LINK App: Send-and-File to DMS

We are receiving more and more requests to Send-and-File to iManage and NetDocuments. Our LINK app has done this for years.

Filing email to DMS is becoming important from a governance perspective. Not only do law firms want emails to be accessible in DMS with the Matter. But some law firms want to reduce the risk of years of email in Outlook. One of our law firm customers deletes all email at the 90-day mark. Truly. Another firm archives all email after 90 days. Retrieving email from the archive is possible but time-consuming. Therefore, filing to DMS becomes more attractive to attorneys.

Even without such law firm email policies, filing email to the Matter is increasing. The key is that is filing to DMS needs to be easy.

But Send-and-File on mobile devices is rare. It requires a tight integration of DMS and Email, as well as comprehensive security to protect confidential client data. LINK provides both the easy workflow and the security. Draft the email, tap Send, then tap a Recommended, Recent, or DMS folder to file.

LINK has predictive filing, too. LINK learns where you file a certain correspondent’s email and will show you Recommended, Recent, and DMS folders. In many cases you can file to one of these folders with a single tap.

New in LINK, the attorney can now go to the LINK email settings to turn Send-and-File on or off by default. The attorney can also toggle Send-and-File off and on, per individual email by tapping the envelope icon in draft email. When the envelope is green, Send-and-File is on.

Send and File Setting in LINK

Watch this brief video to see all of LINK’s Send-and-File features.

If you have questions, just write to us at: contact at mobilehelix.com. We’re ready to help you.

Learn more about LINK’s encryption, authentication, and secure container in this 5-minute video: LINK’s Security and Data Protection.

-Maureen

IRM Master Class at ILTA>ON

Learn about Information Rights Management – what it is and how it is implemented – on Wednesday, 8/26/2020, at ILTA>ON.

Our CEO and Chief Architect, Seth Hallem, will be presenting an educational Master Class on using Information Rights Management to prevent data leakage at ILTA>ON. Note: this is an educational session, not a promotion of our LINK app.

What You Will Learn

What is Rights Management? This class will dive into what rights management is, how it works, and who the major providers are. The introduction to the class will discuss the goals of Information Rights Management, what specific security problems IRM solves, and some of the major challenges IRM presents, particularly focused on how to navigate the trade-off between protection and practicality with IRM technologies.

Microsoft (Azure) Information Management: We will then spend the second portion of the class diving into Microsoft’s Information Protection (formerly known as Azure Information Protection) technologies, how those are implemented both on-premise and with Azure, and how they work for documents and emails. In this section we will dive into the architecture of Microsoft’s Information Protection, the benefits/disadvantages of this architecture, and how this particular implementation fulfills the security promises of IRM outlined in part 1.

Challenges with IRM: We will also dig into the challenges with IRM, and why IRM has not yet become a standard requirement for a secure enterprise.The class will conclude with a step-by-step outline for how to get started with Microsoft Information Protection. The goal of this section is to provide enough hands-on details to allow the attendees to get started down the IRM path with a clear vision of how it works, how to get started, and how to manage the trade-offs between security and flexibility based on the protection requirements for a particular client or matter.

When: Weds., August 26, 2020 at 11:30 AM – 12:30 PM CT / 5:30 – 6:30 PM BST

Where: ILTA>ON Registrants will join via Zoom

Bonus: All attendees will be entered in our drawing for a $200 Amazon Gift Card.

Recording: If you would like a link to the recording after Aug. 26th, email me at contact@mobilehelix.com or request it via the ILTA>ON platform.

-Maureen

LINK App: New Safari Button

Here is a great new feature in LINK which I use several times a day. When you open a web page in the LINK app using LINK’s browser, you can now tap the familiar Safari button to open the page in the device’s Safari browser.

You can open a link in an email, or in a document, or from an application page, then tap the Safari button to open the page outside of LINK. Here is an example.

Tap on link in Email
Opens in LINK’s browser
Tap Safari Button
Opens in Safari
Tap on “Link” to return to LINK app

I use the Safari button when I receive a link to an uncommon video conference or signature service (we test the popular ones in the LINK browser), or when a page is not rendering correctly. I also use the Safari button when I want to read something, but not now. I open it in Safari. It stays open in Safari. Then I can go back to LINK and continue working.

Sound good? Here are other benefits of the Safari button:

  1. Safari is where you do your personal browsing. If you are logged in to nytimes.com, for example, those cookies are cached in Safari. If you click a hyperlink in Link, your cookies/password manager are not available to you. Better to just browse in Safari.
  2. The LINK browser routes all traffic through your office network. The Safari button allows you to move all personal web browsing into your personal browser. This (a) keeps your work network safe, and (b) prevents web proxies that your company establishes from intercepting and monitoring your traffic. It is a simple matter of employee privacy – you should always have the ability to keep your personal business personal.
  3. Native Safari has special capabilities that LINK does not. In particular, Safari has knowledge of all the apps on your device and many sites will use this capability to automatically launch a mobile app, rather than continuing to view a website in the browser. Safari also has a few important features that are not implemented in LINK’s browser. Chief amongst them is WebRTC, which is a protocol for real-time applications like in-browser video conferencing.
  4. IT can control when Link automatically pushes hyperlinks clicked in email to the native Safari browser. For example, IT can configure Facebook links to automatically open in Safari outside of the LINK container.

Have any questions? Let me know at contact@mobilehelix.com.

-Maureen

LINK App: Time and Date Stamps

LINK’s in-app annotation is an attorney favorite. LINK has long had the feature to sign and initial documents. Now we have added stamps for time, date, and time/date. No writing. Just tap to insert a signature and date.

