Information for users of ReporterBase & MetaRecords, business management software for legal support businesses
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. …
Send Resource Payroll Reports via email
Would you like to automatically email your reporters and other resources their RB8 Resource Payroll Reports when you generate them? …
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. …
April 28, 2014 Letter from Yong Lee
Dear RB users: A few years ago, I started to experience some health problems, and I began to focus on those issues and less on the day-to-day of running a business. This created some confusion behind the scenes at OMTI,…