Create your own forms

Use Tools > Form Manager to modify RB8’s default templates.

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 common forms and letters built in. You can edit any existing form to better fit your company’s needs and save it as a new form.

It’s smart too: Instead of listing every available RB8 data field for you to scroll through, its Data Source Manager lets you select a form type, such as witness letters or confirmations. Then it only displays fields related to that type, logically grouped into folders, so you can quickly find a specific merge field.

Note

Refer to the RB8 User Guide for step-by-step instructions (available for download in Team RB > Downloads of our site).