We have developed several editing workflows using the Word app over the years. Our newest one is the easiest one which we have seen anywhere. This is in part because our LINK app securely integrates your Document Management System and Email with the Word app. Therefore, you can choose to edit a file from DMS or an email attachment and it will open directly in Word.
Take a look at our 2 minute, 44 second video to see this workflow.
Here’s what you don’t have to do in our workflow:
No need to copy the file in the Word app. LINK encrypts the file and moves it to Word.
No need to save the file as .docx in the Word file. LINK converts .doc to .docx for you.
No need to delete the file from the Word app after editing. LINK deletes it.
This video shows how straightforward it is to edit from LINK with the Word app.
LINK is integrated with iManage Work® 10, on-prem and in the Cloud; NetDocuments DMS; OneDrive; Network File Shares; and OpenText eDocs is in development. LINK is also integrated with Microsoft Exchange, therefore, you have your Outlook Email, Contacts, Calendar, Tasks, and Notes within the LINK App.
If your attorneys are looking for a simple way to edit files in DMS or in Outlook email with the Word app, email me. We are happy to show you a demo of this workflow.
Attorneys have always loved the annotation in LINK because anytime you open a file in LINK, annotation is immediately on the same screen. Whether the file is in DMS or another file share, or whether it’s an attachment to email, it just takes a tap to bring up the annotation menu. Annotate, then tap to email or upload to DMS or a file share.
You can even save your signature and initials in LINK so that you can sign a file with a couple of taps on the annotation menu.
In our new release you’ll see:
Improved location of the annotation menu
New features, including page display settings and grid view
Enhanced layout of the annotation tools, for clearer discoverability
A lighter interface.
We’ve gotten wonderful feedback on these improvements. Thank you!
You can get a quick look at the new UI in this 17 second video:
To see LINK’s annotation in a full workflow, watch this video.
You will see how to use LINK’s split screen, then how to annotate a PDF, and email it.
If it looks simple, that’s because it really is. If you would like to see a demo via Zoom, write to me at: contact at mobilehelix dot com.
This is a fun week for us! With this new release LINK gives you the ability to multi-task on a tablet. We have also refreshed the LINK UI with a lighter look. The feedback has been fantastic. We appreciate the enthusiasm!
The key feature which enables multi-tasking is Split Screen Mode:
Multiple live tabs in each screen
Tabs are files and apps like DMS, Email, Intranet
Drag and drop a file or app
Annotate or compare files in either screen
Keep email open while you work
Here is a 14 second preview of LINK’s new Multi-tasking capabilities.
Let us know if you would like to see a demo of LINK.
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.
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.
The new editor has four major formatting tabs:
Font Formats, shown above
Page Formats, show above
Insert “+”, for inserting hyperlinks, tables, special characters
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.
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.
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.
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.
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:
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.
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.
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.
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 firstname.lastname@example.org.
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.
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.
– 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.
From the Inbox, tap the Gear Icon, in the upper right to go to Settings. Select your options. Then Save.
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!