PDF Transcript Preferences

RB9 only

Before creating RB-PDF Transcripts, set general preferences for how your transcripts will appear and what options they will include. Create as many transcript preference profiles as you want to cover different transcript requirements. You can override global preferences when creating individual transcripts.

TIP: Set profiles to match client needs & state requirements

Create multiple transcript profiles to cover different criteria, such as individual state requirements or client preferences.

Reference
Step-by-step instructions