STARTING A NEW REPORT
Workspace Overview
Forms Manager
Located on the left side of your work space. It contains the name of all of the forms in the Active Report.
Active Report
The center of your work space contains the Active Report.
Forms Library
The right side of your workspace contains all the forms that you will need to complete your report.
Forms Manager
Located on the left side of your work space. It contains the name of all of the forms in the Active Report.
Active Report
The center of your work space contains the Active Report.
Forms Library
The right side of your workspace contains all the forms that you will need to complete your report.
1.
Click FORMS to open the Forms Library
* Click the FORMS tab to show/hide the forms library.
* Click the FORMS tab to show/hide the forms library.
2.
Click on a blue folder, for example, Fannie Mae Forms, to view the forms inside.
Hover your mouse over the name of the form you would like to add to your report (For example, FNMA 1004). Double click and your form will move over to the Forms Manager and the Active Report section.
Hover your mouse over the name of the form you would like to add to your report (For example, FNMA 1004). Double click and your form will move over to the Forms Manager and the Active Report section.
3.
You can change the order of the forms in the Forms Manager by clicking the form icon, wait for the crosshair to appear and then click, drag and drop the form.
4.
To delete a form in the Forms Manager, click the form and then click the Trash Can.
5.
New
Allows you to open a new Forms container. You will still need to add the forms from the Forms Library to build your report.
Allows you to open a new Forms container. You will still need to add the forms from the Forms Library to build your report.
Open
Allows you to open a report.
Option 1: Click the Dropbox tab, click on the file and then select Open.
Allows you to open a report.
Option 1: Click the Dropbox tab, click on the file and then select Open.
Option 2: Click the My Computer tab and then click the Browse button to locate a file you've saved to your computer. Double click the name of the file you'd like to open. Or single click the file and click the Open button. You'll see your .CLK file in the Active Report window.
Save/Save As
Allows you to save your report with a new name and/or to save it to a different location.
Allows you to save your report with a new name and/or to save it to a different location.
Option 1: Save/Save As to Dropbox. Enter the file's new name or edit the existing file name as needed.
Option 2: Save As to your computer. Click the My Computer tab. If needed, enter the file's new name or edit the existing file name in the Save File field. Press the Click to generate new file for downloading button (you must complete this step to "download" the document and save it to your computer).
Click the Download Now link and your file will automatically be saved to your Downloads folder.
If you would like to save your file to a different location, right click on the Download Now link and select Save link as... and browse to the location on your computer that you would like to save your report and click the Save button in the lower right hand corner.
SETUP AND PREFERENCES
User Menu
Appraiser Setup
In a future release, you can input your appraiser contact information that will populate your report.
Appraiser Setup
In a future release, you can input your appraiser contact information that will populate your report.
Logout
Allows user to log out.
Allows user to log out.
Tools Menu
You will need to setup your signature before you can sign the report. To setup your signature select Setup, and then choose Load. Browse to the location where you saved your signature and select your file. Click Open.
Your signature will appear in the window. Hover over your signature and once you see the cross hair, place your signature on the signature line. To resize your signature hover over the signature and when you see a double headed arrow, click to increase or decrease the size of your signature. Click OK. If you make a mistake you can always select Clear and start over again.
Finally, select Appraiser or Supervisor in the Perform Action as field, then select Affix.
You can check the box to sign with today's date and lock the report if you wish.
You will need to setup your signature before you can sign the report. To setup your signature select Setup, and then choose Load. Browse to the location where you saved your signature and select your file. Click Open.
Your signature will appear in the window. Hover over your signature and once you see the cross hair, place your signature on the signature line. To resize your signature hover over the signature and when you see a double headed arrow, click to increase or decrease the size of your signature. Click OK. If you make a mistake you can always select Clear and start over again.
Finally, select Appraiser or Supervisor in the Perform Action as field, then select Affix.
You can check the box to sign with today's date and lock the report if you wish.
Edit Menu
Cut or CTRL-X
Allows you to cut text from a field.
Copy or CTRL-C
Allows you to copy text in a field.
Paste or CTRL-V
Allows you to Paste text into a field.
