Tag Archives: Signature Proxy Usage

Monitor your use of digital signature proxies

Monitor your usage of reporters’ digital signatures …

Lesson #167
Tools – Signature Proxy Usage function

When you apply reporters’ digital signatures to RB-PDF Transcripts as their proxy, RB9 records the application in this log. You can access these records for any time period. Each reporter can access the log of your application of their signature to their own transcripts on ReporterBase.com.

Get basic information quickly

In this function you can view your signature proxy usage in a monthly overview that lists the number of instances in each month and year by reporter with grand totals for each reporter, month, year, and overall for the date range you searched. The default is all instances you applied a signature to a transcript this month, but you can search any date range. If you search a long time period, you can “collapse” the view to see only year and grand totals.

You can also choose to view instances based on the date of the job the transcript covers instead of the date you applied the signature.

View more details

If the overview doesn’t give you enough information, you can generate a detailed report which lists every instance you applied reporters’ signatures. For each instance it lists:

  • Date the signature was applied
  • Job number and date
  • Case
  • Witness
  • Resource

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.

View the details of any job listed by clicking its job number. When viewing a job, you can also edit its details.

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

TL;DR: Track how many times you applied each reporter’s digital signature to RB-PDF Transcripts in any time period.

RB concepts in this lesson

Job: Usually the reporting of a deposition. 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 >

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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