. over automatically When you get to a eration Pocket TOTAL Data Entry on the HPC 8 10 2001 Page 18 7 Pocket TOTAL field where QuickLists were defined you ll see them on the right side of the screen Simply double tap an entry to use it The QuickLists may be move to either side of the screen by tapping Options choosing Configure and selecting Left Right There is no functionality for creating comments HPC itself however the comments synchronize with your desktop each time you connect Cut Copy and Paste Buttons for Cut Copy and Paste are provided in the toolbar above the form entry section to speed your data entry The Cut tool is handy for clearing an entire field These items are also in the Edit menu Checkboxes and picklists Data may be entered into checkboxes by simply tapping in the data entry field For an example of a checkbox field try the Predominant Occupancy fields in the Neighborhood section Certain fields have predefined picklists such as the Marketing Time field Custom Critical Fields These are items that most typically need to be gathered verified while on site When editing data in the form you have the option to switch between All Fields Critical Fields and Empty Critical Fields This feature was designed to keep you from forgetting to note important items and save a return trip back out to the property You can customize your list of Critical Fields by doing the following 1
334. p CHANGE SUBJ INFO SHIFT orr_ t POP UP TO LINE SHIFT er VJ POP DOWN TO LINE SHIFT er gt POP RIGHT TO LINE SHIFT cr lt POP LEFT TO LINE CTRL ALT MJ ALLIGN W POB UP CTRL ALT H ALLIGN W POB Down CTRL ALT gt ALLIGN W POB RIGHT CTRL ALT lt J ALLIGN W POB LEFT ALT ec ue SCROLL PORT UP ALT pc on SCROLLPORT DOWN ENHANCED PoP UP ENHANCEDPoP DOWN ENHANCEDPOP RIGHT ENHANCEDPOP LEFT CASCADE f4 TILE HELP INDEX ONLY AVAILABLE WHEN ZOOMED IN Apex and the Sketch PowerView More Chapters Click here to go to the online Table of Contents where you can access additional chapters in the WinTOTAL user guide Or view the other parts of the manual by selecting Contents from WinTOTAL s Help menu You will find more tutorials on all of WinTOTAL s PowerViews The more you know about the software the more efficient and competitive you can be Apex and the Sketch PowerView Adding Icons 2 18 2002 Page 7 18 Maps PowerView Maps PowerView All map building functions in one place TOTAL for Windows 11405 W 143rd Terrace El File Edit View Form Powerviews Tools EDI Window Help This chapter will show you how WinTOTAL automates and removes t
335. p to the addendum leaving your partial comment on the form e A comment such as See attached addenda may be inserted in the current field e Each field is also named and given a heading in the addenda This gives your extended comments a more professional look and adds to readability 2 Nowclick OK At that point your screen will split so you can switch between the form and the addendum at will Getting Started Addenda PowerView 2 18 2002 Text Overflow Options x OK Cancel You have entered more text in the field NBHBOUNDARIES_1 than can be printed You can move some or all of the text to a text addendum Please select an option below and press OK to jump to the text addendum or press Cancel to return to the form l Options for moving text iMove all the text to the addendum then jump to the addendum C Jump to the addendum without changing the text on the form X Add this note to the field on the form See attached addenda The current field is called Neighborhood Boundaries and Characteristics This text will be used for the section title in the addendum URAR Neighborhood Boundaries and Characteristics Edit standard section title definition What to do in the future Show me this box every time Don t show me this box again just do it automatically Don t show me this box again and don t jump to the addendum When you ve entered more text
336. parables listing you can now see comparables with gross adjustments indicated value and a relative weight that corresponds to the e eee eA w Weights are based on a mathematical analysis of the adjustments you made to the comps Click compa rabi ity of ea ch pro pe rty Sort by Weight to rearrange the comps in order with the most comparable property being mowed Sort by Weight to the Comp 1 slot and so on You can also manage them with the Move Up Move Down Add Delete and Copy buttons Ther photo pages will rearrange automatically e WinTOTAL uses the weighted average to suggest a value Click the a he ove E D Use Suggested button if you wish to put that value into your report 1700 Sw Wendy Anytown OK 157 000 0 5732484 EA f 1800 Bd wend Arion OF 167 000 6 513245 159 835 E 41 Move Down Y e The Sort by weight button sorts the comps by their relative weight 1300 Sw Wendy Anytown OK 166 500 8 601201 154 573 22 586 Add 4 e The Move Up and Move Down buttons will swap the highlighted Delete comp with the one above or below it respectively Coy Sales Fri Sales C i 5 ted w al Rounded t Diff e The Add button inserts a blank comp below the highlighted comp 157 200 fic 0 Use Suggested e The Delete button deletes the currently hig
337. people in the system e Report status in the Requester tells us when a job is complete and billable e The Billing PowerView is where you print invoices e The Appraisal Desktop is the starting point for Management Reports Configuring Office Settings About your office During installation you were probably prompted for information pertaining to your office This information is used in our billing module and transferred to your invoices Your Office Settings OF Cancel Office Information Contact Info EDI Info Notes Security 1 Open Up the Appraisal Desktop click on the Contacts shortcut Here Enter the name and address information for this Address Book entry You may use the other tabs to enter you can select the categorgy of co nta ct from the pu l d own menu contact methods EDI methods and any notes particular to this entry i ngs Office Type You can add edit or delete contact Isitings Which a of business best describes your office Appraisal Company 2 Click on the Edit Local Office button and enter the appropriate General Informatian information for your office here Note that the Contact Name you Name lUnsAppraisal Compary Appraisal ID JUNSER 52 enter will appear on Invoices generated by WinTOTAL Steet frssswckme SS S 3 Click in the EDI Info tab and enter the Internet E Mail address used f for sending and receiving appraisal reports This is usually your See O hona ci
338. pied back into the File Cabinet from a message by doing the following 1 Internet EDI e Managing Messages in the EDI Center Open the message 8 10 2001 Appraisal Desktop Home Instant Customer Update Preferences Help Exit Jol x Shortcuts ir SnapShot 5 File Cabinet l m 2 O m o D D ite o fr 8 oO ja D 2 g wo Sol oO oO nter lt og E z o k m Q oO fm EDI Center Outbox GA New lt A New Folder X Delete Gy Reply fy Reply to All ye Forward Send Receive 3 Options Folder List B o fto Subject Set Ta Inbox Ta Drafts Ta Sure Receipts Q3 Outbox Ta Sent Items Deleted Items Te a lender proj2000 A WinTOTAL EDI Report n DS 0 matt alamode c WinTOTAL EDI Report To lender proj2000 com From Matt alamode com Subject WinTOTAL EDI Report Cc The following attachment has the report you requested Matt Krodel Lic 11655 OK htto Avwww alamode com Attached Report Information 0000067 ZAP tp Filename Description _ Address 2509 NW 103th Folder Outbox contains 2 messages The Outbox system folder in the EDI Center shows messages queued to be sent the next time WinTOTAL does its sending and receiving To clear a message from here just click it once and click delete Page 11 13 Interne
339. place All button Click Exit to exit the Edit System Files window and then click Done to exit the Tech Support Assistant Note If you have any shortcuts on your desktop pointing to WinTOTAL delete them now They will be pointing to the wrong location Next you will need to reset the icons you use to run WinTOTAL and point them to your server Here s how Multi User Guide and Networks Multiple Local Installations 8 10 2001 Page 16 6 Multi User Guide and Networks 6 At the workstation click the Start button and select Run 7 Inthe field labeled Open type F WIN2000 WINTOTAL EXE INSTALL and click OK If your server drive is not F substitute the appropriate drive letter in the above command 8 The Setup Wizard will appear Follow the on screen instructions to complete the installation Repeat the steps above for each workstation on your network Step 3 Saving user configurations to the server Now that you have configured the workstations to run WinTOTAL from a single copy on the server you will want to copy your user settings from each local computer to the server These settings include your common response database and putting your user name on the list of users Here s how to do this Note If the same user name is set up on more than one local copy of WinTOTAL you may overwrite user settings on the server This is a direct Find and Replace result of having local copies of the program installed in
340. ple records make certain that you have updated all of them before exiting the 1 At the workstation click the Start button and select the Run icon Visual Data application 2 Inthe Open dialog type COMMAND and then click OK 3 This will open an MS DOS window with a blinking cursor in the top left hand corner At the prompt type MD F WIN2000 Press ENTER XCOPY C WIN2000 F WIN2000 E Press ENTER Note If your server drive is not F replace F with the appropriate drive letter in the above commands however insure that you will always have a copy of your reports and it can ease the process of restoring WinTOTAL to the new hard drive Your only other concern at this point is to adjust the ALAMODE INI in the C WINDOWS directory This file contains all the paths WinTOTAL uses to access your reports text database comments and images among other things To do this do the following Multi User Guide and Networks Moving From a Local Install to a Shared Server8 10 2001 Page 16 15 Multi User Guide and Networks 4 Atthe workstation click the Start button followed by Programs and the WinTOTAL program group and then the Tech Support Assistant icon 5 Click the Editor button in the top right hand corner of the a la mode Technical Assistant window 6 Once in the Edit System Files window click the button labeled Find Replace 7 In the line labeled Find What type C WIN2000 In the line labeled
341. profile by selecting the Change TextDB name item in the Edit menu Common Installation Mistakes Although networking the WinTOTAL software is fairly simple there are a few things that should be avoided to ensure your installation works properly when implemented e Do NOT map the network drive to the Win2000 folder in Network Neighborhood This is a common practice of many network technicians attempting to increase security Doing this however will make some functions of the program inoperable Be sure to map the network drive one level above the Win2000 folder so that the path appears similar to this F WIN2000 e Make certain that ALL permissions are given to each user on the Win2000 folder and everything inside Another common practice of network technicians for security purposes is to only assign the necessary permissions to users While this may not affect most other programs when using WinTOTAL every user will be reading data from the folders writing to and creating new files and folders and even deleting files and folders on a daily basis This is the nature of the program e Make certain to run the WINTOTAL EXE file from the mapped drive and directory F WIN2000 NOT through Network Neighborhood Once the drive is mapped be sure to use that drive letter rather than Network Neighborhood to start the program If this is not done properly the program will still be running through a virtual path and you may experience error
342. ption LL 338 Dist 7 Loti1 Chowning Heights County OKlahoma Assessor s Parcel No New Construction not yet assessed R E Taes 0 00 Special Assessments 0 00 Peg Borrower Jim Smith Curent Owner Occupant C Owner 0 Tenant BX Vacant EA Property rights appraised _ gt lt Fee Simple _ Leasehold Project Type I PUD Condominium HUD VA cnl Hoag 450 year Mo Pa Neighborhood or Project Name _ Chowning Heights Map Reference 104 j 1 Census Tract 591 1 ice 269 Date of Sale 8 17 2000 Cescription and 4 amount of loan charnes soncessicns tobe paid by seller Seller pays 5398 CC LendeyClient Al Lending Services Address 123 Main St Anytown Ok 73505 Address Appraiser Brian Smith Tax Year 1999 Location C urban E9 Suburban O Rural Predominant Single family housing Prosentland use Land use change Built up EI over75 C 25 76 C Under 25 occupancy j frs One family _ 85 C Net likely Likely Growth rate CI Rapid Dx stable CI Slow EX owner 95 150 Low mew 9 4 family In process Property values XJ Increasing CO Stable J Declining C tenant 5 500 High 35 taulti tamily To SFR from vacant Demandsuppy C Shortage BX in balance CI Oversuppy BX vacant 0 5 ERF econ ant Commercial ME s Markatinn ima B21 lindor 2 moe Dl 3A moe Ml vart mee M1 sian fer ssi 300 10 e Errors amp Omissions options r Warnings double cl
343. ptions Select the comparison that you d like to graph from the list and then choose one of the three types of graphs Price Value Price per SF ee Indicated Value Variation Indicated Value per SF g E VANAGA Age Weight Click to insert or remove the graph as a one page addendum Insert into report 2700 2600 2500 2400 2300 2200 2100 Graphs QuickTips Clicking Ireat irto Pecesacepecpect rcum in Ferg ei Loesercee veere cuca hae epadostteggre Teegetr etpesdgygre dveRdeet daidicsestrey quer mtretmae 6 eidionDifferceshdvernttes Hec adops LESE 6 GidicnDifernesaeg atedespacstagsot ther regedivesdues 2000 1900 1800 1700 1600 1500 1400 1300 1200 1100 1000 900 800 700 600 500 400 300 200 100 r View of selected subject vs comps graph Subject Comp 1 Size Comp 2 Comp 3 Graphs The Graphs PowerView provides a powerful visual representation of selected key information contained in your report E amp O PowerView Graphs PowerView 8 10 2001 Page 9 3 Worksheet PowerView Worksheet PowerView The Worksheet PowerView provides you spreadsheet functions right inside your appraisal report This allows you to set up your own custom calculations inside forms Therefore if you have a different way of doing the math or wish to add math in a form you can write worksheet formulas to do so here The formulas could
344. ptions you can select Get Updates and View Update History e Get Updates Click Get Updates to download program updates using Our on screen wizard The Instant Update Wizard connects to the Internet and a la mode s update servers to download only updates your system lacks If you need help configuring your Internet connection refer to Configuring WinTOTAL s Internet Settings in our Sending and Receiving Reports chapter e View Update History As you download updates documentation about the changes is shown on screen In this View Update History section you can see that information again if needed Support Tools Click Support Tools and the Support Tools page displays three options available for use while in communication with an a la mode Support Technician These tools allow them to walk you through technical e Tech Assistant procedures quickly and easily System Drives Display Printers Network Environ Internet Wamning General Information Resources available Analyze My System Platform windows 2000 gu Clicking this option launches the Tech Assistant and performs an analysis 2 Version 5 0 User of your system The analysis displays a great deal of information about Da A aa GDI your system things like your screen resolution amount of RAM printer A EEA E E ees ar drivers installed and much more eee ai Curent Update 28 o i 6 Browser Progam C74 explore exe 7 ae ne On An a la mode Support Tech
345. quests 8 10 2001 Page 11 10 Internet EDI folder from the list Do the same step to configure where requests are saved The default directory that downloaded reports are saved to is the Internet Received Reports folder in the File Cabinet Don t worry about creating this folder if you don t have it WinTOTAL will create it for you The default directory that downloaded requests are stored in is the Received Requests folder in the File Cabinet Again if you don t already have this folder WinTOTAL will create it for you WinTOTAL makes a distinction between a report and request based on the status assigned to a report To learn more about the differences between a report and a request please see our Managing Your Files chapter Receiving e mail and EDI in the EDI Center s Inbox EDI and messages are received in the EDI Center s Inbox EDI and message can be previewed without even opening the message with the preview pane on the lower left portion of the EDI Center 1 Internet EDI Receiving Reports and Requests Click Send Receive in the EDI Center or while you are in a report to receive any EDI or messages that are in your mailbox Any EDI or messages that are received will show up in the message list section in the upper right portion of the EDI Center The preview section is located in the lower right portion of the EDI Center and this is where you can preview the highlighted message You can open a received m
