RB8 free online training

We maintain an OMTIUSA channel on YouTube that contains all of our training videos, Team RB conference videos, and other videos of interest.

The following lists group our free RB8 training videos by different user types. Each section lists relevant training videos from oldest to newest, and from general to specific.

Older videos listed do not cover the latest features of RB, but still contain relevant concepts and work processes.

All RB8 users

• 2007 RB Essentials: Program Basics (9 videos)

Optional for all users

• Basic Training; Set-up Part-3, setting personal preferences (part of 1 video)
• Basic Training; Set-up Part-4, adding firms (part of 1 video)
• Basic Training; Set-up Part-5, adding contacts, part 1 (1 video)
• Basic Training; Set-up Part-6, adding contacts, part 2, adding resources part 1 (1 video)
• Basic Training; Set-up Part-7, adding resources part 2 (1 video)

Administrators

• RB system management & maintenance: Updating your RB8 Server (1 video)
• Basic Training: Set-up (8 videos)
• Basic Training: RB Web Reporter Set-up (3 videos)

Calendar department

• 2007 RB Essentials: Repository (6 videos)
• 2007 RB Essentials: Calendar (14 videos)
• 2009 RB8 Training: Calendar (10 videos)
• Basic Training: Calendar (5 videos)
• RB Quick Video Tip: Adding 3rd Party Billing Information (1 video)
• RB Quick Video Tip: Adding a Case Party to an Existing Case (1 video)
• RB Quick Video Tip: Merging Duplicate Cases (1 video)
• RB Quick Video Tip: Create Resource Availability (1 video)

Production department

• 2007 RB Essentials: Production (12 videos)
• 2009 RB8 Training: Billing & Production (8 videos)
• 2009 RB8 Training: Digital Signatures (4 videos)
• Basic Training: Production (14 videos)
• RB Training Live: Transcript Packages (3 videos)
• RB Quick Video Tip: Change job deadlines (1 video)

Billing department

• 2007 RB Essentials: Production (first 8 of 12 videos only)
• 2007 RB Essentials: Billing (8 videos)
• 2009 RB8 Training: Billing & Production (8 videos)
• Basic Training: Billing (8 videos)
• RB Quick Video Tip: Add a credit card payment option to invoices (1 video)
• Sales Rep Commission Setup (1 video)

Accounting department

• 2007 RB Essentials: Receivables (14 videos)
• 2007 RB Essentials: Payables (12 videos)
• RB Quick Video Tip: Generate Recurring Payroll Deduction Amounts (1 video)
• RB Quick Video Tip: Making a One-Time Pay Adjustment (1 video)

Resources

• 2009 RB8 Training: RB Web for Reporters (3 videos)

For the complete catalog of RB videos, visit OMTI USA’s playlists on YouTube.