Category Archives: Mobile Productivity

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

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 contact@mobilehelix.com.

-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: contact@mobilehelix.com.

-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 contact@mobilehelix.com.

–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

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

Protect Your Data in a Remote Work Environment – ILTA Educational Webinar

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Working remotely became a neccessity almost overnight. But were firm architectures ready? Two common entry points to system hacks, social engineering and network vulnerabilities, threaten the security of remote working. In this session, Mobile Helix CEO and Chief Architect, Seth Hallem, will describe these vulnerabilities and propose practical and actionable ways to address these weaknesses using safe browsing, network proxies, authentication, authorization, and DLP. These mitigations apply to both desktop and mobile devices.

This is an ILTA Educational Webinar. It is free to members as well as to non-members as part of ILTA’s COVID-19 content. Non-members may register for a free login-in.

WATCH THE RECORDED WEBINAR HERE

Outline:

I. Social engineering: Phishing, “Water Hole,” SIM card swaps

   Mitigations including:

    A. Safe browsing

    B. No SMS

    C. Web filtering via proxying

    D. Data Loss Prevention (DLP): printing, recipient checking, metadata filtering

II. Network vulnerabilities

    Mitigations including:

    A. Layered security

    B. Filter – proxy

    C. Authenticate the source – certificates, IP fencing, DoS defense

    D. Authenticate the user – AD credentials, complex passwords, SSO

    E. Authorize – manage email attachments

III. Example of a secure architecture

We welcome you and your questions on June 10th.

Write to us at: contact@mobilehelix dot com.

-Maureen

Paperless Legal Pre-bill Approvals with the LINK App

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Before we all moved to working from home, were your attorneys and paralegals approving pre-bills by marking up paper? And now? Are you scanning reams of paper? Printing and FedEx-ing?

In late 2018 we were contacted by the head of Knowledge Management of an AmLaw 100 law firm. They had a specific goal: to make approval of pre-bills paperless and easy to do on an iPad. They have a practice which has high monthly transactions. Some partners were approving several thousand pre-bills per month on paper. This was difficult enough when a partner was in the office. It was untenable if the partner had to travel. This firm had heard about our LINK app’s built-in annotation and integration with DMS. They wanted to know if we could help.

Marking up pre-bills is easy to do with LINK. Here is a common workflow:

  1. Accounting uploads the pre-bills to a folder in DMS.
  2. Attorney goes to that folder in DMS from the LINK app.
  3. Attorney annotates the pre-bills using LINK’s in-app annotation.
  4. Attorney saves the marked-up pre-bill to DMS from the LINK app.
  5. Accounting retrieves the marked-up pre-bills.

That’s all there is to it. In LINK you can mark-up a pre-bill with a pencil or a finger. Add a stamp or note. You can even capture your signature then place it on documents.

This law firm started approving pre-bills with LINK in 2019. Their partners are very pleased with the improved process. There is no going back to paper for them.

There are variations to the workflow. Instead of DMS the firm may upload the pre-bills to network file shares or OneDrive. Or, the pre-bills may be emailed to the attorney, marked up in LINK, and then emailed back. LINK can be used on a phone instead of a tablet.

You may watch a video showing two workflows, one using DMS and one using email, below.

in legal we are seeing that this pandemic presents an opportunity for certain productivity improvements. Not only in the case of Zoom, but usage of DocuSign has rocketed. “Never let a crisis go to waste.”

We would be happy to discuss your pre-bill workflow and how LINK could apply to it.

-Maureen

contact@mobilehelix.com +1 347-508-0967

LINK App: Paperless Legal Pre-bill Approval Workflows 8:54 from LINK App by Mobile Helix on Vimeo.