Tag Archives: DMS

Quarterly Feature Roundup | 2025 Q1

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Welcome to the LINK App Feature Roundup, where you can find information on new, enriching features of the LINK App.

You can learn more about these and other new features by visiting our Feature Roundup page, or by clicking the links to the Quick Tips noted below.

Import a Newly Created Document from a Microsoft Office App

Now you can create a new document in one of the Microsoft Office Apps (like Office M365, Word, Excel, or PowerPoint) and import that document to either LINK files or your DMS.

Learn More

Check-in a File Shared in a Teams Channel to DMS

There are multiple ways you can check in a file shared in a Teams Channel to your DMS workspace. The simplest way allows you to do so from within the LINK app, saving you from having to open the Teams app separately.

Learn More

UI Enhancements for Email

There are multiple improvements to the look of the email UI. The most noticeable differences are a redesign of the address selector (when you are writing an email and selecting email addresses) and a redesign of the attachments overlay that pops up when you are attaching a file to an email.

With the new Attachment Overlay, easily navigate all available file repositories, including iManage, NetDocuments, OneDrive, Emails, Notes, and more. You can add multiple files at once by using the multi-select feature – simply tap the checkboxes next to the files you want to attach. You can also choose the format of each file you attach.

UI Enhancements for DMS

There are a few navigation improvements in our iManage app. First, we have added quick action buttons to send emails or edit a file in iManage. Second, we have added a button at the top-left that allows you to quickly bring up the root of the iManage work area so that you can switch from wherever you are browsing to Recent Docs, My Matters, etc. We’ve also added a list of recent items to the homepage of iManage and recent and favorite items to the homepage of NetDocuments.

Microsoft Outlook Configuration Features

Our LINK Email integrates with Microsoft Exchange and has many beneficial features, including the ability to open NRLs, establish predictive email filing to DMS, and more. Some law firms have opted for a configuration of LINK that instead uses the Microsoft Outlook app for email. In these cases, we implement the “open in hook” to connect the MS Outlook app to the LINK app. The following are common workflows that illustrate this configuration.

Open an NRL in the Microsoft Outlook App

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Email Multiple Files via the Microsoft Outlook App

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Import an Attachment from Email to iManage

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Compare an Attachment to a File in iManage

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The LINK App is designed to make working easier for lawyers. This roundup is just a snapshot of the newest features to improve productivity and user experience. There are even more ways to use LINK to optimize your workflows.

If you’d like to learn more, check out our Resources page, book a demo, or send your questions to [email protected].

Quarterly Feature Roundup | 2024 Q4

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Welcome to the LINK App Feature Roundup, where you can find information on new, enriching features of the LINK App.

You can learn more about these and other new features by visiting our new Feature Roundup page, or by clicking the links to the Quick Tips noted below.

Emailing a File in Multiple Formats

In LINK you can email a document as a copy of the original format, as a PDF, or as link (NRL). In addition, you can easily attach multiple versions of the same file – for example, a PDF and NRL link – to your email.

Learn More

LINK Notes App Sync to DMS or OneDrive

LINK Notes is our built-in application for taking and organizing notes. Now with a new streamlined UI, LINK Notes can easily be synced to DMS, OneDrive, or Windows File Shares per your IT team’s configuration.  

Learn More

Share a File to a Teams Channel from DMS

The use of Microsoft Teams is widespread and growing among law firms, as it allows users to share files and work together in real time. With LINK’s DMS and Teams integration, you can easily share a file from your DMS to a Teams channel, making collaboration simple.

Learn More

Email Search Filters

With our latest email update, search your email more accurately and faster with filters for From, To, and Any. You can search emails with a partial keyword or quickly narrow your search by sender or recipient.

Learn More

The LINK App is designed to make working easier for lawyers. This roundup is just a snapshot of the newest features to improve productivity and user experience. There are even more ways to use LINK to optimize your workflows.

If you’d like to learn more, check out our Resources page, book a demo, or send your questions to [email protected].

Meet LINK: The Easy Way To Handle All Your Document Workflows On Your Mobile Device In A Single App

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By Stephanie Wilkins

From Above the Law, a new product profile on our LINK app.

Here’s an excerpt:

Do Everything, Everywhere With LINK

When you think about the tools you use most in your day-to-day work, your document management system (DMS) and Outlook are probably at the top of the list. Working in both on your mobile device, though, has historically been a huge struggle, if not impossible. LINK brings them together in a single, secure, easy-to-use app.

LINK is designed to support the workflows attorneys use all day, every day. The app works with today’s most popular mobile devices – iPhones, iPads, and Android phones and tablets – and supports the three leading document management systems, iManage Work®, NetDocuments, and eDocs by OpenText.

LINK for Smartphones and Tablets

LINK is solving the pervasive problem of lawyers being unable to adequately work on their mobile devices. With LINK, lawyers can fully access their documents, compare them, mark them up, edit them, email them, and more, as easily and securely as they can on a computer.

Read the full profile here.

Questions? Write to us at: contact at mobilehelix dot com.

-Maureen

What is the LINK App? Find out in 112 seconds.

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In this short video, view the major features of our encrypted LINK app.

LINK is integrated with iManage, NetDocuments, and eDocs DMS as well as Outlook and SharePoint. LINK enables essential workflows in a single app. Review, annotate, compare, and email files. Edit securely with the Word App.

Want to learn more? Email us at: contact at mobilehelix dot com.

-Maureen

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

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: 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

Mobile Helix Sponsors iManage ConnectLive Virtual 2020

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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.

ConnectLive Social image

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.

-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

[email protected] +1 347-508-0967

https://vimeo.com/411902782

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

Mobile Helix CEO to Speak at ndElevate 2017 – NetDocuments Executive Summit

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ndElevate 2017

Seth Hallem 2017-05-04 Mobile Helix

Mobile Helix CEO and co-founder, Seth Hallem, is a subject matter expert on mobile security. Seth will speak at ndElevate on: 

The Challenge of Client-side Mobile Security for Law Firms 

Tuesday, 5/23/17, 4:00 PM

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