Define a Client’s Private Print Package

For each client, you can specify what addenda you want to include in each type of appraisal. You can either use print packages that you have set up previously or set up new ones just for this client.

NOTE: The client definitions override the preferences you set for the forms in the Configuration menu. For instance, in the Configuration menu, you can define that the URAR form print package include a Satisfactory Completion Certificate. Then in the Client database you can define that XYZ Mortgage Company not get the Certificate, but instead wants two copies of the comparables photo addendum instead. When you go to print a report for XYZ, it will automatically print with two copies of the photo addenda.

To define the sections to be included in a client’s appraisal:

1. With the client’s information displayed on the Edit Client Record tab of the Client database, choose the form for which you want to define a print package from the Print Package box at the bottom left side of the window.

2. Click the Private Package button. The Print Package dialog box appears, as shown in Figure 5-3.

3. Define the print package, as described in Package Definitions.

Figure 5-3 The Private Print Package Dialog Box