Lesson #19
Producing transcripts & more
In the Production module, you turn in order parts, archive records and other files, prepare files and invoices, and send out and track your products.
Production is where you:
- Turn in parts: Enter information about records, attending parties, firms to bill, and services ordered.
- Create invoices and apply billing rates and rush charges, then calculate and post invoices.
- Fulfill client requests.
- Ship out produced service items. Track UPS & FedEx shipments.
- Upload records and related files to the repository.
- Alert clients to files uploaded to their repository on MR Connect.
- Restrict individual parties from accessing specific files in their online repository in MR Connect.
- Generate production sheets to tell staff what service items are needed and how many units to produce.
- Produce labels and envelopes with information from your MR database automatically merged in.
- Archive and manage files in the central repository.
Production functions by name
TL;DR: Production is where you turn in orders, fulfill client requests, prepare invoices, and ship products.
MR9 concepts in this lesson
MR Connect: Online repository, orders, and access to your office for clients and others. More >