Cut or CTRL-X
Allows you to cut text from a field.
Copy or CTRL-C
Allows you to copy text in a field.
Paste or CTRL-V
Allows you to Paste text into a field.
Responses
Allows you to edit standard responses
Allows you to edit standard responses
• Up –
Select a response and click the Up button to move the response higher on the list.
• Down –
Select a response and click the Down button to move the response lower on the list.
Preferences → General Tab
Auto Font sizing allows the text in a field to decrease in size, as you type, to accommodate the size of the cell.
Auto Font sizing allows the text in a field to decrease in size, as you type, to accommodate the size of the cell.
InfoBox Type refers to the information box that appears each time you complete an action like Save, Download, etc.
Preferences → Upload Options
For those of you who have Comments, Responses and a Signature saved in ClickFORMS Desktop version you can sync this information with ClickFORMS online. No need to retype your Comments and Responses. For each option, browse to where you have these files saved on your computer.
There is a hint as to where the default locations are for each of these files.
For those of you who have Comments, Responses and a Signature saved in ClickFORMS Desktop version you can sync this information with ClickFORMS online. No need to retype your Comments and Responses. For each option, browse to where you have these files saved on your computer.
There is a hint as to where the default locations are for each of these files.
Preferences → Dropbox
To save your ClickFORMS reports online simply sync your Dropbox account by going to Tools → Preferences. Click Connect.
To save your ClickFORMS reports online simply sync your Dropbox account by going to Tools → Preferences. Click Connect.
Sign in to your Dropbox account to link with ClickFORMS.
*Don't have a Dropbox account? Set one up. It's free. Click on Create an account to get started.
Once you've signed in, you'll get a message letting you know that your account is connected. Click OK and you can now automatically save your work to Dropbox.
*Don't have a Dropbox account? Set one up. It's free. Click on Create an account to get started.
Once you've signed in, you'll get a message letting you know that your account is connected. Click OK and you can now automatically save your work to Dropbox.
HOW TO CREATE A LOCATION MAP
1.
To create a Location Map add the Map Location or the Map Plot form to the Forms Manager.
2.
IMPORTANT – Make sure that you have added your subject property and comp addresses to their respective forms.
3.
Click inside the location map "field" to activate the Edit button. Then click the Edit button.
4.
You'll see your subject's address and your comps.
Click Get Map
Click Get Map
5.
You may get a window asking you to confirm a Suggested Address. Click OK or Skip as appropriate.
6.
You can left click and move the balloons. Use the navigation tools to zoom in and out.
Other tools will allow you to annotate on the map or change your preferences.
Click Transfer to move the comps and subject markers to your Location Map report page.
If you'd like to remove the markers from your Location Map click the Delete button.
Other tools will allow you to annotate on the map or change your preferences.
Click Transfer to move the comps and subject markers to your Location Map report page.
If you'd like to remove the markers from your Location Map click the Delete button.
ADD A PHOTO TO YOUR REPORT
Place your cursor in the image cell until you see the Edit button.
Click Edit and the Select/Crop Image window appears.
In the lower right corner, click the Browse button to locate your photo.
Click Edit and the Select/Crop Image window appears.
In the lower right corner, click the Browse button to locate your photo.
Once you've located your photo, double click on the image you'd like to import into your report.
Your photo appears in the Select/Crop Image window.
Your photo appears in the Select/Crop Image window.
1.
There are three Image quality options. The higher the image quality the larger the file size.
• High
• Medium
• Low
• High
• Medium
• Low
2.
The Optimize for cell size option is checked by default, allowing ClickFORMS Online to automatically optimize your images.
3.
You'll see the Original Size and the Cropped Size of your image.
4.
To crop the image, click and drag the cropping handles and the image will automatically be cropped. Note, that this tool keeps your photo's aspect ratio. Or hover your cursor until the crosshair appears and click to move the cropping tool (blue box) around to capture the portion of the photo you would like to add to your report.
5.
Use the plus or minus buttons to increase or decrease the size of your image.
6.
Once you are satisfied with the size and quality of your image, click Insert Selection.
Note: The original, high resolution image is unaffected by this process.
Click the Delete button to remove the image.
