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!
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.
Registerfor our ILTA Webinar on July 20th:Paperless? It’s Easy with the LINK App
We are very happy to be a sponsor of iManage’s first virtual ConnectLive. Join us from the comfort of your own home. 🙂
ConnectLive Virtual is free to iManage customers, unlimited people from your company. But you must register in advance here.
Our LINK encrypted app includes full access to iManage Work®. With LINK, attorneys and professional staff can easily work with document-centric workflows on smartphones and tablets.
At ConnectLive we will be showing our new custom workflows, including paperless pre-bills. Talk to us to see how you can use features like LINK’s in-app annotation and integration of Work and email to automate tasks.
Here is an example of what can be done in the LINK secure container app: – Receive an email with an attachment. – Compare the attachment to a file in iManage Work. – Annotate the redlined version. – Email the annotated document. – If desired, also check the annotated document into DMS
LINK provides: – In-app annotation – In-app comparison – High fidelity document viewer – Email (Exchange Web Services) – Integration with the Office apps for editing
With in-app email: – Open NRLs. – Use predictive filing to Work or Outlook folders. – Import attachments to Work. – Email files as original format, NRLs, or PDF.
Of course, we love going to Chicago, but we are looking forward this new experience.
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” reporthere.
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.