In RB you can store documents linked to a case, job, task, witness, invoice, firm, contact, location, resource, or all resources in\u00a0their related repository.<\/strong><\/p>\n In the Repository function you can:<\/p>\n In the Repository function you can classify individual files for proper user access and availability. Set what types of users can access a file (office, client, resource, or some combination), in which functions the file will be accessible, what kind of file it is, and if access via\u00a0RB Connect<\/a>\u00a0is permitted. If multiple files will have the same file type and\/or RB Connect access, you can set them all at once.<\/p>\n In addition to the Resource repository where files uploaded to individual resources\u2019 repositories are stored, RB has an All-Resource repository for files you want to share with all resources. Instead of loading generic files \u2014 such as blank billing sheets, copy order forms, and instructions \u2014 to each individual resource\u2019s repository or each job, you can upload the file(s) once to the common All-Resource repository for all resources to access.<\/p>\n If you want to include certain generic files with Assignment Notifications<\/a>, upload the files to the All-Resource repository and set their file type so they will attach automatically to each Assignment Notification you send out, without having to upload each file to each job.<\/p>\n The grid in which you view Repository listings is customizable to your individual preference. You can:<\/p>\n When you have arranged your Repository the way you want it to look, you can save your layout so RB will display it this way each time you access it. You can always change or refine your layout, or return it to the default RB layout.<\/p>\n TL;DR: Manage files in the central\u00a0repository.<\/strong><\/p>\n Contact:<\/strong> Person who works for a firm you do business with \u2014 such as attorneys, paralegals, secretaries, legal assistants, claim adjusters, and court clerks.<\/p>\n Firm:<\/strong> Business you provide services to \u2014 usually law firms \u2014 but can also be other court reporting firms, vendors, insurance companies, corporate clients, and courts.<\/p>\n Job:<\/strong> Usually the reporting of a deposition but can also be any kind of service you provide with your reporters or other resources. More ><\/a><\/p>\n Location:<\/strong> Place where jobs occur \u2014 such as court rooms, hospitals, schools, doctors\u2019 offices, or private residences.<\/p>\n Resource:<\/strong> Person or thing that provides your business with a service \u2014 such as reporters, videographers, interpreters, scopists, account executives, other agencies that cover jobs for you, or a conference room.<\/p>\n Task:<\/b> Service requested with a job \u2014 such as reporting, interpreting, or video, that require a separate resource (person, company, thing) to accomplish. More ><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"\n
Classify files<\/h2>\n
Give resources access to same files<\/h2>\n
Customize how you view your Repository<\/h2>\n
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RB concepts in this lesson<\/h4>\n