Keep track of original transcripts

Track the location of original transcripts, plus keep detailed notes about where and when you sent them and when they were returned

Lesson #26
Production – Send Originals Out function

Track the location of original transcripts, affidavits, and errata sheets, plus keep detailed notes about where and when you sent them and when they were returned.

This information is also available in Turn In for each witness, but Send Originals Out gives you the ability to enter and track this information in a dedicated function, so you can see at a glance witness transcript information, plus enter transcript location and other witness related information faster.

The main grid shows all jobs that meet your search criteria with witness name, transcript’s page number info, resource, when the transcript was sent, when it was returned or expected to be returned, related case name, and business unit involved. If you need more information or are updating a witness’s info, you can access it here with a single click.

You can sort your results in the main grid by one or more columns in ascending or descending order (but when you exit the function, RB9 will revert back to the default order). Export the grid as an Excel spreadsheet or a CSV(comma-separated values) file to save, share, print, or use in other applications.

NOTE: This is an RB9-only function. It is not included in RB Lite.

TL;DR: Use Send Originals Out to quickly see the location status of a transcript, plus update related witness information.

RB concepts in this lesson

Business Unit (BU): One of your company’s revenue centers or any entity in your business that you want to track separately, such as branch offices, other companies you own, affiliates, and profit-sharing operations.

Job: Usually the reporting of a deposition, but can also be any kind of service you provide with your reporters or other resources. More >

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