WinTOTAL Aurora

WinTOTAL Aurora (v5) – March 29, 2007 Update
This update contains improvements throughout WinTOTAL, including the Comps Side-by-Side view and an improved Contents View.

This update also contains the new GP Land appraisal form in both letter and legal size. In addition to being a superior form for appraising land, it contains powerful new configurable options that allow you to choose your unit type (Sq. Ft. vs Acres) and your comparable adjustment method ($$, $$/Unit, %/$$, and %/$$/Unit) for greater flexibility. The form labels will adapt to show your configured choices.

In addition, the GP Residential is now available in letter size, and has been revised with additional feedback received after we initially released it. You can find the GP Series forms in the “a la mode General Purpose forms” folder in your contents view in WinTOTAL.

Comps Side-by-Side

Adjusted Sales Price now instantly refreshes when using the auto adjuster.
An error has been fixed when highlighting multiple fields while automatically showing recent responses.
Auto-complete for all drop-down lists now work when enabled.
You can no longer edit auto adjuster tables on signed reports.
You can no longer incorrectly clear Order Form data when trying to use Shift+DEL shortcut key from the Comps Side-by-Side view.
You can now immediately use recent responses after removing a signature from a report.
Locked fields now properly transfer data back to the form.
QuickLists are now updated when switching from the Forms PowerView to the Comps PowerView with automatic drop downs enabled.
Recent response dropdowns now close properly when using the right-click option to place data into the field.
The rounding drop down list now refreshes correctly when selecting a new adjustment field after applying rounding to the previous field.
Using =0 in the last field of comparable column No. 1 now properly navigates to the address field of comparable No. 2.
All CTRL shortcut keys now work within the auto-adjuster.
Using a QuickList on the last field in a comparable column now navigates to the address field of the next available comparable.
An issue has been resolved that caused the up and down arrows to become unresponsive after selecting a QuickList from a field’s drop-down list.
An issue which could cause the wrong QuickList to be shown for a field has been resolved.
A rare case where you had to click twice to check or uncheck a checkbox has been resolved.
An issue has been corrected that could cause an error by moving through fields too quickly with QuickLists set to show in the drop-down list for fields.
When using auto-complete with recent comments, you can now use the up and down arrow to navigate the drop-down list.
With the option for "Show drop-down lists for fields" set to QuickLists, clicking on an item in the drop-down with the mouse now properly updates the field information.

Comps Database

After selecting comps in the database and switching back to the comps side-by-side view now automatically prompts to place comparables in the report.
Downloading a map with comparables within X miles of your subject now works properly.
Selecting to update a comp with existing images now correctly updates the photo instead of appending a new image.

Contents PowerView

Using the new Contents view in WinTOTAL, you can now enable the Table of Contents (TOC) column to select which pages should be listed and numbered. We’ve also made it easier to add, remove, and re-arrange pages in your report, as well as preview and print a blank form.
Closing a report with the Contents view still open no longer causes Contents to open in a smaller window the next time it’s opened.

Forms PowerView

A rare issue has been resolved where using ENTER to navigate certain forms with skipped-by-enter fields caused WinTOTAL to lockup.
Images in the .MWF format can now be pasted directly onto forms in your report.

Images PowerView

An issue has been fixed that could cause the incorrect comp address to be assigned to images after merging.
Image address labels are now immediately shown when adding images from Unused Images to a report.

Maps PowerView

The Property and Distance column widths are now adjustable.
When downloading a map with a letter sized major form, the maps are downloaded at a smaller resolution (800x950 or 1200x1425 depending on your settings) and placed on a letter sized map page.

Order PowerView

The correct QuickList are now shown after using the navigation tabs at the bottom of the order form.
The correct message is now displayed when attempting to export appointments when not associated to an XSite.
CTRL shortcut keys no longer prompt to remove signature when applied to extended billing fields.

Sketch PowerView

The a la mode custom version of Apex v3 will now launch from WinTOTAL when using Windows Vista.

