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How to sync a Transaction from WINForms Online® to RELAY®
KBA-01385
One-click integration instantly lets you move transaction data and forms from WINForms Online® to RELAY® with ease. You and your clients can have instant, secure access to the purchase agreement, disclosures, appraisal verification inspections and more with a click of the mouse.
You must set up data export within WINForms Online® first before you can sync a transaction to RELAY®. If you have not yet set up data export, please read Knowledge Base Article KBA-01384 to learn how.
Follow the steps below:
Step 1:
Log into your WINForms Online® account:
Step 2:
Locate the transaction that you wish to sync.
Click on the Select Action dropdown menu to the right of the transaction, then select Sync with RELAY®:
Step 3:
A window will appear with a list of the forms in the transaction you selected.
Uncheck any form you do not wish to Sync with RELAY®, then click on the Sync with RELAY button:
Step 4:
If the sync was successful you will see the following message.
Click on the OK button:
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From your RELAY® account you can see which transactions have been Synchronized with RELAY® and which ones were not, as well as which ones were Synchronized by you:
 This transaction has been Synchronized by you.
 This transaction has been Synchronized by another user.
- If there is no icon next to the transaction, this means that the transaction has not yet been Synchronized.
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