Lesson #27
Production – Repository function
In MR9 you can store documents linked to an order, part, record, invoice, firm, contact, or location in their related repository.
In the Repository function you can:
- Search for files in a single repository or across all repositories.
- Search for files by name, file type(s), part order/invoice/upload date(s), who uploaded the file, order/part/ invoice number, and/or related firm/contact/location.
- Classify files for proper user access and availability.
- Download files for viewing, archiving, or emailing.
- View who has downloaded a file and when.
- Delete files you no longer need to store.
- Customize how the Repository results grid looks.
- Save your custom grid as your default. Your customizations do not affect other users and you can restore the original MR9 grid layout anytime.
- Export the list of repository files as an Excel spreadsheet or a CSV (comma-separated values) file to save, print, share, or use in other applications.
Classify files
In the Repository function you can classify individual files for proper user access and availability. Set what types of users can access a file (office only or office and client), in which functions the file will be accessible, what kind of file it is, and if access via MR Connect is permitted. If multiple files will have the same file type and/or MR Connect access, you can set them all at once.
Customize how you view your Repository
The grid in which you view Repository listings is customizable to your individual preference. You can:
- Re-arrange the order of the columns so you can have the information most important to you in the most prominent place.
- Designate up to 10 columns as “sticky,” meaning they do not move when you scroll across a long grid so they are always visible.
- Stretch or shrink the width of columns to better fit the information presented.
- Hide any columns you don’t want to see in the results.
- Choose which column(s) to sort results by. If you select more than one column, choose in what column order to sort the list and in ascending or descending order in each selected column.
When you have arranged your Repository the way you want it to look, you can save your layout so MR9 will display it this way each time you access it. You can always change or refine your layout, or return it to the default MR9 layout.
TL;DR: Manage files in the central repository.
MR9 concepts in this lesson
Contact: Person who works for a firm you do business with — such as attorneys, paralegals, secretaries, legal assistants, and claim adjusters.
Firm: Business you provide services to — usually law firms.
Location: Place where records are stored— such as hospitals, schools, doctors’ offices, or businesses.
Order: An order in MR9 is usually a request for all records related to a case or to serve a subpoena for an appearance at a legal proceeding.
Part: A part of an order is a separate record that is being sought that is included in the entire body of records for a case or patient. You can also think of it as the work order for that separate record.