General

A new option to include the total number of pages in the page numbers printed on your reports has been added to the printing options. If enabled, this will display page numbering as “Page X of XX”. You can find this setting in the additional print settings screen.
A problem has been fixed that sometimes caused the S in the overflow text “See attached addendum” to be missing.
A problem has been resolved which could cause a file named ".zip" to be created on certain systems after merging.
All sub-folders in the Files PowerView are now available for selection when converting competitor files.
An issue has been resolved that could cause the Addenda view to become distorted after changing the order of forms or swapping the major form.
An appropriate message is now displayed when trying to merge selected forms in report from a report containing only order form data.
Cancelling when assigning a file name to a new report in rare cases no longer causes WinTOTAL to lock up.
Occasionally, changing fonts could cause errors in the E&O check. This has been corrected.
Choosing to re-sequence QuickLists when there are no entries or duplicates no longer causes WinTOTAL to lock up.
Copy and paste shortcuts now work between QuickNotes.
Cursor placement is now correct when using CTRL+D to insert the date on center-aligned fields.
Default data is now automatically applied to Additional Comparable pages when the original major form is swapped out for another form.
Enter key and down arrow can now be used to navigate out of the last field on the Additional Comparable page.
The first word in multi-line fields is no longer skipped when keyboard navigation is set to have CTRL+Arrow keys move to next word.
The Freddie Mac logo on the Exterior-Only form no longer overlaps the right margin when printing to PDF.
Having a longer WinTOTAL username no longer causes some reports not to be found when searching through the merge screen.
The proximity search is now available when merging and importing comparables or sketches from old reports.
QuickLists are now updated when entering out of the last field of a form.
QuickNotes added to the right edge of forms now show onscreen.
QuickNotes functionality has been increased to allow up to 127 per report. Previously the limit was 33.
QuickNotes now display properly if multiple QuickNotes overlap each other.
Reports containing multiple addenda will now overflow correctly.
Selecting the active form navigation tab will now return to the beginning of the appropriate section.
SHIFT+Arrow keys can now be used to highlight the entire form.
SHIFT+ENTER now works correctly on the Marshall & Swift Cost Approach [2004] [Ltr} [NON-integrated] form.
Shortcut keys now work within WinTOTAL’s registration wizard.
Shortcut to highlight entire form (CTRL+SHIFT+End) now works correctly on W-9 Request forms.
Reports containing more than nine comparables will now import correctly into the comps database.
The keyboard navigation has been corrected on several forms so hitting enter in the last field of the form will take you to the next form in your report.
The number pad can now be used to access the QuickList keyboard shortcuts (ALT+#).
Using CTRL+D in the reconciliation section of the URAR [Form 1004] no longer interferes with arrow key usage.

Tech Support Assistant

Many updates have been made to the WinTOTAL Utilities to help our technicians diagnose and resolve issues faster.

WinTOTAL Conversion Wizard

An issue has been fixed that caused ACI (pre v8.5.2) reports to not convert.
CRAL reports can now be chosen when converting competitor reports.
Residential Appraisers for Windows reports now convert successfully.
WinTOTAL Conversion Wizard: Text Database can now be converted from Bradford.
When converting ClickForm reports, the additional comp pages are now converted for reports containing the latest Fannie Mae 1004, 2000 and 2055.
Reports containing the “UCISAR - Small Property” major form now correctly convert from ClickForms.

Workfile PowerView

Comments on a workfile item will no longer be applied to other workfile items when quickly selecting them.
Printing certain types of images no longer puts focus on the file above it.
You can now restore a previous major form to a report that does not currently have one.

GAC Delivery Plugin

A help section is now available within the delivery wizard.

AppraisalPort Delivery Plugin:

Loan number and effective date now convert properly to the OADI Viewer when delivering a report containing a One-Unit Field Review form.
Option for orders displayed is now retained when delivering through AppraisalPort.
Scanned Page Addendum forms now convert to the OADI Viewer properly.

Desktop Billing:

