--- title: "How to Navigate the Toolbar in the Order Details Workspace on Mercury Network®" slug: "how-to-navigate-the-tool-bar-in-the-order-details-workspace-in-mercury-network" tags: ["Mercury Network - VMP Client", "UAD", "Mercury Network"] updated: 2026-05-08T01:25:17Z published: 2026-05-08T01:25:17Z canonical: "docs.cotality.com/how-to-navigate-the-tool-bar-in-the-order-details-workspace-in-mercury-network" --- > ## 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 Navigate the Toolbar in the Order Details Workspace on Mercury Network® ## Overview The Order Details Workspace in Mercury Network® contains all the key pieces of information about an order. Depending on the type of order (legacy form or UAD 3.6), you will see different fields and order details. --- ## Appraisal Order Details After you click on an order, the **Order Summary** screen displays essential data points about an order. When applicable, this includes expanded **UAD 3.6** property characteristics that help define the scope of work. 1. Select the **Order** tab menu on the **Order Management** page 2. Select an Order from the list to open the **Appraisal Order Details** screen. ## Toolbar Navigation Buttons ![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image(735).png?sv=2026-02-06&spr=https&st=2026-11-06T05%3A16%3A35Z&se=2026-11-06T06%3A16%3A35Z&sr=c&sp=r&sig=Zj35QNZ4JiGcYHuF3npdu9hpxvKN0Zh3NkoLNFy8U58%3D) 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. #### Send Message **How to send a message to another party regarding an order:** 1. Double-click an order from your list of orders, or highlight an order and click **View Order** on the toolbar to open Order Details. 2. From the appraisal order details, click **Send Message** on the upper left. 3. In the **Send Message** screen, enter your message, check the **Action Required** box if needed, and click **Send.** When an order is in Review status, users can send a message to the reviewer. This communication automatically syncs with the Investigate module. ![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image(737).png?sv=2026-02-06&spr=https&st=2026-11-06T05%3A16%3A35Z&se=2026-11-06T06%3A16%3A35Z&sr=c&sp=r&sig=Zj35QNZ4JiGcYHuF3npdu9hpxvKN0Zh3NkoLNFy8U58%3D) **Related Article:** [How to Send Messages from the Order Workspace in Mercury Network®](/ext/docs/how-to-send-message-from-the-order-workspace-in-mercury-network#overview) #### Attach Documents **How to attach documents to an order:** 1. Double-click an order from your list of orders, or highlight an order and click **View Order** on the toolbar. 2. Click **Attach Documents** on the toolbar when viewing the appraisal order details screen. 3. **Choose the document type** from the drop-down list: 4. Choose the option to **Upload Documents** or **Print DirectFax™** cover sheet. 5. **Attach existing electronic documents:** If you already have documents in electronic formats such as 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 checkmark once it’s done. You can remove the document by clicking the **Check icon.** 6. **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 toll-free number (866-675-7808). Once your document is attached to the order, it appears in the **Documents section**. **Related Article:** [How to Attach & View Documents from the Order Workspace in Mercury Network®](/ext/docs/how-to-attach-documents-from-the-order-workspace-in-mercury-network#overview) --- **Document Details in the Details:** 1. Click any document in the list to view the **Document** section, which shows the **Document Type** and **Date Uploaded.** 2. To open a document, select it from the list and click it. It will open using your PC's default application. 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. 