http://wiki.propertyminder.com/index.php?title=Transaction_Progress_Report&feed=atom&action=historyTransaction Progress Report - Revision history2024-03-29T07:01:25ZRevision history for this page on the wikiMediaWiki 1.16.5http://wiki.propertyminder.com/index.php?title=Transaction_Progress_Report&diff=1309&oldid=prevAnastasia at 04:52, 23 June 20112011-06-23T04:52:16Z<p></p>
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<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div>[[File:Training_Videos.gif|link=http://wiki.propertyminder.com/images/1/1d/Training_Videos.gif]][[<del class="diffchange diffchange-inline">Transaction_Report_vt</del>|Video Tutorial]]</div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div>[[File:Training_Videos.gif|link=http://wiki.propertyminder.com/images/1/1d/Training_Videos.gif]][[<ins class="diffchange diffchange-inline">Transaction Report Video Tutorial</ins>|Video Tutorial]]</div></td></tr>
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<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>When you have completed transaction you may archive the report you do not need anymore. Just click the archive link on the right side of the address.</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>When you have completed transaction you may archive the report you do not need anymore. Just click the archive link on the right side of the address.</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>You can view the archived Transaction Progress Report from the client's profile.</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>You can view the archived Transaction Progress Report from the client's profile.</div></td></tr>
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<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del style="color: red; font-weight: bold; text-decoration: none;">[http://wiki.propertyminder.com/index.php?title=Transaction_Progress_Report&printable=yes Printable Version]</del></div></td><td colspan="2"> </td></tr>
</table>Anastasiahttp://wiki.propertyminder.com/index.php?title=Transaction_Progress_Report&diff=1214&oldid=prevAnastasia at 03:41, 23 June 20112011-06-23T03:41:24Z<p></p>
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</table>Anastasiahttp://wiki.propertyminder.com/index.php?title=Transaction_Progress_Report&diff=1140&oldid=prevAnastasia at 21:06, 22 June 20112011-06-22T21:06:31Z<p></p>
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</table>Anastasiahttp://wiki.propertyminder.com/index.php?title=Transaction_Progress_Report&diff=1094&oldid=prevAnastasia at 09:41, 20 June 20112011-06-20T09:41:53Z<p></p>
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<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>#:[[File:Ring.gif]] ATTENTION. Make sure to return '''Back to Report Generator''' and click '''Send to submit''' the report to your client. </div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>#:[[File:Ring.gif]] ATTENTION. Make sure to return '''Back to Report Generator''' and click '''Send to submit''' the report to your client. </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># When you click Send, you will get a "Thank you" screen with the client's login information. </div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># When you click Send, you will get a "Thank you" screen with the client's login information. </div></td></tr>
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<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>===To update a Transaction Progress Report===</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>===To update a Transaction Progress Report===</div></td></tr>
</table>Anastasiahttp://wiki.propertyminder.com/index.php?title=Transaction_Progress_Report&diff=1093&oldid=prevAnastasia at 09:41, 20 June 20112011-06-20T09:41:44Z<p></p>
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<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div>[http://isvr.net/usr/video/TransactionProgressReport.wmv Video Tutorial]</div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins class="diffchange diffchange-inline">[[File:Training_Videos.gif|link=http://wiki.propertyminder.com/images/1/1d/Training_Videos.gif]]</ins>[http://isvr.net/usr/video/TransactionProgressReport.wmv Video Tutorial]</div></td></tr>
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<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>When you have completed transaction you may archive the report you do not need anymore. Just click the archive link on the right side of the address.</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>When you have completed transaction you may archive the report you do not need anymore. Just click the archive link on the right side of the address.</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>You can view the archived Transaction Progress Report from the client's profile.</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>You can view the archived Transaction Progress Report from the client's profile.</div></td></tr>
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<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins style="color: red; font-weight: bold; text-decoration: none;">[http://wiki.propertyminder.com/index.php?title=Transaction_Progress_Report&printable=yes Printable Version]</ins></div></td></tr>
</table>Anastasiahttp://wiki.propertyminder.com/index.php?title=Transaction_Progress_Report&diff=723&oldid=prevAnastasia at 05:09, 16 June 20112011-06-16T05:09:25Z<p></p>
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<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>Your '''Transaction Progress Report''' tool allows you to provide information to your clients about important events, appointments and deadlines regarding the transaction. This information is provided in two ways: first, in the client private area of your website with an access-code-protected login that can be accessed 24 hours a day and seven days a week. And second, an e-mail reminder that is sent out every time you update the report, or want to send a note to your clients showing the work you are doing for them.</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>Your '''Transaction Progress Report''' tool allows you to provide information to your clients about important events, appointments and deadlines regarding the transaction. This information is provided in two ways: first, in the client private area of your website with an access-code-protected login that can be accessed 24 hours a day and seven days a week. And second, an e-mail reminder that is sent out every time you update the report, or want to send a note to your clients showing the work you are doing for them.</div></td></tr>
