Generating documents in a batch

  1. Select Guest Rooms.The Guest Rooms Control calendar page is displayed.
  2. Click the ellipses icon. A list of options is displayed.
  3. Select Batch Generate Documents. The Batch Generate Documents page is displayed.
  4. Select a business type in the Business Type field.
  5. Select one or more businesses in the Choose Business section.
    Note: 
    • The businesses displayed in this section are based on the values selected in the fields of this section.
    • You can select the Override Document Defaults check box to override the existing settings for the document defined in settings. These subsequent fields are displayed to select an appropriate filter option:
      • Sort First By: The type of document template displayed first based on the option selected in this field.
      • Filter by Revenue Center Categories: Select this check box to set the filter for document templates based on the revenue center categories.
      • Filter by Revenue Centers: Select this check box to set the filter for the document templates based on the revenue centers.

    You can select the Filter by Revenue Center Categories or Filter by Revenue Centers check box.

  6. Select one or more document templates in the Document Templates section.
    Note: The document templates displayed in this section are based on the selected folder and document type(s).
  7. Specify this information in the Document Options section:
    File Format
    The format of the file in which the document(s) is generated.
    Email Results
    Select this check box to email the document(s) to the user who generated the document(s).
    Note: If this check box is selected, the Distribution List field is displayed.
    Separate Files
    Select this check box to generate each selected business and document template in separate files within a zip file.
  8. Click Generate Documents.
  9. Click Done.