GETTING STARTED... 3 INSTALLATION... 3 VAULT EXPRESS... 4 CONFIGURE VAULT EXPRESS... 4 CONFIGURE VAULT... 7 CONFIGURE EXACT UPLOAD FILES...
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- Chrystal Flora George
- 6 years ago
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Transcription
1 Vault & Exact
2 GETTING STARTED... 3 INSTALLATION... 3 VAULT EXPRESS... 4 CONFIGURE VAULT EXPRESS... 4 CONFIGURE VAULT... 7 CONFIGURE EXACT UPLOAD FILES UPLOAD FROM WINDOWS View Reprt Inf UPLOAD WITH VAULT S UPLOADER BACK UP YOUR PREFERENCES RECOVER YOUR PREFERENCES THE VAULT WEBSITE LOG IN TO VAULT THROUGH YOUR APPRAISER XSITE THROUGH THE VAULT WEBSITE UPLOAD FROM YOUR VAULT ACCOUNT CUSTOMIZE YOUR FILES LIST EDIT FILE INFORMATION EXPORT VAULT FILE LIST RETRIEVE FILES DELETE FILES VIEWING DELETED FILES... 21
3 Getting Started a la mde s Vault is the nly nline strage service specifically designed fr use by appraisers. Mre than simply allcating space n ur server, we als index key items frm the files themselves t assist in yur management f them. Yur files are easily lcated in yur private, secure strage area by address, date, map reference, legal descriptin, file number, etc. Vault checks yur files fr updates as ften as yu tell it. Yu never have t lift a finger. And because Vault runs in the backgrund while yu wrk, updates are autmatically sent t ur secure servers. Vault always has a recent cpy f yur reprts stred nline. If yu prefer t manage yur files n yur wn, yu can disable the autmatic uplad ptins and manually uplad yur files. Included with Vault is Exact. Exact helps yu back up yur persnal user settings, QuickLists, cmps database, and cntacts. Instead f recnfiguring frm scratch after getting a new system r recvering frm a failure, Vault with Exact gets yu back n track fast. Installatin In rder t take full advantage f Vault s pwerful backup tls, we prvide an uplad applicatin t autmate the prcess. This tl installs the necessary cmpnents fr yu t access yur appraisal files using Windws Explrer. This tl als cntrls ur Exact applicatin that saves yur WinTOTAL preferences and custmizatins. Nte: T install Vault: It is imprtant that yu install Vault lcally n the cmputer where yur files and databases are stred. If yu are running WinTOTAL r TOTAL in a netwrked envirnment, yu'll want t install Vault n the server cmputer t ensure that all f yur data is backed up crrectly. Any deviatin frm this is dne at yur wn risk and is nt supprted. 1. Click here t lg in t the My Dwnlads sectin f yu accunt using yur a la mde username and passwrd. 2. Lk fr the Vault entry in yur list f Prducts and click Dwnlad. This shrt User s Guide takes yu thrugh the installatin, cnfiguratin, and use f Vault and Exact tls. Fr a printed cpy f this user s guide, click here. T begin, lg in t yur alamde.cm accunt here and click My Dwnlads n the left t install and cnfigure Vault with Exact. T access the Vault vide library fr instructins, click here. 3. Click Run n the next screen. Getting Started Cpyright 2014, a la mde, inc. Page 3
4 4. Fllw the instructins in the installatin wizard t cmplete the install. After yu ve cmpleted the installatin prcess, yu must first cnfigure the Vault with yur accunt infrmatin and preferences t take full advantage f all Vault utilities. Fr specific steps n cnfiguring Vault s file backup utilities, see the Cnfigure Vault sectin f this User s Guide. Fr specific steps n cnfiguring Vault s cmpanin tl, Exact, see the Cnfigure Exact sectin f this User s Guide. Unlike standard Vault memberships, Vault Express isn t accessible frm within WinTOTAL and TOTAL's file cabinet. Instead, t uplad files, yu run the Vault Express Cnfiguratin frm its prgram grup n yur Start Menu r use the uplad feature frm the Vault Website. Unlike Vault, Vault Express des nt include Exact, ur prduct specifically designed t back up WinTOTAL and TOTAL's preferences and settings fr easy recvery r migratin t a new PC. Vault Express als has fewer steps in the Setup Wizard. Vault Express Appraisers with a Silver, Gld r Platinum Membership and n ther Vault accunt are entitled t a cmplimentary Vault Express accunt. Here are sme f the basic differences between Vault and Vault Express. Full Vault accunts are intended as a means f backing up years f appraisal files. Ideally, yu'd have yur entire five-year requirement backed up securely in Vault. Vault Express, hwever, is