September 2018 RB ad in the JCR
Fast, efficient RB9 Continue reading
Idea Salad
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.
Information for users of ReporterBase & MetaRecords, business management software for legal support businesses
July/August 2018 RB ad in the JCR
RB streamlined Continue reading
How to add a credit card payment option to invoices
Change your invoices to include a credit card payment box and a customized invoice message. Continue reading
2011 Team RB conference report
Latest RB8 updates presented at 9th annual Team RB conference At the 9th annual Team RB conference, Oct. 4, 2011, Yong Lee, president & CEO of OMTI Inc., presented a list of user “gripes” & new RB solutions to an … Continue reading
Free PDF transcript tool in RB8
RB’s PDF transcript creator allows your production department to create PDF transcripts from ASCII files with their RB job and case information, pagination, printable word indexes and cover pages automatically included. Maybe best of all, it’s included free in RB8. … Continue reading
RB-PDF customization options
RB-PDF Transcript customization options help you match client expectations for how their transcripts should look and better brand your company’s transcripts: You can include your own cover page. Margins for all four sides of a document’s pages can be set … Continue reading
Create RB-PDF transcripts
RB-PDF transcripts are simple to prepare. If you use RB Web, you can also automatically upload them to your clients’ transcript repositories with a single click. In Production > Turn-in, locate the job with an ASCII file you want to … Continue reading
Create your own forms
Form Manager is a tool for managing forms and letters. Like Microsoft Word, it is a word processor with mail merge, but it’s streamlined to work best with RB8. Form Manager has a set of editable common forms and letters built in. Continue reading
Change the default settings for the subject line and body of emails
For job confirmations, use Tools > System Preferences > Confirmation Email. For cancellation confirmations, use Tools > System Preferences > Cancellation Email. Edit the text as desired. To add new merge fields to the Subject or Message field, click where … Continue reading
Keep track of things in RB8
Add the tracking plug-in to your RB8 office management system to monitor jobs as they advance through your production workflow, then keep tabs on job-related files and media in storage afterwards. Continue reading
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