Category Archives: Modules
Set preferences for invoices, LEDES billing, & rewards
Customize invoices, set up electronic billing, and start a booking reward system — like a frequent flyer program — to inspire client loyalty …
Set preferences for shipping labels & other production functions
Store credentials and options for FedEx & UPS shipping, plus set options for other production functions …
Set calendar module preferences
Set preferences for job calendar functions and options …
Set preferences that cover more than one module
Set preferences for aspects of RB9 that impact multiple modules or the entire system …
Set global options for all users
Customize RB9 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 …
