Access a repository
Click 
in the Repository pane of a case, job, task, witness, invoice, firm, resource or location. The Select Files panel appears.
NOTE: The 2 types of resource repositories
Uploading files in the Repository pane of a Resource window only allows file access to that specific resource. If you want to give all resources access to a file, you must upload it in Production > Repository. In the Repository window, click New > All-Resources level.
Select file(s) to upload
-
In RB9, you can upload files to the repository in 2 ways:
- Drag and drop your file(s) into the dotted-border field.
- Click the dotted-border field, then locate and select your file(s) from your computer.
- The file(s) you selected will appear above the dotted-border field. If you selected the wrong file to upload, click
. - Continue adding files if desired.
- When finished, click Next.
Set file options
In the New Repository panel, enter values for the uploaded file(s):
-
File Type
Required. Select the category the file belongs to, such as ASCII or Exhibit, in the drop-down. (File types and default are set up in Lists > Repository.) -
Publish
Yes by default, click to select No if you do not want to give online access to the file through RB Connect to clients and resources. -
Access Type
Repository files are always accessible to your office, and the default access is ALL, meaning others (clients and/or resources) have access through RB Connect. You can restrict access to your company only, or your office and clients/resources by selecting from this drop-down.
NOTE: Restrict individual contacts’ access to a file
Access Types “ALL” and “Contacts and Office” give file access to all contacts associated with a job/case, their seniors, and Sold To contacts for a witness. If you don’t want to give an included contact access to a specific file in the Witness-level repository in Turn In, you can remove their access. For example, if Witness A has a PDF transcript, video, and exhibits in the repository, you can designate that Contact 1 can access only the PDF transcript and exhibits, while Contact 2 can access only the PDF transcript and video file. See Restricting contacts’ file access.
-
Description
Any text entered here also appears in RB Connect and is searchable.
TIP: Speed option setting
When uploading multiple files at once, save time setting file options by clicking Set Value > Access Type/File Type/Publish. In the Set Value panel, set the option’s value (such as File Type: Exhibit), then check the boxes of the files in the Apply To list you want to have that option. Or check the box at the top of the list to select them all. Click OK.
NOTE: Number exhibits automatically when uploading to the repository
When uploading exhibits to the Witness repository in Turn In, you can have RB9 automatically number the exhibits sequentially. (See Adding stamps to exhibits.)Upload file(s)
In the New Repository window, click Upload file(s).
If a file with the same name already exists in the Repository, a popup message appears. If the repository file with the same name is due to a failed upload attempt previously, you can choose to remove the existing file, then continue uploading the correct file. Otherwise, if the file has the same name as a file that uploaded correctly, you will be told to rename the new file and try again. Click OK.
- To alert contacts that the file is available to download from RB Connect, see Alerting clients.