Package Definitions

A print package is a list of the pages you want to include in a printed appraisal. You can define a print package for each type of appraisal form. You can also define custom print packages for a client in the Client database. Note: Forms and addenda that are typically added manually (such as photo pages) to an appraisal do not need to be added to a package.

To define the pages to be included in an appraisal:

1. Choose Configuration | Package Definition. The Package Definition dialog box appears, as shown in Figure 2-2.

2. Select the first form you will be using from the "Choose Form" drop-down list.

TIP: If you need to come back and edit a print package later, just come back to this box, select the package, and click Modify.

TIP: This is also where you set your paper size to Legal size!

Figure 2-2 The Package Definition dialog box

3. Type a unique descriptive name for the print package under Package name, as shown in Figure 2-2.

4. Click the Define button to create a new print package.

Figure 2-3 Selecting pages for a package

5. In the left side of the box, Available Attachments, click on the first page you would like to add to the package.

6. Click [ > ] to add a copy of the page you selected in the Available Attachments box to the Package Attachments box, the list of pages that will print.

7. Continue selecting and adding attachments to your package as described in steps 5 and 6 until you have all the pages you want.

TIP 1: If you are including the Statement of Limited Conditions in the package, make sure your print package includes both the Statement of Limited Conditions (page 1) and the Appraiser Certification (page 2).

 TIP 2: [ < ] This button removes a page from the package.

[ << ] This button removes all the pages from the package.

8. If you want to change the order of the pages: select the desired form and click the up and down arrows located below the list. You can also double-click a page and drag it up or down with the mouse.

9. If you want to print more than one copy of a page: select the page of which you want additional copies and type the total number of copies you would like. The new number will appear on the list.

10. Save your print package definition: When you are satisfied with your print package shown on the right side of the box, click OK to save your new or edited definition.