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How to View BEOs by Event Date Instead of Booking Date

Learn how to sort BEOs by Event Date instead of Booking Date in Event Temple. Use filters and columns to customize your document list for easy access and better event management.

Updated over 2 weeks ago

When viewing your Documents in Event Temple, the default order may be by Booking Date. To sort BEOs by Event Date, follow these steps:

  1. Go to Documents on the left-hand menu.

  2. Use Filters to narrow your Document selection.

  3. Adjust Columns to ensure Event Start Date is visible.

  4. Click the Event Start Date column header to sort the list. This sorting will also be reflected in the order of the exported PDF document, ensuring that your exported materials are consistent with your chosen view.

  5. (Optional) Save this View for quick access in the future. Additionally, exporting your set view to PDF can help ensure that shared documents retain your desired layout and sorting preferences.

Now your BEOs will appear in order by Event Date, making planning and management easier. Additionally, exporting BEO documents to PDF with your preferred sorting ensures greater consistency and professionalism in event presentations.

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