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</table>Anastasiahttp://wiki.propertyminder.com/index.php?title=Transaction_Progress_Report&diff=662&oldid=prevAnastasia at 03:15, 15 June 20112011-06-15T03:15:55Z<p></p>
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<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>#* Click '''Send to email''' the report to your client. Your client will receive an email with the information you've entered along with the link to your ("Client Login" section) and the Login Information. </div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>#* Click '''Send to email''' the report to your client. Your client will receive an email with the information you've entered along with the link to your ("Client Login" section) and the Login Information. </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>#* Before you send the Report you can click '''Preview''' to see how the Report will be shown on the client area on your site. </div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>#* Before you send the Report you can click '''Preview''' to see how the Report will be shown on the client area on your site. </div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div>#:[[File:Ring.<del class="diffchange diffchange-inline">jpg</del>]] ATTENTION. Make sure to return '''Back to Report Generator''' and click '''Send to submit''' the report to your client. </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div>#:[[File:Ring.<ins class="diffchange diffchange-inline">gif</ins>]] ATTENTION. Make sure to return '''Back to Report Generator''' and click '''Send to submit''' the report to your client. </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># When you click Send, you will get a "Thank you" screen with the client's login information. </div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># When you click Send, you will get a "Thank you" screen with the client's login information. </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
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<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># Click '''Send''' to submit the report to your client. </div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># Click '''Send''' to submit the report to your client. </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># Before you send the Report, click Preview to see how the Report will be shown on your website. </div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># Before you send the Report, click Preview to see how the Report will be shown on your website. </div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div> </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div>#:[[File:Ring.<ins class="diffchange diffchange-inline">gif</ins>]] ATTENTION. Make sure to return '''Back to Report Generator''' and click '''Send to submit''' the report to your client. </div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div>#:[[File:Ring.<del class="diffchange diffchange-inline">jpg</del>]] ATTENTION. Make sure to return '''Back to Report Generator''' and click '''Send to submit''' the report to your client. </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>When you have completed transaction you may archive the report you do not need anymore. Just click the archive link on the right side of the address.</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>When you have completed transaction you may archive the report you do not need anymore. Just click the archive link on the right side of the address.</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>You can view the archived Transaction Progress Report from the client's profile.</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>You can view the archived Transaction Progress Report from the client's profile.</div></td></tr>
</table>Anastasiahttp://wiki.propertyminder.com/index.php?title=Transaction_Progress_Report&diff=661&oldid=prevAnastasia at 03:15, 15 June 20112011-06-15T03:15:13Z<p></p>
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<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del class="diffchange diffchange-inline">What is Transaction Progress Report? </del></div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div>Your <ins class="diffchange diffchange-inline">'''</ins>Transaction Progress Report<ins class="diffchange diffchange-inline">''' </ins>tool allows you to provide information to your clients about important events, appointments and deadlines regarding the transaction. This information is provided in two ways: first, in the client private area of your website with an access-code-protected login that can be accessed 24 hours a day and seven days a week. And second, an e-mail reminder that is sent out every time you update the report, or want to send a note to your clients showing the work you are doing for them.</div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div> </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div></div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div>Your <del class="diffchange diffchange-inline">"</del>Transaction Progress Report<del class="diffchange diffchange-inline">" </del>tool allows you to provide information to your clients about important events, appointments and deadlines regarding the transaction. This information is provided in two ways: first, in the client private area of your website with an access-code-protected login that can be accessed 24 hours a day and seven days a week. And second, an e-mail reminder that is sent out every time you update the report, or want to send a note to your clients showing the work you are doing for them.