In the Additional pane of the New Witness/Edit Witness panel, enter or update:
-
Send Original To
Location of the original transcript. If the original stays in your office, leave blank.
TIP: Send transcripts via email
You do not need to leave RB9 to send transcripts to witness or attorneys. You can send transcripts via email through RB9, using the Letters function. See Sending letters. (RB9 only)
-
Sent Via
Delivery service or method used to send the original transcript from your office.
-
Sent Date
Date you sent the original transcript.
-
Received Date
Date original transcript was returned to your office.
-
Return Due Date
Date you expect the original transcript to have been returned to your office.
-
Read & Sign
Click to select Yes.
-
Read & Sign Date
Date the signed transcript was returned to your office.
-
Read & Sign By Firm
Click
to select the contact’s firm (see Looking up firms). -
Read & Sign By Contact
With the Read & Sign Firm entered, select the contact in the drop-down. If the contact does not appear in the drop-down, click
to add the contact. See Adding contacts to RB. -
Affidavit To Firm
Click
to select the contact’s firm. -
Affidavit To Contact
With the Affidavit To Firm entered, select the contact in the drop-down. If the contact does not appear in the drop-down, click
to add the contact. See Adding contactsto RB -
Errata Sheet To Firm
Click
to select the contact’s firm. -
Errata Sheet To Contact
With the Errata Sheet To Firm entered, select the contact in the drop-down. If the contact does not appear in the drop-down, click
to add the contact.