346. r have can be answered by referring back to your manual Searching for documents To search for support documents do the following 1 Enter a keyword or phrase in the Search the doc library entry field For example signature Solution Center Tech Doc Library 11 07 2001 Page 20 4 Solution Center 2 Click Search A listing of documents containing the keyword you entered displays 3 To view the document click View PDF WinTOTAL will connect to our web site at www alamode com to download and then subsequently display the most current version of the document selected Browsing for documents You can also browse through our list of tech docs For example to see all documents pertaining to WinTOTAL EDI do the following 1 Click the plus symbol to select WinTOTAL Athena Generation You ll see the list expand to show all the categories 2 The most relevant category would appear to be EDI and Internet Connectivity Click the plus symbol to select it A list of current documents about EDI and Internet connectivity issues displays 3 The document titled How to Send a Report EDI sounds as though it may contain the information you need Click View PDF WinTOTAL will connect to our web site at www alamode com to download and then subsequently display the most current version of the document selected Support Requests Clicking Support Requests displays the Support Request page The Support Request page has two
347. r message Click the Edit button and you ll also see we let you merge in data from your report between a message of your choice The Include signature text option lets you put a tag line on the end of your message body such as your license number web site info etc This isn t your digital signature Digital signatures are describe in Digital Signatures on page 2 9 Once you have your message text entered you have two options depending on when you want the report to be sent Click Send Receive to send it instantly This will also send any other EDI or messages waiting in the EDI Center s Outbox to be sent Click Mark to send to place it into the Outbox in the EDI Center This will enable you to mark several reports and then send them all at once instead of one at a time This will be a convience if you are only able to be connected to the internet periodically or at specific times of the day The report will be delivered the next time WinTOTAL connects to the Internet This is done manually by choosing Send Receive all Internet EDI from the EDI menu when your regularly scheduled connection occurs as specified in your EDI setup or by clicking the Send Receive button in the EDI Center 8 10 2001 Standard EDI Message Text OF Cancel Below you can create a boilerplate message that may be included in your e mails The free format fields will be sent exactly as you enter while the data dizplayed for the chec
348. r web browser at the same time you use Pocket TOTAL The setup program for Pocket TOTAL will request up to 2MB 2000KB of storage space before starting the installation At a minimum you should have 2MB of free storage space before setting up Pocket TOTAL To configure this setting on your HPC do the following 1 On your HPC tap Start then Settings and go to the Control Panel 2 Double tap the System icon You will then see your system properties 3 Tap the Memory tab to see how memory is allocated on your HPC 4 Move the slider to the right to get more Program Memory RAM and to the left to get more Storage Memory Simply make sure the 8 10 2001 Tasks Microsoft Pocket Yord 4 Accessories Communication j Microsoft 23 Remote Networking erate D Pocket Outlook 3 Terminal E Pocket Total 2000 E Velo Applications EA The Internet a Windows Explorer Microsoft Pocket PowerPoint _ he 6 50 PM E Use the PC Link utility to initiate communications manually if your desktop and hand held PC s dont start automatically upon connecting Se eS System Properties General memory Move slider to the left for more memory to run programs Move slider to the right for more storage room Only Unused internal RAM can be adjusted Storage TOE ea Program Memory _ Memory Allocated 2512KB Allocated 5552KB In Use 1450KB6 In Use 1 45KE
349. raiser contacts listed on the right 7 To replace an existing unstructured entry in a report with an item CAE Hep lt Baok tev Frish from your Address Book do the following For files that had appraiser lender client and other entries typed manually the Migration Wizard enables you to easily go through them and assign contacts in a structured format 1 Click the item displayed in the left panel 2 Click the desired item from your Address Book on the right Remember you may need to add entries into your Address Book if they don t exist for the entries in your reports 3 Click the Assign button The entry in your appraisal file will be replaced with the contact you chose and that item will be cleared from the list on the left 4 Repeat steps 1 through 3 until all entries on the left are cleared The Migration Wizard will cycle through all files that need the entries repaired until none are left at that point you are done Or you can click Finish and pick up where you left off at a later time by launching the Migration Wizard again from the File Cabinet s Options menu Address Book basics From within the Migration Wizard you can open your Address Book to add delete and edit its entries It s under Step 2 If you haven t been Migration Wizard Phase Two Update files with Contacts 8 10 2001 Page A2 5 Migration Wizard Phase Two Update files with Contacts Migration Wizard using the Address B
350. re Help below without any data CI Open W Save and Close EZ Send EDI Ex E Prit E Options moo Shortcuts Assignment Be 4 Click on the Assignment shortcut and enter theappropriate information in this portion of the Requester In order to bill someone you must have an entry in the Bill To field r Property Information Address 101 Main Street Description City Alexandria 7 State va Zip 22044 care ea 5 Inthe Scope section click on the Job Type drop down and you ll see ee the different job types from the previous section of this tutorial Click Location rw comer Project poe Lot number 13 5 Map 663 APN Block number 283 Assignment Census _ Sale Price 234 567 Project HOA _ Sale Date 06 14 2001 Rm Bed Bath 5 3 2 Latitude 0 CS Longitude Inspection Taxes f 380 00 Tax Year 2000 Number nf units zl the type of job you want and enter any other items in this section 6 Select the Appraiser and Supervisor if any If you check the item Restrict to those matching job type then only appraisers with an entry in their custom fee table for the type of job specified will be listed r Trading Partners Scope Lender EASYM 773 Easy Money JA Job Type Ful Appraisal 7 Click the Inspection shortcut and enter any pertinent information client 524352 HiMoney E GJ
351. rently selected path ts shown in the directly above the folder list bow Selected Folder Display on This computer only C Entire network Cwn ggg CI AFDUTILS CI COMFSDB CI CONTENT CI CONVERT CI CUSTOM CI DATABASE FILES E c WinTOTAL organizes your files underneath one directory However to access reports outside the reular File Cabinet folders you can use our Attach Directory function Page 13 2 File Management You can add different columns for each of the File Cabinet s views For instance when using the Accounting view you may want to see different T ae information about a report than what you would want when looking at the Canes Requests view Take a moment to click the various views and note the nyelehi y Displayed fields l i f 2 Address Add Use the entries below to modify the different columns in view Then lets customize the columns in the main Agent ari aane ande dhee nie folders view Agentidcode reports list Appoint Motes Remove TY Title 1 Click Options and choose Edit column layout Appointment Date Time a piles an Up midh T Sort by this field 2 This is a list of all the possible columns for the current File Cabinet aon kal view To add one of these to your on screen list just click once on it Appraiser Paid Date and then click Add Appraiser Start Date f Assigned Date Map Reference eee Bill Due Dat Date Appraised 3 To remove a
352. ress This takes longer as you ll have to first manually enter addresses for each photo Automatic file names f Custom filenames recommended Filenames same as addresses Automatic filenames are created from the following information fear Digits 00 99 ka As discussed previously digital images are simply data files on your system When the QuickPix utility draws them from your digital camera it assigns them a name and stores them in the C WIN2000 IMAGES directory unless you ve configured your system differently As a default QuickPix assigns the images a file name based on the date of the download and the picture number However you can customize this A See a sen aspect of QuickPix to meet your needs QuickPix automatically assigns a sli Sa file extension based on the format of the image cabanas Month Digits 01 12 ki Dap Number 01 31 File Format How to save disk space Depending on your circumstances you may need to change the format in which QuickPix saves its images You can choose one of several formats in this dialog As you click on each particular type of file a brief description will appear File Output Directory Depending on your circumstances you may need to change the directory in which QuickPix saves its images We strongly discourage doing this since it could cause an inexperienced user difficulty in tracking images But if you re fairly comfortable with
353. resses ne If you already know the address of the comp photos and you are using them in the current report it is best to go ahead and type them into the form QuickPix our photo downloading module will read those addresses from the form and allow you to easily put them with the photos This Pocket TOTAL keeps you from having to match up the fuzzy preview with a property and 2 it is one way to prevent dual data entry e A Talee Getting Started with a Digital Camera Customization for your digital photos is accessible through WinTOTAL s main Launching the photo downloading module configuration dialog Click Tools and then Configure QuickPix is our popular photo downloading utility e QuickPix has built in serial drivers for many popular cameras as well as an interface for floppy disks and reading images from card readers and mounted disks e Store images in a variety of formats so they may be used in other applications outside of WinTOTAL e Track your images in a Microsoft Access compatible database For instructions on how to use the camera controls and interface please reference the booklet included with your particular camera If you are in WinTOTAL simply click on the QuickPix button on the Photos PowerView You can also run the downloading module separately from the program by clicking on its icon in the WinTOTAL program group This is quite handy if you are on a network since one person can download and label the i
354. rm alone C Lowie Fanes or Digtal Vokie naps Restore Finished Cancel Getting Started e E amp O PowerView 2 18 2002 Page 1 24 Getting Started e Finds logic errors in the neighborhood section e Finds blank items and when multiple items are checked improperly e Compares comps grid against the neighborhood section e Has review scripts for over a dozen forms such as the URAR 2055 2065 704 Condo SRIPAR and others Let s load the sample report and run a review 1 Click on Open to start the Office Manager 2 Click the Tutorial Folder then double click on the sample report If asked to save changes in your current report click Yes 3 Click the E amp O PowerView and stand by as it checks the report 4 Scroll through the output to get a feel for what the guidelines reviewer detects We intentionally left errors in the sample 5 Errors are printed in red When E amp O warnings is marked you can double click an error and have WinTOTAL take you to that field on the form The E amp O PowerView has options to view only the errors and to include these results in the report And clicking the Options button enables you to customize certain percentages it uses when running checks Graphs PowerView A picture is worth a thousand words Just like the E amp O PowerView the Graphs PowerView can help point out inconsistencies in your reports supporting value conclusions e Clic
355. rmation on installing Dial Up Networking and creating a Dial Up Networking connection If you do see this folder then Dial Up Networking is installed Double click on this folder 3 Within this folder you should have an icon that references your Internet Service Provider For example if you have an account with the Microsoft Network you would see an icon called MSN 4 To verify the connection works double click on the icon You may need to type in your username and password 5 Once the system is through dialing you should be able to browse the web Passwords and network components In order for Windows Dial Up Networking to remember your password you must have at least one active Windows login In addition you must have a specific set of network components installed Listed below is the step by step process to have your system remember the password This part gets a little technical because you are installing Windows components on your system a la mode can not take responsibility for any problems that may arise during this process If you are not comfortable with installing Windows options you may consider calling in someone more experienced in this area 1 Click the Start button select Settings and then Control Panel 2 Double click the Network icon in the Control Panel window Internet EDI Troubleshooting and Questions 8 10 2001 Page 11 15 Internet EDI 3 Check the list of installed network components for the fo
356. rnet connectivity and Pocket Outlook modules bundled with the Windows CE operating system Configuring these modules is done outside of Pocket TOTAL and something Pocket TOTAL assumes is already complete by the time you attempt to use the features It is likely that there are different options for the varying models of HPC s but we will attempt to give you the general idea here to assist you in setting up Internet e mail on your HPC lf you use an HPC with wireless capabilities please skip these sections on HPC communications properties and Internet settings Instead refer to the manual that came with your wireless HPC HPC communications properties By definition the HPC is a mobile device that is used often on the road by people that travel frequently Therefore it has special settings that allow you to set up profiles for dialing from different area codes or countries Here is one way to set it up to dial from the field when in the same area code 1 Tap Start and then Settings and then Control Panel 2 The next step varies with the version of CE your system runs e On CE 2 0 HPC s such as the Novatel CONTACT double tap the Communications icon Then tap the Dialing tab to bring it into view e On CE 2 1HPC s usually with color screens tap the Dialing icon 3 Let s set up a new profile for in the field Tap New and type In the Field for the new location Then tap OK 4 Type your local area code a country
357. rom which you Wa nt to CO py the comps images This will show a preview of each comp Based on the previews you can decide whether to add the comp database cl ick the Sta rt button and select the Ru n icon i or not If this option is off a comp with an address that matches a record in the database will be skipped M Import photos with comps 2 f In the Open d ialog type COM MAN D and then click OK Select this option if you wish to be able to view photos of your comparables IF this option i checked a copy of the comparable s photo will be extracted from the report and added to your images directory The photo can then be automatically imported when vou place a comparable in a report 3 This will open an MS DOS window with a blinking cursor in the top left hand corner See the table on the right for the proper commands to move your database files The Import Comparables dialog includes several options for how to import Copying your images to the server your data For the fastest import leave only the box for Import photos with comps selected If you want to be thorough with your data entry make Here are the steps that need to be taken to copy the images from your sure that the Prompt for additional comp information for every comp local hard drive to the server f there are images on the server with the found option is selected It is recommended that you leave the option labeled same file names as on workstations you will be prompted whe
