Managing A FedEx Shipping Label Within SoftPro 360

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Managing a FedEx Shipping Label within SoftPro 360In order to maintain a streamlined closing process, save time and be more efficient, SoftPro 360 usersnow have the ability to prepare FedEx shipment labels directly from ProForm. The SoftPro ShippingService seamlessly populates the name, address and phone number of the contacts in your ProFormorder, allowing you to quickly select a contact and create a FedEx Shipping Label without ever leavingProForm.FedEx Shipping can be found in the SoftPro 360 Services menu under the Service titled Shipping.Double click on the FedEx Shipping service to start creating your FedEx shipping labels (or highlightFedEx Shipping and click Submit).If you already have ProForm order(s) open, they will be listed in the Order Linking dialog. The activeorder will be highlighted and entered in the Selected Order Number field. You have the ability to selectfrom any of the open orders, or you may choose to overwrite the Selected Order Number with anorder that is not currently open. Once you have confirmed the order to link, click OK to continue.Page 1 of 108/2/2013

The first time you access FedEx Shipping you will be taken to the Shipping Preferences screen. Yourcontact information will be pre-populated based upon your SoftPro 360 registration.On this screen you have the option to set defaults for Delivery Confirmation, Address Validation, ShipNotification, Delivery Notification, Tendered Notification and Exception Notification. Enabling thesesettings here will set them as default for all users and for all labels created, however, you can modifythe setting on a per label basis as needed. Delivery Confirmation options are Delivery without Signature, Indirect Signature Required,Direct Signature Required, Adult Signature Required and Service DefaultAddress Validation: Address Validation is an automatic function that verifies the city, stateand postal code combination of any U.S. Ship To address. If FedEx is unable to validatethe combination, you will have the option to use a suggested address from an addressdatabase, revise the original address, or use the original address.Ship Notification: A Ship notification indicates that the shipment information has been sentto FedExDelivery Notification: A Delivery notification indicates when the shipment has beendeliveredTendered Notification: A Tendered notification indicates when FedEx has picked up ashipmentException Notification: An Exception notification indicates any exceptions that may cause adelivery delayNote: You can get back to this screen by clicking the Change Shipping Preferences link on the ManageAccounts screenPage 2 of 108/2/2013

If no shared accounts exist, on the Add Account screen you will need to enter your FedEx AccountNumber and choose a FedEx Account Name. The Shared Account option allows users using the sameSoftPro license to access the same FedEx Account through the FedEx Shipping product.The Contact Information tab must match the address listed with FedEx for the account number. Bychecking the Same as Shipping Address checkbox, the information from the Shipping Preferencesscreen will populate in the given fields.Note: You can add additional FedEx Accounts by accessing the Add Account hyperlink found on theManage Accounts screenPage 3 of 108/2/2013

For subsequent uses of FedEx Shipping when a shared account already exists, the ManageTransactions screen will be the first screen displayed. The Manage Transactions screen will display allshipments created for the linked ProForm order. To create a shipping label, click the Add Shipmentbutton.Note: Click the Manage Accounts button on the Manage Transactions screen to add additional FedExAccounts, view current FedEx Accounts and Change Shipping Preferences. Click the Transactionsbutton on the Manage Accounts screen to access the Manage Transactions screen.Page 4 of 108/2/2013

The Create Shipment screen lists the contacts entered into the linked ProForm order. Highlight thecontact you would like to ship to and (when entered into the ProForm order) the contact’s name,address and phone number will populate into the appropriate fields.If additional FedEx Accounts have been added, they will be available under the Account No. drop downlist. You have the option to select the Package Type, enter the package Weight and select the ServiceType. You can also select the options of Residential Delivery, Validate Address or create a ReturnLabel. The Compare Rates link will provide estimated rates for the package type selected.The More Options link provides additional options that can be selected on a per shipment basis. Additional Service Options – Ship Date, Saturday Pickup and Saturday DeliveryDrop Off options are –o Business Service Center: The shipper will drop off the package at an authorized FedExbusiness service centero Drop Box: The shipper will drop the package in a FedEx drop boxo Regular Pickup: The shipper already has an every-day pickup scheduled with a couriero Request Courier: The shipper will call FedEx to ask for a couriero Station: The shipper will drop off the package at a FedEx stationPage 5 of 108/2/2013

Delivery Confirmation options are Deliver without Signature, Indirect Signature Required,Direct Signature Required, Adult Signature Required and Service DefaultSpecial Instructions: A free form field used to provide specific delivery instructions to theFedEx Ground courierPackage Dimensions: Length, Width, HeightDeclared ValueShip Notification: A Ship notification indicates that the shipment information has been sent toFedEx (if entered into the ProForm order for the contact, the contact’s email address will flowto the Email field)Delivery Notification: A Delivery notification indicates when the shipment has been delivered(if entered into the ProForm order for the contact, the contact’s email address will flow to theEmail field)Tendered Notification: A Tendered notification indicates when FedEx has picked up a shipment(if entered into the ProForm order for the contact, the contact’s email address will flow to theEmail field)Exception Notification: An Exception notification indicates any exceptions that may cause adelivery delay (if entered into the ProForm order for the contact, the contact’s email addresswill flow to the Email field)**Note: value-added service charges may apply**Page 6 of 108/2/2013

To create a Return Label, highlight the Contact the package will be shipped from and check the ReturnLabel checkbox. This feature changes the Ship To field to Ship From. Click Submit.Page 7 of 108/2/2013

On the Shipment Details screen you can preview, print or cancel your FedEx shipping label. To trackthe shipment click the Track hyperlink, which will take you to the FedEx tracking websiteClick Close to close this window and return to the Manage Transactions screen.Page 8 of 108/2/2013

After you have created the shipment, you will return to the Manage Transactions screen. The screenwill now display a tracking number hyperlink for the shipment. Click the Tracking Number to link tothe FedEx tracking website. The Status will update to Completed once the package has beendelivered. The Open Shipment button will take you back to the Shipment Details screen. The OpenShipment button is only enabled when the status of the transaction is In Progress.Your SoftPro 360 queue will update with a Transaction for the shipment and the FedEx trackingnumber will be available as a hyperlink under the Description column. The link will take you to theFedEx tracking website. The Status will also update to Completed once the package has beendelivered.Page 9 of 108/2/2013

Adding FedEx AccountsSelect the Manage Accounts button on the Manage Transactions screen to add additional FedExAccounts, view current FedEx Accounts and Change Shipping Preferences. To add an Additional FedExAccount click the Add Account link, enter the FedEx Account Number and Account Name. SelectShared if the account should be available to all users. Complete the Contact Information tab, and thenclick Register.Removing FedEx AccountsTo remove FedEx Accounts, select the Manage Accounts button on the Manage Transactions screen.Click the Remove hyperlink next to the account to be removed. When a Shared account is removed,the account will be unavailable to all users using the same SoftPro license. Removing a Privateaccount will remove the account only for that user.Page 10 of 108/2/2013

Double click on the FedEx Shipping service to start creating your FedEx shipping labels (or highlight FedEx Shipping and click Submit). If you already have ProForm order(s) open, they will be listed in the Order Linking dialog. The active . To create a shipping label, click the Add Shipment button. Note: Click the Manage Accounts button on .

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