Printing Summary Lists

On each Summary screen (for example, Contract Summary) it is possible create a printable list of the data displayed on the screen. The system will generate a print preview of the page of data ready for you to send the preview to your specified printer on your device.

On any summary page click on the More Action [...] button to the right of the screen and select the Print option.

Fig 1 - Click the Print Button to print a list

A new web page will open with your Summary screen data displayed, choose [Print] to print out your list.

Fig 2 - Example Print List

Tip: The print button will generate a print preview of whatever is currently being displayed in the Summary screen.  You can select a different View or enter Filters to adjust the Summary screen values and then click on the Print button in order to print those specific values. The print preview will include the name of the view and/or any filters that are in place.

Printing Records

In Addition to printing the Summary screen you can also print out the full underlying details of any record, for example Contracts or Parties.

Open up the record that is required and click on the More Action [...] button to the right of the screen

Fig 3 - Printing a record

You have two options to choose from:

Print [Header Only] - this will print out the data on the top half of the screen

Fig 4 - Printing Header details

Print Header [Full Record] will print out all the header information plus any data held within the sub tabs of the record.

Fig 5 - Print of a Full record

Tip: You can add text specific to your account to the top of every printed page. For example, you might want the text "CONFIDENTIAL" added to the top of each print out. This text can be specified in the account configuration page which is accessible if you are an Admin user. Please refer to the article Account Configuration for more information on setting this text value.