Customer Access Portal - Rentals
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      3. Customer Access Portal - Rentals

      Download a Rental Contract as a PDF in GateWay

      Describes how to download a rental contract as a PDF file in the customer access portal.

      Type

      How to

      Audience

      GateWay Company Administrator, Customer, Salesperson

      Products

      GateWay’s customer access portal

       

      Context

      Download a rental contract when you need to view the details of the contract that are unavailable in the rental contract popup as a reference. 

      Before You Begin

      Required: Internet connection; valid GateWay account; valid login credentials and access permissions; existing rental contract

       

      Steps

      To view the details of a rental contract, do the following:

      1. In the customer access portal menu bar, do one of the following:
        1. If you need to download an open rental contract as a PDF, navigate to Rentals > Open
        2. If you need to download an open rental contract as a PDF, navigate to Rentals > Overdue
        3. If you need to download an open rental contract as a PDF, navigate to Rentals > Closed
        The list of contracts opens in the main area
      2. Do one of the following:
        1. In the list of contracts, click more options next to the rental you need to download the contract for then do the following:
          1. Use the more options drop-down to select Download Contract
        2. Click the contract you need to download the PDF of then do the following:
          1. In the details popup for that contract, click Download Contract
        A PDF view of the contract opens in a new tab in your browser
      3. Click download
      4. Select the appropriate location on your device storage
      5. Click Save
        The contract is downloaded in your web browser as a PDF file
      6. Optional: click print to print the contract

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