</div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>The information you include in your reports is permanently logged and is available for you and your clients 24/7 even after closing. If you are a Microsoft Outlook user, your calendar will be automatically updated and send you alerts/reminders 24 hours before the deadline or event is due.</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>The information you include in your reports is permanently logged and is available for you and your clients 24/7 even after closing. If you are a Microsoft Outlook user, your calendar will be automatically updated and send you alerts/reminders 24 hours before the deadline or event is due.</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del class="diffchange diffchange-inline">How can I </del>create a Transaction Progress Report for my clients<del class="diffchange diffchange-inline">? </del></div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins class="diffchange diffchange-inline">===To </ins>create a Transaction Progress Report for my clients<ins class="diffchange diffchange-inline">===</ins></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div># Go to Transaction Progress Report on your Toolkit. </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div># Go to <ins class="diffchange diffchange-inline">'''</ins>Transaction Progress Report<ins class="diffchange diffchange-inline">''' </ins>on your <ins class="diffchange diffchange-inline">'''</ins>Toolkit<ins class="diffchange diffchange-inline">'''</ins>. </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># There are 2 ways of creating a new Transaction Progress Report:</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># There are 2 ways of creating a new Transaction Progress Report:</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>#* You can setup a contact first and then create a new Transaction Progress Report.</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>#* You can setup a contact first and then create a new Transaction Progress Report.</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>#* You can assign a new Transaction Progress Report to an existing contact. </div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>#* You can assign a new Transaction Progress Report to an existing contact. </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># Fill in the Listing/Purchasing Property Address (the required fields are marked in red). </div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># Fill in the Listing/Purchasing Property Address (the required fields are marked in red). </div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div># Enter the Escrow Information (Escrow Closing date, Escrow Number, Escrow Officer name and phone). </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div># Enter the <ins class="diffchange diffchange-inline">'''</ins>Escrow Information<ins class="diffchange diffchange-inline">''' </ins>(Escrow Closing date, Escrow Number, Escrow Officer name and phone). </div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div># As the section on <del class="diffchange diffchange-inline">"</del>Escrow Information<del class="diffchange diffchange-inline">" </del>may not be applicable to your area, we have included a section on <del class="diffchange diffchange-inline">"</del>Closing Information<del class="diffchange diffchange-inline">" </del>to accurately reflect transaction details like contract acceptance date, scheduled closing date, and the name and phone number for the buyer's, seller's and lender's attorney. </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div># As the section on <ins class="diffchange diffchange-inline">'''</ins>Escrow Information<ins class="diffchange diffchange-inline">''' </ins>may not be applicable to your area, we have included a section on <ins class="diffchange diffchange-inline">'''</ins>Closing Information<ins class="diffchange diffchange-inline">''' </ins>to accurately reflect transaction details like contract acceptance date, scheduled closing date, and the name and phone number for the buyer's, seller's and lender's attorney. </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># Remind your client about important dates and transaction deadlines. </div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># Remind your client about important dates and transaction deadlines. </div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div># Inform your client about scheduled Inspections (Property, Termite, Roof). </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div># Inform your client about scheduled <ins class="diffchange diffchange-inline">'''</ins>Inspections<ins class="diffchange diffchange-inline">''' </ins>(Property, Termite, Roof). </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># Provide additional information to be sent to your client in the text box (You can enter notes to your client. These notes will be kept in the progress report, so you may find it useful to date them and use them as a "log" of events.) </div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># Provide additional information to be sent to your client in the text box (You can enter notes to your client. These notes will be kept in the progress report, so you may find it useful to date them and use them as a "log" of events.) </div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div># Click Send to email the <del class="diffchange diffchange-inline">Report </del>to your client. Your client will receive an email with the information you've entered along with the link to your ("Client Login" section) and the Login Information. </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div>#<ins class="diffchange diffchange-inline">* </ins>Click <ins class="diffchange diffchange-inline">'''</ins>Send to email<ins class="diffchange diffchange-inline">''' </ins>the <ins class="diffchange diffchange-inline">report </ins>to your client. Your client will receive an email with the information you've entered along with the link to your ("Client Login" section) and the Login Information. </div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div># Before you send the Report you can click Preview to see how the Report