TOTAL update: Set adjustment rounding for the whole report, easier photo management, and more

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In the latest TOTAL update, we've included highly-requested improvements that help you save time in four ways: 

1.  You can set rounding for all adjustments in your entire report at once.
It's easy to do from the toolbar or by right-clicking on any adjustment field.  And, in our next update, you'll have a global setting to apply rounding to all your future reports.

Check out this feature in action in our latest Tech Tip video:

TOTAL update: A quicker way to save as ENV, and added support for our competitor converter

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In the latest TOTAL update we’ve added a new “Save as ENV” option to TOTAL’s File Menu.  Previously, the ability to save an ENV was only available via our Delivery Menu dropdown.  Saving the ENV doesn't necessarily require a delivery though, so in those instances you may find it more intuitive to access this option alongside other "Save" options, just like in other programs.

As long as you have an active TOTAL Connect Pro license, selecting this new menu option will launch the same AI Ready Plugin that you're used to, so you won’t have to learn a new process to save your ENV. Of course, the option is still available in the Delivery menu dropdown too.

TOTAL update: Easily see your paid and past due invoices with SmartFilters

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A new update is ready for you.  To download this update, and any prior updates you may have missed, just click Help (with TOTAL open), and then click Check for Updates.

In this update, you'll find SmartFilters in the Appraisal Desktop.  With SmartFilters, you have access to your accounting information at a glance, and can filter paid and unpaid reports by date and client.  Need to know which clients haven't paid for their reports in the last 30 days?  Just select that filter and see a breakdown of all your clients, how much they've paid, and how much they owe.  It's a great way for you to quickly determine your best and quickest-paying clients.

This is one of many features you'll only find in TOTAL.  Check out the brief video below to see how SmartFilters work:

TOTAL update: Easily apply another user's signature and improvements to your contacts

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A new update is ready for you.  To download this update, and any prior updates you may have missed, just click Help (with TOTAL open), and then click Check for Updates.

In this update, we've added the ability to easily sign the report as another user.  While before you had to completely sign out of TOTAL and sign in as the new user in order to apply a new signature, now you can simply select the user from a dropdown when signing.  You'll then be prompted for that user's password.  It's great for multi-appraiser offices and trainees.

Today’s TOTAL update gives you a new, easier delivery option

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Many of you have suggested a simpler option for accessing your delivery tools in TOTAL.  We listened!  Today's update introduces a new "Deliver" menu item.  Now you no longer need to go through "Tools" to deliver reports.  Of course, you can deliver from the "Deliver to client" and "Share report" icons on the toolbar as well.

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