Sure you have a lot on your plate, but leave room for your salad.

A blog for owners & managers of litigation support businesses by experts on using technology to improve your profitability, efficiency and effectiveness in a unique marketplace.

Segregating notes using filters

Sometimes it is useful to extract only certain types of notes from various logs in RB8. For example, you might want to print all of the notes in the Collection Info tab, excluding the notes created by the system.

  1. In any notes log, click Filter.
  2. In the drop-down, all items are selected by default. Click Check All to select all items. Click Uncheck All to clear all checkmarks at once. Items with no checkmark are automatically removed from the display.
  3. Right-click on the grid to print or export the list.

by . Posted in RB instructions, RB8, Reference, ReporterBase, Saving time.

Tagged with ,

Follow us on Facebook