Downloading Documents for Multiple Bookings

Learn how to bulk download documents from multiple bookings. This is the great process to implement for BEO distribution.

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

Bulk download multiple Booking