Category Archives: Tools
Review historical data on merged cases & entities
Review merged cases, contacts, firms, locations, and resources for the current month or any date range …
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. …
Add boilerplate text to notes without typing
Eliminate redundant typing by creating templates of boilerplate text for job and case notes …
Import RB9 data directly into QuickBooks
Import RB9 entities, invoices, paychecks, and payment transactions into this popular accounting software …
DIY reports: Create your own RB9 reports
Perform custom searches of your RB9 database, and create your own reports from the results …
View emails sent from within RB9
While RB9 does not include a full email program, it does log most automatic emails sent through the system so you have a paper trail …
Keep your own copy of RB9 files
Back up your RB9 database to your desktop …
Keep a record of repository downloads
Monitor repository usage by in-house staff as well as by clients and resources as required by general security rules for business applications …
