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Repository Level
Default is ALL. To search a single repository, click
and select one in the drop-down. Depending on the repository selected, not all of the following choices will be available. File Type
Default is ALL. Click
to select specific type(s) to search. See Lookup panel. (File types and options are set in Lists > Repository.)File Name
Enter part of the file name to find a particular file.
Date Type
To search by a different date type, click
and select a different category in the drop-down, depending on the repository you are searching.- Upload Date – Default. When the file was uploaded to RB9.
- Job Date – ALL, Job, Task, and Witness repositories only. When the related job is/was scheduled to occur.
- Order Date – ALL and Task repositories only. Includes assignments for write-ups ordered for previously billed non-transcribed jobs.
- Invoice Date – ALL and Invoice repositories only. Date job was billed.
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Date From/Date To
Works with Date Type. Enter dates in these fields or click
to select dates in the Date Navigator.
Uploaded By Type
Default is User. If your clients and resources upload files through RB Connect, you can search files uploaded by one of those groups by selecting it in this drop-down.
Uploaded By
Restrict the search by specifying the person who uploaded the file(s). Click
, then in the Lookup User/Contact/Resource popup, find the person’s name. See Searching in RB.Job No.
Not available in All-Resources, Case, Contact, Firm, Invoice, Location, Resource repositories
Enter a job number to find files related to a single job.
Invoice No.
Not available in All-Resources, Case, Contact, Firm, Job, Location, Resource, Task, Witness repositories
Enter an invoice number to find files related to a single invoice.
Case
Not available in All-Resources, Contact, Firm, Invoice, Location, Resource, Task, Witness repositories
Click
to look up and select a case (see Looking up cases).-
Firm
Not available in All-Resources, Case, Invoice, Location, Resource, Task, Witness repositories
Click
to look up and select a firm (see Searching firms). -
Contact
Not available in All-Resources, Case, Firm, Invoice, Job, Location, Resource, Task, Witness repositories
Click
to look up and select a contact (see Searching contacts). -
Resource
Not available in All-Resources, Case, Contact, Firm, Invoice, Job, Location, Task, Witness repositories
Click
to look up and select a resource (see Searching resources). -
Location
Not available in All-Resources, Case, Contact, Firm, Invoice, Job, Resource, Task, Witness repositories
Click
to look up and select a location (see Searching locations).
. - Quickly view a file’s details, scroll horizontally through the grid.
- View (and update) details, including the file’s description and download history, see Viewing & updating repository file details.
- Quickly update the settings for a file or group of files, see Updating file values quickly.
TIP: Set up the results grid to work for you
The Repository’s results grid layout is customizable. You can hide or show any column, rearrange the column order, stretch or shrink column widths, designate which column to sort results by in ascending or descending order, and choose which columns you want to always be visible when scrolling through the results. You can save your custom grid layout or return to the default layout. See Customizing grids.