Lesson #23
Production – Envelopes and Labels function
Print addresses on labels and envelopes with information from your RB database automatically included. Start from a case, contact, firm, invoice, job, location, or resource to generate mailing addresses, then select which ones to print.
If entities have multiple addresses in their RB listing, such as office or home addresses, you can choose which type of address to print. You can also create labels and envelopes manually for one-off printing.
Print DYMO labels for correspondence and packages. Use RB9 default label layouts or create your own custom layouts. (Label printing out of RB9 requires a DYMO printer.)
If you want to address envelopes, use this function to generate a PDF file to print addresses directly on envelopes. Before printing, you can specify defaults in System Preferences for the envelope size and setup you use the most to minimize printing time.
NOTE: This is an RB9-only function. It is not included in RB Lite.
TL;DR: Generate labels and envelopes with information from your RB database automatically included.
RB concepts in this lesson
Contact: Person who works for a firm you do business with, such as attorneys, paralegals, secretaries, legal assistants, claim adjusters, and court clerks.
Firm: Business you provide services to, usually law firms, but can also be other court reporting firms, vendors, insurance companies, corporate clients, and courts.
Location: Place where jobs occur, such as court rooms, hospitals, schools, doctors’ offices, or private residences.
Resource: Person or thing that provides your business with a service, such as reporters, videographers, interpreters, scopists, account executives, other agencies that cover jobs for you, or a conference room.
