Tag Archives: Send Invitations for Signature Proxy

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. …

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:

  1. Sign up on ReporterBase.com.
  2. Generate a digital certificate.
  3. Upload a file of their “wet” signature.
  4. 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 RB 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 RB 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 — which you set up previously in System Preferences — or you can customize it by editing the contents, writing something different, uploading attachments from your RB repository, selecting a different From address, and/or including 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-only function. It is not included in RB Lite.

TL;DR: Invite reporters to share their digital signatures with you so you can apply them to their RB-PDF Transcripts.

RB 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.

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Tools

Import data, create forms and labels, perform custom data searches, and more in this versatile toolkit …

Lesson #93
DIY in your RB

Import data, create forms and labels, perform custom data searches, and more in this versatile toolkit. In this module, you can:

  • Import existing client and resource information from other applications into RB.
  • Quickly update different clients, jobs, resources, and locations at the same time. 
  • Use tags (keywords or phrases) to organize entities like clients or resources. Send emails or regular mail to all entities tagged the same. 
  • Create forms and letters using the set of customizable templates in a word processor with mail merge that automatically incorporates your RB data. 
  • Modify default label templates and create new ones.
  • Search notes globally in RB Notes Logs.
  • Monitor repository usage by in-house staff as well as by clients and resources via RB Connect as required by general security rules for business applications.
  • Save copies of your RB database to your hard drive/server.
  • View automatic emails sent from your RB.
  • Perform custom searches of your RB data­base, and create your own reports from the results. (If you require more complex reports from RB, we offer a plug-in called Data Reader and custom programming if you would like OMTI to create something for you. )
  • Import RB entities, invoices, paychecks, and payment transactions into QuickBooks. 
  • Send invitations to reporters to join ReporterBase.com and grant you proxy to apply their digital signatures to RB-PDF Transcripts. Then monitor your use of their signatures.
  • Find other court reporting agencies and related businesses to share work with.

Tools functions by name

TL;DR: Import data, update records, create forms and labels, and more in this versatile toolkit.

RB concepts in this lesson

Notes Logs: Un-editable internal-use only notes entered either by a user or automatically by RB appear in chronological logs in the database record where they occurred.

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

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 >

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