How to setup data export for relay® within WINForms Online® KBA-01384
Description
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.
Solution
Follow the steps below:
Step 1:
Log into your WINForms Online® account:
Step 2:
Click on Administration:
Step 3:
Click on the relay®Manager link:
Step 4:
Enter your relay® Username, SiteID, and Password, and then click on the Save button:
You are now ready to export transactions from WINForms Online® to relay®.
To learn how, please read Knowledge Base Article KBA-01385.
