How to sync a Transaction from WINForms Online® to relay® KBA-01385
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.
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.
Solution
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:
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.
This transaction has been Synchronized by you.
This transaction has been Synchronized by another user.
