Tag Archives: Send Originals Out

Lesson #26

Production – Send Originals Out function

Track the location of original transcripts, affidavits, and errata sheets, plus keep detailed notes about where and when you sent them and when they were returned.

This information is available in Turn In for each witness, but Send Originals Out gives you the ability to enter and track this information in a dedicated function so you can see at a glance witness transcript information — plus enter transcript location and other witness related information faster.

The main grid shows all jobs that meet your search criteria with the witness name, transcript’s page number info, resource, when the transcript was sent, when it was returned or expected to be returned, related case name, and business unit involved. If you need more information or are updating a witness’s info, you can access it here with a single click.

You can sort your results in the main grid by one or more columns in ascending or descending order (but when you exit the function, RB9 will revert back to the default order). Export the grid as an Excel spreadsheet or a CSV(comma-separated values) file to save, share, print, or use in other applications.

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

TL;DR: Use Send Originals Out to quickly see the location status of a transcript, plus update related witness information.

RB concepts in this lesson

Business Unit (BU): One of your company’s revenue centers or any entity in your business that you want to track separately — such as branch offices, other companies you own, affiliates, and profit-sharing operations.

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