Last updated
Last updated
The Appendices page in InterVal serves as a centralized repository for managing essential documents in the valuation process. This well-structured directory allows you to store and categorize various documents, including market research, local standards, policies, and more. By maintaining a well-organized repository, you ensure easy access to all necessary documents, streamlining the process of embedding accurate and relevant appendices into your valuation reports, enhancing their comprehensiveness and reliability. You can also insert documents directly into your final report during the valuation process.
The Appendix Category List provides an overview of all the categories available for organizing appendices. Users can create new categories, search for existing ones, and manage each category's contents through intuitive actions.
New Appendix Category: Click to create a new category.
Search: Search for categories by name.
Reset: Reset the category filtering.
Category List: Table listing all categories, with one row per category.
Appendix Count: Number of appendices inside each category.
Actions: Edit, delete, and go to the appendix section of the selected category.
Save: Click to save changes and close the edit page.
Close: Click to close the edit page without saving changes.
Category Name: Edit the name of the category.
The Appendix List displays all the appendices stored within a specific category. Users can easily create new appendices, search for existing ones, and perform actions such as editing or deleting individual appendices.
New Appendix: Click to create a new appendix within the category.
Back: Click to go back to the category list.
Search: Search for appendices by name within the category.
Reset: Reset the appendix filtering within the category.
Appendix List: List of all appendices inside the selected category.
Actions: Edit and delete the selected appendix.
The Appendix Edit Page allows users to manage the details and contents of a specific appendix. Users can edit the appendix name, provide a description, and maintain a list of associated files. The file list offers direct editing of file titles and descriptions, as well as actions to edit, delete, or view each file.
Save: Click to save changes and close the edit page.
Close: Click to close the edit page without saving changes.
Appendix Name: Edit the name of the appendix.
Description: Provide a description for the appendix.
File List: Table listing all files within the appendix, with one row per file.
File Title: Title of the file, directly editable within the table.
File Description: Description of the file, directly editable within the table.
Actions: Edit the file details, delete the file, or view the file.
