Overview
Attach supporting documents to a Mercury Network® appraisal order by uploading electronic files or using DirectFax™ for paper documents. Attached files are stored in the order’s Documents section, where you can review document details, open files, and delete files that are no longer needed.
How to attach documents to an appraisal order
Open an order from your order list by double-clicking it or selecting it and choosing View Order on the toolbar.
In the appraisal order details, select Attach Documents on the toolbar.
Select the appropriate document type from the menu.
Note: This is not how you upload a completed appraisal report. To do so, you'll click the Complete button on the toolbar. Related Article: How to Deliver Completed Orders on Mercury Network®.
Choose the option to Upload Documents or Print DirectFax™ cover sheet.
Attach existing electronic documents: If you already have documents in electronic format like Adobe PDF, Word, or Excel, click the Upload documents button and select your file to attach.
Attach paper documents using DirectFax™: Our DirectFax technology lets you send us paper documents using any fax machine. Click the Print DirectFax™ cover sheet button to print the special bar coded cover page. Fax it along with your documents to the printed toll free number (866-675-7808).
How to manage attached documents
Once your document is attached to the order, it appears in the Documents section of the order. There are a few things you can do here:
Click any document in the list, to view the Document Details in the Details and Tools section below.
To open a document, select it from the list and click the Open icon the Details and Tools section below. It will open using your PC's default application. So, for instance, if you select a MISMO XML file and click Open, the file might open in Internet Explorer, and a PDF might open with Adobe Reader.
To remove the document, select it from the list and click the Delete icon in the Details and Tools section.
How to upload electronic documents
To attach an electronic document saved on your computer:
Click Upload documents.
Browse to the location where the document is saved.
Select the file and click Open then you'll see a progress bar while your document is uploaded.
When your document finishes uploading, you may upload additional documents or select Close when done.
How to attach paper documents with DirectFax™
To print a DirectFax cover sheet:
Click Print DirectFax™ Cover Sheet in the Attach Document window.
Select your print options and click Save or Print.
Follow the instructions on the DirectFax™ cover sheet and fax the document (with the cover sheet included) to the fax number provided.
Outcome
After the upload or fax is processed, the document appears in the order’s Documents section. You can review its details, open the file, or delete it as needed. Storing supporting documents with the appraisal order keeps order records organized and accessible to authorized users.