Category Archives: Lesson
Set preferences that cover more than one module
Set preferences for aspects of RB that impact multiple modules or the entire system …
Set global options for all users
Customize RB to match your company with options that appear systemwide …
Create auto-numbering exhibit stamps with RB9 data included
Automatically stamp exhibits with your custom serially-numbered stamps …
Automate hyperlinking exhibits in transcripts with patterns
Customize automatic exhibit linking in RB-PDF Transcripts …
Create custom stamps for PDF transcripts
Apply stamps like “original” or “certified copy” to PDF Transcripts & exhibits without leaving RB9 …
Create profiles to generate PDF transcripts that meet different requirements
Set up different transcript profiles that include specific preferences to meet your clients’ needs. …
Define steps in your production workflow
Customize the Tracking function by delineating the steps involved in processing service items …
Provide more information on invoices with custom messages
Don’t miss the opportunity to communicate with clients that invoice messages offer …
Override standard invoice headers with your own custom headers
Create custom invoice headers to meet all of your business needs, and store them for quick reuse …
Designate your company’s pay dates for the year
Set the year’s pay dates and their corresponding cutoff dates for each pay period …
