Updating witnesses

You can enter/edit information about a witness at any time after creating their witness record(s) for a job.

Select witness
1. In Edit Turn In-Job#, Witness Inquiry, or PDF Transcripts window, click the hyperlinked Witness name.
2. In the View Witness panel, click Edit.
Enter/edit information

In the Edit Witness panel, *Witness and *Resource are required, but can be edited:

To change the resource
Click *Resource field’s > Lookup Resource. See Looking up resources.
To view/edit the resource

Click *Resource field’s > View Resource. See Updating resources.
To enter general information
About the witness, deposition, and transcript in the General pane, see Entering general witness information.
To track the transcript
In the Additional pane, see Entering additional witness information.
To add files
In the Repository pane, see Uploading files to a repository.
To delete files
In the Repository pane, check the box(es) of the file(s) you want to delete, then click . Click Yes in the popup that appears. The file is deleted. Click OK in the popup that appears when finished.
To download files
In the Repository pane, check the box(es) of the file(s) you want to you want to download, then click .
To alert contacts to uploaded files

In the Repository pane, check the box(es) of published file(s) you want to notify clients about, then click . In the Send To panel, relevant contacts are listed and selected in the Accessible Contacts pane. Uncheck the box for any contact you do not want to alert, then click Next. In the Email panel, you can edit the defaults and attach files/delete attachments. See Emailing from RB.
To enter notes
In the Notes Log pane, see Making notes.
To view notes in different ways
In the Notes Log pane, see Managing notes.
To cancel notes
In the Notes Log pane, see Canceling notes.