358. roneously generated even though the client name was the same The new version thinks they were different Therefore some of your reports that list items by client may be splitting up the figures erroneously The only way to correct this is to manually delete these duplicate entries from your address book This won t affect your existing appraisals e Not all of the items on which you can report are required fields If an entry in the Request Information for a report is blank it is likely the data for that appraisal won t show up in a management report To correct these problems we created the Migration Wizard to help you structure your reports all in one batch From the File Cabinet click the Options menu and choose Migration Wizard Payments and Order Tracking Generating Management Reports 8 10 2001 Management Report Wizard WINT ORANI REPO ORT AWN TULLE EEL LEE EP Ee Dates Below you may select from a list of dates that you wish to include in your report Enter the beginning search date in the first box Then enter the ending date for your search in the second box From 04 01 2001 Select Available date fields Appraised date v To o7 Z D1 27 2001 Select Select the type of work week which will be used for this report Sday C 7da Contacts a Below you may enter the contact s that you wish to include in your report To select a contact click in the box on the left amp list of al
359. rs This Utility allows you to view and edit VWinTOTAL Configuration files when Solution Center necessary isl y Run WinTOTAL Utilities Choose this option to run Utilities specific to WinTOTAL such as backing up or restoring system databases or Wor agin testing your Internet connection Education The Solutions Center has tools for converting DOS files as well as a lot of utilities to keep you going once you have fully converted to WinTOTAL Page 17 3 File Conversions want it to back up and delete your Text Databases or appraisal reports after converting them then click the Options button after choosing either the Step 2 or Step 4 buttons Simply turn off the backup and delete checkbox and then click OK If you do allow it to backup and remove the old files during the conversion then the old reports Text Databases and Quick Lists will not be accessible to DOS TOTAL unless you later use the Restore backups button on the screen shown above Opening a converted report the first time When you first attempt to open a converted appraisal report in WInTOTAL it will take a moment while WinTOTAL does some additional conversion of the actual data files Once the report has been opened and saved one time the loading process will be much faster for that report in amp Upgrade from TOTAL 2000 for DOS 1 Text Database conversions How to upgrade from TOTAL 2000 for DO If you convert Text Databases over to WinT
360. rs can help to reduce image file size Set image detail a medium setting usually gives great image quality and reduces file size From the Enhance tab you can Adjust brightness contrast saturation and sharpness Rotate the image Crop to capture a single wanted area in the image Try the functions in the Image Optimizer for yourself It is designed to give you high quality yet disk efficient photos without knowing much about the technical aspects of digital photography Enhancing photos that have already been placed in a report These steps will enhance the copy of an image that is placed in an appraisal report If this image was imported from the database or disk file then the original will remain unchanged 1 2 Photos PowerView Viewing and Enhancing Photos Go to the Photos PowerView Click the page that contains the image As mentioned previously you ll see the low resolution thumbnail first Double click on the stamp sized thumbnail representation of the image you wish to enlace Select the Optimize tab on the WinTOTAL Photo Optimizer to set image size color and detail Select the Enhance tab to make image adjustments or crop the photo As you make your changes WinTOTAL has a live preview to show you what your image will look like To return the image to it s original settings simply click Restore Once the image looks just right click OK and your changes will be saved Your screen will be returned t
361. s Te Gorower Jane Doe CurentOwner JO l The forme can be zoomed in to any level when opened Page Width e Fonts WinTOTAL stores a separate default for your forms and your addenda It is recommended that you modify this setting instead of continually selecting all and changing the fonts manually e Colors The first drop down list lets you choose screen colors or printed colors You can actually choose color items for your forms and they will print as you specify if you use a color printer The Pocket TOTAL second drop down lets you choose which element you are changing bed a If you lose track of your changes you can always click the Defaults Connection 7 uk les button to get them back to the installation defaults Initial Zoom Level Most of the time you will want to leave this on WinTOTAL s on screen and print colors may be configured independently Page Width However if you need the form zoomed in for better visibility you can try other settings here Configuration and Automated Tasks Formfilling Configuration 8 10 2001 Page 15 4 Configuration and Automated Tasks Guru System and Updates More than pop up tutorials The Guru actually does the automated things in WinTOTAL Click the Daily tasks to see a list These are items that are typically configured in their respective area of the program i e EDI Center for automated Send and Receive File Collection File Collection is a pro
362. s You can either import the files one at a time or you can use the batch import utility to convert a group of several reports at once Batch conversions from TOTAL 2000 for DOS Just follow these steps for a successful upgrade from TOTAL 2000 for DOS We ve made a program that will convert all user profiles reports text databases and comparables database e If you are converting text databases user configurations and comps database as well as appraisal reports you ll need to exit WinTOTAL e If you run the files converter more than once on the same set of old files you ll have multiple copies of them in your WinTOTAL folders They won t overwrite themselves the second time on purpose Start in the Appraisal Desktop Go to the Solutions Center 2 Click Run WinTOTAL Utilities 3 Run the item in the right column titled Convert from TOTAL 2000 for DOS 4 Read the instructions on screen and follow the steps in the program to convert your entire DOS TOTAL 2000 system 5 After you click on any of the buttons it may ask you to tell it where your TOTAL 2000 for DOS program and or appraisal files are located After you ve told it once it shouldn t ask again For most users TOTAL 2000 for DOS will be in C TOTAL and the reports will be in CA TOTAL FILES Clean up the old DOS files When converting files and Text Databases you have the option of letting the program back up and then delete the old DOS files after it c
363. s 8 10 2001 Page 16 5 Multi User Guide and Networks below If you are uncomfortable with completing any of these steps you should contact a certified technician in your area for further support Migrating from multiple local installs Merging multiple installations to one server requires the following 1 a a oe 6 Installing the WinTOTAL program to the server Reconfiguring the workstations to run from the server Saving user configurations to the server Copying the best text database to the server Moving the report files to the server Copying Rebuilding the comps and images databases to the server Step 1 Installing the WinTOTAL program to a single server This step should be done according to the instructions set forth in the first four pages of this chapter Step 2 Reconfiguring the workstations to run from the server The following procedures will keep your workstations from running their local copies Replace the appropriate drive letters for your network where necessary 1 At the workstation click the Start button followed by Programs and the WinTOTAL program group and then the Tech Support Assis tant icon Click the Editor button in the top right hand corner of the a la mode Technical Assistant window Once in the Edit System Files window click the button labeled Find Replace In the line labeled Find What type C WIN2000 In the line labeled Replace With type F WIN2000 Then click the Re
364. s a7 S Devian Rel City UREN Sun Of 2 points lT Legal Ceseription Building 37 Drit 73 WHISPERING MEADOWS Coury Owen story l Assessor s Parcel Ho Tax Year RE Tas 2 years l i Eomae Wind River Hames L C Curent Owner Wind River Hames L C Qeeupant EX Owner 20 l A Property rights appraised P Fee Simple _ Leasehold Project ppe PUC L Gondoniniun HUGNA on 25 pears l ga Heighbohood o Project Harie Wap Reference Ger PR Carpoort Sale Prige ea 1i STE a ken hages SSS baba dB 2 Carport Lendeg client Eeri of Obama Aldesa 7 E ish Emen Ox E I black l Jopaiser MERE Eroe Address 1015 Waterwed Parkway He F Eiman OK 73054 Location C urban f Suburban O Rural Prasant lund use Lund wea change Built up EJ oera O is 4 CO Under 25 fers Cine farnity C wetlieh CO Likely Growth rate C Rapid EJ stable CO Siew Baw 2 4fanily EJ In press Property values O Increasing E Stable CO Cedining klulti fariily To Single Family Residential Cenand supp CO Shortage E In balance CO Over suppty t 55 Conmercial Maneting tre Under m Shoes Over nes mrss 18 0 Vaart 4 F File wiew v Field Overflow fA Insert Selected Field Insert Field gy GoTo Field Ma Picture 7 Table Property values for past 5 years in Whispering Meadows neighborhood Tables may be used for formatting charts and comparisons as well as providing extra for matting for lists and columns Page 4 7 Comps PowerView Comps PowerView
365. s are late or on time 5 Click Save to lock in your changes and return to whatever you were doing before perhaps editing the report Or click Open to load the report for functions like printing an Invoice Payments and Order Tracking Using Fee Tables in Reports 8 10 2001 Page 14 7 Payments and Order Tracking cz TOTAL for Windows BMA Sample 101 Main Street Invoicing and Payments Payments and Order Tracking Invoicing and Payments tz File Edit View Form Powerviews Tools EDI Window Help l lej x n n n C New gt Open Gl save J info E Sign Y Spell Ep Print B DC Data EMES ty Override So clear Sx width Generating an invoice GA Contents Form Addenda ff Comps Q Photos BE Sketch Maps fF worksheet gq Billing GEO Worktile H Graphs A You don t even have to add an invoice form to your report to have one Pa SE a e E 1 al 73 p a Invoice Automatic Ltr x s WinTOTAL will generate one on the fly This functionality is useful in P a J FROM situations where the person completing the report doesn t do the actual critics urna compa billing or when the person receiving the report is not the same as the Eee Okalhoma City OK 73105 oo000001 person that is billed aop ovato sae a m e Swap invoices on the fly 1 Open the report for which you want to generate an Invoice anemais nen E a mamona MES
366. s in order with the most comparable property being moved to the Comp 1 slot and so on You can also manage them with the Move Up Add Delete and Copy buttons Ther photo pages will rearrange automatically Move Down ae Sort by Weight he ove p A Move Down FF Add Delete Copy Use Suggested In one grid the Comps PowerView lets you see how comparable each comp really is Our exclusive weighting section rates your comparables and even sug gests a value Page 1 17 Getting Started e Or use maps from practically any mapping program such as the widely available CD ROM s e Scan plat and flood maps right into the Maps PowerView using any scanner supported through Windows and TWAIN Fel or in OWS I enrace e Add annotations such as addresses right on screen no rub ons and Meda RdainiE j JE Eile Edit O Poweiews 1 Tools EDI Window Help A e S no re typing of addresses O New gt Open iE Save o Info B Sign ad E7 Spell EH Print WM Dc Daa Fes Acquiring a map from the Internet GA contents E Form E Addenda f comps Ly Photos BE Sketch Ques Bw Worksheet eos ups Pages in report View of selected map pag
367. s the IQ F Square Ft 2 454 x 2209 TO 2699 l l l M Price sf 63 981 jo f 58 TO 70 The Intelligent Query IQ function supplied with WinTOTAL 2000 is the s eee a Ta rooms SE F most powerful database search tool available today Instead of using a A at rooms 470 5 literal numbers and search criteria it uses the concept of comparability Baths 3 i l rooms 3 T0 4 to the subject Instead of specifying a value greater x and less than y M Age 51 j2 S years J ih that would have to be manually figured and entered for each and every Sale Dale TTA 90_ days 8 31998 TO 1 30 1988 report it enables you to specify a value within x percent of the subject s value Think of it as more of a search model How to use the IQ In order to use the search features effectively you need to first have data The fields below can also be used to find similar comps Put alternate choices Select Fields To C in an OR bos and text that should not match in the NOT bos These Pace Se eee searches are not case sensitive upper or lower case letters match the same Location Lo dof entered into the subject of the currently open report 1 Load the database through the Comps PowerView The Intelligent Query IQ enables you to set up a model for searching through 2 Click the Search button your database Just click the items on which you want to search set tolerances 3 To include one of the listed items in y
368. s when trying to load the program such as Multi User Guide and Networks Common Installation Mistakes 8 10 2001 Select User OF Cancel Use this name automatically in the future Delete In a network environment you should be certain that every user has their own profile for WinTOTAL This will help to prevent database lockups and loss of data Page 16 3 Multi User Guide and Networks Invalid Zip Argument or There are currently 0 00 Megabytes of free space available Recovering from an Improper Installation If you or your technician have followed the guidelines on the previous pages WinTOTAL should run efficiently across all workstations on your network But what if the installation was not done according to these guidelines You will want to rectify this as soon as possible There are three main Improper Installation types e WinTOTAL being run through a virtual path e WinTOTAL installed on multiple machines on the network e WinTOTAL installed on a workstation instead of the server Each of these installation types brings along its own set of problems and has its own resolution Using a Virtual Path Explanation of a virtual path As we ve said before WinTOTAL requires logical drive mapping to function properly This means that network drives that are to be used for WinTOTAL need to be mapped as physical drives For example F instead of a virtual drive For example Serv
369. sal form data photos map sketch notes and addenda is going through the Requester A na thi i i f H f 8 io use h Click Advanced to enter additional information before opening this repart encapsulated in one file WinTOTAL even applies its own compression ee a going ie Sn eer Tee ee i a u equester screen shown on the file to maximize disk usage and speed electronic transmission below for histalonal a E ciate The rest of this guide will take you through the process of completing an This is my report description appraisal report using WinTOTAL In several places we ll refer you to Doais TR other chapters to learn more about particular features For now let s cover the basics Starting a report from scratch Even though most people use WinTOTAL s cloning feature to base a new d EE xl as gy SB Nhl PAD Sn A ee T Te Dg DPD STD NPT PPLE CAP EEE TEE file from an existing report or use a template it s important to know how to eee een eo ean eee build a report from scratch so you can work up to a library of template Shotcus Deseription Once you type the File Description below you can immediately enter your report by clicking Open Or if you wish access the button areas to your left to enter additional information before opening pour report r File Description The description field below is the English name by which you ll see this report listed in the File Cabinet Assignment
370. screen Select the option for Full copy of all messages Check the box for File attachments as well Tap Finish and then OK These settings only affect messages for your Pocket TOTAL mailbox If you have other e mail services on your HPC they will use their own individual settings Sending from WinTOTAL to Pocket TOTAL When reports are sent from WinTOTAL to Pocket TOTAL the outbound report is automatically converted to the Pocket TOTAL format Only data from the Requester and major form are sent In WinTOTAL do the following 1 2 3 4 Start in WinTOTAL s Office Manager Click once on the report you wish to send Click the EDI menu and choose Send Report via Internet EDI When our EDI Wizard appears enter the recipient s name and e mail address and choose the Pocket TOTAL method of sending Click OK 8 10 2001 Appraisal Messages Inbox Preferences 3 3 O Message headers only fastest Messages may be marked for full copy download later Include LOG i Full copy of all messages slowest Include C Meeting requests limitations may exist see Help lt Back Finish Ro 2 23 AM It is important that you mark the option to download full messages with attachments so that Pocket TOTAL reports transmit properly lines of the message body Astr Ea inbox Kel Send Report OF Cancel Help Recipient In the recipient dropdown below you can ether choose a recipient from the dropdown
