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      Email PDF for Contract Inventory

      Type=One Line, Product=Manage, Style=Full Color

      You have the ability to download or email a PDF (by opponent) of the contract inventory.

      This PDF its only data based on the on screen table, does not include the actual contracts.

       

      1. Log in to AD Assist

      2. In the left hand navigation select Reports
        1. In the top navigation select Contract Inventory

      3. You will have ability to download a CSV or PDF or email a PDF

      4. If you select Email PDF, you'll need to filter to one opponent first

        1. Utilize the opponent drop down to select your one opponent
        2. Select the blue Apply Filter button

      5. If email is selected, the sent content will be:Screenshot 2025-01-15 at 3.59.11 PM