Tag Archives: Create Master Word List

Lesson #29

Production – Create Master Word List function

A word list shows the words appearing in a transcript and the number of times they appear. A Master Word List compiles word lists from multiple transcripts belonging to a case into a single word list.

Use this function to compile word lists from multiple jobs on an on-going case into one master list to give to reporters for related jobs, instead of access to all of the previous transcripts, for their preparation.

You can:

• Select which transcripts to include.
• Edit the master list’s default file name.
• Choose which file the master word list will use for its properties (such as its title).
• Customize the document’s appearance including # of columns per page, border treatments, and font specifications.
• Set its file type.
• Designate who can access the master list online.
• Add a description to help users select the correct master word list in RB Connect.
• Download a copy for yourself or to share with others.

(You can also allow reporters to create their own word lists in RB Connect. Instead of full access to previous transcripts in an on-going case, they can only select transcripts, then RB Connect assembles the master word list for them.)

NOTE: This is an RB9-only function. It is not included in RB Lite.

TL;DR: Compile word lists from multiple jobs on a case into one master list to give to reporters working on related jobs.

RB concepts in this lesson

Job: Usually the reporting of a deposition, but can also be any kind of service you provide with your reporters or other resources. More >

RB Connect: Online repository, calendar, and access to your office for clients and resources. More >

Lesson #19

Producing transcripts & more

In the Production module, you turn in jobs, prepare transcripts and invoices, send out and track your products, and correspond with depo parties, witnesses, and 3rd parties.

Production is where you:

• Turn in jobs: Enter information about witnesses, attending parties, firms to bill, and services ordered. If your resources turn in jobs online through RB Connect, this information is already entered.
• Create invoices and apply billing rates, pay rates, and rush charges, then calculate and post invoices.
• Fulfill client requests.
• Create PDF transcripts (including condensed versions) & apply digital signatures.
• Create Master Word Lists for multiple jobs on a case.
• Ship out produced service items. Track UPS & FedEx shipments.
• Upload finished transcripts and related files, like exhibits, to the repository.
• Alert clients to files uploaded to their repository on RB Connect.
• Restrict individual parties from accessing specific files in their online repository in RB Connect.
• Generate production sheets to tell staff what service items are needed and how many units to produce.
• Email transcripts to witnesses and attorneys. Apply Read & Sign requirements to transcripts. Attach affidavits and errata sheets. Track original transcript location.
• Track production items as they progress through your company. Track electronic and physical files. Track finished transcripts, exhibits, video, and archived files as they move through your production workflow, so you always know their location and current status. Produce tracking reports.
• Produce labels, envelopes, and form letters with information from your RB database automatically merged in.
• Archive and manage files in the central repository.

Production functions by name

• Turn In
• Tracking – RB9-only function
• Production Sheets
• Envelopes and Labels – RB9-only function
• Shipping – RB9-only function
• Letters – RB9-only function
• Send Originals Out – RB9-only function
• Repository
• PDF Transcripts – RB9-only function
• Create Master Word List – RB9-only function
• Link Exhibits – RB9-only function

TL;DR: Production is where you turn in jobs, fulfill client requests, prepare invoices, ship products, and correspond with clients and others.

RB concepts in this lesson

RB Connect: Online repository, calendar, and access to your office for clients and resources, including interactive transcripts, downloadable invoices and e-commerce for clients, and online turn-in, one-touch job acknowledgements, and downloadable pay statements for resources

RB-PDF Transcript: Customizable PDF version of a transcript with built-in transcript-specific features.