Tag Archives: PDF Transcript Stamps

Lesson #126

Setup – PDF Transcript Stamps function

Make stamp templates that can be applied to RB-PDF Transcripts so you don’t have to switch to a different program to stamp a transcript “original” or “certified copy.”

Templates can be styled with different text formatting, border treatments, and stamp colors. Create as many stamp templates as needed. Update templates or delete templates when no longer needed.

You can apply stamps to full-sized and condensed transcripts as well as word lists and word indexes if you create them as separate documents. You can apply as many stamps to a document as you want.

NOTE: This is an RB9-only function. It is not included in RB Lite.

TL;DR: Apply stamps like “original” or “certified copy” to PDF Transcripts & exhibits without leaving RB9.

RB concepts in this lesson

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

Lesson #110

Customize your MR setup

You can run your business using the setup defaults that MR includes. Or use this module to edit them, delete any you don’t need, and add your own options to tailor MR to your work processes. You can update any Setup function at any time. In this module, you can:

• Customize lists by adding, editing, merging, and deleting list entries. Set the default entry that appears in any field tied to a list.
• Set up users, store work-related and personal information about them, and give them user names and passwords to access MR. Group them according to their access levels and job functions, so they can perform their jobs and receive internal messages. 
• Customize the default Chart of Accounts to match your general ledger or accounting software.
• Set up service items and group related service items so you can locate them quickly in their subgroups when billing, instead of scrolling through a long, undifferentiated list of all miscellaneous service items.
• Enter billing, pay, and rush rates for services, including e-billing information.
• Set up billing rate groups for different categories of clients so you don’t have to scroll through all of your billing rate tables each time you invoice a client. Set up pay rate groups for resources too.
• Group service items into billing sets to speed up billable services selection because you only have to choose the set, not each of the items individually.
• Set the year’s pay dates and their corresponding cutoff dates for each pay period. 
• Create your own invoice headers and messages for different circumstances.
• Set up tracking items to match your production workflow, then define the steps each item goes through in your process.
• Set global preferences for difference features in MR.
• View your MR subscription billing history and individual invoices, increase or decrease your user licenses, pay overdue invoices, and manage your credit cards used to pay for MR.

Setup functions by name

• Lists
• Users and Groups
• Chart of Accounts
• Service Item Subgroups
• Service Item Master
• Rush Type Master
• Billing Rates
• Pay Rates
• Billing Sets
• Pay Dates
• Invoice Headers
• Invoice Messages
• Tracking Steps – MR9-only function
• PDF Transcript Preferences – MR9-only function
• PDF Transcript Stamps – MR9-only function
• Link Exhibits Patterns – MR9-only function
• Exhibit Stamps – MR9-only function
• System Preferences

TL;DR: Customize MR to match your business better.

MR concepts in this lesson

Job: Usually the reporting of a deposition, but can also be any kind of service you provide with your reporters or other resources. More >

Service items: Regular charges that you bill to your clients are called service items in MR.