Assembling an Order

The Order Assembly screen lets you add all of the documents (in PDF format) that the customer ordered.

Tip: 
If the order you want to work with is not currently open, click the Orders tab and use the "Order#" field to find the one you want quickly. You can also select the order from the list, then click View Order Details, or double-click the order. In any case, you will end up on the "Order Details" page.

The example below shows how to add a Form B and Minutes to the order.

1. From the "Order Details" page, click Order Assembly.
2. If the customer requested the property's insurer, or any "Move In" or "Move Out" fees you can specify that here. If requested, this information will appear on the document's cover sheet.
3. For each document that the customer requested, click Add to add a PDF file to the order. Or you can use the Add Multiple button, letting you add several PDF files at once. If a document is not available, click Doc N/A to open a text window, where you can explain why the document is unavailable.

4. After clicking Add or Add Multiple, click the Browse button and navigate to the appropriate PDF file (or files) on your network, then click Open. You may delete the file by clicking the red “X” that appears next to the file name on the "Order Assembly" screen.

5. You can add an optional comment to the order that will appear on the document cover sheet.

6. Check off or clear the check box to indicate whether or not to charge for the document.

7. Click Add Document to add the file to the order, or click Cancel to close the box without adding the document.