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

Setting RB-PDF Transcript file preferences

RB9 only

Customize default file-identifying information for 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 PDF File Properties pane in the Edit PDF Transcript Preference window/Select PDF Transcript Preference window.
2. Update defaults by entering/editing text, adding data fields by clicking and making selections in the contextual drop-downs, and/or deleting data fields:

   • Title

     The default merge data field is the witness name. Many search engines use the title to describe the document in their search results list.

   • Author

     The default merge data field is the name of the business unit that handled the job.

   • Subject

     The default merge data field is the case name.

   • Keywords

     The default merge data fields are job number, job date, resource and case number. Keywords make files easier to search.

3. Scroll or jump to the Cover Page & Errata Sheet pane (see Setting cover page & errata sheet preferences) or another pane to update.

Reference

• RB-PDF Transcripts
• Business Units

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