intended t help yu keep backups f yur active wrk. T that end, Vault Express autmatically backs up yur 20 mst recent files. S, if yu make a change t a file while yu're actively using Vault Express, yu can rest assured that it will autmatically find its way int Vault. Full Vault accunts have pwerful filtering and searching features t help yu find exactly which file yu need frm yur backup f several hundred r several thusand files. Since Vault Express nly hlds 20 files, yu wn't need filtering and searching features s they wn't shw up unless yu have purchased the full versin f Vault. Apart frm the items mentined abve, Vault Express functins like any ther Vault accunt. T accunt fr bth, this User's Guide describes the setup and usage steps fr full Vault accunts. Where apprpriate, the manual des include ntes abut differences in Vault Express as well. Fr mre infrmatin abut full Vault accunts r t upgrade, see ur Vault web page at Cnfigure Vault Express Vault Express backs up as many as 20 f yur new and recently updated reprt files. The Vault Express cnfiguratin tl walks yu thrugh the prcess f scheduling yur autmatic backup s that yu can ensure that yur mst recent files are safely stred in the Vault regardless f what happens t yur cmputer. WARNING: The instructins belw are a la mde's recmmended settings. While yu're free t custmize Vault's settings t suit yur needs, any deviatin frm the settings belw are dne at yur wn risk and are nt supprted. Vault Express Cpyright 2014, a la mde, inc. Page 4
5 Befre getting started, make sure yu've installed Vault Express. Then, fllw the instructins belw t cnfigure it: 1. Click Start, [All] Prgrams, a la mde Vault, and select Cnfigure Vault. Hint: If yu're using Windws 8, simply begin typing Cnfigure Vault while yu're at the Start screen and press Enter t launch the Vault Cnfiguratin Wizard. 2. When yu see the Intrductin screen, click Next. 3. Enter yur Username and Passwrd. If yu have frgtten r lst this infrmatin, click Frgt Passwrd? and fllw the instructins in the passwrd retrieval wizard. Check the bx t use Active Transfer mde ONLY If yu're using a satellite internet cnnectin. If yu're nt sure what type f internet cnnectin yu have, it's best t leave it unchecked. Nte: These cnfirmatin ntices als serve as an indicatin that Vault is wrking crrectly. If yu schedule an autmatic uplad r manually uplad files t the Vault and yu d nt receive a cnfirmatin ntice, smething is wrng. Run thrugh the cnfiguratin wizard again per the instructins here t cnfirm that yur address is crrect. If it is, yu may need t cntact ur supprt technicians fr assistance. 4. Click Next t cntinue and Vault cnnects t ur servers t verify yur infrmatin. 5. Select the Yes ptin t schedule autmatic backup and click Next. At the bttm f the screen, type yur address in the bx prvided. We use this address t send yu cnfirmatin ntices whenever yur Vault attempts an uplad. 6. Chse between the Daily, Weekly, r Mnthly ptins t cntrl hw ften Vault checks fr and uplads new and updated files. Then, schedule a time with the fields prvided and click Next t cntinue. Vault Express Cpyright 2014, a la mde, inc. Page 5
6 Hint: Yu dn't have t uplad at night. Vault wrks in the backgrund and can be running while yu wrk n ther things. But, if yu just can't decide n a time, click Get Time t query the Vault server fr the best time t uplad yur files, based n the current system lad. Yu need t ensure that yur PC is n and cnnected t the Internet at the scheduled time in rder fr Vault t uplad yur files. 7. Finally, Vault cnnects t the Internet and checks t see if there are any new r updated files that need t be upladed. After it's dne searching, Vault displays the number f files (new and updated) that were fund, and hw many it is preparing t uplad t Vault. T uplad the files nw, click Cntinue and then click Finish when the uplad is cmplete. Otherwise, click Finish t uplad them later. That's it! Yur Vault tls are cnfigured fr uplading yur appraisal reprt files t yur secure Vault accunt. Once yu have sent yur first batch f files t the server, keep in mind that the files are still n yur cmputer, but they are als safely backed up n ur servers. T ntify yu f yur Vault activity, yu receive an that cnfirms yur file transfer and lets yu knw exactly what files were upladed, alng with the current status f yur accunt. If yu ever need r want t recnfigure yur Vault settings, simply g back t Step #1 and start ver. Vault Express Cpyright 2014, a la mde, inc. Page 6