371. se types of forms is the subject of this chapter Other addenda forms in WinTOTAL such as the Supplemental Addendum Single Page found in the Other forms and addenda section of the Contents PowerView are actually a form with one long data entry field These forms are identified by having individual lines visible as a field The usage of these forms is discouraged They date back to early versions of TOTAL that didn t have advanced word processing features Bel 3713 Leona Jump to other forms B Z U A erty Deecri Prove pero 3713 Memory Lane Legal Description Warren Woods Lot 34 m C Urban EJ oeras 25 75 C Rapid EJ Stable Property values E3 Increasing C Stable Cermand supply Shortage EJ Suburban Rural C Under 25 Slow C Cedining In balance Over supply gt lt 36 UNIFORM RESIDENTIAL APPRAISAL REPORT PIII ES Li amp 123 00 5 ote Sq Ft Adjuster ala mode in house version Lb Hobbs File Wo 01040701 State MO Jip Code 83051 County Jefferson a i City House Springs Pr entland uee frs One family 10 2 4 family Multi family Vacant 0 5 Predominant commercial Vacant a veing L g in E Notlikely C Likely In process Note Race the racial composition of neighborhood are not appraisal factors Neighborhood boundaries and characteristics FIGHBORHOOG Highway 30 on the West along Carol Pak Road on the East South Lo
372. set button on your HPC to clear any programs that may currently be running and could interfere with the installation 2 Connect your HPC to your desktop computer and start the synchronization routines provided by the Microsoft Windows CE Services l O Pocket TOTAL 2000 Setup 3 Start WinTOTAL and open anv report Depending on the speed of your serial Copying Pocket TOTAL 2000Fies a P y rep l connection it may take 10 or 15 minutes opving Pocket TOTAL 2000 Files Click Tools then Configure Then click the Pocket TOTAL tab to install Pocket TOTAL You will see no 3 5 Once on the Pocket TOTAL tab read it over carefully and click Install activity on your HPC s screen Pocket TOTAL 6 It may take several minutes for the program to be copied to your HPC Follow the instructions as they appear on screen After Pocket TOTAL is installed you ll notice the rest of the options in the Pocket Pocket TOTAL Installation Setup and Updates 8 10 2001 Page 18 3 Pocket TOTAL Using the Report Manager Pocket TOTAL TOTAL section of the Configure dialog are enabled A Synchronize button will also be available in Office Manager Synchronizing your QuickLists After installing Pocket TOTAL your QuickLists will automatically transfer to your HPC Each time you connect your HPC to your desktop PC additions made to your WinTOTAL QuickLists will be added to your database in Pocket TOTAL There is no mechanism in Pocket TOTAL t
373. shortcut if you need to enter anything else about this request This is free form information that doesn t print At this point there are a variety of options available e You can click Open to open the report and continue working Payments and Order Tracking Using Fee Tables in Reports 8 10 2001 Page 14 6 Payments and Order Tracking e Ifa Fax driver is installed on your system you can you may click Fax and fax it off to someone Note Microsoft has a free driver that lets you send and receive faxes straight from your computer Consult your system dealer or Microsofts web site for details e Similarly you can click Print to generate a hard copy e Or you may simply click Save where you ll see the report appear on the Appraisal Desktop It will be listed in the Requester below the reports listings since we haven t marked it as Accepted yet Once it as marked as Accepted it will be displayed in the In Progress section Completing the report with status Once you have a request on your system using fee tables you complete it just like any other report It is important that you note the status items as they help you track the report and signal to WinTOTAL when payment is due 1 Once a report is ready for billing click the Info button while the report is open in WinTOTAL Note The report doesn t ha
374. sily copy them to another field WinTOTAL does this automatically for items in the sales comparison section Here s an example using the Heating and Cooling sections in the URAR 1 Inthe condition field for Heating type the word adeq 2 Click a blank quicklist entry and confirm the keyname as WinTOTAL adds that comment to the heating condition fields quicklist 3 Go back to the condition field and press CTRL K to clear it 4 Type the word new and click another blank QuickList entry to add it Form PowerView Text Database Options 8 10 2001 T TOTAL for Windows 1900 SW Park Grove Drive e File Edit View Form PowerViews Tools EDI window Help E CO New G Open E Save Info E sign Y Spell Print W DC Data MA M amp S 7 Override Sy Clear SX width bd GA Contents a Form El Addenda iii Comps w Photos BY Sketch Maps Fa Worksheet 2 Billing QIE E80 A Wiorktie ia Graphs z Jump to other forms BZU re zea TRE ii iea aes Be ala made 2 Decimal Places OTHER FILE Property Desainton UNIFORM RESIDENTIAL APPRAISAL REPORT FileNo SAMPLE Property Address 1900 SW Park Grove Drive Anytown State OK Zip Code 73505 Legal Description Lot99 Block 9 Park Ridge Addition Part 9 County Haskell Assessor s Parcel No 11350972 Tax Year R E Taes Special Assessments NONE Peg Borrower Jones Curent Owner Smith Occupant Owner Tenant gt Vacant
375. sit websites and pull all of the relevant information without ever having to visit a single web page All of the actions of the IDC are done behind the scenes in WinTOTAL without ever changing the screen that you are working on Flood amp Census Data Extra feature in WinTOTAL Enterprise For our customers that are using the Enterprise version of WinTOTAL we have now introduced the ability to get flood and census data with a few clicks of the mouse 1 When in a form with the subject address entered click the button at the top of the tool bar that reads IDC Data 2 From there you will see the prompt screen that describes our GeoCoding and how it works Once you have read all of the GeoCoding information click OK and this will connect to the eDomina internet data servers 3 Using your existing Internet connection WinTOTAL will navigate to the eDomina internet data provider submit the subject address and pull back the particular findings for that address While this is happening you will see the IDC Gathering IDC data screen showing the status of your request 4 Once the information is obtained you will see the screen that is shown here on the right 5 To import the information first make sure that the checkboxes in the Insert column on the left side of the screen have been checked Then click OK and the flood amp census data will automatically be imported to the proper sections of your report 8 10 200
376. sk e Allows you to label the image and then logs the image into a database as it copies it Once in WinTOTAL you or anyone on your network can reference it via address or whatever you labeled it Here s how to configure QuickPix for a camera that uses floppy disks 2 18 2002 Browse for Folder a ES When you have a card reader or a camera that mounts itself as a removable drive just configure QuickPix for the Disk Directory PC Card option Select Input Folder Bt My Computer Hal 3 Floppy A Bg C ef 010221_ 0744 D B Removable Disk E SS Drive fon File_server F 2 Drive_g on File_server G E2 Drive_h on File_server H E2 Drive_j on File_server J 22 Drive_l on File_server L I rive mon File serwer hd x o fol co c vrvio i nnnnnnnnnnn Cancel ER Camera Setup Camera Type Sony Mavica OF QuickPix 2000 may be configured to read digital photos Cancel that have already been sawed on a disk or in a folder on your system Please specify the folder or drive below where Your digital images are sawed WinTOTAL has an interface to read images from floppy disks and auto matically catalog them in the data base Path ta ASS Photos ASS eats Page 6 5 Photos PowerView 1 Simply press CTRL T to get to the configuration dialog It will pop up automatically the first time you run it 2 Pick your camera type If you have a So
377. ssages will remain in the folder until you right click on the folder and left click Empty Deleted Items Once a message is placed in this folder you will not be able to make changes to it unless you move to another folder e Drafts Any e mail that you have not finished and want to save will be stored in the Drafts folder If after starting a messages you click the X button in the upper right hand corner of the message you will be Internet EDI e Managing Messages in the EDI Center 8 10 2001 Wl WinTOTAL Configuration Options EDI Center Settings EDI l Signature Attached Reports Schedule Select a schedule on which you would like to check your incoming mail and send your outgoing mail M Enable scheduling f Interval 120 minutes f Daily Weekly Monthly Since WinTOTAL can send and receive all types of e mail you should configure it to check periodically It does all the work of connecting to your ISP checking your inbox and disconnecting behind the scenes Page 11 12 Internet EDI prompted to save the message If you choose Yes then the message will be saved in the Drafts folder At any time you can open this message by clicking on the Drafts folder and then double clicking the message You can then treat this aS a new message and resume typing where you left off Outbox All text messages and EDI reports that are marked to be sent are placed in the Outbox folder until the Send Receive button is clicked
378. st floor sketch is complete and should look much 3 Select the first floor by clicking on the line which displays the code like this one By cloning this sketch you will be able to draw the second floor with GLAT1 and click OK This will display the Define Area dialog so that ease we may choose what we want to clone the first floor as Apex and the Sketch PowerView Cloning the First Floor 2 18 2002 Page 7 10 Apex and the Sketch PowerView 4 Define the area as a GLA Gross Living Area and click OK to open Select Area the Name Area dialog 5 Select the default name of Second Floor and click OK to return to Description the Drawing Port GLAT First Floor 6 Type 45 press gt and press ewer to anchor the new area to the Garage right of the first floor PZP patio At this point your sketch should look like the one in Figure 18 Editing the Second Floor Next we will edit the second floor to remove the wing area of the sketch Complete the following steps to accomplish this 1 Press DEL which will cause the Select Area dialog to pop open on the screen Figure 17 When you clone an area the new area will have the same properties as 2 The Select Area dialog will ask you if you would like to reopen the the original Once you choose an area to clone and click OK the Define Area dialog second floor Click Yes This will erase the last line of the second will pop up Any changes to the cloned area s properties s
379. st setting a few of these WinTOTAL Configuration Options m ji g PEs A n n SS eT options can save you from having to click to repeatedly confirm the same Shortcuts General WinTOTAL rrr Miscellaneous User Signature l Paths dialogs over and over during day to day operation of WinTOTAL General r Miscellaneous o e Ask before saving changes The main reason to leave this on is for cases where you frequently open completed files and want to make sure you dont alter them Otherwise you may wish to turn this off especially if you use our auto save feature described below anyway e Open File Cabinet when WinTOTAL starts For the sake of speed when starting WinTOTAL you can leave this off A fast way to get to files is to use the Most Recently Used list under WinTOTALs File M Ask beire saving changes M Open File Cabinet when WinTOTAL starts Farm Fillim M Close Appraisal Desktop when opening a report P Always default to the printer that was last selected I Create transfer locks when converting old reports T M Automatically save reports every 10 minutes Prompt for status updates when closing reports Menu Sumy pbs eee ee ees SS 5 biti ime e Close Appraisal Desktop when opening a report This saves es aes memory and system resources The downside is you ll have to wait Updates LU se Last Position for it to loa
380. t OOO Figure 4 The dimension in decimal notation will appear in the Tracking Port Page 7 4 Apex and the Sketch PowerView For example to draw a line 20 feet 6 1 2 inches Type 10 Press Tas Type 6 Press tas Type 1 2 Press lt Press ener This line would display as 20 54 feet in the Tracking Port and post on the screen as 20 5 eo Pon gt 3 0 Note While by default dimensions are rounded to one decimal place on the screen they are calculated with double floating point accuracy to 15 to 16 decimal places The number of decimal places shown on screen can be set between 0 and 4 decimal places by selecting the Precision tab under the Options Contiguration menu 0 Drawing a Sketch Figure 5 This sketch might appear complicated but with Apex IV Windows it s The next few pages will lead you through a step by step process of how only a few keyboard entries and mouse clicks away Best of all your calculations the illustrated sketch to the right is drawn These steps will provide you transfer back into WinTOTAL s forms making your job that much easier some insight to the functions and procedures you can utilize to create PPS Pinesa almost any sketch Once you have become familiar with these functions Deene Nana mas naia are nais you will find that sketching regardless of the complexity of the property Level Name may be accomplished in just a matter of minutes 1 2 3 4 s e
381. t EDI 2 Double click the report attachment 3 If the report already exists on in your system you will be presented with the supposed match and given an opportunity to either update the existing file or create a new one e To save the current report as an additional report in the File Cabinet click New and then choose the specific folder to where you want to save the report Click Save and this will create a copy of the report in that specific folder in the File Cabinet e To replace the current report in the File Cabinet click Update This will replace the report in the original folder with this attached report For files that are not native to WinTOTAL you will simply be presented with a Save As dialog where you can browse to directory and save Create an e mail signature An e mail signature is basically a default salutation that can be added to any message that you send from WinTOTAL This isn t your digital signature Digital signatures are describe in Digital Signatures on page 2 9 1 Inthe EDI Center click Options and then click the Signature tab 2 You can type in new information in the window or copy and paste information that is stored on the Windows clipboard You can paste information that was copied to the clipboard simply by right clicking in the window and left clicking Paste e You can copy almost any type of data to the Windows clipboard by highlighting text in any program right clicking on the s
382. t and competitive you can be File Conversions Batch conversions from Grand TOTAL 4 1 8 10 2001 N Exploring D PRODUCTS D0S2000 File Edit View Go Favorites Tools Help ee a ee gt x fF Back river Up Cut Copy Paste Undo Delete Properties Views Address C3 D PRODUCTS D0S2000 All Folders Name Size Type Modified A Desktop File Folder 5 21 98 6 47 PM 5 g My Computer Disk1 File Folder 5 21 98 6 47 PM cl 3 Floppy 4 J Disk2 File Folder 5 21 98 6 47 PM Hga C _ Disk3 File Folder 5 21 98 6 47 PM E Alamode D File Folder 5 21 98 6 47 PM Movie 5 File Folder 5 21 98 6 47 PM G Products Jos2000 E Wwin2000 Tips Utils A 6 object s 0 bytes Disk free space 0 bytes o My Computer vr The WinTOTAL CD has a full install of our DOS TOTAL 2000 program on it so that you can batch import files from competing systems or upgrade a TOTAL 4 1 file system Page 17 5 Pocket TOTAL Welcome to Pocket TOTAL Pocket TOTAL is the first appraisal application designed especially for handheld PC s commonly referred to as HPC s that run the Windows CE operating system Incorporating data collection photos sketch and more it further automates the report writing process by eliminating the need to re type data once you get back to the office It can save you 30 minutes or more per assignment Read this document to learn about e Preparing Your System for Pocket TO
