TheRecordXchange

Claiming / Assigning an order to yourself

Claiming an Order

This article explains how to change the designated Customer on a TRX Transcript request. The Customer role is important because only the Customer has access to the credit card payment…

How to Change the Customer on a TRX Transcript Request

Requesting a deposit as a Claimant / Seller

Managing Deposit Requests

Off-Platform Transaction Procedures and Best Practices

Off-Platform Transactions

Completing TRX Request Help

Editing / Saving Orders

This step-by-step guide explains how to process and deliver TRX Audio Requests for Content Providers.

Content Provider Instructions

Delivering Transcripts

Transcript Request Instructions

Best Practices Using TheRecordXchange for Official Court Reporters of Marion County Superior & Circuit, IN

How to use TRX TranscriptionPro™ (TPro)

Archive Orders

The TRX Workbench now includes a bulk file management feature in the Working Set section that allows you to enable or disable multiple files at once in the player. This…

Bulk File Management in TRX Workbench

Claiming / Un-Claiming an Order

Step by Step guide to fulfill transcript requests Elkhart County Indiana

Elkhart County Indiana Transcript Request Instructions

Brandon Townsend

Erik Lige

Articles to help users understand how to use Request Central to fulfill a transcript

Request Central

therecordxchange

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Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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