{"id":270,"date":"2020-11-23T09:51:43","date_gmt":"2020-11-23T17:51:43","guid":{"rendered":"http:\/\/www.omtiblog.com\/reporterbase101\/?p=270"},"modified":"2026-04-14T08:49:13","modified_gmt":"2026-04-14T15:49:13","slug":"connect","status":"publish","type":"post","link":"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/connect\/","title":{"rendered":"Connect"},"content":{"rendered":"<h6>Lesson #138<\/h6>\n<h5>Manage your RB Connect online offices<\/h5>\n<p>If you have the RB Connect plug-in and maybe the RB Connect Mobile plug-in, this is the module you use to manage your RB Connect online &amp; mobile offices.<span class=\"Apple-converted-space\">\u00a0In this module, you can:<\/span><\/p>\n<ul>\n<li>Invite contacts and resources to use your RB Connect.<\/li>\n<li>Process\u00a0and monitor the progress of transcript back orders received through RB Connect.<\/li>\n<li>Allow COD clients to pay for and download transcripts online.<\/li>\n<li>Fulfill online reward point requests.<\/li>\n<li>Create transcripts to be viewed in browsers and on mobile devices with hyperlinked exhibits and related files bundled together.<\/li>\n<li>Create indexed files contacts can search for specific words in their RB Connect repositories.<\/li>\n<li>Manage resources\u2019 time-off requests made through RB Connect.<\/li>\n<li>Manage billing sheets turned in through RB Connect.<\/li>\n<li>See who is using your RB Connect and how often they access it.<\/li>\n<li>Manage users\u2019 questions and problems and maintain a paper trail of their resolution.<\/li>\n<li>Customize the experience for contacts and resources by setting function preferences.<\/li>\n<\/ul>\n<h2>Connect functions by name<\/h2>\n<ul>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/connect\/send-invitations\/\">Send Invitations<\/a>\u00a0\u2013 <em>RB9 Standard-only function<\/em><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/connect\/handle-back-order-fulfillment\/\">Transcript Ordered<\/a>\u00a0\u2013 <em>RB9 Standard-only function<\/em><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/connect\/get-paid-before-cod-clients-download-transcripts\/\">Publish COD Invoice<\/a>\u00a0\u2013 <em>RB9 Standard-only function<\/em><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/connect\/fulfill-online-award-point-requests\/\">Fulfill Points Redemption Orders<\/a>\u00a0\u2013 <em>RB9 Standard-only function<\/em><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/connect\/create-transcripts-that-work-better-on-browsers-mobile-devices\/\">Transcript Packages<\/a>\u00a0\u2013 <em>RB9 Standard-only function<\/em><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/connect\/create-full-text-search\/\">Create Full-Text Search<\/a>\u00a0\u2013 <em>RB9 Standard-only function<\/em><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/connect\/approve-or-deny-resources-online-time-off-requests\/\">Approve Time-Off<\/a>\u00a0\u2013 <em>RB9 Standard-only function<\/em><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/connect\/billing-sheets\/\">Billing Sheets<\/a> \u2013\u00a0<em>RB9 Standard-only function<\/em><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/connect\/see-who-is-using-your-rb-connect\/\">Activity Log<\/a>\u00a0\u2013 <em>RB9 Standard-only function<\/em><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/connect\/support-rb-connect-users-via-tickets\/\">Support Tickets<\/a>\u00a0\u2013 <em>RB9 Standard-only function<\/em><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/connect\/connect-preferences\/\">Connect Preferences<\/a>\u00a0\u2013 <em>RB9 Standard-only function<\/em><\/li>\n<\/ul>\n<p><strong>TL;DR: Used for providing services through the RB Connect and RB Connect Mobile plug-ins.<\/strong><\/p>\n<h4>RB9 concepts in this lesson<\/h4>\n<p><strong>Award Points: <\/strong>Used to encourage clients to book with your\u00a0agency by rewarding them with points for different services.<\/p>\n<p><b>RB Connect:<\/b> Online repository, calendar, and access to your office for clients and resources.<\/p>\n<p><strong>RB Connect Mobile:\u00a0<\/strong>Clients and resources can access your RB Connect on their smartphones and tablets in an interface optimized for mobile devices.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Used for providing services through the RB Connect and RB Connect Mobile plug-ins <a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/connect\/\">&hellip;<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[33,217,4],"tags":[141,140,249,34,143,139,137,222,35,3,246,142,135,138],"class_list":["post-270","post","type-post","status-publish","format-standard","hentry","category-connect","category-module","category-modules","tag-activity-log","tag-approve-time-off","tag-billing-sheets","tag-connect","tag-connect-preferences","tag-create-full-text-search","tag-fulfill-points-redemption-orders","tag-publish-cod-invoice","tag-rb-connect","tag-rb9-standard","tag-send-invitations","tag-support-tickets","tag-transcript-ordered","tag-transcript-packages"],"_links":{"self":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/posts\/270","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/comments?post=270"}],"version-history":[{"count":0,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/posts\/270\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/media?parent=270"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/categories?post=270"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/tags?post=270"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}