will be shown on the client area on your site. </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div>#<ins class="diffchange diffchange-inline">* </ins>Before you send the Report you can click <ins class="diffchange diffchange-inline">'''</ins>Preview<ins class="diffchange diffchange-inline">''' </ins>to see how the Report will be shown on the client area on your site. </div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div>#: ATTENTION. Make sure to return Back to Report Generator and click Send to submit the <del class="diffchange diffchange-inline">Report </del>to your client. </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div>#:<ins class="diffchange diffchange-inline">[[File:Ring.jpg]] </ins>ATTENTION. Make sure to return <ins class="diffchange diffchange-inline">'''</ins>Back to Report Generator<ins class="diffchange diffchange-inline">''' </ins>and click <ins class="diffchange diffchange-inline">'''</ins>Send to submit<ins class="diffchange diffchange-inline">''' </ins>the <ins class="diffchange diffchange-inline">report </ins>to your client. </div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div># When you click Send , you will get a "Thank you" screen with the client's login information. </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div># When you click Send, you will get a "Thank you" screen with the client's login information. </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins style="color: red; font-weight: bold; text-decoration: none;">===To update a Transaction Progress Report===</ins></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del class="diffchange diffchange-inline">How can I update a Transaction Progress Report? </del></div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div># Login to your <ins class="diffchange diffchange-inline">'''</ins>Toolkit<ins class="diffchange diffchange-inline">''' </ins>and go to <ins class="diffchange diffchange-inline">'''</ins>Transaction Progress Report<ins class="diffchange diffchange-inline">'''</ins>. </div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div> </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div># To update the Transaction Progress Report you can select the address from the list (press radio button) and then click <ins class="diffchange diffchange-inline">'''</ins>Continue<ins class="diffchange diffchange-inline">'''</ins>.</div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div># Login to your Toolkit and go to Transaction Progress Report. </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div></div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div># To update the Transaction Progress Report you can select the address from the list (press radio button) and then click Continue.</div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># Update the Transaction Progress Report. </div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># Update the Transaction Progress Report. </div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div># Click Send to submit the <del class="diffchange diffchange-inline">Report </del>to your client. </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div># Click <ins class="diffchange diffchange-inline">'''</ins>Send<ins class="diffchange diffchange-inline">''' </ins>to submit the <ins class="diffchange diffchange-inline">report </ins>to your client. </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># Before you send the Report, click Preview to see how the Report will be shown on your website. </div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># Before you send the Report, click Preview to see how the Report will be shown on your website. </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div>:ATTENTION. Make sure to return Back to Report Generator and click Send to <del class="diffchange diffchange-inline">email </del>the <del class="diffchange diffchange-inline">Report </del>to your client. </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins class="diffchange diffchange-inline">#</ins>:<ins class="diffchange diffchange-inline">[[File:Ring.jpg]] </ins>ATTENTION. Make sure to return <ins class="diffchange diffchange-inline">'''</ins>Back to Report Generator<ins class="diffchange diffchange-inline">''' </ins>and click <ins class="diffchange diffchange-inline">'''</ins>Send to <ins class="diffchange diffchange-inline">submit''' </ins>the <ins class="diffchange diffchange-inline">report </ins>to your client. </div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div> </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div></div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div> </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div></div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del class="diffchange diffchange-inline">How can I archive a Transaction Progress Report? </del></div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div></div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div> </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div></div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del class="diffchange diffchange-inline"># Login to your Toolkit and go to the Transaction Progress Report. </del></div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div></div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del class="diffchange diffchange-inline"># Click the archive link on the right side of the address.