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Drag and Drop files out of of the Document Screen
You can easily drag and drop files from the Document screen into email as attachments or to other locations such as your desktop or a folder. Simply highlight one or more documents and drag to another location outside of RPM including dragging them ...
Assigning folders / Adding documents to folders
You are able to assign documents to one or more folders in the document screen. You can add documents to folders in three ways : To existing documents in the Document Screen When creating a new document from the Document Screen When importing/ drag ...
Customising the Find Screen - Column Chooser
Each user can customise the Find Screen according to their needs. Columns can be added or removed and re-ordered. This only changes it for your view and not other users. Adding Columns In the Find Screen right-click anywhere in the Columns heading ...
Find Screen Overview
Using the Find Screen to locate a matter From the Home page in Redbrick click on the ‘Find’ Icon – a screen similar to the one below will appear. This screen, depending on your search criteria, will show you all matters. By clicking on the arrow next ...
Quill Integration - Initial Setup and Mapping for Administrators
Prior to using Quill Integration please speak to your Redbrick Business Consultant as they will need to switch on the options for Quill Integration with Quill can be done in 4 ways:- To link clients and matters To push through Billing information To ...