How do I import or synchronize a transaction from WINFormsOnline® or ZipForm®Online?
Once you have updated your RELAY™ Manager, you are ready to send your forms to RELAY™. • Go to the drop-down Select Action menu next to your Transaction on WINFormsOnline® or ZipForm®Online • Select Sync with RELAY™ • Select the documents you wish to send to RELAY™ • Click Sync with RELAY™ • Open RELAY™ and change your transaction from Staged to Open to begin managing your transaction online. If you have made changes to your forms in WINFormsOnline® or ZipForm®Online, you can repeat the steps above to send new versions of the forms to RELAY™. RELAY™ will only add new versions for the forms which have changed or been updated since the last time this transaction was synchronized.
Related Questions
- I try to synchronize with RELAY™ from WINFormsOnline® or ZipForm®Online and I receive the following error: "Sync operation NOT complete. Object reference not set to an instance of an object" Why can I synchronize with RELAY™?
- When I synchronize a transaction, why does WINFormsOnline® or ZipForm®Online create a new transaction in RELAY™?
- How do I import or synchronize a transaction from WINFormsOnline® or ZipForm®Online?
