Lesson #166
Tools – Send Invitations for Signature Proxy function
ReporterBase Digital Signature Proxy (RB-DSP) is the way to apply reporters’ digital signatures to their RB-PDF Transcripts through the normal production process while maintaining the integrity of the signature. Before you can apply reporters’ digital signatures to RB-PDF Transcripts, reporters must grant you permission. Invite reporters to sign up for free digital signatures and grant you proxy to use their digital signatures.
For their part, reporters must:
- Sign up on ReporterBase.com.
- Generate a digital certificate.
- Upload a file of their “wet” signature.
- Grant you permission to use their signature.
They can then monitor your use of their signature and rescind proxy or cancel their account at any time.
Find reporters to invite
To find the reporter(s) in your RB9 database you want to invite, use the search criteria, singly or in combination:
- Full Name, First Name, Last Name, or a/k/a (their preferred nickname or business name if they are independent contractors)
- City
- State (single, several, or all)
- Resource Type (single, several, or all)
- Priority Level (single, several, or all)
- Resource number
- Active resources only or all
Send invitations
In the list of reporters your search returned, you can select one, several, or all to send email invitations to. If you are unable to select a reporter in the list, they either already granted you signature proxy or they do not have an email address in your RB9 database. You can sort the list in ascending or descending order of any column by clicking the column’s header. And export the list as an Excel spreadsheet or a CSV (comma-separated values) file to save, share, use in other applications, or print as a report.
Send reporters your standard invitation — or one of your other custom invitation emails — which you set up previously in System Preferences. You can create as many invitation email templates as you wish, set one as the default, customize their subject lines and messages, embed contextual RB9 data fields such as the resource’s name and registration key, add images, and style the message with fonts, text treatments, sizes, and colors. When sending you can use the default or select a different template, change the contents, flag the email as important, upload attachments from your RB9 repository, select a different From address, and/or include Cc and Bcc addresses.
When you send a reporter an invitation, RB9 records the date the invitation was sent.
Monitor proxy designations
You can use this function to see if the reporter(s) you invited to join have granted you proxy yet. Search for reporters by the date or range of dates you sent invitations — or any of the other search criteria. In the results returned any reporters who have granted you proxy will have a checkmark in the Signature Proxy column so you can see at a glance who has responded and who you need to follow up with.
NOTE: This is an RB9 Standard-only function. It is not included in RB9 Lite.
TL;DR: Invite reporters to share their digital signatures with you so you can apply them to their RB-PDF Transcripts.
RB9 concepts in this lesson
RB-PDF Transcript: PDF version of a transcript with built-in transcript-specific features and customization options. More >
ReporterBase Digital Signature Proxy (RB-DSP): Free digital signatures for reporters and agencies that agencies apply to RB-PDF Transcripts. More >
Resource: Person or thing that provides your business with a service — such as reporters.
