Total Addendum Writer - Load Custom Addendum Q

[Metamorphic]

When you go to load a pre-saved addendum and there is already a text addendum in the report it gives you the choice of replacing the existing addendum or inserting the addendum into what's existing.

What if you want to insert a 2nd, separate, addendum? I like to try to keep my boiler plate separate from my project specific addendum.

Am I missing something or is this a missing feature?

 

[Tom Woolford]

Save the additional text as a quicklist item. It will plug right in wherever you want it in the addenda. I've got a ton for different SOW, market discussions for specific subdivisions etc.

 

[Mike Ault]

I generally have at least three separate text addendum's in each appraisal. I place each one of them in a "cover letter - legal" form and I can input any quick listed text item I choose or type directly into it. I have one quick list item for the letter of transmittal, one for the clarification of the scope of work and one for my resume, they save and print as separate addendum's quite nicely as long as you don't overflow the single page length on each one. One of the better features in my opinion as you can also insert fields which display data from the appraisal form in the addendum such as address, borrower, appraised value, effective date, or anything else that you want to extract out the appraisal form and display it in your own custom addenda.

 

[Metamorphic]

I was hoping that I could use the actual tools in the addendum writer to save and reload addendums, but it just wants to replace or combine into the existing addendum, if any. No option to create a 2nd addendum through that process.

 

[Mike Ault]

I must not be understanding what you’re trying to do however if you get used to typing them into the blank cover letter forms the process is easy. Once you’re finished with your first addendum, you can select the whole thing and copy it into a quick list item. Then go to the contents tab and add another blank cover letter form and start your second addendum in there. You can then select all that text and add it to the existing quick list field that is associated with cover letters and pretty soon you will have a whole selection of separate quick keyed addendum’s that you can load into separate blank cover letters and title them as you wish in the table of contents.

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[Vermonter]

I have the boilerplate addendum in my template and then add assignment specific stuff thruout it. You can just copy>paste anywhere you want into the addendum or if you wanted to keep it separate, just copy>paste at the end?

 

[Metamorphic]

One of my goals is to absolutely separate assignment specific information from boiler plate. It kills me when somebody buries important information in the middle of what is obviously BP. Do you want to do an extra lap around the review tree just so you can be sanctimonious about the reviewer not studying every word of the report?

So basically I need two text addendums. One that's 100% boiler plate. Load it, stick it at the end of the report and never look at it again. The other one is 100% new material.

Where the problem comes in is if you load the BP first, all of your URAR text will roll over into the BP addendum. If start the rollover addendum first, when you add in the boiler plate it puts it in with the purpose written stuff. Seems like all alamode needs to do is add a 3rd button to the addendum loader.....right now you get to choose between "add to existing" and "replace". I just want a "new" button.

 

[Mike Ault]

Try this once and see if it works for you. If not, I’m sorry to have wasted your time. Add a blank cover letter into a test report and then type a few sentences into it using the addendum writer. And then add another blank cover letter and type a few more sentences into the using the addendum writer. These will be two totally separate text addendum’s. You can rearrange them, name them whatever you want, extract data fields from your report to insert into your boilerplate text addendum while still having a totally separate original text addendum that is not tied to any information in your report at all. The effect of typing into these separate cover letters should be exactly what you would get if you simply had a “new” button in the addendum writer. I have several boilerplate addendum’s and I have very lengthy original text addendum’s all contained within the same reports and have been overall very pleased with the way they turn out.

 

[Vermonter]

One of my goals is to absolutely separate assignment specific information from boiler plate. It kills me when somebody buries important information in the middle of what is obviously BP. Do you want to do an extra lap around the review tree just so you can be sanctimonious about the reviewer not studying every word of the report?

So basically I need two text addendums. One that's 100% boiler plate. Load it, stick it at the end of the report and never look at it again. The other one is 100% new material.

Where the problem comes in is if you load the BP first, all of your URAR text will roll over into the BP addendum. If start the rollover addendum first, when you add in the boiler plate it puts it in with the purpose written stuff. Seems like all alamode needs to do is add a 3rd button to the addendum loader.....right now you get to choose between "add to existing" and "replace". I just want a "new" button.

I get what you're saying now. I don't use the rollover function, just put "***See Attached Addendum***" If I know it won't fit and put the entire comment in the addendum. Honestly, the flow of my addendum matches the report, so everything is in order with labels (subject, neighborhood, site, etc.) boilerplate or assignment specific. Market analysis is the only thing separate and out of order. My current clients don't have a problem finding comments. Haven't had a stip where I replied "it's already in the report" in years.

 

[Mike Ault]

Yes, I avoid that rollover function also. It's a nice feature and I appreciate that they put it in there however I prefer to control where and when everything gets moved off to a separate addendum page. Sometimes the global choices controlling that feature which you enable for one field are not the same choices you want to make for the next field that you have an overflow in.