7 Cnfigure Vault Vault really draws its value thrugh its ability t autmatically back up yur new and updated reprt files. The Vault cnfiguratin tl walks yu thrugh the prcess f scheduling yur autmatic backup s that yu can ensure that yur files are safely stred in the Vault regardless f what happens t yur cmputer. Nte: The instructins belw are a la mde's recmmended settings. While yu're free t custmize Vault's settings t suit yur needs, any deviatin frm the settings belw are dne at yur wn risk and are nt supprted. At the bttm f the screen, type yur address in the bx prvided. We use this address t send yu cnfirmatin ntices whenever yur Vault attempts an uplad. Befre getting started, make sure yu've installed Vault. Then, fllw the instructins belw t cnfigure it: 1. Click Start, [All] Prgrams, a la mde Vault, and select Cnfigure Vault. Hint: If yu're using Windws 8, simply begin typing Cnfigure Vault while yu're at the Start screen and press Enter t launch the Vault Cnfiguratin Wizard. 2. When yu see the Intrductin screen, click Next. 3. Enter yur Username and Passwrd. If yu have frgtten r lst this infrmatin, click Frgt Passwrd? and fllw the instructins in the passwrd retrieval wizard. Check the bx t use Active Transfer mde ONLY If yu're using a satellite internet cnnectin. If yu're nt sure what type f internet cnnectin yu have, it's best t leave it unchecked. Nte: These cnfirmatin ntices als serve as an indicatin that Vault is wrking crrectly. If yu schedule an autmatic uplad r manually uplad files t the Vault and yu d nt receive a cnfirmatin ntice, smething is wrng. Run thrugh the cnfiguratin wizard again per the instructins here t cnfirm that yur address is crrect. If it is, yu may need t cntact ur supprt technicians fr assistance. 4. Click Next t cntinue. Vault sftware then cnnects t ur servers t verify yur infrmatin. Chse the file type(s) yu want t stre in Vault by checking r unchecking the bx next t each file type. When yu're finished, click Next again. Cnfigure Vault Cpyright 2014, a la mde, inc. Page 7
8 5. Select the Yes ptin t enable watched flders and click Next. By using watched flders, Vault mnitrs yur flders fr new r updated reprts. If there are changes t files in these flders, Vault detects these changes and autmatically uplads thse reprts fr yu during the next uplad. T chse the flders yurself, click Brwse and navigate t each flder yu want Vault t watch. Specify whether r nt thse flders have subflders that shuld als be watched using the Include Subflders clumn. Switch this ptin between yes (scan subdirectries) and n (ignre subdirectries) by duble-clicking the line yu want t change. T remve any unwanted flders frm yur watched flders list, select the flder frm the list and click Remve. When all f the flders yu want watched are listed, click Next t cntinue. 6. Next, chse which flders Vault shuld mnitr: Click Find Flders if yu want Vault t autmatically search fr any flders cntaining reprts. Nte: We recmmend that yu avid selecting the rt f a drive as a watched flder. Ding s causes Vault t scan yur entire hard drive every time yu needed t uplad a file. This takes a very lng time and can lck up yur system. 7. Select the Yes ptin t schedule a time fr autmatic backup and click Next t cntinue. Cnfigure Vault Cpyright 2014, a la mde, inc. Page 8
9 9. Chse whether yu want t limit the number f files yu uplad at ne time. Typically, this is nly enabled fr slwer internet cnnectins. If yu decide t set a limit, select the Yes ptin and specify a limit in the field prvided. Otherwise, leave it set t N and click Next t cntinue. 8. Chse between the Daily, Weekly, r Mnthly ptins t cntrl hw ften Vault checks fr and uplads new and updated files. Then, schedule a time with the fields prvided and click Next t cntinue. Hint: Yu dn t have t uplad at night. Vault wrks in the backgrund and can be running while yu wrk n ther things. But, if yu just can t decide n a time, click Get Time t query the Vault server fr the best time t uplad yur files, based n the current system lad. Yu need t ensure that yur PC is n and cnnected t the Internet at the scheduled time in rder fr Vault t uplad yur files. 