Category Archives: Mobile Productivity

Annotation Just Got Easier – New LINK App Release

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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:

  1. Improved location of the annotation menu
  2. New features, including page display settings and grid view
  3. Enhanced layout of the annotation tools, for clearer discoverability
  4. 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:

https://vimeo.com/551652871
LINK App Annotation in 17 Seconds

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.

-Maureen

Productivity Leap with the LINK App: Multi-task with Split Screen Mode

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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:

  • Two screens
  • 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.

https://vimeo.com/548726318

Let us know if you would like to see a demo of LINK.

Email us at: contact at mobilehelix dot com

Next, more about the UI refresh!

-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.

https://vimeo.com/455667832

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

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.

https://vimeo.com/336377034

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.

https://vimeo.com/434220786

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

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

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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