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.
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!
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.
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:
Accounting uploads the pre-bills to a folder in DMS.
Attorney goes to that folder in DMS from the LINK app.
Attorney annotates the pre-bills using LINK’s in-app annotation.
Attorney saves the marked-up pre-bill to DMS from the LINK app.
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.
If you have an office job, you likely now WFH (work from home). The odds are that you have found yourself on at least a handful of video teleconference calls in the past four weeks. There is no question that video conference services have been the backbone of the information workforce during this month of “stay-at-home”. Teachers, students, courtrooms, and television shows are going live from homes all over America.
In the process of doing research, I happened to find this April 8th post by Hector Aguilar, Okta’s President of Technology, How COVID-19 Is Changing the Way We Work: Zoom Boom + MFA is the Way. Okta is a leader in identity management and Multi-Factor Authentication. Therefore, Okta has a unique and vast window into the usage of cloud services.
We all know anecdotally that Zoom usage has been rocketing. This is the first data that I have seen comparing Zoom to other video conference services.
From February 28 to March 27, Cisco’s WebEx and Ring Central’s unique daily users were up about 50%, but Zoom’s were up 200%.
Zoom’s adoption has been nothing short of incredible. From yoga teachers to grandparents, people are thrilled with its ease of use. I have used quite few of the video conferencing services. Out company tried Zoom over two years ago and never looked back. Both the ease of use and the pricing were a world apart from the other services.
Zoom has had a challenge-laden couple of weeks as the onslaught of users and attention by security analysts have exposed vulnerabilities. Some, such as “Zoom-bombing,” where intruders disrupt a session, can be managed with existing policies. Others are more serious. Zoom is reporting fixes weekly. They report that they have removed the use of the Facebook SDK in their iOS app, which was sending user data to Facebook.
School districts have banned usage of Zoom. There are three class-action law suits against Zoom.
Zoom announced yesterday that they have formed a CISO Council and an Advisory Board to look at ways to address Zoom’s security and privacy issues, with CISOs from VMware, HSBC, NTT Data, Netflix, and more participating. In what would appear to be a major coup for Zoom, Alex Stamos, former CSO at Facebook, now at Stanford, tweeted on April 8th that he will join Zoom as an outside advisor.
I’m optimistic that they will resolve most of these issues. Zoom has a lot to gain by doing so.
If our LINK app can help you to provide business continuity to your attorneys and staff in this unprecedented time, we want to get LINK in your hands.
We are extending this special offer:
Our free LINK app trial duration is now 90-days
Applies to trials which begin before August 31, 2020
You may add unlimited users
This will be a full production deployment including all of LINK’s security measures
LINK is best-suited for firms or departments of 30 users and up.
LINK’s server software is deployed on VMs on-prem, behind your firewall.
With LINK it’s easy and secure to work from tablets and smartphones. LINK is an encrypted, containerized mobile app, integrated with iManage, NetDocuments, email, Office 365, and the firm intranet. Lawyers and legal staff can review, annotate, compare, edit, and email documents with LINK.
We are happy to:
Tell you more about LINK
Show you a demo via Zoom
Describe the trial further
If I can help you, please email me at: maureen at mobilehelix dot com.