10. Finally, Vault cnnects t the Internet and checks yur watched flders t see if there are any new r updated files that need t be upladed. After it s dne searching, Vault displays the number f new and updated files that were fund and hw many it is preparing t uplad t Vault. T uplad the files nw, click Cntinue and then click Finish when the uplad is cmplete. Otherwise, click Finish t wait until the next scheduled uplad. That s it! Yur Vault tls are cnfigured fr uplading yur appraisal reprt files t yur secure Vault accunt. Once yu have sent yur first batch f files t the server, keep in mind that the files are still n yur cmputer, but they are als safely backed up n ur servers. T ntify yu f yur Vault activity, yu receive an that cnfirms yur file transfer and lets yu knw exactly what files were upladed, alng with the current status f yur accunt. If yu ever need r want Cnfigure Vault Cpyright 2014, a la mde, inc. Page 9
10 t recnfigure yur Vault settings, simply g back t Step #1 and start ver. We als recmmend that yu cnfigure Exact t keep a backup cpy f yur WinTOTAL settings, QuickLists, digital signature, and ther imprtant WinTOTAL data. See the Cnfigure Exact sectin f this User s Guide fr mre details. T cnfigure Exact: 1. Click Start, [All] Prgrams, a la mde Vault, Cnfigure Exact. Hint: If yu're using Windws 8, simply type Cnfigure Exact int the Start screen and press Enter. 2. On the screen that appears, click the Next buttn t begin the cnfiguratin prcess. Cnfigure Exact If yu use TOTAL r WinTOTAL t create yur appraisal reprts, yu can use Exact t preserve yur entire WinTOTAL r TOTAL envirnment. After cnfiguring Exact, yu can ensure that yur digital signatures, user prfiles, QuickLists, cntacts, and ther imprtant settings are safe in the event f a crash, r if yu need t mve t anther cmputer. Befre yu begin uplading yur sftware preferences, yu must cnfigure Exact t cnnect t the Internet and lg int yur accunt. Exact wrks in cnjunctin with Vault, and sme f the cnfiguratin infrmatin is shared between the tw prgrams. Hwever, yu can run Exact n a different schedule t suit yur wn needs. If yu haven t already set up the Vault, it s best t d s first. Fr mre infrmatin, see the Cnfigure Vault sectin f this User s Guide. Keep in mind that Vault Express des nt include Exact. If yu currently wn Vault Express and want t take advantage f Exact t back up the rest f yur WinTOTAL installatin, visit ur Vault web page t upgrade t a full versin f the Vault. Nte: The instructins belw are a la mde's recmmended settings. While yu're free t custmize Vault's settings t suit yur needs, any deviatin frm the settings belw are dne at yur wn risk and are nt supprted. 3. The next screen prmpts yu t chse yur Internet cnnectin. If yu ve already run thrugh the Vault cnfiguratin, yu dn't need t change yur settings, as Vault duplicates them in Exact. Click Next t cntinue. 4. The next screen prmpts yu fr yur Username and Passwrd. Since the Exact cnfiguratin remembers the setup yu specified in the Vault cnfiguratin tl, yur infrmatin will likely already be filled in. Click Next t cntinue. 5. On the next screen, chse the sftware package yu are using. Yu can chse bth bxes if yu are using bth TOTAL and WinTOTAL. Click Next t cntinue. 6. Next, select the Yes ptin t autmatically uplad yur cnfiguratin settings. Exact keeps yur last 7 preference cnfiguratins archived s yu dn t lse any f the settings yu need. 7. Chse between the Daily, Weekly, r Mnthly ptins t cntrl hw ften Exact uplads yur preferences. Then, schedule a time with the fields prvided and click Next t cntinue. Cnfigure Exact Cpyright 2014, a la mde, inc. Page 10
11 Uplad Files Hint: Yu dn t have t uplad at night. Exact, like Vault, wrks in the backgrund and can be running while yu wrk n ther things. But, if yu just can t decide n a time, click Get Time t query the Vault server fr the best time t uplad yur preferences, based n the current system lad. Yu must ensure that yur PC is n and cnnected t the Internet at the scheduled time in rder fr Exact t uplad yur preferences. There are a several ways t uplad files t the Vault. If yu cnfigured Vault t use watched flders and scheduling, Vault autmatically uplads any new r changed reprts fr yu. (Recmmended) Yu can uplad files t the Vault directly frm WinTOTAL r frm TOTAL. If yu cnfigured Vault t use watched flders independent f yur setting fr scheduling, yu can send files t the Vault frm the Appraisal Desktp in TOTAL and WinTOTAL. Yu can uplad the files thrugh Windws Explrer frm an pen flder. Yu can uplad files using the Vault s nline interface. Fr mre infrmatin abut cnfiguring Vault fr autmatic uplads, see the Cnfiguring Vault sectin f this User s Guide. 