- Texada Knowledge Base
- Rental: GateWay
- Customer Access Portal - Rentals
-
Top Searched Articles
-
Release Notes
-
Support & Troubleshooting
-
Onboarding Programs
-
SRM Training Videos
-
Sales: Equipment CRM
-
Service: ServiceLink
-
Rental: SRM
-
Handle CRM
-
Rental: Analytics
-
Rental: GateWay
- Getting Started
- New Administration Panel
- Administration Panel
- Administration Panel - CMS
- Administration Panel - Products, Categories, and Attributes
- Administration Panel - Users
- Administration Panel - Requests
- Customer Access Portal
- Customer Access Portal - Rentals
- Customer Access Portal - Invoices
- eCommerce Websites
- eCommerce Websites - Ordering
- Integrations
-
Rental: Texada Mobile
-
Rental: Texada Pay
-
Rental: Texada Web
-
Rental: WorkFlow
-
Sales: Customer Order to Invoice
-
Sales: iMACS
-
Sales: iQuote
-
Service: Condition Monitoring Portal
-
Service: Equipment Monitoring Toolkit
-
Service: Parts & Service Quoter
-
Service: Service Agreement Quoter
-
Sales & Service: CloudLink
-
Sales & Service: Tools
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:
- In the customer access portal menu bar, do one of the following:
- If you need to download an open rental contract as a PDF, navigate to Rentals > Open
- If you need to download an open rental contract as a PDF, navigate to Rentals > Overdue
- If you need to download an open rental contract as a PDF, navigate to Rentals > Closed
- Do one of the following:
- In the list of contracts, click more options next to the rental you need to download the contract for then do the following:
- Use the more options drop-down to select Download Contract
- Use the more options drop-down to select Download Contract
- Click the contract you need to download the PDF of then do the following:
- In the details popup for that contract, click Download Contract
- In the details popup for that contract, click Download Contract
- In the list of contracts, click more options next to the rental you need to download the contract for then do the following:
- Click download
- Select the appropriate location on your device storage
- Click Save
The contract is downloaded in your web browser as a PDF file - Optional: click print to print the contract