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Information about ReporterBase & MetaRecords, business management software for legal support businesses
Learn about RB Transcript Packages and Mobil-Elite Transcripts—how to create & use them, and why they are better than PDF transcripts—from this presentation given by Jason Yee, OMTI Client Support Manager, and Ted Yoo, OMTI Technical Support Manager, August 1, 2014. Continue reading →
Posted on August 5, 2014.
For reporters using RB Digital Signature Proxy service on reporterbase.com
Learn how to purchase a digital signature (or digital ID) from Symantec, then export it from Internet Explorer, and register it with reporterbase.com. Continue reading →
Posted on July 11, 2014.
Update all of your server components for your ReporterBase products, including: iFileServer Job Scheduler RB8 RB Web 8 (if applicable) All of these updates are performed in the OMTI directory on your RB8 server. IMPORTANT Before beginning an update, make … Continue reading →
Posted on April 30, 2014.
If a job will be billed to a 3rd party (such as an insurance company), input the party’s contact & firm prior to billing, so your billing personnel don’t have to remember to change the Bill To client from the … Continue reading →
Posted on April 29, 2014.
If you find you have 2 or more instances of a case in your RB8 Case Manager, you can merge them into one quickly. If you have trouble viewing the video here, watch it on OMTI’s YouTube channel.
Posted on April 28, 2014.
If you need to add a party to a case that you’ve already added jobs to in RB8, here’s how to add the party to the case, its existing jobs and future jobs as well. If you have trouble viewing … Continue reading →
Posted on April 25, 2014.