How To Move Residential Data/Sketch To Another Account

Must be in the APPRAISAL FILE of the data to move.

Go to TOOLS — COPY/MOVE BUILDING

• Residential miscellaneous improvements CANNOT be moved to commercial miscellaneous improvements.

Enter the Appraisal ID of the account you want to move the data to.
To search: CLICK the down arrow and search from the list.
CLICK Continue

Double-check Appraisal ID and Account Number
CLICK YES if correct.

If done correctly, current Appraisal File Residential Data should be blank as well as the Parcel Sketch.

If there are any Misc Improvements to be moved, user will move them from the Site Improvement Tab (one at a time).

If there are any Attachments from the Attachments Tab to be moved (i.e. sketch or picture images), repeat the process.

Select Account Number to move Sketch/Images to.
Be sure Primary Assessment and Primary Appraisal are both checked.
CLICK Create