Tag Archives: DMS

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:

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.

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

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.

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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That one missing LEGO – opening an NRL in your iOS email with LINK

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Have you ever noticed that sometimes something very small can get in the way of completing something big and meaningful?

LEGO red 2 x 2

Like when you open a new Lego set and later discover that there are 1119 / 1120 pieces there, and of course the missing piece is the little tiny one that goes right in the middle, so you already spent two hours building half of the Star Wars set – but now you need to stop everything and drive 30 minutes each way to the Lego store to get that one tiny 2×2 block.

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ILTA 2016 Roadshow – Mobile Apps

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Jasper Canada road Tim Gouw Unsplash Cropped
We’re headed to Philadelphia and Cleveland with an ILTA lunchtime session on:

Mobile Apps – The Balance Between User Experience and Security

Meet with other Legal IT professionals in your city and learn more about mobile apps for legal teams.

Our next cities:

Philadelphia, Wednesday, Feb. 3rd, hosted by Morgan Lewis. Details and register for Philadelphia here. 

Cleveland, Thursday, Feb. 4th, hosted by Reminger. Details and register for Cleveland here.  Continue reading →

Webinar: Extend NetDocuments Mobile Productivity & Security with the LINK Mobile App

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NetDocuments and LINK by Mobile Helix PNG

Utah and the Big Apple team up to demo the NetDocuments DMS in the LINK mobile app.

You’ll see how you can work with your docs easily and securely no matter where you are.

View the recording of the webinar. 

NetDocuments and the LINK secure container mobile app are integrated to provide a best-of-breed mobile DMS and email experience. Prevent data leakage and ensure doc traceability when using the LINK app with NetDocuments.

 

• Easy document plus email workflows optimized for mobile
• Compose an Outlook email & attach a doc from NetDocuments
• Send and File-to NetDocuments
• Edit a doc with Word for iOS & check-in to NetDocuments
• Access NetDocuments and the firm intranet in a single app experience from your smartphone or tablet
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ILTA Webinar : Make the Most of DMS – Mobilize with LINK

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logo_ilta peer powered

View the recording here.

Now DMS is easy to use from smartphones and tablets with the LINK mobile app.

• Open an email & view an NRL attachment
• Send and email and File-to DMS
• Compose an email and attach a doc from DMS or SharePoint
• No VPN is used

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