Download & Install The EvalExpert Desktop Application

Downloading and installing the Desktop Integration Assistant for Export to Windows Based DMS

Eddie avatar
Written by Eddie
Updated over a week ago

Video

Check out our How To video.


Download

Open Chrome web browser and head to evalexpert.com/downloads


You will find the latest version of the Windows desktop Integration Assistant for download, click 'Download' to begin the download, your download will launch in the bottom left corner of your browser window.  

Install

Once the download is complete, click on the download file in the bottom left and open the 'setup.exe' file to begin the installation process. 

NOTE: Windows Defender may attempt to prevent the installation, click "More Info" > "Run Anyway" to proceed with the installation.

Once you see the EvalExpert Application installation window, select next to continue.

Follow the on-screen prompts to finish the install and restart your computer.


Login

The EvalExpert icon will now display in the system tray (bottom right of the screen, near the clock) ready to login and export to your DMS.

NOTE: If the EvalExpert application icon isn't visible is the system tray, you will need to open it from the 'Start Menu' the first time.


Exporting an Eval

Open the Trade Appraisal entry screen in your DMS, open the EvalExpert Application, click on the eval you want to export, the list will go grey showing options to 'View' or 'Export', click 'Export' and wait till prompted to 'Mark the Eval as Traded in EvalExpert' - the export process is now complete.


Important Note

Do not click the mouse or type the keyboard during the export process as it will interrupt and cause the export to fail or improperly complete the fields in your DMS.

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