8. Exact then begins its initial backup f yur preferences. Once it's dne, click Cntinue t begin uplading yur preferences immediately and click Finish when it s dne. If yu want t wait until the next scheduled backup t uplad yur preferences, just click Finish. That s it! Yu ve cnfigured yur Exact tls t uplad yur WinTOTAL r TOTAL cnfiguratin settings t ur secure servers, and yu have sent yur first backup t yur Exact accunt. The files are still n yur cmputer, but they are als safely backed up n ur servers. Uplad frm Windws a la mde s Vault tls include a plug-in fr Windws Explrer that lets yu uplad files directly t the Vault as yu brwse yur cmputer. T uplad files frm Windws Explrer: 1. Navigate t the flders that stre yur reprts in Windws. 2. Select the file r files yu want t send t the Vault and then right-click any ne f the highlighted files. Nte: If yu're brwsing thrugh yur files in Windws Uplad Files Cpyright 2014, a la mde, inc. Page 11
12 Explrer, yu can view yur reprt s data at a glance using the features described in the View Reprt Inf sectin f this User's Guide t help yu find the reprt yu wish t send t the Vault. 3. Frm the menu that appears, click Send t Vault. 5. After chsing an ptin, yur system either cnnects t the Vault immediately r waits until the next scheduled cnnectin t send files. Every time yu uplad files t yur Vault accunt, whether yu d it manually r autmatically, yu receive an cnfirmatin f the transfer. This cntains a sessin summary with a cmplete list f every file that was upladed, the number f files that made it t the Vault, the number f files stred n ur server, and the number f files left in yur accunt. This acts as yur receipt f the transactin. 4. Chse yur preferred uplad ptin: Send Nw Immediately initiates a cnnectin and uplads the selected file(s), as well as any files that are waiting t be sent. Send Later Places the file(s) in a queue and sends the file(s) during the next scheuled backup r the next time yu chse the Send Nw ptin. Remve Remves the selected file(s) frm the uplad queue. View Reprt Inf One f the benefits f installing the Vault tls is the ability t view reprt infrmatin directly thrugh Windws. If yu are unsure which file yu want t send, right-click the file and select the Prperties ptin frm the menu. In the screen that appears, click the Reprt Inf tab t view critical infrmatin abut that file, including the prperty address, file number, majr frm, etc. Uplad Files Cpyright 2014, a la mde, inc. Page 12
13 Uplad with Vault s Uplader If yu ve cnfigured Vault t use watched flders, yu can access Vault s uplader directly t manually send a batch f files t the Vault. T uplad directly t Vault: 1. Click Start, [All] Prgrams, a la mde Vault, Send Files t Vault. Hint: If yu're using Windws 8, simply type Cnfigure Exact int the Start screen and press Enter. 2. Vault s uplader appears, verifies yur a la mde lgin, and uplads any new and updated files. Back Up Yur Preferences If yu pted nt t use the autmated Exact scheduler, r if yu want t backup yur cnfiguratin data between the scheduled times, yu can uplad them t the server manually. Nte: Vault Express des nt include Exact. If yu currently wn Vault Express and want t take advantage f Exact t backup the rest f yur WinTOTAL installatin, visit ur Vault web page t upgrade t a full versin f the Vault. T manually run the Exact back up: 1. Click Start, [All] Prgrams, a la mde Vault, Backup Yur Preferences. Hint: If yu're using Windws 8, simply type Backup Yur Preferences int the Start screen and press Enter. 2. Exact autmatically gathers yur WinTOTAL preferences, cnnects t the Internet, and begins uplading yur preferences t ur server. After it finishes uplading yur data, simply click Finish. 3. Review the summary f the uplad and click Finish. Every time yu uplad files t yur Vault accunt, whether yu d it manually r autmatically, yu receive an cnfirmatin f the transfer. This cntains a sessin summary with a cmplete list f every file that yu upladed, the number f files that were transferred, the number f files yu have n ur server, and the number f files left in yur accunt. Back Up Yur Preferences Cpyright 2014, a la mde, inc. Page 13
