Uploading & granting access to files
Upload related files within individual cases, jobs, tasks, witnesses, invoices, firms, contacts, locations, and resources. (Upload files you want all resources to have, such as a blank billing sheet, to the All-Resources level repository in the central repository.) Upload multiple files at a time.
Categorize files by file type to make searching easier and to have RB9 automatically attach relevant files to emails. If documents are ‘published,’ contacts and resources can access them through RB Connect. Restrict which clients can access specific files. See Uploading files to a repository.
Searching repositories
Search for files in a single repository or across all repositories at once. Use filters to narrow results returned. See Searching repositories.
Downloading & viewing files
You must download a repository file to view it. You might also download files to archive elsewhere, or to email if you do not have RB Connect or recipients do not have web access. See Downloading & viewing files.
Viewing file details
To view RB9 information about a file, such as its download history, see Viewing & updating repository file details.Alerting clients to files
If you have RB Connect, email clients to alert them when you have published their files online. See Alerting clients.
Deleting files
To remove files from the repository, check the box(es) of any file(s) you want to remove, then click 
(in a Repository pane)/Delete (in Production > Repository). In the popup that appears, click Yes.
Update file qualifiers
To classify repository files for proper user access and availability, such as which files contacts and resources can access through RB Connect, see Updating file values quickly.