Downloading PDF and .CSV Files for an Itinerary

Video Tip - Go to the 6:15 mark of the video to view information on how to download a PDF of an Itinerary.

You can download a PDF file (which you can then email to other team members, vendors or clients) or .CSV file (which will open in Microsoft Excel or Google Docs) of your complete itinerary.

In addition, you can download PDF files for each Vendor or Contact that contains only the items assigned to that Vendor/Contact. You can also download a PDF file for each Category or Venue Space/Room that contains only the items assigned to that Category or Venue.

The way the PDF file download works is that whatever items are showing on the screen are what will be included in the downloaded file.

For PDF files, you have the option to:

• Include a list of vendors, assigned contacts and venues to the top of the downloaded document.
• Include the Contact, Vendor, Venue Space/Room and Category assignments as well as notes for each item.

To Download an Itinerary PDF File of Containing All Itinerary Items:

1. Click on the "Itinerary" tool button on the Event Dashboard - OR - use the Quick Launch or Switch Event tool to select the appropriate Event and the "Itinerary" tool.
2. In the left column, click on the "Show All" button to make sure all items are visible on-screen.
3. Click on the "Import/Export" button and select the "Download PDF" option.
4. Select whether you wish to display a list (at the top of the document) of all Vendors, Contacts and/or Venues that have been assigned to Itinerary items.
5. Select whether you wish to include the Contact, Vendor, Venue Space/Room and Category assignments as well as notes for each item.
6. Click "Generate PDF" to download a printable PDF to your device.

To Download an Itinerary PDF File for a Vendor, Contact, Category or Venue Space/Room:

1. Click on the "Itinerary" tool button on the Event Dashboard - OR - use the Quick Launch or Switch Event tool to select the appropriate Event and the "Itinerary" tool.
2. In the left column, click on the name of the Vendor, Contact, Category or Venue Space/Room for which you want to download an Itinerary PDF.
3. Click on the "PDF" button.
4. Select whether you wish to display a list (at the top of the document) of all Vendors, Contacts and/or Venues that have been assigned to Itinerary items.
5. Select whether you wish to include Venue Space/Room, Vendor or Contact assignments and notes for each item.
6. Click "Save" when you are finished.

To Download a .CSV File of the Entire Itinerary:

1. Click on the "Itinerary" tool button on the Event Dashboard - OR - use the Quick Launch tool to select the appropriate Event and the "Itinerary" tool.
2. Click on the ".CSV" button. The file will be downloaded to your computer momentarily. You can then open this document in a spreadsheet program like Microsoft Excel or Google Docs.