</del></div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div></div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del class="diffchange diffchange-inline"># You can view the archived Transaction Progress Report from the client's profile. </del></div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div></div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div> </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div></div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div> </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div></div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del class="diffchange diffchange-inline">Where can my clients view the transaction progress report that I created for them? </del></div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del class="diffchange diffchange-inline"># </del>When you <del class="diffchange diffchange-inline">send </del>the <del class="diffchange diffchange-inline">Transaction Progress Report to your clients, they receive it by email</del>. <del class="diffchange diffchange-inline">This email includes the Report, </del>the link <del class="diffchange diffchange-inline">to </del>the <del class="diffchange diffchange-inline">client's login area on your site</del>. </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div>When you <ins class="diffchange diffchange-inline">have completed transaction you may archive </ins>the <ins class="diffchange diffchange-inline">report you do not need anymore</ins>. <ins class="diffchange diffchange-inline">Just click </ins>the <ins class="diffchange diffchange-inline">archive </ins>link <ins class="diffchange diffchange-inline">on </ins>the <ins class="diffchange diffchange-inline">right side of the address</ins>.</div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del class="diffchange diffchange-inline"># The Login protects </del>the <del class="diffchange diffchange-inline">privacy of your </del>client's <del class="diffchange diffchange-inline">transaction information</del>.</div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins class="diffchange diffchange-inline">You can view the archived Transaction Progress Report from </ins>the client's <ins class="diffchange diffchange-inline">profile</ins>.</div></td></tr>
</table>Anastasiahttp://wiki.propertyminder.com/index.php?title=Transaction_Progress_Report&diff=279&oldid=prevAnastasia at 08:45, 6 June 20112011-06-06T08:45:35Z<p></p>
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<td colspan='2' style="background-color: white; color:black;">← Older revision</td>
<td colspan='2' style="background-color: white; color:black;">Revision as of 08:45, 6 June 2011</td>
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<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># Inform your client about scheduled Inspections (Property, Termite, Roof). </div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># Inform your client about scheduled Inspections (Property, Termite, Roof). </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># Provide additional information to be sent to your client in the text box (You can enter notes to your client. These notes will be kept in the progress report, so you may find it useful to date them and use them as a "log" of events.) </div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># Provide additional information to be sent to your client in the text box (You can enter notes to your client. These notes will be kept in the progress report, so you may find it useful to date them and use them as a "log" of events.) </div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div># Click Send to email the Report to your client. Your client will receive an email with the information you've entered along with the link to your ("Client Login" section) </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div># Click Send to email the Report to your client. Your client will receive an email with the information you've entered along with the link to your ("Client Login" section) and the Login Information. </div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div>and the Login Information. </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># Before you send the Report you can click Preview to see how the Report will be shown on the client area on your site. </div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># Before you send the Report you can click Preview to see how the Report will be shown on the client area on your site. </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>#: ATTENTION. Make sure to return Back to Report Generator and click Send to submit the Report to your client. </div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>#: ATTENTION. Make sure to return Back to Report Generator and click Send to submit the Report to your client. </div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div>#<del class="diffchange diffchange-inline">: </del>When you click Send , you will get a "Thank you" screen with the client's login information. </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div># When you click Send , you will get a "Thank you" screen with the client's login information. </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
</table>Anastasiahttp://wiki.propertyminder.com/index.php?title=Transaction_Progress_Report&diff=278&oldid=prevAnastasia at 08:45, 6 June 20112011-06-06T08:45:05Z<p></p>
<table style="background-color: white; color:black;">
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<td colspan='2' style="background-color: white; color:black;">← Older revision</td>
<td colspan='2' style="background-color: white; color:black;">Revision as of 08:45, 6 June 2011</td>
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<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>How can I create a Transaction Progress Report for my clients? </div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>How can I create a Transaction Progress Report for my clients? </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del class="diffchange diffchange-inline">1. </del>Go to Transaction Progress Report on your Toolkit. </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins class="diffchange diffchange-inline"># </ins>Go to Transaction Progress Report on your Toolkit. </div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div> </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins class="diffchange diffchange-inline"># </ins>There are 2 ways of creating a new Transaction Progress Report:</div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del class="diffchange diffchange-inline">2. </del>There are 2 ways of creating a new Transaction Progress Report:</div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins class="diffchange diffchange-inline">#* </ins>You can setup a contact first and then create a new Transaction Progress Report.</div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del class="diffchange diffchange-inline">• </del>You can setup a contact first and then create a new Transaction Progress Report.