Knowledge Base
New Order Management
- Add / Update Contact Information on an Order
- Add/ Update Products on an Order
- Assign an Order
- Create New Internal Order
- Edit Order Details
Connect Quick Start Guide
Administration perspective
- ★ Editing ACHWORKS Account Information to the System
- ★ Approve/Unapprove/Deactivate an appraiser profile under the company
- ★ Adding ACHWORKS Account Information to the System
- ★ Registering on ValueLink Connect
- ★ Add/Edit E&O/Insurance (Admin & Staff User Role)
- ★ How to Reset your Password
Appraiser perspective
- How to Create and Manage Product Fee Tables in Connect
- How to Manually Sync Your Profile with Clients
- Creating Custom Coverage Areas for Specific Clients
- How to Mark Yourself as UAD 3.6 Eligible in Connect
- Edit Your Profile
- Add/Edit Appraiser License (Vendor User Role)
Order Management
- ★ Managing Broadcast orders from clients
- ★ Managing Quote Requests from clients
- ★ View and Print Order as Printer Friendly Version
- ★ Reviewing Report through Crosscheck
- ★ Dashboard
- ★ Accept a New Order
Mobile Application - Android & IOS
- Download the Connect Mobile App
- How to Log In to the Connect Application
- How to Accept, Decline, and Accept with Conditions an Order
- How to respond to a quote request
- How to respond to a Broadcast Order
- How to Edit Vendor information in the Connect Application