With desktop billing enabled, you can mark a report started in WinTOTAL as XSite Integrated.
Employee payments are now immediately displayed in Accounting.
Reports filtered by Invoice date no longer prompt for the date range more than once.
Reports filtered by Amount fees greater than zero now correctly eliminate invoices with zero amounts.
An issue has been resolved where XSite integration remained enabled after switching to Desktop Billing.
A scenario that could cause fee tables to be saved without a name has been corrected.
All fields in billing reports dealing with dollar information now have currency formatting.
Apostrophes can now be used in title and note fields when setting up fee tables.
Base Fee amount is now populated if you select job type before selecting a Bill To contact.
Clicking the Save link when editing the default client fee table will now properly save changes instead of displaying the message "You must enter a Fee Table Name."
The correct message is now displayed when attempted to delete default appraiser fees.
Entering commas into fees when setting up Appraiser and Client fees no longer returns an error message.
Font formatting is now supported when editing an invoice.
Formatting symbols are no longer imported from old reports. This could cause strange symbols to show in your billing information for these reports.
Partial payments are now correctly applied to Total due and Past due totals.
Save and OK now both work when setting up Appraiser Fee tables.
Special characters can now be used in billing report names.
TAB order through invoices has been improved.
The Appraised Date field is now available as a filter when importing reports into Desktop Billing.
The dates used in billing reports can now be sorted in ascending order.
Fees Payable reports can now be copied.
When closing out of a new WinTOTAL report, you will not be prompted to add a Bill To contact unless you choose to save the report.
When creating or copying new reports, the Edit and Delete columns are now added correctly without expanding the column width of existing columns.
When entering appraiser fee splits, using the percent sign (%) in a fee value no longer prevents the numeric value from saving.
When entering client payments, changing the check amount after payments have been allocated could cause the message "Total of payments exceeds check amount" to be shown repeatedly. This will no longer happen.
When on the Invoice view, any new contacts added to an invoice will be immediately available in the Bill To: drop-down list in the side menu.
You can now use the View Invoice link in Accounting to open the invoice editor.
The Apply Payments button is now disabled while payment information is saved to prevent duplicate payments from being recorded.
The Edit option is now available in the right-click menu when viewing paid invoice in the Invoices view.
The year 2007 has been added to the Performance tracking in the Billing Dashboard.

New Forms:

GP Land [Signature] [3/2007][Lgl]
GP Land [No Signature] [3/2007][Lgl]
GP Land [Signature] [3/2007][Ltr]
GP Land [No Signature] [3/2007][Ltr]
GP Land Addendum [3/2007][Ltr]
GP Residential [No Signature] [3/2007][Lgl]
GP Residential [Signature] [3/2007][Lgl]
GP Residential [No Signature] [3/2007][Ltr]
GP Residential [Signature] [3/2007][Ltr]
GP Residential Addendum [3/2007][Ltr]

Pocket TOTAL Forms:

GP Land [Signature] [3/2007][Lgl]
GP Land [No Signature] [3/2007][Lgl]
GP Land [Signature] [3/2007][Ltr]
GP Land [No Signature] [3/2007][Ltr] )
GP Residential [No Signature] [3/2007][Lgl]
GP Residential [No Signature] [1/2007][Lgl][Old]
GP Residential [Signature] [3/2007][Lgl]
GP Residential [Signature] [1/2007][Lgl][Old]
GP Residential [Signature] [3/2007][Ltr]
GP Residential [No Signature] [3/2007][Ltr]
ERC [Rev 09/03]

Updated Forms

Zions Bank Restricted Use - Sales Comparison [08/06]
Zions Bank Restricted Use - Income Approach [08/06]
71A [Rev. 04/2004] AI Summary Appraisal Report - Residential [Form AI-100.02]
EAA Statement of Limiting Conditions
HomeFocus Construction Loan Inspection Sheet

Updated Forms (Canadian):

Desktop Residential Appraisal Report [French]

Updated Review Scripts:

71A [Rev. 04/2004]
Manufactured Home [Form 1004C][03/05]

Forms - Updated Navigation

Invoice [Automatic Lgl w/logo]
Invoice [Automatic Ltr w/logo]
Invoice [Automatic Ltr w/logo][Client]
Invoice [Automatic Ltr][Client]
Invoice [Automatic Old A/R]
Invoice [Automatic Tear off w/logo][Ltr][Client]
Invoice [Automatic Tear off] Invoice [Automatic Tear off][Ltr][Client]
Multifamily Summary Appraisal [HUD-92264 8/95

Forms - Updated Navigation (Canadian)

Invoice [Automatic Lgl w/G.S.T. calc]
Invoice [Automatic Lgl w/logo]
Invoice [Automatic Lgl] Invoice [Automatic Ltr w/logo]
Invoice [Automatic Ltr]
Invoice [Automatic Old A/R]
Invoice [Automatic Tear off w/G.S.T. calc]
Invoice [Automatic Tear off w/logo]
Invoice [Automatic Tear off]
Services Invoice [Manual Lgl]

{152 03/29/2007 PRF}