You send electronic copies of reports to your clients, right? Why not save an electronic copy of exactly what you sent them for yourself? WinTOTAL's exclusive Digital Workfile can even do this automatically — every time you send a completed file.
Suppose you work in an office with other appraisers on your WinTOTAL network, and you want to share your QuickLists with everyone, and work from a single “master” set of QuickLists. This could save time – not only from duplicating common field entries, but it could also make your office a little more consistent from […]
If time is money, then any tip you use to shave time off any part of your workflow is helpful. At a la mode, we're dedicated to helping our appraisers succeed in every aspect of their workflow, even if sometimes there's little direct crossover to our products.
Did you know that you can change the layout of your Files PowerView? You can add, remove and rearrange all the columns you like. Sort any column with a single click, and drag columns wherever you think is most helpful.
Have you ever had to go digging in your “Sent Items” in your e-mail to remind yourself whether or not you sent a report? Or worse, you've found no record of delivering UAD reports since they’re not usually delivered via e-mail, but rather by uploading files to your clients’ website.
Our most popular Weekly Tech Tip so far is still our first one, about Multi-field QuickLists, which let you fill out more than one field at a time using a simple shortcut. Today, we’ll go in the reverse direction to create partial-field QuickLists. Both types of QuickLists save you time and make filling out the […]
