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RB 101 all about RB
RB9 Primer
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Category Archives: Help

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. …

Help

Find user guides, view training videos, get support, and more …

Latest lessons

  • Suggest & vote on ideas to make RB9 better
  • Use support tickets to resolve issues
  • Find answers to your RB9 questions
  • Find other RB users
  • Monitor your use of digital signature proxies
  • Invite reporters to grant you signature proxy
  • Manage billing sheets
  • Audit resource pay overrides
  • Send clients & reporters invitations to your RB Connect
  • Email clients automatic payment receipts
  • All lessons

Modules

  • Calendar
  • Production
  • Billing
  • Inquiry
  • Receivables
  • Payables
  • Reports
  • Tools
  • Entities
  • Setup
  • Connect
  • Help
  • Personal

Plug-ins

  • Data Reader
  • RB Connect
  • RB Connect Mobile
  • Full-Text Search

Concepts

  • What is RB9?
  • What is a Job?
  • What is a Task?
  • What is a Notes Log?
  • What is an Entity?
  • What is Prefill?
  • What is ReporterBase Digital Signature Proxy?
  • What is a Transcript Package?
  • What is RB Lite?

Etc.

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