Lesson #128
Setup – Exhibit Stamps function
Make stamp templates that can be applied to PDF exhibits when uploading them to RB9 which automatically include exhibit numbers and information from your RB9 database, and are customized to your specifications.
You can create as many different stamp templates as you need, then select a template that will apply serially numbered stamps to PDF exhibits when uploading to the Witness-level repository.
Stamp options include:
- Box size and color
- Border thickness and color
- Number of digits and leading character in exhibit numbers
- Text and RB9 data fields to include on the stamp
- Text styling (such as bold face, text size, and color)
- Where the stamp occurs in the document
- Where the stamp is placed on the page
You can also designate stamps resources can choose from to apply to exhibits when uploading them via RB Connect during turn in.
The default view in Exhibit Stamps is to list all of the stamps alphabetically in ascending order. Each listing includes:
- Stamp name
- Its position on the page
- Its occurrence in the document
- Preview
- Whether it is available to resources to use in RB Connect
You can sort the list by one or more columns in ascending or descending order (but when you exit the function, RB9 will revert back to the default order), or search for a single stamp. Export the list as an Excel spreadsheet or a CSV (comma-separated values) file to save, print, share, or use in other applications.
NOTE: Exhibit Stamps is an RB9-only function. It is not included in RB Lite.
TL;DR: Automatically stamp exhibits in RB9 with your custom serially-numbered stamps.
RB concepts in this lesson
RB Connect: Online repository, calendar, and access to your office for clients and resources. More >
Repository: RB has 9 repositories where you store files for safekeeping and quick retrieval.
Resource: Person or thing that provides your business with a service, such as reporters.
