RB User Guide > Tools

Form Templates

Form Templates is a tool for managing forms and letters. Like Microsoft WordPad, it’s a basic word processor, but it includes data merge fields and is designed to work with RB functions.

TIP: Customize the default templates & create your own

RB comes with a set of form templates to cover a variety of needs. Edit the existing forms and also use them to create additional templates for:

• Job confirmations & cancellations
• Assignment confirmations & cancellations
• Letters to contacts, witnesses, & others related to a job RB9 only
• Payment receipts RB9 only
• RB-PDF Transcript cover pages & errata sheets RB9 only
• Collections letters RB9 only

Reference

• RB-PDF Transcripts

Step-by-step instructions

• Creating/updating forms & letters