Job No.
Enter the number of the job you want to create a package for.
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Job Date From/Job Date To
Enter a date range that includes the scheduled job, if desired (see Date Navigator).
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Witness
Enter part of a deponent’s name.
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Created By
Finished Transcript Packages only
Click
to select a user name from the Lookup User popup. All users are listed in the panel by default. to restrict the results, enter part of a user’s name in Search Criteria and click 
. To select a user, click their hyperlinked name. Date Type
Finished Transcript Packages only
- Created Date – Default. Date the package was made.
- ASCII Upload Date – Date the ASCII file the package was made from was uploaded to RB9.
Date From/Date To
Finished Transcript Packages only
Works with Date Type. Enter a date range, if desired (see Date Navigator).
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Business Units
Profit centers or parts of your business you track separately. Default is ALL. Click
to restrict search to files tied to specific BUs (see Lookup panel). BUs are set in Business Units.
. All files that fit the search criteria appear in the grid. Files with radio buttons are ASCII files, files without radio buttons are previously created transcript packages.
IMPORTANT: ASCII files must be published before processing
Only files that have been set to Publish (on RB Connect) with an Access Type of ALL or Contacts and Office can be processed into Transcript Packages. If RB9 does not display a file you are looking for, either it is missing or has been filed incorrectly. See Viewing & updating repository file details.
- To edit the file, click Edit. See Editing transcript packages.
- To preview the transcript package, see Previewing transcript packages.
- To notify contacts that the package is available online or on their mobile devices, click More > Send Notifications. See Alerting clients.