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 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:

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.
5. 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:

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.

To Batch-Download BEOs for Multiple Events:

1. Click on "Reports" from the main navigation menu
2. Click on Batch Reporting from the BEO Reports area
3. Select the upcoming BEOs you would like to download
   1. PRO TIP: If you type the date into the BEO selection field it will bring up all BEOs for that date for easy selection!
4. Click to produce file DO NOT navigate away from this window until the download is complete
5. Click download to download the zip file of the BEO files