Access View Details Page

The View Details page in PARCEL is where you can manage all aspects of a project after it has been awarded. From this page, you can upload and deliver documents, enter salient property data, finalize reports, and more.

Step-by-Step Instructions

1. Go to the All Projects Tab
       From the PARCEL dashboard:    

   • Click the All Projects tab to view your current projects.

   • Use column filters to locate a specific project by address, lender, or request ID.

   
        

2. Click the View Details Button
       In the Actions column of the appropriate project row, click View Details.    

   • This opens the full project workspace, where you'll see file upload tools, inspection fields, and finalization options.

   
        

View Details Page

The View Details page is the control center for managing an individual appraisal project. All key project data, file delivery tools, and reporting fields are available here. Depending on your role and permissions, this page allows you to finalize reports, upload invoices, set inspection dates, and enter salient property information.

Page Features and Tools

1. Request and Property Information
       The top section includes:    

   • Project name and property address

   • Lender contact information

   • Request details such as assignment type and due date

   
        

2. Attachment Management
       You can:    

   • Download files uploaded by the lender

   • Upload and deliver final reports and support documentation

   • Upload and submit invoices

   
        

3. Inspection Date Entry
       After accepting the award:    

   • Use the Inspection Date field to notify the lender when the property will be inspected.

   • Select a date from the calendar modal. Past dates are permitted.

   • The lender is notified automatically when the date is entered or updated.

   
        

4. Salient Data Entry
       You may be required to enter key property information under:    

   • Property Information

   • Data Capture (if configured by the client)

   • Click Edit to open each table and enter required fields.

   
        

5. Finalize the Project
       Once all required work is complete:    

   • Use the Status dropdown in the upper left corner of the page.

   • Select Final to mark the project as complete and deliver it to the lender.
          

Best Practices

• Visit the View Details page immediately after accepting the award to review the full scope of the assignment.

• Use the inspection and salient data fields to keep lenders informed throughout the process.

• Only finalize after confirming all uploads and project fields are accurate and complete.