383. t button 5 WinTOTAL will then scan the specified directory for any reports created in the competitor s software and will display a list on the right of files that can be converted Simply select the file s you wish to convert and click the Add button If you want to convert all of the reports at once click the Add all button The report s you select will then appear on the right hand side of the dialog e Select multiple non contiguous files by holding down the CTRL key while clicking the file names e Or select a block of files by doing the following Click the first one then hold down the SHIFT key and click the last one in the list 6 Once you have selected all of the files you want to convert click the Finish button and WinTOTAL will convert them automatically and place the new files in the folder you specified as the Location of data files after conversion Note to users of FormFill s PC Plus software f you need to convert files from the DOS version of FormFill s PC Plus software you will need to use the converter that shipped with our DOS TOTAL 2000 package to change them to our DOS format Follow the instructions in Batch conversions from TOTAL 2000 for DOS on page 3 to learn how to set up DOS TOTAL 2000 After DOS TOTAL 2000 is installed go to its Utilities menu and choose Convert non a la mode Once there press F1 for additional instructions specific to FormFill and PC Plus Inconsistencies between fi
384. t the physical location of the report on your disk To view the reports in a particular folder just click the folder description on the left and the reports will be displayed on the right e Different views go beyond the physical organization of your files A drop down menu near the top of the File Cabinet with a default setting of Folder View enables you to see reports based on their level of completion or in one list regardless of where they are saved Note that the purpose of folders is to help you organize your reports into more manageable groups such as by client or by appraiser or by month etc Keeping all reports in one folder is the equivalent of just throwing paper files into a drawer without regard for organization Your hard drive File Management Managing Folders and Views 8 10 2001 Page 13 1 File Management and network also become inefficient and slow when 500 or more files are in a single directory Create a new folder 1 Click the menu item labeled Folder and select New 2 Type a description new folder and click OK 3 You ll then see your newly created folder in the File Cabinet It becomes the active folder and of course its empty right now Attaching a directory WinTOTAL has the ability to look at a plain directory on your system as if it was a folder Use this to copy files from a laptop to a network or to restore files from a ZIP JAZ or recordable CD 1 Click Options and select Attach externa
385. t wasted playing phone tag We make every attempt to answer all calls immediately each and every time However there will be instances when you will need to leave a message When you leave a message you should always receive a receipt via fax or e mail based on information already in our customer database If you don t receive confirmation within an hour or so longer for faxes or after hours it may mean we didn t get your message or our contact information is incorrect and you should contact us via another method We will always return messages as soon as possible S Instant Update Wizard If you have a technical issue question or suggestion that does not require you to personally speak with a technician or you simply do not have the time to speak with someone consider sending a Support Request rather than calling the support line This also helps to keep the support lines pem j l ae Welcome to Win TOTAL s Instant Customer Update ICU Wizard This incredible component open for those that may require immediate assistance to stay operational updates your software far you automatically Without you lifting a finger it will dial the Internet i i connectto our Instant Customer Update Server determine which updates are needed by your For more information about sending Electronic Support Requests refer to software and download any that you don t have It will then install them for you and even pap the Submit a
386. t will be anywhere from 250K to 500K Bel TOTAL for Windows 1000 NW 166 a File Edit View Form Powerviews Tools EDI Window Help C New E Save J Info C Open gt Sign Y spell amp Print g DC Det Bites m 1 H7 Override EA contents EJ fom Addenda M comps PE Photos BE sketch Maps FEJ Worksheet gA Biling G gso Al worktie Retrieve photos from your digital camera database as well as to file WinTOTAL provides a direct interface to today s most popular digital cameras Photos can be retrieved directly into the imaging QuickPix m Photo sources once selected drag and drop photos onto a page Database File Scanner TWAIN Device Notes IV SotByDate V SortDescending Show Unused Only 1 21 2002 KB050102 JPG Notes Optimize Photo Save As Delete Address a1 21 W 54th Terrace v fi 72172002 Ai Address po Fron Z 2002 View Show Previews Address fio00 NW 166 File z Date to op lt 4 Address 406 S Schubert Froni x Photos in report Digita igit l ar par Bulda Sketeh Location Map Photo pages in report Add Photo Page able Photos 4 6 able Photos 1 3 ct Phe os Page 1 Delete Photo Page Digi fe C Subject 3 tal Subject Photos ae Subject 1 Front KB050102 JPG Subject 2 Rear KBO50101 JPG Street KBO50103 JPG
387. ta then Save data as new default Transfers to and from Forms How transfers work WinTOTAL incorporates years of experience to make its transfers intuitive and exactly as you d expect This latest version of WinTOTAL introduces major departures from past transfer schemes e Transfers between the Requester and the major form in your report are bi directional When you click on Save in the Request screen that information is pushed into the major form Likewise when you click Save in the report s major form that information is pushed back into the Request screen e Information is transferred to the Request from minor forms such as addenda and photo pages only when the field in the Request is blank This is a rare occurrence e When cloning reports created in previous versions WinTOTAL will automatically lock non blank fields on minor forms that differ from their counterpart in the major form An option in the Requester gives Form PowerView Transfers to and from Forms 8 10 2001 When you choose the menu option to remove locks from all forms you will be prompted with a confirma tion TOTAL 2000 for Windows Removing transter locks from all forms may take a few minutes While TOTAL 2000 for Windows loads and updates each form Do vou want to continue Page 2 6 Form PowerView you the ability to automatically remove those locks on the cloned report without affecting the original By default WinTOTAL doesn t
388. tal photos e Prompt for status updates when closing reports If your office relies on WinTOTAL s status sending then you will want to check this option If you only use status for billing purposes then you ll need to remember to mark reports as complete An added benefit to WinTOTAL s digital signatures is that when you sign the report it is automatically marked as complete User On mutli user systems it is recommended that each user have his or her own profile they use when starting WinTOTAL Many things such as database preferences and more as well as file locking are tied to the 2 WinTOTAL Configuration Options General WinTOTAL current user profile These are described in Networking WinTOTAL Miscellaneous Uzer s Signature Paths PeEeEEEEEEEeeeee reer rere rete teeter etter i Signature WinTOTAL has very powerful digital signature capabilities Not only is it convenient to sign your whole report with just a couple of clicks the report is also locked and encrypted Digital signatures are described in the Paths Note Itis highly recommended that vou never alter these locations from the defaults without consulting our technical support staff first IF you are on a network and set these Incorrect data coruption can occur as multiple workstations write to the wrong databases Ifyou alter image paths the image databases may not be able to find them Please take this advice senousl as we cannot help reco
389. tarted 6 Since this is a new request with no forms WinTOTAL will first want you to choose the forms The forms list is split into different folders based on the type of form e Most of the forms we re going to use are in the Most Common Forms and Addenda section of the forms list e You can expand and collapse a folder to hide or display its forms in the scrolling list by clicking the sign that appears to the left side of the folder icon Instead of scrolling up and down through the list and expanding collapsing the sections you can also find forms using the search function e To add a form highlight the form and click on the Add button the right pointing arrow in the middle of the screen You can also double click on the form from the list on the left e Major forms such as the URAR or Small Income form which define the type of report as well as feed addenda and support ing or minor forms have an M in the icon next to them You are allowed one major form per report For now lets go ahead and add some basic forms such as a Table of Contents any major form Statement of Limiting Conditions Subject Photos and Comp Photos Once forms are in your report you can rearrange them by clicking them once in the list on the right and then using the Up Down buttons You can also drag and drop the forms to put them in the right sequence We stress putting the forms in the right seque
390. ted Be sure to write your password down Only this administrative password will be able to access job type and fee information Please pick a password that will be easy for you to remember but not easy for others to guess Do not forget your password If you forget it there will be no way to recover it and you will not be able to access your financial information User Name Administrator Confirm Password HHEREE F Job Types and Fee Tables Close Default Jobs and Fees Appraiser Specific Fees Client Specific Fees WinTOTAL can automatically insert client fees and fee splits for you by using the information you provide in this dialog You can set up default fee tables used for all appraisers clients and property locations You can also specify how WinTOTAL should override those defaults when the assignment involves certain appraisers clients or locations To set up the default job types plus the fees and fee splits associated with them fill in the table below To create the additional overrides for particular appraisers clients or locations use the other tabs in this dialog Jobs and Fees Each Job type is one of the services you provide Client fee is the base fee on your invoice for each job type Appraiser split and Supervisor split are the whole dollar amounts you pay Add either type of appraiser for that job type Appraiser split and Supervisor split are the same but
391. tems other than city state and zip entered into the second line of the address Page 8 2 Maps PowerView Edit a property address If you notice a property with a question mark or red x is labeled as such because of a typographical error simply click the property address in the Address Tab and then click Edit At that point can enter a new address and click Place then see if the property is put on the right place on the map We ll discuss moving the balloon a little later Move a caption If your balloons are overlapping simply click the text on the balloon and drag it to a new location Notice the anchor stays in place Map Palette Address Position Annotate FAT BV 22nd F400 Mev 1 Sth T AAT M 22nd ASO MWY 21st ATFBOT MY 21st o roog 8th Add a property T329 M 21 The Map Palette is a tabbed interface that gives you access to many valuable tools such this one that shows you the confidence level of properties it has placed on your map Map Falette e Delete a caption Simply click the balloon and then press the aiba DELETE key on your keyboard You can always replace the caption by clicking the address and then clicking the Place button e Reposition an anchor lf the anchor is in the wrong spot and not pointing close enough to the property carefully click the anchor point itself and drag it to the correct location Notice the distance from the subject is automatically updated Likewise if y
392. than will fit in a field WinTOTAL will automatically jump to the Addenda PowerView You have several options available to determine how text is automatically carried to the addendum what gets left on the form and an automatic head ing for the section in the addenda Page 1 14 Getting Started 3 Use the Addendum writer just like a word processor It Supports Text Databasing comments so you can easily insert your favorite verbiage without retyping You can also create Text Database comments while in the Addenda PowerView With near compatibility with Microsoft Word 2000 it even supports the pasting of formatted documents from the word processor into the appraisal addenda 4 The automatic headings that are created keep track of which field the block of text is tied to so when you jump back to the form it will remember where you were 5 To switch back to editing the appraisal form in full screen mode click the Form PowerView Certain forms in WinTOTAL also use the same word processing engine as the Addenda PowerView and you can enjoy full screen editing when accessing it through your forms list More information on creating extended comments as well as custom EE TOTAL for Windows Athena Sample addenda is included in the Addenda PowerView chapter ee lalz C New C Open ia Save SJ info Bp sign Y Spell Ep Print ig IDG Date Hy Override Report status Clear Ea Close G Contents EJ Form
393. that enables you to get the floorplan right Use the Undo button to erase lines in the order on Site It s a lot easier than carrying around pencils and graph paper they were drawn HY ae When Snap to Grid is activated your cursor will gravitate toward the nearest grid line on screen Click the Zoom In icon to enlarge the on screen sketch Click the Zoom out icon to reduce the on screen sketch and see more on screen jp 2 E Tap these icons to switch to one of three pages Tap on one of the line widths to set the style of line At the bottom of the screen is a thumbnail of the current page Draw straight lines by typing dimensions Although you can tap on the screen and drag your stylus to draw in Pocket TOTAL you ll be more accurate if you draw with the keyboard 1 First activate either one of the Line tools with or without dimensions 2 Then tap the where you wish to start drawing Pocket TOTAL Sketching the Floorplan 8 10 2001 Page 18 12 Pocket TOTAL 3 Press ENTER to anchor the cursor and indicate to Pocket TOTAL that you wish to draw a line 4 Specify the line you want to draw by typing a dimension on the keyboard and pressing the arrow key to denote the direction AS VOU rW OORE CUAL VOU HNC OU OMENEN screen This is also how you can tell if the pen is up or down 5 Then press ENTER to actually draw the line Draw angles by typing dimensions 11 Draw angles by specifying the rise an
394. the Help menu in Apex IV Windows If you prefer WinSketch it can be integrated with WinTOTAL reports through the Sketch PowerView too Click here to access our Sketch PowerView with WinSketch guide Starting a New Floorplan with Apex The Sketch PowerView incorporates all of your sketching and floor plan functions on one screen 1 Click on the Sketch PowerView 2 Under the Area calculations heading select the appropriate options for transferring areas back to the other forms in your report WinTOTAL will remember these for next time 3 Click the New button in the top left hand corner of the window 4 In the dialog box that opens select the page style you want to use from the drop down list labeled Page format 5 Click on OK You should see the Apex application appear on screen Apex and the Sketch PowerView Starting a New Floorplan with Apex 2 18 2002 i Apex IV Windows C WIN2000 FILES TUTORIAL FLD SAMPLE OZ_ SKETCH AX2 1 of 1 Scale 1 15 SEE 2 File Edit Draw View Tools Options Survey Window Help oF b D d amp amp be G El Q gt snap i ortho 8 Align K S Filter Grid Page of lt f ia gt Angle 4 GS ce i St E VBE RRA EERE RE MA ress Alt first letter to select menu or select w mi enaz Open to Below 235 v Drawn Figure Apex IV Windows Sketching Library is so easy to use that with a little practice and some accurate measurements you ca
395. the software the more efficient and competitive you can be Worksheet PowerView Creating Your Own Worksheets 8 10 2001 Page 10 5 Internet EDI Sending and Receiving Reports WinTOTAL 2000 Pro includes bi directional Internet communications It can send and receive orders reports and status messages as well as download maps and updates to itself You don t have to know anything about e mail or attachments Nor do you have to use your browser S nternet Setin Bm Ei E It s virtually hands free in its operation This chapter will VINER T AN f e Configuring WinTOTAL for the Internet INTERN ET SELURWIZAR e Sending Reports and Requests e Receiving Reports and Requests e Troubleshooting EDI setup Select the Internet connection you want to use Please select the type of connection Win OT AL should use to make use of the Intemet connect using a modem and phone line Co nfi g u ri n g Wi nTOTAL s l nte rnet Setti n gs This will connect to your Internet Serice Provider with a Dial Up Networking connection over a modem Get an Internet account first connect using a Local Area Network or LAN This chapter assumes that you have already obtained an Internet account Se a a ete ores mip nd a a through either a local regional or national Internet Service Provider ISP These days most providers use a standard Dial Up Networking connection so if you re on the Internet just go through the configuration steps below
