Theo Dela Cruz
- Total activity 17
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 8
Activity overview
Latest activity by Theo Dela Cruz-
Theo Dela Cruz created an article,
[MS Word] Exporting a Document
Saving a generated report as a PDF using Microsoft Word's Save As option will cause content controls to be visible in the PDF file. To produce a customer-ready report use the Export button, you'll ...
-
Theo Dela Cruz created an article,
Opening and Saving a Report
Opening a Report 1. Open Word or Excel, go to the ValuePRO tab then press Refresh to perform a sync which will grab the list of jobs allocated to the valuer. 2. After the sync completes, the user ...
-
Theo Dela Cruz created an article,
Setting up ValuePRO Office Edition
1. Download the latest installer from https://valuepro.com.au/office/alpha.html. 2. Run the installer and follow the prompt. 3. Once the installation is complete, open Word or Excel -> go to the Va...
-
Theo Dela Cruz created an article,
Creating a Portfolio Job
This guide shows how to create a Portfolio job within ValuePRO Standard Edition. 1. Select the Add a Valuation menu. 2. In Step 1 of the Add a Valuation wizard, select the Portfolio radio button...
-
Theo Dela Cruz created an article,
Job Workflow Statuses
The following are key statuses which should be assigned throughout a job's lifecycle: Instructions Registered Initial Status when job is added to the system. Date In will be set automatically. ...
-
Theo Dela Cruz created an article,
Accessing Client Portal
Client Portal gives clients the ability to view the jobs they ordered. CLIENT ACCESS 1. Select the Client you want to allow access by going to Clients. Open their Client Card by selecting them and...
-
Theo Dela Cruz created an article,
Substitute Report
Substitute reports are commonly used by Valuers when they want to change or add something to their report which can't be accomplished directly via the ValuePRO job card. In general, it provides a m...
-
Theo Dela Cruz created an article,
Set up a Valuer for a LIXI Partner
To set up a valuer for a LIXI Partner: 1) Go to Clients. 2) Under the 'LIXI Partners' tab, select which LIXI Partner you want to set up the valuer to. 3) Select the 'Valuer' tab on the LIXI partner...
-
Theo Dela Cruz created an article,
Set-Up RP Data
Step 1 Go to Settings. The Settings menu The Settings menu zoomed in Step 2 Go to DataLink. The DataLink tab Step 3 For Australian clients, enter your RP Data credentials in RP Data User ID and...