14 Recver Yur Preferences After yu've upladed yur preferences t ur servers, use Exact s Recvery Wizard at any time t restre yur settings. This is especially helpful when yu get a new cmputer, s that yu can get back up and running as fast as pssible. Nte: Vault Express des nt include Exact. If yu currently wn Vault Express and want t take advantage f Exact t back up the rest f yur WinTOTAL installatin, visit ur Vault web page t upgrade t a full versin f the Vault. T retrieve and restre yur settings frm Exact: this is the simpler methd t chse. If yu chse this ptin, skip t step #7. The Advanced Recver ptin allws yu t chse between any f the last seven cpies f yur user preferences that were upladed t ur servers. Use this if yu want t restre specific settings that yu chse, r t restre preferences frm a date ther than the mst recent backup. 5. If yu selected the Advanced Recver ptin, chse which versin f yur preferences yu want t recver and click Next t cntinue. 1. Click Start, [All] Prgrams, a la mde Vault, Recver Yur Preferences. Hint: If yu're using Windws 8, simply type Recver Yur Preferences int the Start screen and press Enter. 2. When the Intrductin screen appears, click Next and cnfirm yur cnnectin type. Then, click Next again. 3. Verify r enter yur lgin infrmatin and click Next t prceed. 4. Once yur accunt has been verified, yu re given the ptin t use either the Easy Recver r the Advanced Recver feature. Chse yur recvery methd and click Next: The Easy Recver ptin dwnlads the mst recent preference files that were upladed t ur servers and restres them n yur cmputer autmatically. If yu have Exact cnfigured t autmatically back up yur preferences regularly, 6. Once again, if yu selected the Advanced Recver, yu then have the ptin t chse which prtins f yur preferences yu want t recver. Pick the items yu wish t restre and click Next again. Recver Yur Preferences Cpyright 2014, a la mde, inc. Page 14
15 The Vault website is divided int several sectins t help yu find exactly what yu need. Tday - This is the area that greets yu when accessing the Vault n the web. It gives yu quick stats abut yur accunt as well as cmmn questins and answers. Check this ften t find ut what s new with the Vault. Files - Here yu can search fr, brwse, retrieve, delete, and uplad new files. 7. After yur preferences are restred, simply click Finish t clse the Recvery Wizard windw. Yur appraisal sftware preferences are nw restred and ready fr yu. Keep in mind that recvering preferences desn't recver appraisal reprts. Yu must transfer yur reprts manually r recver them frm the Vault website t restre them n anther cmputer. Settings Allws yu t cnfigure yur clumn layut, the number f files displayed per page, and mre. Install Allws yu t dwnlad and install the Vault sftware. Help Links yu t the mst up-t-date help resurces, including this User's Guide. The Vault Website The Vault website prvides 24/7 nline access t yur Vault files and settings, but in additin t these basic functins, Vault als prvides a number f ther capabilities. Using the Vault website yu can: Install the Vault Uplad individual files Retrieve, delete, and rganize yur nline files Lg in t Vault The Vault stres all f yur files in a prtected nline accunt s that yu can access yur files 24/7 frm any lcatin where yu have Internet access. This ff-site strage methd is what makes the Vault s safe and secure, but it als allws fr additinal cnvenience. Fr instance, yu culd grant Vault access t yur staff appraisers s that everyne can cllectively access the Vault files nline even if yu re all wrking frm remte lcatins. Yu can access yur nline Vault accunt in tw ways. And mre The Vault Website Cpyright 2014, a la mde, inc. Page 15
16 Thrugh Yur Appraiser XSite If yu re using an Appraiser XSite with yur Vault accunt, yu can lg in t Vault directly thrugh yur Appraiser XSite. Or, if yu need ther staff members t be able t access yur Vault accunt, yu can grant them easy access t the Vault thrugh yur Appraiser XSite s that yu dn t have t hand ut yur Username and Passwrd t every staff member. T lg int yur Vault accunt thrugh yur Appraiser XSite r grant Vault access t anther staff member: 1. Lg int yur Appraiser XSite as the administratr and click Vault in the main tlbar at the tp f the screen t access yur accunt. Thrugh the Vault Website Of curse, even withut an Appraiser XSite yu can easily access yur Vault accunt thrugh the Vault s nline web prtal. T access Vault withut an XSite: 1. Click here t lg in t the Vault website, r g t and click Lg in n the upper right. 