Storing resource-related documents
Like the repositories for case, job, witness, invoice and firm in RB8, you have a place in the central repository to store all resource-related documents, such as signed contracts.
- Go to Setup > Resources.
- In the Search Criteria pane, provide information for one (or more) of the filters, then click Search (or press Alt + S).
- RB8 lists all of the resources that meet the specified search conditions. Right-click the resource you want to upload documents for, then choose View.
- In the Resource window, click the Resource-level Repository tab.
- Click New > Select Files or Select Folder to upload any documents you have for this resource to the central repository.
The Resource-level Repository is for storing files for individual resources, such as copies of correspondence between your office and a reporter who might want online access to that information. If you have case files that you want available to all resources working on a case, such as a shared dictionary, store that in the Case-level Repository.
Stored in repository at case level for reporters to access:
- Word lists
- Title & Appearance pages
Listed under RB instructions, RB Web, RB8, Reference, Reporter perks, ReporterBase, Saving money, Saving time Tagged RB8 setup, repository, resource repository