Category Archives: Video demos

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. …

Posted on August 5, 2014 by OMTI Communications Director.

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. …

Posted on July 11, 2014 by OMTI Communications Director.

How to update your RB8 Server

Update all of your server components for your ReporterBase products …

Posted on April 30, 2014 by OMTI Communications Director.

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. …

Posted on April 29, 2014 by OMTI Communications Director.

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. …

Posted on April 28, 2014 by OMTI Communications Director.

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. …

Posted on April 25, 2014 by OMTI Communications Director.