RB User Guide > Connect > Connect Preferences
Contact – Transcript Packages preferences
RB9 only
Options for customizing Transcript Packages and email notifications to contacts about Transcript Packages.
Continued from Customizing global preferences.
- Select a transcript profile in the *PDF Transcript Preferences for Exporting drop-down (required) for the appearance and other options of transcripts contacts export from their Transcript Packages. See Setting global RB-PDF Transcript preferences.
- To customize *Notification Email Subject and *Notification Email Message (both required) for emails to contacts about new Transcript Package uploads, see Customizing communications.
- When you are finished, click Save.
Reference
Step-by-step instructions