Downloading and Sharing BEOs

Once your BEO is populated with all the information you require and you are ready to distribute it, you can easily share the document in three different ways.

To Collect Electronic Signatures for the BEO via Email:

Go to the article Collecting Signatures for BEOs for details.

To Download a PDF Document to Print or Email Outside of Planning Pod:

  1. Click on "Events" in the main navigation bar.
  2. Find the relevant event and open it.
  3. On the Event Dashboard, find the "Banquet Event Order (BEO)" tool and click on it.
  4. Click on the "PDF" button on the top of the page. The printable file will download momentarily.

To Email a PDF Document of the BEO via the Communications Tool:

  1. On the Event Dashboard, find the "Communications" tool and click on it.
  2. Click the "Compose" button, choose a recipient and write your message.
  3. Below the message text field, check the box next to "Banquet Event Order" to include a PDF attachment to your email.
  4. Click "Send Now" to send the email with the BEO PDF attachment.
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