Make RB8’s central repository work for you

Make your office paperless with RB8’s central repository. Eliminate filing cabinets. Instead of filing faxed notices, signed copy orders or delivery slips, scan them into your central repository. Then give people access to the files they need in the central repository. With everything archived in RB8’s central repository, staff, resources and clients have quick access to needed information.

Save time by uploading multiple files at a time. Documents can be linked to a case, job, witness, invoice, firm or resource. If documents are ‘published,’ contacts and resources can access them through RB Web. The chart below summarizes the repository in RB8.

Files	Where to upload	What to upload	If published, who can access through RB Web
Case-level	Case Manager	Pre-discovery documents Case word list	Any contact listed in the Case Parties tab with the Allow case-level repository access checkbox marked Any resource assigned to any job belonging to the case
Job-level	Calendar Manager	Notices Errata Sheets Copy Order Forms	Any contact listed in the Job Parties tab with the Allow job-level repository access checkbox marked Scheduling contact Any resource assigned to the job
Witness-level	Turn-in (step 1)	Transcripts Exhibits Reporter’s Bill	Any contact who is billed for the witness Any contact listed in the Job Parties tab with the Allow witness-level repository checkbox marked (3rd party access) Any resource associated with the witness
Invoice-level	Billing	Invoices	The (Sold To) contact associated with the invoice
Firm-level	Firms	Quotes Contracts	Do not publish (for office use only)
Resource-level	Resources	Contracts	Reporters and other resources

NOTE

You are not fully utilizing RB8’s built-in central repository, if the following (time-wasting) activities are still going on in your office:

• Notices are being faxed (or emailed) to reporters
• Errata sheets are being faxed (or emailed) to opposing counsels
• Invoices are being reprinted to be faxed to clients
• Collection staff is going through job folders looking for copy order forms
• Reporters’ bills are stuffed in the payables folders