RB User Guide > Connect > Connect Preferences
Contact – Repository preferences
Set preferences for repository access and notifications.
Continued from Customizing global preferences.
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Case-level Notification
To customize *Email Subject and *Email Message (both required) for emails to contacts about file uploads to case repositories, see Customizing communications.
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Job-level Notification
To customize *Email Subject and *Email Message (both required) for emails to contacts about file uploads to job repositories, see Customizing communications.
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Witness-level Notification
To customize *Email Subject and *Email Message (both required) for emails to contacts about file uploads to witness repositories, see Customizing communications.
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Invoice-level Notification
To customize *Email Subject and *Email Message (both required) for emails to contacts about file uploads to invoice repositories, see Customizing communications.
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Users to notify
To choose which RB9 users are alerted via Notifications and Messages when you send repository notifications to clients, see Managing users to notify.
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Others
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Allow file downloads when the original invoice is fully paid
Click to select Yes to prevent contacts from accessing transcripts before you receive payment in full for original invoices.
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Allow file downloads when the copy invoice is fully paid
Click to select Yes to prevent contacts from accessing transcripts before you receive payment in full for copy invoices.
Reference
Step-by-step instructions