3. To **open**, **download,** or **remove the document**, select it from the list, then choose the action from the **Details and Tools** section. ![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image(759).png?sv=2026-02-06&spr=https&st=2026-11-06T05%3A16%3A35Z&se=2026-11-06T06%3A16%3A35Z&sr=c&sp=r&sig=Zj35QNZ4JiGcYHuF3npdu9hpxvKN0Zh3NkoLNFy8U58%3D) #### Other Actions The **Other Actions** menu allows you to update the status and change information about your order. Here are the options you will see when you click Other Actions: - Place On Hold - Delayed - Resume - Request Revision - Correction - Request Revision - ROV - Duplicate Order - Cancel Order ![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image(742).png?sv=2026-02-06&spr=https&st=2026-11-06T05%3A16%3A35Z&se=2026-11-06T06%3A16%3A35Z&sr=c&sp=r&sig=Zj35QNZ4JiGcYHuF3npdu9hpxvKN0Zh3NkoLNFy8U58%3D) #### Print 1. Click **Print.** 2. Choose your print options and click print. ![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image(741).png?sv=2026-02-06&spr=https&st=2026-11-06T05%3A16%3A35Z&se=2026-11-06T06%3A16%3A35Z&sr=c&sp=r&sig=Zj35QNZ4JiGcYHuF3npdu9hpxvKN0Zh3NkoLNFy8U58%3D) --- ## Order Form Fields The order form on the left of the **Appraisal Order Details** screen displays standard fields, with additional fields introduced under UAD 3.6 to provide a more detailed view of the order. #### Standard & New UAD 3.6 Fields These standard fields are available on all orders: | - Order Date - Order Type - Property Valuation - Method - Due Date - Closing Date - Fee - Payment Typ - Estimated Value: - Loan Number - Parent Tracking - Number - File Number - FHA Case # | - DU Case File ID - LPA Key - PDAPI Key - BACE Submission ID - Property Data ID - Other Ref # - Vendor Name - Assigned AE Ordered By: - Lender - Lender Address - Appraisal Date - Mortgage Type - Valuation Assignment Type - Product | - Disclosure Date - Rent Schedule - Neighborhood - Sale Price - Prior Date - Prior Price - Property Type - Property Rights - Property Usage - Prop Attachment - Property Legal - Structure - Construction Method - Living Unit Excluding | - ADU - ADU Count - PUD - Land Owned in - Common - Legal Description - County - Investor Doc File ID: *(previously labeled GSE Doc File ID)* - FHA Doc File ID - Directions - Sq F - Site Size: | | --- | --- | --- | --- | The following fields are also visible on **UAD 3.6** orders, providing a complete and granular view of the order. | - Prop Attachment - Property Type - Living Unit Excluding ADU - Property Valuation Method - Project Legal Structure - ADU Count - Construction Method - Rent Schedule Indicator - PUD Indicator - Land Owned in Common Indicator - Property Usage - Order Type - Mortgage Type - Valuation Assignment Type - Parent Tracking Number *(this will only be populated on Completion Reports and Restricted Update Reports)* | | --- | #### Legacy Form Fields There are also several fields present on legacy forms orders but not on **UAD 3.6** orders. Although you do not see these fields on UAD 3.6 orders, this information is still collected and stored in UAD 3.6-specific fields that contain similar information. - Form Type - Loan Type - Loan Purpose - Prop Type - Occupancy --- ## Edit Order Information You can update the following details directly on the Appraisal Order Details screen. #### How to Edit the Closing Date To edit the **Closing Date** for your order: 1. If your order already has a Closing Date, click the **Closing Date** to edit it. If the order does not have an FHA Case #, click **Edit.** 2. Enter the **Closing Date** and click **OK.** ![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image(744).png?sv=2026-02-06&spr=https&st=2026-11-06T05%3A16%3A35Z&se=2026-11-06T06%3A16%3A35Z&sr=c&sp=r&sig=Zj35QNZ4JiGcYHuF3npdu9hpxvKN0Zh3NkoLNFy8U58%3D) ![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image(745).png?sv=2026-02-06&spr=https&st=2026-11-06T05%3A16%3A35Z&se=2026-11-06T06%3A16%3A35Z&sr=c&sp=r&sig=Zj35QNZ4JiGcYHuF3npdu9hpxvKN0Zh3NkoLNFy8U58%3D) #### How to Edit the Payment Method You can change the **Payment** **Method** for an order: 1. Click the link next to **Payment Type** which reflects the current payment method. 