--- title: "Order Workspace Overview on Mercury Network®" slug: "order-management-workspace-order-details" tags: ["Mercury Network - Secure", "Mercury Network"] updated: 2026-08-10T20:20:17Z published: 2026-08-10T20:20:17Z canonical: "docs.cotality.com/order-management-workspace-order-details" --- > ## 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. # Order Workspace Overview on Mercury Network® ## Overview The Mercury Network® Order Workspace serves as your central command center to create, filter, monitor, and process valuation requests. From the workspace dashboard or individual order details, you can execute key management tasks, reassign workflows, and communicate seamlessly across systems. --- ## Order Workspace Overview [Embedded content](https://app.storylane.io/demo/dxnpr0bthgmn?embed=inline) ### Workspace Toolbar #### New Order New Order lets users create a new appraisal request by selecting the order type, entering basic property and contact details, and choosing or automatically assigning a vendor depending on their settings. After confirming fees, payment method, and any delivery requirements, the user submits the order, and the assigned vendor has 24 hours to accept before Mercury Network® reassigns or flags it for reassignment according to the organization’s Vendor Selection Settings. **Related Article:** [How to Create a New Order](/ext/docs/create-a-new-order-1#overview), [How to Crate a New UAD 3.6 Order](/ext/docs/order-uad-mercury-secure#overview) #### View To view order details, select an order from the list on the right, then click **View** in the top-left toolbar. Alternatively, double-click the order. #### Message To send a message about an order, select it from the list and click **Message** in the toolbar at the top. **Related Article**: [How to Send Messages in the Order Workspace in Mercury Network®](/ext/docs/send-messages#overview) #### Delete To delete an order, select with a single click, then click **Delete** on the toolbar. If the selected order has not been cancelled, the Order Delete window will pop up. The **Order Delete** window lets you message the appraiser assigned to the order. Write your message to the appraiser and click **OK** to cancel the order and delete it at the same time. **Related Article**: [How to Cancel Orders](/ext/docs/cancel-orders-1#overview) #### My Columns In **My Columns**, customize which columns appear in the order view and set their display order. You can also configure distinct column sets for each status folder. **Related Article**: [How to Customize My Columns View](/ext/docs/my-columns-1#overview) #### Export **Export** orders to an XLSX file to view them in your preferred spreadsheet application. To customize your report, use the **My Columns** option from the toolbar. Choose which columns appear on your order list, and the same columns will appear on your exported report. **Related Articles**: [How to Customize My Columns View Mercury Network®](/ext/docs/my-columns-1#overview), [How to Find an Order from the Order Workspace](/ext/docs/how-to-search-orders-in-mercury#overview1) #### Mark as Paid **Mark as Paid** provides the ability to mark an order as paid and share the payment information with the appraiser. The ability to mark orders as paid can be enabled on a per-user basis by turning on the Mark as Paid order management permission. **Related Article**: [How to Find an Order from the Order Workspace](/ext/docs/how-to-search-orders-in-mercury#overview1), [How to Mark Appraisals as Paid](/ext/docs/mark-as-paid-1#overview) --- ### Workspace Filters #### Order Types As part of the **UAD 3.6** update, a new **Order Type** filter has been created to differentiate between regular **Residential Appraisals** and **Residential Appraisals — Legacy Forms**. ![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image(681).png?sv=2026-02-06&spr=https&st=2026-11-06T03%3A29%3A45Z&se=2026-11-06T04%3A29%3A45Z&sr=c&sp=r&sig=fD%2BnN6jQwCHAv0JP8R5QTO3BWj3RPxNy%2FpnQWwRZlR4%3D) **Related Articles**: [How to Create a New UAD 3.6 Order](/ext/docs/order-uad-mercury-secure#overview), [How to Create a New Order (Legacy)](/ext/docs/create-a-new-order-1#overview) #### Assigned Assigned will narrow down the list to display orders assigned to a particular person. **Related Article**: [How to Find an Order from the Order Workspace](/ext/docs/how-to-search-orders-in-mercury#overview1) #### Client Group Client Groups give you detailed control of settings for clients who order appraisals through Mercury Network®. The settings affect the group as a whole, as well as very specific settings for each individual member of the group. **Related Article**: [How to Configure Client Group Profiles](/ext/docs/update-client-profiles-mercury-secure#overview) --- ### Managing Orders in Details View Order details is where you perform the majority of the management functions for an order. From here you can duplicate and edit orders, send messages, update the order status. #### Edit Mercury Network® allows you to edit an order after it has already been created, giving you flexibility to update details as circumstances change. **Related Article**: [How to Edit Orders in the Order Workspace](/ext/docs/edit-orders-in-mercury-network#overview) #### Matching Order Alerts On the **Order Details** page, review top-of-screen banner notifications if multiple orders exist for the same address. Click **More info** to view matching tracking numbers. #### Vendor & Trainee Information Review assigned vendor details, including supervisor and trainee pairings. #### Reassigning Personnel Under Assignment Information, click the assigned employee's name and select a new team member from the Assign to Employee drop-down menu. --- ## Outcome After completing these steps, you will have configured your **Order Workspace** in **Mercury Network®** to operate according to your business's specific workflow. You can now use these functions to streamline your processes, improve efficiency, and ensure consistency across your operations.