--- title: "How to Configure Compliance Certificate on VMP Client Order Setup on Mercury Network®" slug: "configure-compliance-cert-vmp" tags: ["Mercury Network - Secure", "Mercury Network"] updated: 2026-05-08T18:43:03Z published: 2026-05-06T03:30:39Z canonical: "docs.cotality.com/configure-compliance-cert-vmp" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.cotality.com/llms.txt > Use this file to discover all available pages before exploring further. # How to Configure Compliance Certificate on VMP Client Order Setup on Mercury Network® ## Overview Configuring a compliance certificate allows you to provide clients with a professional, dynamic document that validates the integrity of a completed order. By automating the inclusion of property details, appraised values, and licensing information directly from the final report, you reduce manual data entry and ensure report accuracy. Customizing the certificate with your company logo and specific compliance policies reinforces your brand identity and ensures all regulatory requirements are met consistently across every transaction. --- ## Configure the Compliance Certificate You can set up a compliance certificate to be included with the completed order when it is sent to the client. The certificate can include dynamic data such as property information, appraised value, and the appraiser license information as it appears in the final report. You can also customize the compliance certificate to include your logo and compliance policies. To set up your compliance certificate... 1. Navigate to the top navigation bar and select **Preferences**. 2. Select **VMP Client Order Setup** in the drop-down menu. 3. If you have multiple **VMP XSites** connected to your **Mercury Network** account, use the drop-down under **VMP XSite to Mercury Network Configuration** to select the site for which you'd like to make changes. 4. On the left, choose **Compliance Certificate**. 5. Several options are available to customize the compliance certificate's contents. The primary customization tools are located beneath the main menu bar. 1. **Save**: Click this button at any time to commit the changes you've made to the compliance certificate. 2. **Logo**: Click this button to display the Company Logo dialog, where you can upload and position the logo that will appear on your compliance certificate. For best results, it's recommended that the compliance certificate be 300 wide x 100 tall - measured in pixels. 1. Click **Upload** to upload the image file for your logo to your compliance certificate. After you upload the file, the preview will appear in the Preview area in this dialog. 2. If you've uploaded a logo to your Appraiser XSite in Theme Prefs, click **Use my VMP XSite logo** to use that logo on your compliance certificate. 3. Use the **Logo Location** drop-down to choose how the logo should be positioned at the top of the compliance certificate 3. **Intro**: Click this button to define the contents of the compliance certificate's intro, which will appear at the top of the compliance certificate, just under the logo. 1. **Save**: Click this button at any time to commit your changes and close the window. 2. **Cancel**: Click this button at any time to discard your changes and close the window. 3. **Missing Information**: Choose **Prompt** or **Omit** from this drop-down to decide whether fields with missing information should be disregarded, or if the user should see a prompt for the missing information. 4. **Include**: Check this box for each item that should be included in the compliance certificate intro. 5. **Critical**: Check this box for each item that should be considered critical. Each critical item will be verified with a prompt prior to creation of the certificate. 4. **Options**: Click this button to set up the compliance certificate with your company information, as well as choose the font for the certificate. 5. **Preview**: Click this button to see a PDF preview of the certificate. Note that when viewing the preview, the contents that would normally populate from the order and report will be substituted with fake information. 6. **Restore Default**: Click this button to set the compliance certificate back to its default settings. This will remove any customizations you have saved. 6. On the right, you'll see an area where you can edit the text of the compliance certificate. This editor has tools that are similar to any word processor, allowing you to select fonts, insert tables and images, and use special characters. There are a couple of special tools to notice here: 1. The **Appraisal Fields** drop-down lets you insert "**merge fields**" into the certificate. These merge fields will dynamically fill information from the appraisal report to which the compliance certificate is attached. 2. The **Contact Fields** drop-down is similar to the Appraisal Fields drop-down, but lets you dynamically fill information from the company information you entered in the Options dialog - discussed above. --- ## Outcome Once configured, your compliance certificate will automatically generate with every order, merging report data with your professional branding. You have now replaced manual documentation with an automated process that ensures consistent regulatory compliance.