Overimprovement
Senior Member
- Joined
- May 31, 2017
- Professional Status
- Certified Residential Appraiser
- State
- Kentucky
How did you deliver to original client? Attachment should still be somewhere. Also agree with DW about confidentiality issues.
I understand what you are saying but that Wintotal file when you look at it is a Zip file, I can open the Zap file and see everything in it, a PDF of the report, all the pictures, and any addenda yet when you try to open it it is locked with a password that Total will not provide. They came up with this easy work file system for us to use and it is nice in concept but it is wrong to not allow us to access OUR files after we leave the field. I understand that after every report I can create a PDF and store that file but why should we when we have a work file that does this and already has everything in it, that is what the software feature was intended to due.BUT you shoudl have your PDF Copies somewhere on your computer you can open and still have copies of those.
This works great if after every report is signed you print the report, but why do this when Total provides a PDF of every report in the work file?Documents > a la mode > XML Export
I get that, and wish that I did take the time to do that with every report but when Total does that for us in their work file it seems counterintuitive to create a 2nd PDF and store that file when everything is already in the Total work file. More of a pet peeve than anything, this has pissed me off since they started Total and its work file. That Zap has everything in it that I created, no different than a Word document, I am not asking them to let me open and work on a file after I have left my subscription stop but rather I only want to see the items that are my files and I would not even need their software to view those files.I know it doesn't help much now, but seriously, create and save your own PDF with your work file.