Tools > Associate XSite Orders
     
 

Associate XSite Orders

 
     

While WinTOTAL’s XSite synchronization tools are designed to notify you any time you attempt to download a new order that you’ve already started in WinTOTAL, you may find times where you need to associate the two so you can deliver the report to the appropriate client.  If you need to associate your existing report with an order from your XSite…

  1. From inside the report you wish to associate with an XSite order, click Tools, Associate XSite Order in the menus.
  2. In the list of orders that appears, find the order you wish to associate with this report and click to select it.  If you can’t find the order in the list, you may need to mark the Show all orders option to find it.

    AssociateXSiteOrder
  3. Click OK to continue.
  4. A window appears prompting you to delete the original order file so that you do not confuse the two in the future.  For best results, we recommend that you delete the original order.  Click Yes to delete it or click No if you wish to keep it.


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