2. Enter yur Username and Passwrd in the fields prvided and click OK t lg in. If yu ve frgtten yur lgin credentials, click the Frgt Passwrd? link t retrieve them. Nte: If yu ve frgtten yur Username and Passwrd r if yu re unsure abut hw t lg in t yur Appraiser XSite, yu can retrieve yur credentials and lgin instructins at 2. If, yu need t grant Vault access t ther staff members, hver yur cursr ver My Office in the main tlbar and then click User Management in the tlbar that drps dwn. 3. Create r edit a user prfile fr the persn yu wish t grant access t. 4. Check the Vault bx in the User Privileges sectin at the bttm f the screen and save the prfile. Yur staff members can nw lg int yur Appraiser XSite and click Vault in the main tlbar at the tp t access yur Vault accunt as well. Uplad Frm Yur Vault Accunt If yu prefer nt t use ur scheduler r yu need t uplad a file befre the scheduled time, yu can uplad an individual file directly thrugh yur nline Vault accunt. T uplad t the Vault n the Web: 1. Lg int yur Vault accunt n the web. 2. Click Files t see a list f all current files in yur Vault accunt. The Vault Website Cpyright 2014, a la mde, inc. Page 16
17 3. Click Uplad. 4. Brwse fr the file yu want t uplad by clicking Brwse, navigating t the file and clicking Open. Hint: If yu re using WinTOTAL, yur files shuld be lcated in the FILES flder inside yur WinTOTAL installatin. Fr example, in Aurra, yur file might be lcated within a flder at C:\a la mde\wintotal\files. In TOTAL yur files might be lcated in C:\Users\Public\Dcuments\a la mde\reprts r C:\Users\*Yur User Name*\Dcuments\a la mde\reprts. 5. Finally, click OK t uplad yur file. Create additinal clumns by clicking a field in the All Available Fields list n the left and then clicking Add. Remve a clumn by selecting it in the list n the right and clicking Remve. This simply remves the data frm view in the Vault and has n affect n the reprts in yur Vault accunt. Change the Title f a clumn in yur files view by clicking it in the Selected Fields list and typing a new title fr it in the Title field. Rearrange the rder f the clumns frm left t right by clicking the Up (left) and Dwn (right) buttns belw the Selected Fields list. Change the number f files that appear n each page f files n yur Vault list by chsing a different setting frm the Shw menu inside the Other Grid Settings sectin. Custmize Yur Files List The Vault Files area has srting functins as well as a cnfigurable grid t display as few r as many details abut the files yu have stred. T custmize the reprts and clumns yu see in the Vault: 1. Click Settings in the main tlbar at the tp f the screen. 2. In the screen that appears, apply the changes yu wish t see in yur Vault files view. Optins are: Indicate whether yu want the data in the clumn t wrap arund t the next line if it s t lng t display n ne line by checking r unchecking the Wrd Wrap Grid bx. Specify which reprts yu want t see by default when yu access yur Vault list by chsing an ptin frm the Reprt View drp dwn menu. Fr instance, if yu re nly interested in seeing recent files in yur Vault accunt, yu might chse Upladed in the Last 7 Days frm the list. 3. Click OK when finished t apply yur changes. The Vault Website Cpyright 2014, a la mde, inc. Page 17
18 Nte: This nly changes the infrmatin that appears in the files list. It des nt change the actual data in yur reprt. Edit File Infrmatin Vault s files list enables yu t quickly find and rganize files. Yu can even edit the infrmatin that is displayed in the grid t add descriptive infrmatin that can help yu mre quickly find the files yu need. T edit the reprt inf that appears in the files list: 1. Lg int yur Vault accunt and click Files in the main tlbar. 2. Brwse t the file yu want t mdify, and click Edit. 3. Use the fields prvided t change any f the current infrmatin t mre descriptive infrmatin that yu can use when managing yur Vault accunt. 4. Click OK t save yur changes. Exprt Vault File List Vault's exprt functin allws yu t exprt a spreadsheet cntaining a list f all the files that are currently being stred. T exprt yur Vault file list: 1. Using Internet Explrer, lg in t yur Vault accunt at and click Files n the upper right. The Vault Website Cpyright 2014, a la mde, inc. Page 18
