Category Archives: Modules
Customize dropdown lists of states
Shorten the list of states that appears in dropdowns in RB to better match your work and make selecting a state faster …
Review historical data on merged cases & entities
Review merged cases, contacts, firms, locations, and resources for the current month or any date range …
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 …
