Report Delivery > Southwest Financial Delivery > Start Southwest Financial Delivery
     
 

Start Southwest Financial Delivery

  
     

To send reports to Southwest Financial from WinTOTAL...

  1. In your report in WinTOTAL, click Deliver Report, Using any XSite Order Manager Plugin from the menus.
  2. From the Report Delivery screen, select Southwest Financial Services and click Next.

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  3. In the WinTOTAL Print screen, mark the pages you wish to send to Southwest Financial. Then, click OK to generate the PDF report.

After printing the PDF, WinTOTAL launches the WinTOTAL Southwest Financial Wizard to help you finish delivering your report. 


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