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How to create a transaction CD

How to create a transaction CD

The transaction CD module allows you to create archives and client packages which can then be burned to a CD. You do not need to install any additional software to create a transaction CD from relay®.

Please Note:

You must have a CD writer in order to burn a transaction CD.

Step 1:

Open the transaction you wish to make a CD of then click on the Create Transaction CD button, located on the coversheet.

Step 2:  

Enter a name for your CD, choose a language and whether you wish to create a label, then click Next.  

Step 3:  

Select the contents that you wish to include on the CD.  Click on the Confirm CD Generation when finished to download a .ZIP file of your CD contents to your computer.

Note:  If you have chosen to create a CD label then this screen would also include a section where you can design the look of your label. (Shown below) You would need to do this before clicking Confirm CD Generation.

Step 4:

Once you have downloaded and saved the .ZIP file to your computer, go to where you have saved the file, right click on the folder and choose Extract All.

Step 5:

When the extraction wizard opens click on the Next button twice and then click on the Finish button. This will open the extracted contents in a different folder window.

Step 6:  

Once the new folder window opens displaying the extracted files you are ready to burn the files to a CD.  Start by highlighting/selecting all of the files shown in the window.  Then right click on the selected files, select Send To, and click CD-RW Drive:

Step 7:

When the copy process is complete, go to My Computer/Computer and double click your CD-RW Drive. You will now see the contents of the CD that you are about to burn. Click on the link to the left labeled Write these files to CD:

Step 8:

Then click Next all the way through the prompts and the burning process will begin.

The auto run option in the CD files will allow most computers to automatically launch the CD when its put into the CD drive.  If the CD cannot or does not automatically launch you can browse to your CD dive and double click on the file named Transaction_12345 instead.  (Note the number on your file name will be the same as the transaction ID number in relay®)  The CD will launch in the browser window and will look just as if you were viewing it from your relay® account.




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