RB User Guide > Setup > PDF Transcript Preferences > Setting global RB-PDF Transcript preferences

Setting cover page & errata sheet preferences

RB9 only

Set preferences for cover pages and errata sheets of transcripts created using a particular PDF Transcript profile.

Continued from Setting global RB-PDF Transcript preferences or Creating PDF transcripts.

1. Scroll or jump to the Cover Page & Errata Sheet pane in the Edit PDF Transcript Preference window/Select PDF Transcript Preference window.
2. Update defaults and make selections:

   • Cover Page

     Not allowed for PDF/A formats

     Click >

     • Lookup Cover Page – If you want to include a cover page in transcripts created using the selected profile. In the Select a Cover Page panel, any default cover page templates appear in the Form pane. Click a hyperlinked cover page template to select it. Cover page templates are created and stored in Form Templates.
     • Remove Cover Page – If you do not want to include a cover page in transcripts created using the selected profile. Use this option when creating PDF/A transcripts.

   • Show Edit Cover Page screen

     To preview/edit the cover page when creating PDF transcripts, click to select Yes .

   • Append Errata Sheet

     Not allowed for PDF/A formats

     If you want to add an errata sheet to the end of transcripts created using the selected profile, click . In the Select an Errata Sheet panel, any default errata sheet templates appear in the Form pane. Click a hyperlinked errata sheet template to select it. Errata sheet templates are created and stored in Form Templates.

   • Use Header and Footer same as PDF Transcript on Errata Sheet

     Click to select Yes to add the header & footer specified in the Header & Footer pane to errata sheets.

   • Show Edit Errata Sheet screen

     To preview/edit the errata sheet when creating PDF transcripts, click to select Yes .

3. Scroll or jump to the Digital Signature pane (see Setting RB-PDF Transcript digital signature preferences) or another pane to update.

TIP: Create customized cover pages and errata sheets

Use RB9’s Form Templates to create your own company-branded cover pages and custom errata sheets. You can include your own content, formatting, company logo and merge data fields including various job date formats. See Creating/updating forms & letters.

Reference

• RB-PDF Transcripts
• PDF/A
• Form Templates

Step-by-step instructions

• Creating PDF transcripts
• Setting general PDF preferences
• Setting RB-PDF Transcript header & footer preferences
• Setting word index & word list preferences
• Setting condensed transcript preferences
• Setting RB-PDF Transcript file preferences
• Setting cover page & errata sheet preferences
• Setting RB-PDF Transcript digital signature preferences
• Setting RB-PDF Transcript word exclusion preferences
• Creating/updating forms & letters