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Export the List of Contracts as a Spreadsheet in GateWay

Describes how to export a list of open, overdue, or closed contracts as a spreadsheet in the customer access portal.

Type

How to

Audience

GateWay Company Administrator, Customer, Salesperson

Products

GateWay’s customer access portal

 

Context

Export a list of contracts when you need to provide individuals at your company with information on what you are holding at your site. For example, you can export the list and send it to your site supervisor to enable them to determine if they actually need all the rented equipment at the site or not. 

Before You Begin

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

 

Steps

To export the list of contracts as a spreadsheet, do the following:

  1. In the customer access portal menu bar, do one of the following:
    1. If you need to export the list of open contracts, navigate to Rentals > Open
    2. If you need to export the list of overdue contracts, navigate to Rentals > Overdue
    3. If you need to export the list of closed contracts, navigate to Rentals > Closed
    The list of contracts is displayed in the main area
  2. Click Export
    The list of contracts is downloaded in your browser as a spreadsheet

    Note: The spreadsheet contains all contracts in the list, regardless of any customization or filtering you have done to the list of contracts

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