How to Attach & View Documents from the Order Workspace on Mercury Network®

Overview

The Order Workspace in Mercury Network® contains all the key pieces of information about an order. This article explains how to send a messages to another party regarding the order.

The group of buttons on the upper left side of the orders dashboard is your primary navigation. These buttons allow you to perform 4 functions along with the Back arrow.

How to attach documents to an order:

Double-click an order from your list of orders, or highlight an order and click View Order on the toolbar.
Click Attach Documents on the toolbar when viewing the appraisal order details screen.
Choose the document type from the drop-down list:

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. You will see a progress bar while your document is uploading, and a check once its done. You can remove the document by clicking the Check icon.

Attach paper documents using DirectFax™ : Our DirectFax technology lets you send us paper documents using any fax machine.
1. Click the Print DirectFax™ cover sheet button to print the special bar coded cover page.
2. Select your print options and click Save or Print.
3. Fax it along with your documents to the printed toll free number (866-675-7808).

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:

View Attached Documents and Document History

From the Appraisal Order Details, you can view any documents attached to the order along with the document details. You can Open, Download or Remove a document from here. If no documents have been attached to this order, a message is displayed stating that No documents are attached to this order, yet.

Document Details & History

The Document Repository has been enhanced to improve usability. Files can now be downloaded directly, without opening them first.

Click any document in the list, to view the Document section, this will show the Document Type and Date Uploaded.
To open a document, select it from the list and click it to open. It will open using your PC's default application.
To Open, Download or Remove the document, select it from the list and select the action from the Details and Tools section.

Tip: For appraisal files, you can view or download the PDF for a quick review, access the XML file for data-specific needs, or download the complete ZIP file to obtain all related documents at once.

Outcome

After completing these steps, you will be able to attach documents to an order, view document details and history, and open, download, or remove files as needed directly from the Documents section.