Category Archives: Video demos
How to assign new resources to existing jobs
How do you assign a newly entered resource to jobs that are already in your RB8 Calendar? …
RB Training Live: RB Trancript Packages
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. …
Obtaining your digital signature
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. …
How to update your RB8 Server
Update all of your server components for your ReporterBase products …
How to add 3rd party billing information prior to billing
Input the 3rd party’s contact & firm prior to billing, so your billing personnel don’t have to remember to change the Bill To client from the Sold To client when creating an invoice. …
How to merge cases when you have duplicates in the Case Manager
If you find you have 2 or more instances of a case in your RB8 Case Manager, you can merge them into one quickly. …
How to enter a case party & tie it to all existing jobs in Calendar Manager
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. …