Tag Archives: Envelopes and Labels

Print envelopes & labels from your RB database

Generate labels and envelopes with information from your RB database automatically included

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.

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Production

Production is where you turn in jobs, fulfill client requests, prepare invoices, ship products, and correspond with clients and others

Lesson #19
Producing transcripts & more

In the Production module, you turn in jobs, prepare transcripts and invoices, send out and track your products, and correspond with depo parties, witnesses, and 3rd parties.

Production is where you:

  • Turn in jobs: Enter information about witnesses, attending parties, firms to bill, and services ordered. If your resources turn in jobs online through RB Connect, this information is already entered.
  • Create invoices and apply billing rates, pay rates, and rush charges, then calculate and post invoices.
  • Fulfill client requests.
  • Create PDF transcripts (including condensed versions) & apply digital signatures.
  • Create Master Word Lists for multiple jobs on a case.
  • Ship out produced service items. Track UPS & FedEx shipments.
  • Upload finished transcripts and related files, like exhibits, to the repository.
  • Alert clients to files uploaded to their repository on RB Connect.
  • Restrict individual parties from accessing specific files in their online repository in RB Connect.
  • Generate production sheets to tell staff what service items are needed and how many units to produce.
  • Email transcripts to witnesses and attorneys. Apply Read & Sign requirements to transcripts. Attach affidavits and errata sheets. Track original transcript location.
  • Track production items as they progress through your company. Track electronic and physical files. Track finished transcripts, exhibits, video, and archived files as they move through your production workflow, so you always know their location and current status. Produce tracking reports.
  • Produce labels, envelopes, and form letters with information from your RB database automatically merged in.
  • Archive and manage files in the central repository.

Production functions by name

TL;DR: Production is where you turn in jobs, fulfill client requests, prepare invoices, ship products, and correspond with clients and others.

RB concepts in this lesson

RB Connect: Online repository, calendar, and access to your office for clients and resources, including interactive transcripts, downloadable invoices and e-commerce for clients, and online turn-in, one-touch job acknowledgements, and downloadable pay statements for resources

RB-PDF Transcript: Customizable PDF version of a transcript with built-in transcript-specific features.

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