Contract Summary Report

Users can export a PDF summary of their contracts. The contract summary captures the most relevant information regarding your contract in a downloadable PDF file. Contract summaries can be generated at any time.

To export a contract summary:

1. Click Main Menu > Contracts and open the required contract.
2. Click Contract Summary Report. The Contract Summary Report window opens.
3. Select the information you would like to include in the report. Note that you cannot select information for pages/tabs that are empty.
4. Click Export Selected. The report is generated.
5. You can also click Detailed Export for a report including all contract information at a more detailed level.
6. From the preview you can download the PDF file or print it.