ValueLink allows both automatic and custom numbering schemes for appraisal orders. To set the numbering scheme for your appraisal orders, follow the steps below:
- Log on to your ValueLink Appraisal Management System account.
- Click on Admin at the top of the Dashboard to access Company Settings.
- Scroll down to Order Level Settings, and check the box next to Enable Automatic Numbering to allow the system to automatically generate an order number for each appraisal.
- For Monthly Automatic Numbering, check the box next to Enable Monthly Numbering Scheme. This will use the new numbering scheme in the form of YYMM-XXXXX, where XXXXX is the numbering sequence, resetting every month.
- Click on Save Changes at the bottom of your screen to confirm the changes.