396. then need to import these pene files by opening QuickBooks clicking on the File menu selecting Utilities and then Import To continue the linking process click the Next button The QuickBooks Interlink Wizard is the first step to integrating your QuickBooks finan cial records with WinTOTAL Payments and Order Tracking QuickBooks Integration 8 10 2001 Page 14 12 Payments and Order Tracking Starting the QuickBooks Interlink Wizard To access this feature from the Appraisal Desktop 1 Click on the Management shortcut 2 From the Management screen click QuickBooks Link 3 Choose to import the records into QuickBooks yourself or to have the WinTOTAL QuickBooks Interlink Wizard to do it for you automatically As with all cross product data conversions unforeseen problems can arise It is highly recommended that you that you backup your QuickBooks data before attempting the integration Note a la mode inc does not provide technical support for issues within the QuickBooks program For assistance please contact Intuit More Chapters Click here to go to the online Table of Contents where you can access additional chapters in the WinTOTAL user guide Or view the other parts of the manual by selecting Contents from WinTOTAL s Help menu You will find more tutorials on all of WinTOTAL s PowerViews The more you know about the software the more efficient and competitive you can be Payments
397. ther to Search for duplicate comps in the database selected so that you dont have overwrite the file We would recommend renaming the image files on several copies of the same comparable in your database each workstation so that the names are unique While this will preserve Multi User Guide and Networks Multiple Local Installations 8 10 2001 Page 16 12 Multi User Guide and Networks Multiple Local Installations Multi User Guide and Networks every image it will make entries to your image database invalid The renamed images will not be found in the database As mentioned before this is a direct result of having multiple local copies in a network environment and in violation of the licensing agreement a la mode is not responsible for loss of data following these instructions Note These steps assume that F WIN2000 is the directory of the network install and C WIN2000 is the old local directory of WinTOTAL Please substitute the appropriate drive letters in the following instructions 1 At the workstation click the Start button and select the Run icon 2 Inthe Open dialog type COMMAND and then click OK 3 Atthe DOS prompt type COPY C WIN2000 IMAGES F WIN2000 IMAGES Press ENTER EXIT Press ENTER Repeat steps 1 3 on each workstation Modifying the images database to find your images in their new location Once the databases and the images have been moved you will need to modify the images database in
398. tire report or click the Tools menu and select Check whole report To spell check the current form click the Tools menu and select Spell check and then Spell current form only You can check the current field individually by pressing ALT S or clicking the Tools menu and selecting Spell check then Check current field As you run the spell check you are prompted to add unknown words to the dictionary associated with your user name To add or remove words in the dictionary click on Edit select Spell check and then View Edit user dictionary Recalculate form WinTOTAL does math automatically when you press ENTER in a field so this command isn t really necessary with normal usage However under Form PowerView Additional Functions in the Form 8 10 2001 OOMPAPRS PLE IG Subject Comparable 1 Comparable 2 Comparable 3 Clear Comp fel Misspelled Word Found By pressing the key in the first field of an item in the sales comparison section of any form you get the option to copy an entry from another column Press in the address field and you can copy the entire Not in Dictionary Add to Dict Stop Simply indicate whether you want A A the word replaced or if it s correct ith Anytown town Repl Feplace All and should be added to your SES a LU le Tina eee dictionar Replace All will replace r Ignore ll all occurences of the word You alzo can choose to ignore words
399. to chain together multiple comments in one field Click Tools then Configure then Data Entry and then Formfilling to see the options Tab Override The Tab Override feature was developed to let users define the movement of their cursor within individual fields in a report This time saving feature can be used in either the entire form or any section of the form in WinTOTAL The following description is a step by step guide to help you in setting your movements through your report using the Tab Override feature Form PowerView Tab Override 8 10 2001 fel TOTAL for Windows 11405 W 143rd Terrace oe File Edit View Form Powerviews Tools EDI Window Help re cates Jump to other forms B 7 U A 32S mT Verify that your starting field ts yellow Propet UNIFORM RES 2 Pick Key Address Select the kep that Legal Cescripion Letao WILSHIRE SOUTH will control the fesessors Parcel NFS1020000 0040 O O O o cursor movement Ef Borower Davis Jimmy amp Denise Current Owm leo key EEJ Property rights appraised Fee Simple Leasehold ac BR Neighborhood or Project Name Tabor Enter 3 Go To Click in fields using EJ Suburban O Rural f Ose C Under sss the same order El Stable E Slow you d like the key to E Stat E Cegin follow in a report i se tte A Cemandtupely C Shortage ES Inbala
400. tomatic sequential file number e Next to the fields labeled Main File on form and Other File on Form there are drop down boxes that allows you to automatically use items already entered l i File Configure Help z 2 e One of the printing features in WinTOTAL enables you to put Eoen fp Save and close FZI SendEDI eax Perit E Options E Date page numbers on every form Along with that page number will be the Main File on form item This is a great way to get a tracking number on forms where there isn t a field explicitly for it p Property Information Address 14210 Tall Oaks Way City Anytown v State foK Zip 73505 County Logan 9 Click the Assignment shortcut This is where you type Legat Lot 99 Block 9 Park Ridge Addition Part 9 Salesnotes o E Location Jurban Project fT all Oaks Condition Good information specific to this job This data transfers into the forms into Fe von Ea O m E the re port Assignment Census fooos 02 O Sale Price 365 000 Project HOA Park Ridge J m 7 a ale Date m DE atn Latitude 10 Once you ve entered a city state zip and county you can click the ie Amedain fs fe fo XS nspection hessa Tax Year aa units diskette icon next to the county field to save that group of entries Sa sa an L i r Trading Partners r Scope accessible via the drop down list in t
401. torials on all of WINTOTAL S pmo tien soups PowerViews The more you know about the software the more efficient dope Ue Ne hee IE Dee tees Te erg maba eni mt i bee me ere I eit and competitive you can be IDC Internet Data Connector Confidence Level Colums 8 10 2001 Page 12 3 File Management Managing Your Files El Appraisal Desktop MIES The Appraisal Desktop s File Cabinet is a critical and very powerful Sabine module It lists all report files and shows them in folders you ve created GRY ie Fetter Opions Foder view It s the equivalent of the File Open screen in most programs but it has hot new a Oven Racens pinto Ra MoverCony XK Delete d search gs SendEDI Pint fip vaut J Folders areas File No Description Map Reference Date ppra Major Form Appraise several enhancements beyond simple loading of files 2000 Appraisal Files 52555 10212 Nall 1718719993 UAZ Matt Krd C Canadian Tutorial Folder 555s 11132 Brockwood Noseach fizias ua2 DavidP e The File Cabinet keeps you from using Windows Explorer for file ineret Received Reports 22114 11910 W T12h Tenace No Seach 1257998 UA2 Mat management since it has searching sorting and its own folders nihil eae 5286311405 Manor 2 57999 UAZ David P f be ay C Received Requests 52467 11405 W 143 d Terrace 1 7 1999 UA2 David P
402. tos when previews are labeled By the time youre dropping photos onto a page you should have the addresses for the comparables typed into the forms If you haven t done this already do it now 1 9 We first need to select a form in which to place photos At the right of the Photos PowerView is a section labeled Photo pages in report Click on the first form for which you want a picture For the sake of example pick a comparable photo page In the Photo Management section of the Photos PowerView is an option for Database Click on it to make sure it is active Click the stamp sized image placeholder on the right of the Photos PowerView You should see the address that is beside the image frame appear in the Address field in the Photo Management section If the photo you re placing doesn t have an address with the frame like a subject or listing photo you ll need to type the address in the address field You don t need to type the whole address just part Now click Find The cursor should jump to the first entry that matches what you typed Click once the database entry and you ll see a preview appear Click the Place button and the image will be inserted onto the page You can also drag images from the database to the frame Repeat these steps for each photo on the page Placing photos if previews aren t labeled WinTOTAL has new functions to accommodate those whose workflow doesn t accommodate labeling pictures befor
403. ttings Be aware of appraiser specific fee tables when examining payment for a particular order e When choosing an appraiser for a particular type of job you also have the option to restrict your choices to those that have the current job type in their specific list Appraisers with no specific fee table assigned to them just use the default fees discussed in the previous section To set up a custom fee table for an appraiser do the following 1 On the Appraisal Desktop click on the Management shortcut and then choose Jobs and Fees 2 Click on the Appraiser Specific Fees tab 3 Here you ll see a list of the appraisers in your system Click on a name and you will see their fee split table reported below If no appraiser specific table is being used for the current selection you ll see No override table use defaults 4 You can either associate another table with this appraiser by choosing it from the drop down list or create a new table altogether by clicking on the folder icon next to the list To create a new fee split table for an appraiser do the following Payments and Order Tracking Setting Up Fee Tables 8 10 2001 Job Type Maintenance OF Cancel You re able to set up different job types to match the work l l l l Please enter all fields for your new job type Default job types and fees will be that you do These job types updated When you are satished with your entry click O
404. ty Province OK Code 173138 County USA customer number followed by proj2000 com ex 4055551234 proj2000 com Consult our chapter on Sending and Receiving Reports for details on setting up an account with us Qf teat Federal T ax ID C Show on invoice Employer ID Show on invoice wok week _ Days in your office s work week f 5day 7 day 5 If you want to assign a security password for billing click on the Accurate office management begins with entering your Office Settings Security tab and proceed to the next section for instructions Click on OK when you are through 4 Use the Notes tab to enter anything you like It s simply free form text for your internal uses Payments and Order Tracking Configuring Office Settings 8 10 2001 Page 14 1 Payments and Order Tracking Security Password You can restrict access to your financials with a password Be sure to write this password down and keep it in a safe place password you ll have to start with a fresh set of fee split settings 1 2 3 4 From the Your Office Settings dialog click the Set Password button Enter your password Your typing will show up as asterisks Click in the next field and enter the password again for verification Click OK Anytime billing information is to be brought up on screen this password will have to be entered Once you enter the password in the Requester you can go back an
405. ty critical fields haat ave eas ck ag A bate i Add 7911 5w M The Empty Critical Fields actually lists the Critical Fields that have City E i a been left empty E PON Astr Ro 3 12 AM e The Empty Fields option will list all fields that contain no data Astat Jpocket TOTAL 2000 eed Be sure to scroll through the information There is much more information NEN l a i The Review PowerView is where you can see a summary of your entries as well as listed than what will fit on one screen get quick information regarding empty fields in the form Use the checklist to make sure you don t leave the site without performing crucial tasks that could cause a return Synchronizing with the Desktop Synchronizing QuickLists Any new QuickList items that have been added to WinTOTAL since the last time you connected will be transferred to your HPC automatically There is no function for creating new QuickList comments in the field on the HPC Synchronizing files Synchronization logic when file exists on both systems Before connecting your HPC back to your computer make sure the file is Edited in Pocket Edited on desk moved to your Synchronized folder on the HPC Simply tap File and TOTAL since last top since last Result select the Move Copy function When your HPC is connected to your sync d sync d PC it will automatically be sync d with your Office Manager Data from both files is You should only keep currently active jobs in
406. ty represente pages inthetablecf contents page numbers in forms so you can skip down to the portion of the forms list that has the filler page insert extra documents 3 Double click the Filler Page to add it to your current report You will be presented with a dialog asking you how you want that page listed For this tutorial enter Repairs Costs Addendum Then click OK You will then see this page added to the end of your report Now what if you have to insert a multi page form into your report Here is an example of how to do that In the same report we are going to add an additional Filler Page to represent a resume 1 Double click the Filler Page again to add another one to your current report You will be again presented with a dialog asking you how you want that page listed For this tutorial enter Blueprints 2 Note the field at the bottom of the dialog prompting for the number of pages to reserve Replace the number one with the number two 3 Then click OK Your appraisal report should now have another form added to the bottom It s important to have every page in your report accounted for in the Table of Contents Filler pages are a great way of doing that To include items in your report that you don t necessarily want printed or in your table of contents see our USPAP Compliance in the Digital Domain chapter Special use forms There are several forms we ve designed that wed like to point out Rem
407. u can creatively select groups of files by date client etc Moving reports to another folder or disk WinTOTAL s File Cabinet makes file manipulation really easy 1 2 3 5 Select the file or files you want to move or copy Click the Move Copy button Click the Move option if you want to move the reports Click the Copy option if you want to copy them Click the folder name where you want the report to go You can also use this same procedure to copy files to a floppy disk or removable drive Click OK You can also drag and drop files between folders as in Explorer Dragging to another folder will move the file Dragging to a disk will copy the file Deleting reports Just as you can copy files you can also click Delete to remove them Instead of being erased permanently they are saved in your Deleted items system folder This is similar to the Windows Recycle Bin Once File Management Working with Reports 8 10 2001 Select a folder from the list and press OK and the report s will be mowed into that folder Select Folder Mave C Copp Selected Folder ove Copy Files DE Cancel as well as by dragging and dropping E 2000 Appraisal Files D Canadian Tutorial Folder fa Deleted Items C Intemet Received Reports CJ New Requests File Move and Copy functions work with buttons Page 13 5 File Management you delete a file from there it is permanently erased To
