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.

Posted on by OMTI Communications Director.

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

Posted on by OMTI Communications Director.

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.

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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:

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Create RB-PDF transcripts

RB-PDF transcripts are simple to prepare.

Posted on by OMTI Communications Director.

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.

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Change the default settings for the subject line and body of emails

These instructions apply to both confirmation and cancellation emails

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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.

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Reasons to use RB-PDF transcripts

RB8 includes a free conversion program for turning reporters’ ASCII files into PDF transcripts.

Posted on by OMTI Communications Director.

Start your business out on the right foot

Do you wonder how to get the most out of your RB8 system?

Posted on by OMTI Communications Director.