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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