LINK App: New – List All Files

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

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

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

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

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: Add to Favorites & My Matters

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

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

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.

We Want to Help – Special LINK Offer

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.

–Maureen, President & COO

Learn about what you can with LINK in this 2.5 minute video.