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 4 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:
- Click on "Events" in the main navigation bar.
- Find the relevant event and open it.
- On the Event Dashboard, find the "Banquet Event Order (BEO)" tool and click on it.
- Click on the "PDF" button on the top of the page. The printable file will download momentarily.
- To download in a different view/a different layout use the "View Filters" and click "PDF to download the information in the current view.
To Email a PDF Document of the BEO via the Communications Tool:
- On the Event Dashboard, find the "Communications" tool and click on it.
- Click the "Compose" button, choose a recipient and write your message.
- Below the message text field, check the box next to "Banquet Event Order" to include a PDF attachment to your email.
- Click "Send Now" to send the email with the BEO PDF attachment.
To Batch-Download BEOs for Multiple Events:
- Click on "Reports" from the main navigation menu
- Click on Batch Reporting from the BEO Reports area
- Select the upcoming BEOs you would like to download
- PRO TIP: If you type the date into the BEO selection field it will bring up all BEOs for that date for easy selection!
- Click to produce file DO NOT navigate away from this window until the download is complete
- Click download to download the zip file of the BEO files