Author Archives: Maureen

LINK App: New – List All Files

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Here is another fantastic feature request from a LINK user.

Sometimes you need a list of every file in a folder or even in a Workspace in iManage Work or NetDocuments DMS. Search may not help as you don’t know exactly what you are looking for. Now in LINK you can create the list, annotate it, then Air Print, email, import to iManage or NetDocuments, or save in LINK to My Files.

To create the list, tap the ellipsis icon to the right of any folder or Workspace. Tap “List All Files.”

The list is displayed.

To annotate, tap the Paper & Pencil icon and mark away.

After annotating, you can use the icons in the lower right to Air Print, email, import to iManage, or save in LINK to My Files. Or, tap the X in the upper left to get a succinct menu with options to import, email, or save to My Files.

Don’t you love it? 🙂

-Maureen

LINK App: New Editor in our 3.8 Release

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LINK now has a new rich text editor. We think that you will like the look of the new User Interface. In addition, the new editor provides a much more comprehensive set of editing tools.

New Font & Page Format Tabs

The new editor has four major formatting tabs:

  1. Font Formats, shown above
  2. Page Formats, show above
  3. Insert “+”, for inserting hyperlinks, tables, special characters
  4. Undo

Also, now when Send-and-File is on, the Envelope icon is green. Tap the Envelope icon to toggle Send-and-File on and off per email.

This new editor component is used to:
• Compose emails
• Compose calendar event bodies
• Compose Outlook notes
• Compose Outlook task bodies
• Create HTML notes that are saved directly in a mobilized file system (e.g., DMS or SMB shares)
• Create signatures in email settings

One of the things that I like about our new editor is that its behavior feels a lot like Word. Since we have muscle memory for Word, it’s a natural feel.

Let us know what you think!

-Maureen

LINK App: Send-and-File to DMS

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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

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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 [email protected] or request it via the ILTA>ON platform.

-Maureen

LINK App: New Safari Button

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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 [email protected]

-Maureen

LINK App: Time and Date Stamps

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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: [email protected].

-Maureen

LINK App Enhanced Email Swipe Menus & VIP Notifications

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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 [email protected].

–Maureen

LINK App: Add to Favorites & My Matters

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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

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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