Repository

RB9 has multiple repositories where you store files for safekeeping and quick retrieval. If you have RB Connect, you can give clients and/or resources access to specific repository files.

TIP: Go paperless

If you receive hard copies of any important papers — such as notices, signed copy orders or delivery slips — scan and upload them to the appropriate repository.

Repository level	Where to upload	What to upload	If published, who can access through RB Connect
Case	Case	Pre-discovery documents Case word list	Any contact listed in the Case Parties pane with the Allow case-level repository access box checked Any resource assigned to any job belonging to the case
Job	Jobs	Notices Errata Sheets Copy Order Forms	Any contact listed in the Job Parties pane with the Allow job-level repository access box checked Scheduling contact
Task	Tasks	Exhibits Video instructions Master Word Lists	Any resource assigned to the job
Witness	Turn-in	Transcripts Exhibits Reporter’s bill Depo videos/audio files	Any contact who is ordering for the witness Any contact listed in the Job Parties pane with the Allow witness-level repository access box checked (3rd party access) Any resource assigned to the witness
Invoice	Billing	Invoices	Sold To contact associated with the invoice
Firm	Firms	Quotes Contracts	Everyone in the firm
Contact	Contacts	Quotes Contracts	The contact and any contacts granted access to this contact
Resource	Resources	Contracts	The resource
All-Resources	Repository	Files not related to a particular job, case, etc. Blank billing sheet	All resources
Location	Location	For hospitals and doctors’ offices, Patient Authorization Forms	Do not publish (for office use only)

Repository

TIP: Go paperless

Reference

Step-by-step instructions