RB User Guide > Production > Repository > Using repositories

Updating file values quickly

Quickly classify files for proper user access and availability, by setting what types of users can access a file, where the file will be accessible and what kind of file it is, and if access via RB Connect is permitted, for one or more repository files related to a single entity, case, job or witness, or across repositories.

1. To find files to update:

   • Individual repository

     In a View Case/Job/Witness/Firm/Contact/Resource/Location window, scroll or jump to the Repository pane. All files uploaded to this individual entity, case, job or witness appear. Click Edit.

   • Central repository

     In Production > Repository, search for the file(s). See Searching repositories.

2. In the list of repository files, check the box(es) of all the files you want to update to the same value.

3. Click > Set [option below] (in a Repository pane) or Set Value (in Production > Repository) >

   • Access Type

     In Repository panes only

     In the Set Value panel, set the file(s)’ RB Connect access in the drop-down to:

     • ALL: Your staff, clients, and resources
     • Contacts and Office: Your staff and clients
     • Office Only: Your company staff
     • Resources and Office: Your staff and resources

   • File Type

     In the Set Value panel/popup, select the category the file(s) belong to, such as ASCII or Exhibit, in the drop-down. (File types and options are set up in Lists > Repository.)

   • Publish

     In the Set Value panel/popup, click to select Yes to give online access to the file through RB Connect to clients and resources as restricted by the file(s)’ Access Type. Click to select No if you do not want to give online access to the file.

4. Click OK.

Reference

• ASCII
• Lists > Repository
• RB Connect

Step-by-step instructions

• Searching repositories