2. Use the **Payment Type dropdown** to choose the new payment method. 3. Click **OK.** ![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image(746).png?sv=2026-02-06&spr=https&st=2026-11-06T05%3A16%3A35Z&se=2026-11-06T06%3A16%3A35Z&sr=c&sp=r&sig=Zj35QNZ4JiGcYHuF3npdu9hpxvKN0Zh3NkoLNFy8U58%3D) ![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image(747).png?sv=2026-02-06&spr=https&st=2026-11-06T05%3A16%3A35Z&se=2026-11-06T06%3A16%3A35Z&sr=c&sp=r&sig=Zj35QNZ4JiGcYHuF3npdu9hpxvKN0Zh3NkoLNFy8U58%3D) #### How to Edit FHA Case # To edit the **FHA Case #** for your order: 1. If your order already has an **FHA Case #**, click the **FHA Case #** to edit it. If the order does not have an FHA Case #, click **Edit.** 2. Enter the **FHA Case #** and click **OK.** 3. Click **OK** on the dialog confirming your changes. ![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image(748).png?sv=2026-02-06&spr=https&st=2026-11-06T05%3A16%3A35Z&se=2026-11-06T06%3A16%3A35Z&sr=c&sp=r&sig=Zj35QNZ4JiGcYHuF3npdu9hpxvKN0Zh3NkoLNFy8U58%3D) ![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image(749).png?sv=2026-02-06&spr=https&st=2026-11-06T05%3A16%3A35Z&se=2026-11-06T06%3A16%3A35Z&sr=c&sp=r&sig=Zj35QNZ4JiGcYHuF3npdu9hpxvKN0Zh3NkoLNFy8U58%3D) #### How to Update the DU Case File ID To update the **DU Case File ID** for an order: 1. To update the **DU Case File ID** for an order, click **Edit.** 2. Enter the **DU Case File ID**, and click **OK.** ![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image(750).png?sv=2026-02-06&spr=https&st=2026-11-06T05%3A16%3A35Z&se=2026-11-06T06%3A16%3A35Z&sr=c&sp=r&sig=Zj35QNZ4JiGcYHuF3npdu9hpxvKN0Zh3NkoLNFy8U58%3D) ![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image(752).png?sv=2026-02-06&spr=https&st=2026-11-06T05%3A16%3A35Z&se=2026-11-06T06%3A16%3A35Z&sr=c&sp=r&sig=Zj35QNZ4JiGcYHuF3npdu9hpxvKN0Zh3NkoLNFy8U58%3D) #### How to Edit LPA Key To edit the LPA Key for an order: 1. If your order already has a LPA Key click the **LPA Key** to edit it. If the order does not have a LPA Key, click **Edit.** 2. Enter the LPA Key, and click **OK.** ![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image(751).png?sv=2026-02-06&spr=https&st=2026-11-06T05%3A16%3A35Z&se=2026-11-06T06%3A16%3A35Z&sr=c&sp=r&sig=Zj35QNZ4JiGcYHuF3npdu9hpxvKN0Zh3NkoLNFy8U58%3D) ![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image(754).png?sv=2026-02-06&spr=https&st=2026-11-06T05%3A16%3A35Z&se=2026-11-06T06%3A16%3A35Z&sr=c&sp=r&sig=Zj35QNZ4JiGcYHuF3npdu9hpxvKN0Zh3NkoLNFy8U58%3D) #### How to Edit Disclosure Date To edit the disclosure date for an order: 1. If your order already has a disclosure date, click the **Disclosure Date** to edit it. If the order does not have a disclosure date, click **Edit.** 2. Enter the disclosure date, any comments or additional information (if necessary), and click **OK.** 3. Click **OK** on the dialog confirming your changes. ![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image(755).png?sv=2026-02-06&spr=https&st=2026-11-06T05%3A16%3A35Z&se=2026-11-06T06%3A16%3A35Z&sr=c&sp=r&sig=Zj35QNZ4JiGcYHuF3npdu9hpxvKN0Zh3NkoLNFy8U58%3D) ![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image(756).png?sv=2026-02-06&spr=https&st=2026-11-06T05%3A16%3A35Z&se=2026-11-06T06%3A16%3A35Z&sr=c&sp=r&sig=Zj35QNZ4JiGcYHuF3npdu9hpxvKN0Zh3NkoLNFy8U58%3D) #### How to Edit Property Contacts To edit the property contacts for an order: 1. Click **Edit Property Contacts.** 2. Enter the contact's name, enter their contact information, and select up to 2 contact methods from the drop-down menus. 