Save your major form in stages

The Digital Workfile contained within each WinTOTAL report is used to store all the important pieces of the work you do during an assignment, from field notes and research to unused comps and photos. In addition, as we showed you in an earlier tech tip, WinTOTAL also stores – automatically – an as-is copy your major form whenever you make a large change to it, like when you swap a form out.

WinTOTAL also automatically saves a copy of the major form whenever you use SmartMerge. As you merge in the neighborhood section from one report, the PUD section from another, and the comps from a third, WinTOTAL saves a copy of the form into the Workfile so you can go back and see what the report looked like at each stage of the progression.

WinTOTAL even lets you manually save a copy of the major form whenever you want. Let’s say that you’re getting ready to re-write an important field, or even a larger chunk of the form – and you want to save a copy of what the URAR looks like right now, before the changes. In the toolbar, click Forms, then Save major form in Workfile PowerView. You immediately get a dated and time-stamped copy of the major form right in the Workfile.

Try manually saving a copy of the major form in your next WinTOTAL report today, and if you don’t have WinTOTAL yet, click here for a fully-functional, no-strings trial

Bonus Tip
Don’t forget to mention why you created this copy in the notes on the left. Every item in the Workfile PowerView has a spot just for your personal notes for compliance and archiving purposes.