Category Archives: RB instructions
Searching for resources at the last minute
When a client puts you in panic mode by calling in a last-minute job, use this new function to send out an email (or SMS) blast to all of the qualified resources at once. …
Send clients their job calendars
Send clients their job calendars by email with virtually no effort on your part. …
Set up a case repository
To give parties to a case online access to case files, you must set up the case in RB8, add parties to the case (entering their firms and other information into RB8), assign passwords and user IDs to parties, scan and upload documents into RB8 and turn on access through RB Web. …
Provide online case repositories for sharing files
RB Web online offices for reporters are integrated with RB8’s built-in central repository, so you can upload files from the office for reporters to access online and reporters assigned to the same case can share files through the case repository. …
Keep reporters informed without interrupting their day
Use RB8’s SMS capability to notify reporters of their job assignments easily and reliably. …
Segregating notes using filters
Sometimes it is useful to extract only certain types of notes from various logs in RB8. …