408. ulti User Guide and Networks 3 Inside Visual Data click the File menu choose Open Database and then MS Access 4 In the Open MS Access Database window under the Folders heading in the middle scroll down and double click the Database folder 5 Under the File name section scroll to the file named W2IMAGES MDB Click on that file once to highlight it and click the OK button 6 With the W2IMAGES MDB database open you will see the Tables Queries window with two selections Folders and Images Click once on Folders to highlight it and click Open 7 Now inside the Table Folders window click the Edit button 8 The FILEPATH can now be edited to point to the new location of the images Example if the images have been moved from the C drive to the F drive the path would be changed from C WIN2000 IMAGES to F WIN2000 IMAGES 9 With the path changed to reflect the new path click the Update button Note This will bring you back to the previous window If there are multiple records that need to be edited click on the button to take you to the next record and repeat steps 7 through 9 for each record 10 Once you ve updated all of the necessary records in the Table Folders window click the Close button 11 Now click the File menu and choose Exit Your images database should now be able to find all of the images on your network server That s It Once you ve completed the above steps on all of your workstations
409. umn labeled Remaining fields in the database and click on Add To remove an item from the visible columns click on the item in the Fields that are Displayed and then click Remove e To define the order in which the elements are viewed highlight an item from the list labeled Fields that are Displayed and click on either Move Up or Move Down e Click on OK when you are done Sizing the columns and screen You can change the column widths of the Comparables Database just as you would in a spreadsheet program e When you are in the main database window notice that when you move your cursor toward the left or right edge of a column heading it changes to something that looks like a double arrow When your cursor looks like this you can hold down your left mouse button and drag the column to the desired width e The Comparables Database also functions like any other window in MS Windows If you desire you can stretch the entire screen by clicking on its border and dragging Or you can make it full screen by clicking on the maximize button Click on the Sort button for a three How to sort comps level sort spec DE Cancel M Save as default i i i The comparables database has the ability to sort on any three fields Pick Some users prefer to use sorting in lieu of querying to find comparables each field from the list select ascending or descending order and click OK for a report To sort your comparables Sort first b
410. ur management reports These could be report templates old reports with incomplete data test reports you name it The File Cabinet has a way to allow you to exclude entire folders from being included in the management reports In the File Cabinet consolidate the files you want to exclude from management reports into one or more folders See our chapter on Managing Your Files to learn how to create folders and move reports in a batch To exclude a whole folder from the management reports click on the folder then pull down the Folder menu and click the item that says Exclude from management reports The folder will then appear with a red mark on it that s how you ll know it is excluded from the management reports QuickBooks Integration You can integrate your existing QuickBooks software with WinTOTAL to manage your appraisal office finances This can save you the time and effort of making duplicate entries and monitoring your business from totally unrelated programs 8 10 2001 Templates E Tutorial Folder C URAR E3 Disk in Drive A Individual folders may be excluded from man agement reports through a function in the File Cabinets Folder menu Once excluded the folder will have a red tab on it Page 14 11 Payments and Order Tracking Using WinTOTAL s QuickBooks Interlink Wizard you can export the following office information into your QuickBooks program e Employees e Customers e Fees and serv
411. ures and links associated with the page being viewed Solution Center Home page The features area of the Solution Center Home page has two sections Best Times to Get Support and ICU Status Best Times to Get Support The Best Times to Get Support area displays a la mode call center data in an easy to read graphical format which you can use to determine the best times to call for technical support Low points in the graphs point out when our staff is least busy thus more available This chart shows relative call volume for the previous week You should use this chart to get a feel for what days are our busiest The Solution Center Home page displays Call Center data in the Best Times to Get Support section as well as links for navigating to other Solution Center feature areas e Average Hourly Call Load The Average Hourly Call Load section displays a historical analysis of call volume to the a la mode Technical Solution Center Solution Center Home page 11 07 2001 Page 20 1 Solution Center Support department You ll want to try and reach the Technical Support staff when call volumes are not at their peak e Relative Call Volume Previous week The Relative Call Volume section displays call volumes by day for the previous week Sunday through Saturday Use this section to determine which days are best to reach the a la mode Technical Support staff Its always better to reach us than to leave a message so time is no
412. ve Page 11 11 Internet EDI Schedule WinTOTAL to automatically send and receive messages You can configure WinTOTAL to automatically send and receive any EDI or messages that are waiting in your mailbox 1 Inthe EDI Center click Option and click the Schedule tab 2 Place a check in the Enable Scheduling to enable WinTOTAL to automatically send and receive messages 3 In the choices below Enable Scheduling you can choose how often WinTOTAL sends and receives messages Managing Messages in the EDI Center The EDI Center has a variety of features that will help you organize and manage or e mail and EDI efficiently You can delete messages store messagaes create folders to organize your messages and create an e mail signature Create a new folder To create a new folder in the EDI Center simply click New Folder This feature is handy for organizing and managing messages Once a new folder is created you will be able to drag and drop an item between folders To drag an item click and hold the mouse button and then move your mouse drag the item to another folder When you move the cusor to the folder simply un click your mouse and it will drop the item into the specific folder Special folders in the EDI Center The EDI Center has a handful of special purpose folders pre installed e Deleted Items When you highlight a message and click Delete the message is moved to the Deleted Items folder Deleted me
413. ve placed properties or just the subject property East or South as well as zoom in and zoom out Each time you pan or Pet ee ea aa zoom a new map is downloaded from the server However this map Pee oe ee ee M Display proximities in balloons on map should come across faster than the first one since your addresses are a ere een Vas already geocoded How geocoding affects you See our special chapter on the Maps PowerView for more details Geocoded resulting in the inability to autemaioaly place sine prope on a map The checkbos below ts on al o cati on ma p pi n g re ate d featu res i n Wi nTOT AL i you turn on or off the valuable and detailed information describing the geocoding process MV Tell me more about geocoding right before downloading maps Digital Workfile PowerView The Digital Workfile is the first feature in appraisal software to address the concept of your workfile Its purpose is to keep you from having to store paper copies of your reports or workfile Items you insert into the digital workfile don t show up in your printed report they are for your own internal usage 1 To add a document click Workfile and then click Add 2 Then choose the type of file you are inserting e Addenda Take advantage of WinTOTAL s word processing capabilities to write additional notes about the assignment e Image If you took extra digital photos that weren t part of the final report you coul
414. ve to be open for Edt pave Cancel you to edit billing and status information You may also click Info Report Conditions Cesc Peres while on the Appraisal Desktop if the report isn t open M Request accepted I Request refused osz The report progress for this i repot will determine its 2 Click on the Status tab of the Requester M Inspection appointment set 05 31 01 location in the File Cabinet 3 Mark the report as Complete If you are delivering the report that I Report on hold E ae eee day go ahead and mark the Delivered item too Marking the report I Report reviewed logan eta a u y 2 i BE T H t Complete IS what signals Win TOTAL to make it visible in the Sd Seven eoanellats EE nao z a omnes Accounting view of the File Cabinet Delivered via EDI Fax Courier oem iy Fett 4 Click the Billing tab in the Requester Complete e In the Client Bill to section select the appropriate terms from the I al drop down list General o Status _ QuickNotes r e Inthe Dates section verify the due date and type an invoiced date e You may also enter other line items and a description of the grand total for your invoice Use the disk icons to save YOUL entries so that In order to be billable you must mark a job as Complete You should also enter in due next time you can pull them from the drop down lists dates and completed dates to track which appraiser
415. vene Mo a clients This is where you can choose the style of invoice for your report Bling BIUA eS amp MBl Wy oo sy rads and jump to the billing information in the appraisal information dialog Invoice Automatic Lal a l i SAMPA Tame Be e You can change the invoice style mid stream by choosing a different ae 123 Main Se form from the Invoice format list Ba e Be sure you have used the Address Book for your Bill To entry and arap donn to select the T have filled our your Local Office Settings through the Contacts area Swap invoices onthe ty faa mam St of the Appraisal Desktop Otherwise you will have blank areas in 5s Photos Powerview men nepe adani Te your invoice even if you type into them because they are hot linked ees t aa to your database This saves time in the long run however ees e Unlike previous versions WinTOTAL will retain billing lineitems you ots i eN type into the automatic forms and even transfer it back to the appraisal information i e request screen Just be sure to use the raimeytarvee JS Seamer Requester for the Bill To and entries in your Local Office Settings for coun mma st cnsomme wane SMOK zip 79094 your address More details on setting up fee tables and running management reports is a SS in our chapter dedicated to Payments and Order Tracking Biting Bea Using a form with a logo You ll need to have your logo scanned before doing this Man
416. ver data lost by improperly altering chapter on the Form PowerView these settings Paths Report Files JCAWIN2000KFiles Browse These are the directories in which WinTOTAL stores data files images Databases C AWIN2000 Database Browse and databases We do not recommend changing these from the defaults mae C wIN2000 Images Browse since data loss can result from invalid entries Our support staff can also Thumbnails C wIN2000 Thumbs Browse be more effective when they can work with things in the default directories Many people will want to separate the program files from the data files E That s very common However the size of the WinTOTAL installation ee les compared to the data you generate and store in your databases is very il ESP small You might as well keep the program on the same drive o DK Cancel If you are an experienced user that has a high volume of appraisals you may wish to consider using a different directory for digital photos every so We don t recommend altering the default paths WinTOTAL sets up unless you are often since storing two thousand or more photos in one directory can slow an expert user performance This setting can be typically changed without ill consequences Configuration and Automated Tasks General Configuration 8 10 2001 Page 15 3 Configuration and Automated Tasks Formfilling Configuration Data Entry The recentl
417. ves you access to special fields to specify the neighborhood formatted sale date and numerical age of a com parable Page 5 6 Comps PowerView For the textual age you may wish to enter both the actual and effective age of a property or perhaps the year it was built This information gets stored in the database and used on the actual appraisal form when you merge in comparables from the database WinTOTAL tries to determine based on what you typed the numerical age for a property e If there is extraneous text WinTOTAL tries to strip it and uses the numbers left over e If the item in the age field is greater than 1500 then WinTOTAL assumes it s the year built and subtracts it from the current year This information is accessible through the Additional Info tab when you Intelligent Query OF Cancel M Save the settings below as your default search criteria click on the Edit button You will want to verify it whenever you import Intelligent Query Use the settings below to find all comps in the database that are similar to the subject of the current report Only the settings that are checked will have any effect on the search The range of values Yarnance can be adjusted up or down by clicking on the arrowe or by simply typing a value directly in the field comparables from the form Searching using the Intelligent Query Search On f Variance Will Match 7 Sale Price 157 000 ho z 141300 TO 172700 What i
418. w you don t have to 3 You will be prompted with a list of profiles that have signatures set up Choose a name as well as in what color you want the signature to print and click OK 4 f a password has been assigned to the signature enter it and then click OK Clicking on Sign again will give you two options Sign as the Supervisor or Remove the Appraiser signature e f you choose to sign as the supervisor you simply pick the name and type the password It s just like signing as the appraiser e You don t need a password to unsign a report since a report without a signature is useless e After a report has been signed as the supervisor clicking on Sign once again will give you the opportunity to remove the signatures More Chapters Click here to go to the online Table of Contents where you can access additional chapters in the WinTOTAL user guide Or view the other parts of the manual by selecting Contents from WinTOTAL s Help menu You will find more tutorials on all of WinTOTAL s PowerViews The more you know about the software the more efficient and competitive you can be Form PowerView Digital Signatures 8 10 2001 Fel Signatures OF Cancel Appraiser and supervisor signing options This report is not signed want to Sign as Appraiser Sign as Supervisor Before a report is signed you have options to apply an appraiser or Supervisor signature Once the report is signed
419. wer Byrnes Road on the Factors that affect the marketability of the properties in the neighborhood promimityto employment and amenities employment stability appeal to market ete See attached addenda Ele View Field Overflow T Insert Selected Field Insert Field Gh GoToField Gg Picture Table F gt 7 F F FF F F F F F F F i 3 j4 5 f SALES COMMENTS diligent search was made for comparables and those shown are considered the best available It is likely the all of the comparable sales were available on the market at the same time they would be considered by the oll prospective buyer Gross living areas Service county city shown for the comparable sales are based upon information from the Multiple Listing ssor records persona a a attached to the hone SUC ich z as Bron iger star rs nrocess of the report Non realty Nates shown in the Gales Cormnarisnon Grid reflect clasinn dates nf sales items have fe no effect c on value WinTOTAL s new Addenda PowerView gives you more flexibility than ever when it comes to making professional looking formatted addenda 2 18 2002 Page 4 1 Addenda PowerView Add forms through the Contents PowerView WinTOTAL lets you add multiple instances of the same form into your reports This feature is useful for addenda forms You can add separate addenda style forms for different types of comments or your resume or homemade
420. werView concept arranges features and workflow in your reports Instead of arrow displayed on the right side of them By clicking the arrow you menus with commands buried in them each PowerView puts the functions you need right can access a picklist of items on screen in an intuitive and obvious manner e Hyperlinks and more chapters Throughout this chapter you ll see other chapter names such as Sending and Receiving Reports lf you are reading this guide on screen you can click the text to access that chapter Likewise our main Table of Contents is linked at the end of every chapter as well as on the left of the on screen manual Getting Started e Conventions in These Manuals 2 18 2002 Page 1 1 Getting Started Starting WinTOTAL Instructions we display on screen By now you have most likely started WinTOTAL at least once At various times WinTOTAL will need to perform various actions such as updating system files after a program update or you may be prompted with special instructions It s important to read each screen as it is presented so that you can be informed and operate more efficiently As you work through many of WinTOTAL s features the first time a tutorial will also pop up and point out certain key elements regarding what you are about to do We know you just want to dive in and start using the program but time invested in training will pay off many times over Network considerations In multi user offi
