2011: 2nd half

Release date: Oct. 4, 2011

Improved Bulk Update added to all repositories

Now you can select which records to update together (no longer limited to all) and update more fields in all repositories including the new Location repository (for storing files related to facilities like hospitals and arbitration centers). Your bulk updates are automatically tracked in the Notes Log.

Confirmation emails can be tied to jobs

New field, Ordered By Email, appears in online order forms and RB8 job screens. Instead of having to change a contact’s confirmation email address when secretaries change or go on vacation, you can have confirmations sent to whoever made the job request. Other options include automatic CC's to co-counsels.

HIPAA-compliant tracking of repository downloads

Enable options to track inhouse downloads and RB Web downloads so you have a complete paper trail of who downloaded what and when.

Jobs calendar for sales reps

New search field in RB8’s job calendar makes it easy to compile sales reps’ schedules of their clients’ jobs, then export in Excel format and email to them.

New printing options save time & toner

Change printers on the fly from your default to others more suited to the particular task at hand (such as sending a massive report to your high-speed copier) without changing your default. Turn off backgrounds to save on toner and make printed and faxed pages easier to read.

Merge fields added to statement emails

Add more information to statement emails automatically so when you get a reply (which typically no longer has a the statement attached) you know the statement it is in reference to.

Clients can automatically mark files as reviewed

Enable clients to automatically mark files as reviewed with date/time stamp when downloading files from RB Web.

Better looking printouts from RB Web

When clients print out an invoice list or reporters print out a list of payables or their pay statement, now they can do it as an easy-to-read, attractive PDF file.

Streamlined file searching on RB Web

RB8.7 combines case and job files screens into one screen that clients can search for files across multiple cases for multiple plaintiffs at the same time. Also combines firm-level and contact-level repositories into one firm-wide repository for all the files you store for clients like contracts and price quotes.

Reporters can look up firm and contact info online

Enable Firms accessibility for your resources so they can access your RB information about their clients, such as firm location and contact phone numbers.

back to top

2011: 1st half

Release date: Mar. 24, 2011

RB Web Mobile Apps

Plug-in designed for smart phones, not a regular web page displayed on a tiny device. Clients, reporters and staff can access your RB Web information on their iPhones or Android phones. We register your app with a name you choose (instead of RB Web Mobile) & an icon you provide to brand your RB Web Mobile App as your own.

Send others automatic reminders through log notes

In RB8 Notes Logs, you can now add reminders for other users. You set a date/time and select the recipient. RB8’s Message Center alerts them at the appropriate time. The message includes the reminder details and a link to the job.

Eliminate duplicate file uploading

In RB8 > Calendar > Assign Resources, when sending email notifications with Attach Repository Files for Email selected, files will be automatically attached from both the job-level and case-level repositories. You no longer need to upload files to both repositories.

Digitally sign condensed transcripts

In RB8 > Production > Turn-in, condensed PDF transcripts can now be digitally signed.

Print labels in new DYMO format

RB8 > Production > Envelopes and Labels has a new Dymo label format. "*.LABEL," can be used, provided that DLS v8.3 has been installed on your computer (download from http://download.dymo.com/download%20drivers/LW/DLs8Setup.8.3.0.1242.exe).

Batch download made quicker

In the subscription version of RB Web, all files in a list can now be selected (or de-selected) using the new checkbox located at the left top of the grid.

batch select

Choose which COD invoices resources see online

In RB Web Reporter > Activity, resources will see only those COD invoices that have been marked “Publish on Web.”

OMTI Office Management Technology Inc.

Office Management Technologies Inc.

Follow us on:   follow us on social media follow RB on facebook follow RB on twitter OMTI on Linked In OMTI on Google plus

remote assist      Team Viewer    

Contents © 2006-2017 OMTI Inc. All Rights Reserved.