3. Click **OK** to submit the changes. > [!NOTE] > **Note**: If your client or lender has configured their order form to require certain information for the property contacts, the required fields are marked with a red asterisk and must be filled out before placing the order. Additionally, the contact method drop-down menus for required fields are grayed out and cannot be changed when the client sets them as required fields. ![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image(764).png?sv=2026-02-06&spr=https&st=2026-11-06T05%3A16%3A35Z&se=2026-11-06T06%3A16%3A35Z&sr=c&sp=r&sig=Zj35QNZ4JiGcYHuF3npdu9hpxvKN0Zh3NkoLNFy8U58%3D) ![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image(762).png?sv=2026-02-06&spr=https&st=2026-11-06T05%3A16%3A35Z&se=2026-11-06T06%3A16%3A35Z&sr=c&sp=r&sig=Zj35QNZ4JiGcYHuF3npdu9hpxvKN0Zh3NkoLNFy8U58%3D) #### How to Add Additional Notification Recipients Enter additional e-mail addresses to receive notifications for this order. Separate multiple e-mail addresses with a semicolon. ![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image(765).png?sv=2026-02-06&spr=https&st=2026-11-06T05%3A16%3A35Z&se=2026-11-06T06%3A16%3A35Z&sr=c&sp=r&sig=Zj35QNZ4JiGcYHuF3npdu9hpxvKN0Zh3NkoLNFy8U58%3D) ![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image(766).png?sv=2026-02-06&spr=https&st=2026-11-06T05%3A16%3A35Z&se=2026-11-06T06%3A16%3A35Z&sr=c&sp=r&sig=Zj35QNZ4JiGcYHuF3npdu9hpxvKN0Zh3NkoLNFy8U58%3D) #### How to View Special Instructions Special instructions are visible on the lower right side of the screen in your Appraisal Order Details. This is where you view any special instructions or notes that were added to the order. ![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image(767).png?sv=2026-02-06&spr=https&st=2026-11-06T05%3A16%3A35Z&se=2026-11-06T06%3A16%3A35Z&sr=c&sp=r&sig=Zj35QNZ4JiGcYHuF3npdu9hpxvKN0Zh3NkoLNFy8U58%3D) --- ## View Property Placement From the **Appraisal Order Details** screen, you can view the placement of the subject property via Google Maps. #### View Property on Google Map Hover over the property placement icon to see the property address, this window also give you the option to enter Street View mode. ![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image(757).png?sv=2026-02-06&spr=https&st=2026-11-06T05%3A16%3A35Z&se=2026-11-06T06%3A16%3A35Z&sr=c&sp=r&sig=Zj35QNZ4JiGcYHuF3npdu9hpxvKN0Zh3NkoLNFy8U58%3D) --- ## 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. 1. Click any document in the list, to view the **Document** section, this will show the **Document Type** and **Date Uploaded.** 2. To open a document, select it from the list and click it to open. It will open using your PC's default application. 3. To **Open**, **Download** or **Remove the document**, select it from the list and select the action from the **Details and Tools** section. > [!NOTE] > **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. ![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image(759).png?sv=2026-02-06&spr=https&st=2026-11-06T05%3A16%3A35Z&se=2026-11-06T06%3A16%3A35Z&sr=c&sp=r&sig=Zj35QNZ4JiGcYHuF3npdu9hpxvKN0Zh3NkoLNFy8U58%3D) --- ## View Order History The Order History pane on the right side of the screen tracks all of the order’s changes and status updates. #### Order History Click **View changes** next to any event to view the original information along with the new information that has changed. ![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image(760).png?sv=2026-02-06&spr=https&st=2026-11-06T05%3A16%3A35Z&se=2026-11-06T06%3A16%3A35Z&sr=c&sp=r&sig=Zj35QNZ4JiGcYHuF3npdu9hpxvKN0Zh3NkoLNFy8U58%3D) --- ## Outcome After completing this guide, you’ll feel confident navigating and reviewing the updated Order Workspace. You’ll be able to quickly locate key order details, make updates, and view or download related documents. ---