421. window the drive you selected should be showing with one or more folders below it If this is a Kodak camera you should have a folder named DClmages This name may be shortened to something like DCIM And there may be another drive underneath it with a name resembling your camera Basically you want to go as deep into the directories as you can It s different depending on the camera Double click that folder and it should appear that the folder looks Open 7 Click OK and then OK again You should now be able to continue loading your photos as described in Labeling the previews and retrieving the images on page 6 If no previews come up after selecting load previews repeat the steps above and verify the path you selected to the images Configuring QuickPix to read a floppy disk Cameras like the Sony Mavica save images straight to a floppy disk eliminating the need to download them through a serial cable as well as the additional processing that is often required This saves you from having to worry about COM port conflicts or buying additional hardware Using QuickPix in this configuration is much more convenient than using WinTOTAL s File method alone e Copies the image from the source to WinTOTAL s images directory and applies JPEG compression that you configure through WinTOTAL to optimize the size of the file e Assigns a new file name based on WinTOTAL s naming scheme the Original image will remain in the di
422. witch to Bising Proposed No of Units Roof vaults pg j i No of Stories j 0 i ini Caling R38 XJ labeled File Edit etc The last one is the Help menu which gives you ciated i iss lan ERIE Ge Design Style Acer R 14 J O VEMENTS ve ige ef wos f wm om nmo memen on T ony Ox te fm one Eees any ome ins ESS aan RES EER BERR DESCRIPTION OFIMPRO a different PowerView Finished area above grade contains Reem j a INTERIOR MaterialsyCondition HEATING typical KITCHEN EQUIP CAR STORAGE a cors tihdwd i FWA i one e Select When the manual tells you to select something it means to ise a ee d Smr click once on it A selected item will be highlighted nh ee M aa 2 rame m Bath Wainscct Ceramicinew Cental 2 zones fan Hced ig Built4n e Window Dialog We ll use the terms window and dialog when Don 0d MENMEN er TANS _fticromewe De dnl Eee referring to the presently active screen There is also a Window SE i atic hase Oa I oO i i I menu with functions to manage multiple reports open at once Subject Neighborhood PUD Site Improvements Comments Cost Approach Sales Comparison Reconciliation e Tabbed Dialog Some dialogs in WinTOTAL have clickable tabs Sl el ad MoS ccc et a along their top or bottom that take you to other screens and dialogs Drop down lists Often fields In a WinTOTAL dialog will have an Our Po
423. wn list of parties related to the report choose one by clicking on the button to access your Address Book or you can simply type in their e mail address The Subject field gives you similar automated or manual options and enables you to enter a reference description your recipient will see for this report Ati iason biglender com x Gras Subject fwinTOTAL EDI Report r EDI Format WinTOTALEDI PDF Pocket TOTAL EDI report sent in the WinTOTAL EDI method is a fully functional copy of the report exactly as it exists in your files This method is best in several situations For example you can send the file from work to home or deliver a request or partially completed report to an associate appraiser at a remote location You can also send a completely secure copy of the report to a lender or client Don t transmit these portions Worksheet V Invoice amp Billing Photos V Digital Workfile MV Include message text Edit T Include signature text Edit Jason Per our conversation this morning am sending you the report for 700 WV Eubanks If you have any questions please feel free to call me at 405 340 6272 and will be happy to help you Regards Eric Richardson Rich Appraisal Group WinTOTAL can both send and receive reports and requests in its native format You can choose selected portions of the report to omit when sending Naturally both parties need to be using WinTOTAL with t
424. wood No Search 1 5 1399 Q4 2000 E52 11310 W 112th Terrace 12 15 1998 UAz2 Received Requests 52209 11380 Pflumm Road N A 12 22 1998 f 52869 11405 Manor 2 5 1999 Status Synchronized 52467 11405 W 143d Terrace 1 7 1999 ie The Valley 52573 11420 Waverly 1 22 1999 MEJ Tutorial Folder 201119 119 Lindsey 4 5 1999 Vault Restore 0000058 13210 Avenhurst MSA 4200 12 7 1998 Billing Disk in Drive A 980015 14201 Smithurst Harris Twp 3 5 1998 on 1421 E Lockheed Court 0000059 14210 Tall Oaks MSA 4200 52856 14613 Dearborn No Search 1 29 1999 Notes gt asl 16303 Avalon Olathe 1 20 1999 Use the Clone feature in the Requester to avoid having to repeat information or when you are using skeleton templates Maic UA2 UA2 re enter Page 1 8 Getting Started 6 At this point click the Details button as opposed to Open since we want to demonstrate the Requester and the advantages to using it 7 This brings up our Requester which is an order entry module for WinTOTAL Everything typed into the Requester is automatically transferred into your forms Likewise anything you type into a form goes back to the Requester It s bi directional 8 Click the Filing shortcut on the left side of the screen This is where you enter tracking numbers for the file Instead of clicking in each field you may use the TAB key get from item to item e Note that you have options to have WinTOTAL generate an au
425. y are self explanatory our Payments and Order Tracking chapter describes in detail the best way to use these items After entering any necessary status information click Save and Close Then click Open to bring up the Appraisal Desktop again In the File Cabinet you should see the description of the report we just created What we have just accomplished is creating a basic report from scratch You could start all your reports this way but it may become tedious The most common practice is to create templates aka boilerplates or skeletons and then use the Cloning feature described next to get a head start on new files Cloning using one report as the basis for another WinTOTAL has been designed to match the workflow of almost any appraisal practice Cloning lets you use an existing file for the basis of a new one forms and data It is the most common way files are started 1 2 Getting Started Beginning a New Report Start in the File Cabinet area of the Appraisal Desktop Find the file you wish to clone in the Appraisal Desktop s File Cabinet You can do this by browsing or using the Search feature If you are brand new to WinTOTAL go to the Tutorial Folder and click once on the sample template Once you ve found the file click it once so that it is highlighted Click Clone You ll get the Quick Clone dialog that is designed to streamline report creation Your system can be configured to either bring this dialog
426. y copy shops can do this or you could use your own scanner WinTOTAL will accept a variety of formats WinTOTAL s Automatic invoice forms tie into our accounting module that lets you auto matically assign fees and manage splits with the appraisers in your office 1 Click on the drop down list for Invoice format and choose a form that has logo in the name 2 Right click in the image area at the top of the Invoice preview 3 Choose Load Photo From File Browse through the drives directories on your system until you find the one that contains your company s logo Click OK on the directory 4 Click on your logo in the list of files then click Open Printing Overview WinTOTAL s printing is second to none No other program returns control back to your system faster or gives you more options Since printing is so integral to WinTOTAL we ll cover all the aspects of printing right here Getting Started Billing PowerView 2 18 2002 Page 1 26 Getting Started To print a report click the Print button on the toolbar The printing dialog in WinTOTAL is a tabbed dialog with three screens of options The first tab you see is the main one you ll use after WinTOTAL is configured for your printer You may click on Mark All to mark all pages for printing or double click on individual forms to mark them for printing A printer icon appears next to each form that is marked to print To un mark a form and omit it from print
427. y the folowing field 1 Click on the Sort button m Ascending Descending nest sort bp this held j i i ia ia i 2 Select the fields on which to sort You have three levels If two f NONE Ascending Descending comparables are the same for the primary sort field they will subsequently be sorted on the secondary field and so on piele coby ie 3 Cli k OK NONE Ascending Descending ic To sort by date select the Date Sale field This is the date field which is properly formatted The plain Sale Date Time field is the text that gets inserted into the form Comps PowerView Customizing the Database View 8 10 2001 Page 5 10 Comps PowerView More Chapters Click here to go to the online Table of Contents where you can access additional chapters in the WinTOTAL user guide Or view the other parts of the manual by selecting Contents from WinTOTAL s Help menu You will find more tutorials on all of WinTOTAL s PowerViews The more you know about the software the more efficient and competitive you can be Comps PowerView Customizing the Database View 8 10 2001 Page 5 11 Photos PowerView Photos PowerView The Photos PowerView is your one stop shop for placing digital images on your photo pages In this one screen you can access digital cameras read files from the integrated database browse a file directory or acquire from a scanner or other TWAIN devic
428. y used items are the last ten items ever typed in a field This is a minimal form of automated data entry Most users prefer the QuickLists for common responses since they can assign a hot key as well as control the list If you never use the drop downs near the field you can speed performance by disabling them here If you find your self cloning a lot it may be more convenient for the whole field to be selected when you jump into it That way your typing automatically overwrites what s in that field and you dont have to use CTRL K to remove the data A new feature for Athena is the ability to have multiple QuickLists chained together in one field This configuration screen enables you to decide the ee ee behavior of the cursor when you use a QuickList entry La SN A Transfe rs T Data Entry Transters Appearance Fonts POU EEUU PEE EEE WinTOTAL saves you a lot of data entry by transferring items to your pha ee eeu tGn rie pee oe fe minor forms There may be rare instances where you don t want data iE SEn i RC GU NOLES NUR EE transferred in therefore you can disable it in this screen Colors SEALED EA SEERA EASES PAE EL a SEER A EE i A Screen Colors Data Entry Fields sample ppearance 1 ee Preview co CES Se ee ele Mee This is where you configure on screen appearance as well as printed eect UNIFORM RESIDEN 5 appearance Property Add 123 Oak E Legal Description Lot 2 Block 56 Oak Manors Laa s Parcel Ho SO
429. y way can search it as well as filter it on unused photos only to insert photos onto your report pages 3 Click a photo in the list 4 Drag it into a frame that appears at the right of the screen and it is now in your report Ez ma If you access digital photos from a digital camera diskette or card reader BS Hae A W NAS WANE oe mizer goes beyond mere N IMAGE OPTIMIZER we recommend clicking the QuickPix button and accessing them through image enhancements a QuickPix even if you read them from A drive That way you can track We set the DPI for your sem sanese EE them in a database and not worry about their specific file name photos depending on M how they are going to be C Digital Photo Legal ie Plat Map 3x5 Photo Letter ie Scanned Page E amp O PowerView used This helps con sro tasunen nesso r Step 2 Determine i image color depth S erv e di S k SP a ce an d Set the amount of colors you prefer in your image Fewer colors may make the image file size smaller Built in error checking improve EDI perfor CBee C aene mase mance hee olor Image No Color Change EF Why let errors go out in your reports when WinTOTAL can find many of D a a a a 7 a KAL a while reducing image file size them for you automatically WinTOTAL s Errors and Omissions checker Medium Recommended checks for as many as 1200 different rules on the URAR fo
430. you e Add another property The Add a property button enables you to enter the addresses of other properties such as listings or rentals which are not automatically imported into the Mapping Utility After adding a new property it will be sent to our geocoding server and placed on the map just as the other properties were Maps PowerView Using Maps from eDomina com 8 10 2001 Eg Downloading new map Please wait a moment while your computer connects to the Internet determines the map coordinates and downloads a new map Connecting to the Internet Status Connected Getting map server configuration file Determining property locations Determining corect map size Downloading map image from eD omina corn In a matter of seconds WinTOTAL automatically connects to the Internet and downloads a location map for your sub ject property Table 1 Confidence indicators for addresses automatically wal The green checkmark indicates an exact hit for the selected property The location of the anchor should be accurate but you will want to verify it The yellow question mark indicates the map server did not find an exact match for the property but made a best guess Often this guess will be on the same street or maybe in the center of the zip code The red x indicates that the map server couldn t even guess the location This could be due to the city not being found or i
431. your Synchronized folders merged together Blank Once you are past the point where an assignment needs to be fields are skipped synchronized you should move it to a permanent location on both Pocket TOTAL data includ systems ing blank fields is copied Due to storage limitations on the HPC we don t recommend transferring over data in ee file all your reports to the HPC However the Pocket TOTAL files are small in Desktop data including size so feel free to keep any file on there that you may want to use later blank fields is copied over as a template for another report data on HPC No data exchanged Pocket TOTAL Synchronizing with the Desktop 8 10 2001 Page 18 15 Pocket TOTAL Images embedded in Pocket TOTAL files When images are used in a Pocket TOTAL report they will only be synchronized one time inserted into appropriate photo pages in the report Additionally the images on the handheld PC will take precedence over any images already in the report After the file is copied to your desktop system the images are removed from the file on the HPC Synchronization options in WinTOTAL To configure your synchronization options do the following 1 Open a report in WinTOTAL 2 Click Options then Configure and then the Pocket TOTAL tab 3 The Synchronization options are in the lower half of the screen e Synchronize On Connect is the default option It causes your desktop and HPC to synchronize files each ti
432. ze afro Drawing the First Floor Desoto First Floor Using Apex s Quick Keys feature we will begin drawing the exterior of the lors First Floor area ae Note If you place a line incorrectly you can erase it by pressing If Non Calulted Area necessary you may continue pressing all the way back to the first Calculation Adjustment P i i e Positive C Negative C line or any point in between Conversely pressing Ns will replace any pi a F ES C Automatic Manual C Do Not Pos lines you just deleted E aa A aiin 1 Click the Define Area button to define the Gross Living Area Your Arrow Cursor will change to the Drawing Cursor indicating that oS _ aauwaawan aaa your pen is down and any cursor movement will draw a line Figure 6 After defining an area click OK to open the Name dialog where you can give the area a unique name and adjust calculations to positive or negative 2 Type 24 press gt press ente twice Apex and the Sketch PowerView Drawing a Sketch 2 18 2002 Page 7 5 Apex and the Sketch PowerView As you type in the dimension your input will appear at the bottom left of the screen highlighted in yellow e Pressing will draw the line the specified length e Pressing enter will end and anchor the line and the dimension will appear auto placed rotated in the default location 3 Type 9 8 press v press enter twice You are drawing a line 9 8 feet

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&ldquo;Athena&rdquo; Generation

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“Athena” Generation