The Certification Module in the Valcre Valuation Workbook gives you more control over your report's certification section. You can choose the order in which signers appear and easily edit certification statements. Any changes you make will automatically update across all your reports.
Step 2: Complete the Appraiser Information section of the HOME sheet
Complete the Inspected, Extent, Completed Continuing Education, and Completed Ethics fields for each appraiser
Select Get Signature for each appraiser to load in the signatures
Step 3: Load the Certification Module
In the Valcre Ribbon, select Load Module → Certification
Using the Certification Module (SOL_CERT sheet)
Setup Section
Complete the dropdowns under each of the Signers:
Step 1: Review the Signers (In Order) fields. Select which assigned appraisers will appear in the Certification statements. To remove an appraiser, select the blank value from the dropdown..
Step 2: Select AI Standings for each signer to populate the Certification statements.
Step 3: Review + Update the Continuing Ed and Ethics fields.
Step 4: Select Prior Services for each signer. If Yes is selected for any signer, an additional row will display to describe the type of services provided (e.g.., appraisal, brokerage, etc)
Pro-tip: Required fields that have not been completed will be outlined in red.
Certification
The Certification section automatically populates with narrative that incorporates data from the HOME sheet and the Setup section of the SOL_CERT sheet.
Step 1: Update the Include Date in Intro field if needed
Step 2: Verify statements are correct.
To edit any Certification statement: Select the field and press F2 + F9 on your keyboard to convert formulas to text, then make your edits.
Note: Once you convert a formula to text, it will no longer update automatically if you change source data.
Signature Blocks
Step 1: Select a Signature Status to show Unsigned, Draft, or Signed.
Selecting Signed will pull in the signature for each signer from the HOME sheet.
Two sets of signature blocks are present, one for the Letter of Transmittal and one for the Certification page.
Hide any rows that are not needed.
Pro Tip: Blank space to the right of the signature may extend beyond the dedicated area, but this will not affect syncing to the report.
Adding your Certification Record to the Report
Step 1: Download the Certification Module Report helper file. Follow the suggested instructions to copy and paste content controls into your existing Report document.
Step 2: If you have already linked your Report to an active job Valuation Workbook, go to the Valcre Ribbon, select Linked Files, then Change File from Base.xlsm to your active job Workbook.
Step 3: Complete the rest of your Report as normal
Step 4: If you would like to have this included in your report as your standard report template in your downloads tab, send the updated report template to your Client Success Manager for template replacement.
Additional Questions? Valcre Support is ready to help with all your Valcre product questions! You can connect to us via phone, email, or chat!
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