Generating documents in a batch

Select Events. The Events calendar page is displayed.

Click the ellipses icon. A list of options is displayed.

Select Batch Generate Documents. The Batch Generate Documents page is displayed.

Select a business type in the Business Type field.

Select one or more businesses in the Choose Business section.

Note:

The businesses displayed in this section are based on the business type selected in the Business Type field and the values selected and specified in 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.
- Filter by Revenue Center Categories: Select this check box to filter the document templates by revenue center categories.
- Filter by Revenue Centers: Select this check box to filter the document templates by revenue centers.
  You can select the Filter by Revenue Center Categories or Filter by Revenue Centers check box.

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).

Specify this information in the Document Options section:

File Format: The format of the file in which the document(s) is generated.
Currency: The currency displayed when generating the document.
Email Results: Select this check box to email the generated document(s) to the same user who generated the document(s).
Note: If this check box is selected, the Distribution List field is displayed.
Language: The language in which the data of the document is displayed.
Separate Files: Select this check box to generate each event and document template in separate files.

Click Generate Documents.

Click Done.