Category Archives: Lesson
Suggest & vote on ideas to make RB9 better
Got an idea to improve RB9? Submit it to RB’s online forum …
Use support tickets to resolve issues
Get support from OMTI with tickets that provide a paper trail …
Find answers to your RB9 questions
Find step-by-step tutorials for many functions as well as solutions to error messages and other problems. …
Find other RB users
Look up contact information of other RB users to share work with and network …
Monitor your use of digital signature proxies
Monitor your usage of reporters’ digital signatures …
Invite reporters to grant you signature proxy
Invite reporters to share their digital signatures with you so you can apply them to their RB-PDF Transcripts. …
Manage billing sheets
If you have resources turn in jobs via RB Connect, view details about their billing sheets and download the billing sheets …
Audit resource pay overrides
Search historical data about Override Resource Pay payments separately from the resource pay total …
Send clients & reporters invitations to your RB Connect
After entering contacts or resources into RB9, simplify everyone’s lives by emailing them invitations to RB Connect that automatically includes their login credentials and onboarding info …
Email clients automatic payment receipts
Quickly acknowledge client payments with automated receipts …
