Category Archives: Customizing RB8
How to add a credit card payment option to invoices
Change your invoices to include a credit card payment box and a customized invoice message. …
2011 Team RB conference report
At the 9th annual Team RB conference, Yong presented a list of user “gripes” & new RB solutions to these problems …
Free PDF transcript tool in RB8
RB’s PDF transcript creator allows your production department to create PDF transcripts from ASCII files with their RB job and case information, pagination, printable word indexes and cover pages automatically included. …
RB-PDF customization options
RB-PDF Transcript customization options help you match client expectations for how their transcripts should look and better brand your company’s transcripts: …
Create your own forms
Form Manager is a tool for managing forms and letters. Like Microsoft Word, it is a word processor with mail merge, but it’s streamlined to work best with RB8. Form Manager has a set of editable common forms and letters built in. …
Change the default settings for the subject line and body of emails
These instructions apply to both confirmation and cancellation emails …
Keep track of things in RB8
Add the tracking plug-in to your RB8 office management system to monitor jobs as they advance through your production workflow, then keep tabs on job-related files and media in storage afterwards. …
Reasons to use RB-PDF transcripts
RB8 includes a free conversion program for turning reporters’ ASCII files into PDF transcripts. …
Start your business out on the right foot
Do you wonder how to get the most out of your RB8 system? …