19 2. When yur list f files appears, click Exprt in the tlbar at the tp. Retrieve Files Yu can retrieve any f yur reprt files frm the Vault using the Vault Web Interface. T retrieve a file: 3. In the next windw, enter a name fr the file, chse a cnvenient lcatin t save the file (such as yur Windws desktp), and click Save. 1. Using Internet Explrer, lg int yur Vault accunt at and click Files in the tlbar at the tp. 2. In the list f files that appears, find the file r files yu want t retrieve frm the Vault. 4. Once the file is saved, brwse t that lcatin and duble click the file t pen it in Excel r a similar spreadsheet applicatin and view the exprted data. By default, Vault displays 50 files per page t make it easier t navigate yur files nline. If yu need t increase this number, click Settings in the main tlbar t the tp right t access the Vault web cnfiguratin. Srt the list f files by clicking the clumn heading by which yu wish t srt. Click the clumn heading again t reverse the srt rder. T search fr a file, click Search, enter yur search criteria, and click OK. T limit the files that appear in the list t thse that yu ve upladed r deleted recently, click the Shw drp-dwn list and specify which files yu want t view. Yu can even view the ldest files n the server if yu re trying t free up space in yur Vault accunt by deleting files that have exceeded the five year requirement. The Vault Website Cpyright 2014, a la mde, inc. Page 19
20 Fr XP users, the path t Public Reprts is C:\Dcuments and Settings\All Users\ Shared Dcuments\a la mde\reprts. 3. When yu ve fund the file r files yu wish t retrieve, check the bx(es) t the left f each reprt t mark it fr retrieval. Or, click here t learn hw t create a Vault Restre flder. 2. Select the desired flder in the Brwse fr Flder windw and click OK. 4. Click Retrieve. 5. Next, yu're prmpted t chse a lcatin t save yur files. T save the file in WinTOTAL'a Vault Restre flder, click OK. Or, brwse fr the flder in which yu want t save yur reprt(s). 3. Click OK again t begin the file dwnlad. T save the file in TOTAL: 1. Click Brwse, and navigate t the flder yu want t save the file in. T save the file t My Reprts, brwse t C:\Users\[username]\Dcuments\Reprts. Fr XP users, the path t My Reprts is C:\Dcuments and Settings\[username]\ My Dcuments\a la mde\reprts. T save the file t Public Reprts, brwse t C:\Users\Public\Dcuments\Reprts. Delete Files Whether yur five year requirement passes r yu need t remve files frm yur Vault accunt t free up space, it s easy t delete files frm yur Vault accunt. The Vault Website Cpyright 2014, a la mde, inc. Page 20
21 T delete files frm the Vault: 1. Lg int yur nline Vault accunt. deleted, click the Shw drp-dwn and select Deleted files in the last 30 days. 2. Click Files in the upper right tlbar t access the files in yur Vault accunt. 3. Check the bx r bxes next t the file(s) yu wish t delete. If yu want t delete the entire current page f files, check the bx in the clumn header. Nte: If yu want t delete an entire range f files, yu can perfrm a search t find the files yu want t delete. Fr instance, if yu want t find all f the files that are lder than five years s that yu can delete them, yu d click Search and specify a Sale Date r Inspectin Date range lder than 5 years. Fr a mre specific list, yu might click the Last Updated clumn heading t srt the files by the last time yu updated them and just select the nes yu want t delete frm there. In additin t retrieving files frm yur list f deleted files, yu als have the ptin t recver a file and restre it t the list f files currently stred in Vault. T recver a file frm the list f deleted files: 1. Place a checkmark next t each file yu want t restre. 2. Click Recver in the tlbar at the tp. 4. Click Delete. 5. Click OK t cnfirm that yu wish t delete the selected files. It s that simple, but be careful. Once a file is permanently deleted frm the Vault, yu wn t be able t retrieve it! Viewing deleted files 3. Click OK t cnfirm that yu want t recver the selected files. That's it! Yur files are nw restred and shw up alngside yur ther files that are currently being stred in Vault. As a safeguard, Vault autmatically stres a cpy f any file that is deleted fr 30 days. T view the files that have been The Vault Website Cpyright 2014, a la mde, inc. Page 21
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