Current RMS comes with a bunch of documents to help at each stage of the rental cycle. You can print easily from the Print heading on an opportunity.
Some of the documents you can print:
Quotations
Rental agreements
Picking lists
Delivery notes
Collection notes
Carnets- Specific Picking Lists documents can be customised further to streamline your operational workflows.
Project Picking Lists: Consolidated picking lists for opportunities within a single project, useful for tours or complex workflows.
You might know these documents by other names. Check out our guide for a quick run-through: What are each of the documents for?
Get started
After you’ve put together your opportunity items list, you’ll find documents available to view under the “Print” heading on the details pane.
Click a document to open it in your browser.
Print or send a document layout
From the document layout preview, use the blue buttons at the top to print or download a document. You have four options:
Print-friendly version
Download as PDF
Create a discussion
Approval URL
In this guide, we cover printing and downloading a document. To learn about the other options, see:
Print-friendly version
Hit Print friendly version to access a version of this document that’s optimised for printing from your browser. Your browser’s print dialogue should open automatically, but if it doesn’t, hit File > Print as normal.
⚠️ When using the print-friendly view, some print settings may be handled by your web browser or printer. For example, some web browsers do not print background colours, and your printer settings may determine the margins on your document. This is outside of the control of Current RMS. If you’re having trouble, review your browser and printer settings or print from a PDF.
Download as PDF
Click Download as PDF to open a PDF of this document, suitable for printing or saving to your device.
Printing from the PDF is the best way to ensure that what you see on screen is what’s going to be printed on paper. PDFs are also fairly standard and can be viewed on most devices.
Download opportunity items to a CSV spreadsheet
Need a copy of all items or assets on an opportunity as a spreadsheet? Use the download button on the order view or detail view to grab a copy.
Want to change your documents or use other documents?
There’s a variety of documents that you can enable in System Setup > Document Layouts. This is also where you can change your documents. To customise Picking Lists, consider uploading specialised layouts, like those including checkboxes, or modifying permissions to control document access. For project picking lists, reach out to the Current RMS team, as these require custom creation. These lists consolidate data from all opportunities within a project, streamlining workflows such as those needed for tours.