SEARCHING
The File Index in Appraise-It Classic has been replaced with a much more robust search in Appraise-It Pro. Just go to the File menu to open Backstage and select Search from the menu on the left.
At the top you have the search criteria section where you can type in search terms. The more items you search on, the more targeted your search results will be.
For example, if you search for Baton Rouge in the city field, it will show all reports where Baton Rouge is listed in the subject.
Below the search form are the search results. These are displayed in a table similar to a Microsoft Excel spreadsheet. A front view photo for the currently selected report along with some key details are also displayed to the right.
When you find the report you are looking for, you can open it by selecting it and clicking Open Report in the lower right-hand corner, by double clicking on it in the results list, or by right-clicking and selecting Open Report.
The search criteria fields are customizable too. You can reorder them in the list by clicking on the arrows to its left, or you can remove one by clicking on the trash can icon to its right.
New items can also be added by using the pulldown menu for Add Field.
IMPORTING
There are two main ways you can import a report’s forms or comps into an existing (or brand new), open report.
The first way is by using the Search function in the File menu that we just went over. Use the search function with a target report already open. When you find the report you want to import from, right click on the entry in the results grid and click Import Forms or Import Comps. You can also use the buttons in the lower right.
If the report was created in Appraise-It Classic, you will be prompted to use a print scheme from Classic to open the report. If one was not used, just click Open Report. If your report was created in Appraise-It Pro, you won’t be prompted.
If you are importing forms or addenda, make the selection of what you wish to import into your currently opened report. Then, select whether you wish to overwrite repeatable forms like comparable addenda with the new data or add new repeatable forms to contain the incoming information. You can also choose whether to overwrite existing populated fields and use incoming extended comments.
If you’re importing comps, use the pulldown menu under Destination to select where you wish to place each address. If you don’t wish to import an address, select None. When you have made your selections, check whether you wish to overwrite existing comparables in your report with the imported data, then click Import.
The second way to import is done from within an open report. Simply go to the Home menu and select Import Forms or Import Comparables. The process is very similar as before but there’s no search functionality so make sure you know which report you want to import from first.