</div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins class="diffchange diffchange-inline">#* </ins>You can assign a new Transaction Progress Report to an existing contact. </div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del class="diffchange diffchange-inline">• </del>You can assign a new Transaction Progress Report to an existing contact. </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins class="diffchange diffchange-inline"># </ins>Fill in the Listing/Purchasing Property Address (the required fields are marked in red). </div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div> </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins class="diffchange diffchange-inline"># </ins>Enter the Escrow Information (Escrow Closing date, Escrow Number, Escrow Officer name and phone). </div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del class="diffchange diffchange-inline">3. </del>Fill in the Listing/Purchasing Property Address (the required fields are marked in red). </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins class="diffchange diffchange-inline"># </ins>As the section on "Escrow Information" may not be applicable to your area, we have included a section on "Closing Information" to accurately reflect transaction details like contract acceptance date, scheduled closing date, and the name and phone number for the buyer's, seller's and lender's attorney. </div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div> </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins class="diffchange diffchange-inline"># </ins>Remind your client about important dates and transaction deadlines. </div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del class="diffchange diffchange-inline">4. </del>Enter the Escrow Information (Escrow Closing date, Escrow Number, Escrow Officer name and phone). </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins class="diffchange diffchange-inline"># </ins>Inform your client about scheduled Inspections (Property, Termite, Roof). </div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div> </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins class="diffchange diffchange-inline"># </ins>Provide additional information to be sent to your client in the text box (You can enter notes to your client. These notes will be kept in the progress report, so you may find it useful to date them and use them as a "log" of events.) </div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del class="diffchange diffchange-inline">5. </del>As the section on "Escrow Information" may not be applicable to your area, we have included a section on "Closing Information" to accurately reflect transaction details like contract acceptance date, scheduled closing date, and the name and phone number for the buyer's, seller's and lender's attorney. </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins class="diffchange diffchange-inline"># </ins>Click Send to email the Report to your client. Your client will receive an email with the information you've entered along with the link to your ("Client Login" section) </div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div> </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div></div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del class="diffchange diffchange-inline">6. </del>Remind your client about important dates and transaction deadlines. </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div></div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div> </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div></div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del class="diffchange diffchange-inline">7. </del>Inform your client about scheduled Inspections (Property, Termite, Roof). </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div></div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div> </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div></div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del class="diffchange diffchange-inline">8. </del>Provide additional information to be sent to your client in the text box (You can enter notes to your client. These notes will be kept in the progress report, so you may find it useful to date them and use them as a "log" of events.) </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div></div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div> </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div></div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del class="diffchange diffchange-inline">9. </del>Click Send to email the Report to your client. Your client will receive an email with the information you've entered along with the link to your ("Client Login" section) </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>and the Login Information. </div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>and the Login Information. </div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div> </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins class="diffchange diffchange-inline"># </ins>Before you send the Report you can click Preview to see how the Report will be shown on the client area on your site. </div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del class="diffchange diffchange-inline">10. </del>Before you send the Report you can click Preview to see how the Report will be shown on the client area on your site. </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins class="diffchange diffchange-inline">#: </ins>ATTENTION. Make sure to return Back to Report Generator and click Send to submit the Report to your client. </div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div> </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins class="diffchange diffchange-inline">#: </ins>When you click Send , you will get a "Thank you" screen with the client's login information. </div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div>ATTENTION. Make sure to return Back to Report Generator and click Send to submit the Report to your