Brand new to TOTAL?
Use our short video guides to learn TOTAL fast! Just click Getting Started on the left to begin.
Installing TOTAL
Your first step is to get TOTAL downloaded to your machine and installed. Watch the video below, or read one of our step-by-step instructions to get your software installed, registered, and set up with a user.
Installing TOTAL on a stand-alone computer
Walk through the process of getting TOTAL up and running on your computer.
TOTAL Server Install Guide
Get TOTAL up and running on your network, and integrate your laptop with your networked install too.
System requirements for a la mode software
Make sure you've got the right specifications on your machine, so TOTAL runs as smoothly as possible.
Add your signature
After installing TOTAL, set up your user and configure your signature settings for report signing. Watch the video below, or read one of our step-by-step instructions to get your user configured.
Graphical signatures vs. eSign signatures
Learn about signing your report securely with eSign.
Digital Signature creation & setup
These instructions guide you through getting a signature and license added to your TOTAL user, whether from a file or from scratch.
User Management
This section of the TOTAL User's Guide outlines steps for setting up new users and editing existing users.
Using Templates
TOTAL handles templates differently than other formfilling software. A template is essentially just a regular report that you've customized to use over and over. Watch the video below to learn more.
Creating and Using Templates in TOTAL
Learn the basics about templates in TOTAL.
UAD in TOTAL
In TOTAL, we've made it easy to comply with UAD rules. Watch the video below to learn about our built-in UAD features, including a user-friendly Errors & Omissions check.
Enabling and using FreeForm UAD mode
Learn how to turn on FreeForm UAD mode.
QuickLists
QuickLists let you instantly enter common responses as you fill out your report, and could save you hours of needless typing. Learn how to use QuickLists in the video below!
Using QuickLists
Read about QuickLists in our User's Guide.
Report delivery
Use TOTAL Connect to send your reports to your clients with our free delivery plugins. Or deliver to any client, regardless of file type, with TOTAL Connect Pro. Watch the video below for more info.
Report Delivery
View a handy chart which explains which plugins require a TOTAL Connect Pro contract.
TOTAL Connect Store Page
Learn about TOTAL Connect pricing and features.
Convert ACI files
With TOTAL's Competitor Conversion Wizard, importing your reports from ACI is quick and easy. Watch the video below for a step‑by‑step walkthrough!
Converting Competitor Files
Read our User's Guide page about converting files.
Competitor File Locations
Learn exactly where to go when browsing for competitor files on your PC.