2009: 4th quarter

Release date: Nov. 16, 2009

More complete notification

A new function, Send Notifications, has been added to the case, job and invoice repositories. The subject line for each type of upload notification email can be customized.

Additional categories for quicker marketing searches

In Marketing Inquiry, 4 new columns (Main Phone, Direct Phone, Fax and Email) have been added to the contacts query grid and 2 new columns (Address and Postal Code) have been added to the resources query grid.

Foolproof forms creation

Forms cannot be saved if the selected data source does not match the preset form type. This prevents users from accidentally changing the data source on a form.

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2009: 3rd quarter

Release date: Oct. 22, 2009

Simplified Job Calendar interface

Easier to navigate and use with less switching between screens, because Calendar Manager, Month at a Glance and Send Confirmations are combined into one screen.

Extended Calendar view

A new view, Weekly View, has been added to Calendar Manager. This view is similar to Microsoft Outlook, and shows jobs sorted by job time & color-coded job status. Lists firm name & attorney by default. Roll over a job to see a pop-up of more details. Quickly send job confirmations, cancel and schedule jobs without leaving this view.

Simplified Assign Resources interface

Assign Resources and Notify Resources are combined into a single screen. 2 new columns, Notified & Acknowledged, added to this new combined interface.

Simplified Contacts tabs

Assistants & Assistant Of have been combined into Manage Assistants. Grant Access To & Have Access To have been combined into Manage Access.

Delivery service integration

Track FedEx and UPS deliveries from within RB8 instead of switching to other programs.

Improved Form Manager speed

File size of stored custom forms is reduced 1/3 to save you storage space and load faster.

Exit confirmation window added

Before quitting RB8, dialog box asks if you are sure, so you do not accidentally close RB8 when closing a bunch of open job screens.

Addresses conform to Postal Service guidelines

Option to make addresses from RB8 conform to Postal Service Guidelines. Applies to labels, envelopes, reports, invoices – wherever addresses appear.

Easier Monthly Statements processing

Highlight desired statements in the grid, then right-click and select Uncheck All except Selected Items, so RB8 will uncheck all except currently selected items.

E-commerce in RB Web

Clients can pay invoices online, including COD invoices. Clients pay current invoice amounts, including any finance charges. They get confirmation when their credit card goes through.

Clients can buy transcripts online, so attending attorneys who are not your regular clients can easliy buy a copy of a transcript, maximizing your copy sales.

COD clients get an automatic email notice, which they can click to go to your RB Web to download their invoices and pay online.

Orders are processed via PayPal in the background. Your clients never leave your RB Web.

RB8 automatically creates a credit card transaction – you don’t have to enter it manually – and notifies you via the RB8 Message Center.

Full-text search for online repository plug-in

Your clients can search through 100s of transcripts in seconds.

This RB Web optional plug-in’s full-text search capabilities can read a range of file formats including: PDF (text portion), MS Word, Excel, PowerPoint, RTF, HTML, and all text types including ASCII. (eTranscript PTX is not text based, so it is not supported.)

Searching image files via OCR may be implemented in a future update if there is enough interest in it.

Streaming media for online transcripts plug-in

Give clients the ability to view video transcripts online in RB Web. Since they don’t have to wait for downloads, large files become usable. And if you have a bunch of attorneys using this, you won’t need a big pipeline to support video viewing.

Maybe most important: people can’t steal your files. Files viewed online are not stored locally, so there is no copy on their hard drive. They can’t give it to someone else.

RB Web’s Media Streaming plug-in supports Flash, MP3 (if reporters have audio MP3 files for transcribers, you can upload those too), and H.264/HE-ACC media content, which is the format of most video, so you can repurpose your media content without converting.

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2009: 2nd quarter

Release date: May 14, 2009

Improved email

New SMTP mail composer behaves just like HTML editor.

Microsoft Outlook option added to Email sending. When selected, Depository Notification no longer gets sent as an attachment. It gets embedded as body of email.

Easier way to provide directions

Directions automatically copy over to Location Detail when Job location is selected from Locations table. Location Detail field is available as a merge date field and can be used for Worksheet and/or Confirmation.

Transcript improvements

RB-PDF transcripts can now accommodate more time-stamp formats, add a second digital signature, and import ASCIIs without page numbers.

Choice of map provider

You can choose either Google Maps or MapQuest Maps in Calendar > Map Type.

Integrate with QuickBooks

New Integrator for QuickBooks integrates RB8's Contacts, Resources, Invoices, Checks, Receive Payments, and Credit/Journal Entries directly to QuickBooks.

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2009: 1st quarter

Release date: Feb. 18, 2009

More transcript features

You can now add digital signatures to RB-PDF transcripts. New condensed format font scaling option provides the maximum font size for each page of condensed print. Larger font sizes and more page number location options.

Combined Billing/Production Sheets

Production Sheet format changed to Billing Sheet format. Production sheet now combines Billing Sheet, Production Sheet, Witness Remarks, Production/Billing Notes and job's requested services.

New tags target firms, contacts & resources

As your business grows, it can be helpful to differentiate firms, contacts and even resources into subgroups to target your marketing and services better. For example, if you want to send holiday gifts to your top 10% of clients, you can search for them with RB8's Marketing Inquiry function. But what about next year? Wouldn't it be nice if you could easily call up the previous year's list to review and use? You can with RB8's new tag system. Classify contacts in as many ways as you want: Christmas '08, decision makers, email group — you create the tags you need, and you can attach as many tags to a firm or contact as desired. You can even tag resources, such as your top 10 reporters, so you can target them for special treatment. You can sort by tags to create a list, then print labels from the list, send emails to everyone on the list, or export the list to Excel. You can also mass update tagged entries. For example, you can update your entire Christmas '08 list to Christmas '09 with a click.

OMTI Office Management Technology Inc.

Office Management Technologies Inc.

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