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Downloading BEO's for Multiple Bookings


iVvy allows you to bulk download your documents for multiple bookings. Note: Before being able to download these documents, they must still be generated as a PDF from each individual booking.

  1. Navigate to Bookings > Bookings

  2. Select your bookings. You can use the search bar and filters to find a date range, company name, event name, salesperson and coordinator

  3. Click Download Documents

  4. Give the download a name - for example: Event Orders Week 7th-14th September or September Contracts

  5. Select the Document Type. You are able to bulk download your
    BEOs - Event Orders
    Banquet Checks
    Resumes
    Quotes
    Contracts

  6. Select the Merge Type
    Single - This will merge all documents into a single PDF document, with each BEO for example starting on a new page
    Compressed - This will download all documents individually into a Zip File where you can open each document

  7. Select if you wish to download all latest created documents or the most recently created document

  8. Click Generate. Note: If a document in this date range has not yet been generated, you will be prompted with an error message. Navigate back to this booking and ensure you have generated the document as a PDF.

  9. To access your documents, navigate to Bookings > Booking Change Log > Merged Documents

  10. Click Download to access your documents

 

 

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