Here’s how to do it on either a smartphone or tablet.

  • From the open document, tap the Paper/Pencil icon in the upper right
  • The annotation menu will appear on the left
  • To add a signature. tap the “J” icon, then tap the signature
  • To add a date, tap the Stamp icon
  • From the Stamps, tap the date, time, or date/time
  • Then position it on the document

That’s literally all there is to it. Now you can email the document or save it to DMS or file storage.

For a quick demo, view this video.

Have any questions or want to see a demo of the LINK app? Email me at: contact@mobilehelix.com.

-Maureen

LINK App Enhanced Email Swipe Menus & VIP Notifications

Let’s face it, Email is vital to our work, but it’s also tedious and time consuming. In LINK we care about features which make Email management more efficient.

LINK’s configurable “Swipe Menus” are one of those features. Here are 3 key things to know about Swipe Menus.

I. Color-Coded: By popular demand, menus are now color-coded per the task.

Inbox Swipe Menus

DELETE: RED

ARCHIVE : BLUE

FLAG: ORANGE

REPLY/FORWARD/FILE: GREY

VIP: RED

READ/UNREAD: BLUE

II. More Options from Either Side

Now you can select any of these options from either Left or Right Slide: Delete, File, Flag, Unread, Forward, Reply, VIP, Archive

There are 3 swipe left options and 2 swipe right options.

III. Settings

From the Inbox, tap the Gear Icon, in the upper right to go to Settings. Select your options. Then Save.

Email Settings from the Gear Icon in the Inbox

Bonus: VIP Notifications

Don’t forget to use your VIP features. You can make any correspondent a VIP by swiping and tapping on VIP. Then in Settings, select a distinct sound for VIP notifications. Learn all about VIP notifications in this video.

I hope that these swipe menus make your life easier!

If you have any questions, please write to me at contact@mobilehelix.com.

–Maureen

LINK App: Add to Favorites & My Matters

New in LINK and by popular demand, you can now:

  1. Add a workspace, folder, or file to Favorites
  2. Add a a workspace to My Matters
My Matters & Favorites Image

Just tap the ellipsis menu to the right of the workspace, folder, or file name.

This 36 second video shows how quick it is to do so.

If you have questions, email us at: contact @ mobilehelix dot com.

-Maureen

Register for our ILTA Webinar on July 20th: Paperless? It’s Easy with the LINK App

LINK App Workflow: Sign an email attachment and send by reply

This mini-workflow was a request from a law firm CIO. She told us, it’s so easy to sign a document attached to email in LINK. Can you make it easier for me to email it back to the sender? The answer, yes. You can see it in this video. After you sign the attachment rather than having to save the file, then go back to the original email and attach the signed document, LINK composes the email and attaches the signed PDF from a single menu option.

This is just one example of a mini-workflow which automates a few steps in one command. It works on your smartphone as well as on a tablet.

For another example, watch a video of our paperless pre-bill workflow here.

If you want to know more, email us at: contact @ mobilehelix dot com.

-Maureen

Register for our ILTA Webinar on July 20th: Paperless? It’s Easy with the LINK App

Mobile Helix Sponsors iManage ConnectLive Virtual 2020

We are very happy to be a sponsor of iManage’s first virtual ConnectLive. Join us from the comfort of your own home. 🙂

ConnectLive Virtual is free to iManage customers, unlimited people from your company. But you must register in advance here.

ConnectLive Social image

Our LINK encrypted app includes full access to iManage Work®. With LINK, attorneys and professional staff can easily work with document-centric workflows on smartphones and tablets.

At ConnectLive we will be showing our new custom workflows, including paperless pre-bills. Talk to us to see how you can use features like LINK’s in-app annotation and integration of Work and email to automate tasks.

Here is an example of what can be done in the LINK secure container app:
– Receive an email with an attachment.
– Compare the attachment to a file in iManage Work.
– Annotate the redlined version.
– Email the annotated document.
– If desired, also check the annotated document into DMS

LINK provides:
– In-app annotation
– In-app comparison
– High fidelity document viewer
– Email (Exchange Web Services)
– Integration with the Office apps for editing

With in-app email:
– Open NRLs.
– Use predictive filing to Work or Outlook folders.
– Import attachments to Work.
– Email files as original format, NRLs, or PDF.

Of course, we love going to Chicago, but we are looking forward this new experience.

-Maureen

Who is putting security at risk? It might be your CXOs…

A new report from MobileIron, “Trouble at the Top,” is eye-popping, although perhaps not surprising to IT professionals. In fact, it might provide very helpful data in making your case for security policies within your organization.

Between February and March 2020 Vanson Bourne interviewed 300 enterprise IT decision-makers and 50 C-level executives in Europe, UK, and the US regarding their organizations’ mobile security protocols.

C-Suite executives are highly targeted for cybersecurity attacks, including phishing.

Yet “76% of C-level executives admitted to requesting to bypass one or more of their organization’s security protocols” during the last year, per the findings.

In a note of irony for IT professionals, “Almost three in four (72%) IT decision-makers also claimed the C-suite is the most likely to forget or need help with resetting their passwords,” writes ZDNet, quoting from the MobileIron study.

MobileIron’s overall point is that employees need the right tools to be secure and productive at the same time. Or, as we would say, security measures cannot afford to impair usability or people will conjure up a way around them.

There is much more in the study. You can register for the download of MobileIron’s “Trouble at the Top” report here.

-Maureen