RB User Guide > Production > Letters > Sending letters

Sending letters to contacts

RB9 only

Email transcripts to and correspond with a contact about a turned-in job using RB9 form letters, which automatically include relevant details about the job. Edit the letter before emailing or printing the letter to send. If emailing, you can add or remove Cc and Bcc contacts, enter a custom Subject line, and attach files.

Continued from Sending letters.

1. Set up recipient

   1. In the Letter to Contact window, basic job and case information appears at the top. Click next to any field to view and edit details, if desired.
   2. All of the contacts turned in for the job are displayed in the Parties pane.
   • Click the Send To radio button to select the letter recipient.
   • Check the box(es) of contact(s) you want cc’ed on the letter.
   • If a party does not appear in the list, click to look up the party. See Looking up contacts.
   3. Deponents for the job are displayed in the Witnesses pane with the Include box checked. If you do not wish a deponent to be listed on the letter, uncheck their box.
   4. Click Next.

2. Select letter

   1. In the Select a Letter panel, click the desired letter template in the Form pane. (If template doesn’t appear in the pane, select a different set of forms in Form Group.)
   2. In Send Method:

      • Email

        Default method of sending letters.

      • Print

        To send letter via the post or other delivery service.

   3. Click Next.

3. Send

   • If emailing, see Emailing from RB.
   • If printing, see Printing letters.

Step-by-step instructions

• Looking up contacts
• Emailing from RB
• Printing letters