client. </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div></div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div> </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div></div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del class="diffchange diffchange-inline">11. </del>When you click Send , you will get a "Thank you" screen with the client's login information. </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>How can I update a Transaction Progress Report? </div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>How can I update a Transaction Progress Report? </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del class="diffchange diffchange-inline">1. </del>Login to your Toolkit and go to Transaction Progress Report. </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins class="diffchange diffchange-inline"># </ins>Login to your Toolkit and go to Transaction Progress Report<ins class="diffchange diffchange-inline">. </ins></div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins class="diffchange diffchange-inline"># To update the Transaction Progress Report you can select the address from the list (press radio button) and then click Continue.</ins></div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins class="diffchange diffchange-inline"># Update the Transaction Progress Report. </ins></div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins class="diffchange diffchange-inline"># Click Send to submit the Report to your client. </ins></div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins class="diffchange diffchange-inline"># Before you send the Report, click Preview to see how the Report will be shown on your website</ins>. </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del class="diffchange diffchange-inline">2. To update the Transaction Progress Report you can select the address from the list (press radio button) and then click Continue.</del></div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins class="diffchange diffchange-inline">:</ins>ATTENTION. Make sure to return Back to Report Generator and click Send to email the Report to your client. </div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div> </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div></div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del class="diffchange diffchange-inline">3. Update the Transaction Progress Report. </del></div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div></div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div> </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div></div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del class="diffchange diffchange-inline">4. Click Send to submit the Report to your client. </del></div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div></div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div> </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div></div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del class="diffchange diffchange-inline">5. Before you send the Report, click Preview to see how the Report will be shown on your website. </del></div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div></div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div> </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div></div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div>ATTENTION. Make sure to return Back to Report Generator and click Send to email the Report to your client. </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>How can I archive a Transaction Progress Report? </div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>How can I archive a Transaction Progress Report? </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del class="diffchange diffchange-inline">1. </del>Login to your Toolkit and go to the Transaction Progress Report. </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins class="diffchange diffchange-inline"># </ins>Login to your Toolkit and go to the Transaction Progress Report. </div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div> </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins class="diffchange diffchange-inline"># </ins>Click the archive link on the right side of the address.</div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del class="diffchange diffchange-inline">2. </del>Click the archive link on the right side of the address.</div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins class="diffchange diffchange-inline"># </ins>You can view the archived Transaction Progress Report from the client's profile. </div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div> </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div></div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del class="diffchange diffchange-inline">3. </del>You can view the archived Transaction Progress Report from the client's profile. </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>Where can my clients view the transaction progress report that I created for them? </div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>Where can my clients view the transaction progress report that I created for them? </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del class="diffchange diffchange-inline">1. </del>When you send the Transaction Progress Report to your clients, they receive it by email. This email includes the Report, the link to the client's login area on your site. </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins class="diffchange diffchange-inline"># </ins>When you send the Transaction Progress Report to your clients, they receive it by email. This email includes the Report, the link to the client's login area on your site. </div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div> </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins class="diffchange diffchange-inline"># </ins>The Login protects the privacy of your client's transaction information.</div></td></tr>
<tr><td class='diff-marker'>-</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del class="diffchange diffchange-inline">2. </del>The Login protects the privacy of your client's transaction information.</div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div></div></td></tr>
</table>Anastasia