Updating transcript stamps

RB9 only

You can change any aspect of a transcript stamp, and your changes will apply to all future uses of the stamp. Delete any stamps you no longer need.

  1. Setup > PDF Transcript Stamps
  2. In the PDF Transcript Stamps window, click the hyperlinked name of the stamp you want to edit or delete.
  3. In the View PDF Transcript Stamp window, click:
  4. If you clicked Edit, you can update any field:
  5. Click Preview to review your changes before saving.
  6. Click Save.
Reference
Step-by-step instructions