In February 2024 we introduced LINK Notes - a new application for taking notes, organizing notes, and syncing notes to either OneDrive, Document Management, or to a Windows File Share, as the firm chooses.
LINK Notes is included in the LINK App.
How to Make a Note on Your Smartphone or Tablet
Go to the LINK Notes tile.
Tap the pencil icon
Select an action - in this case we’ll choose Blank PDF Note
A blank note will open (in split screen mode on iPad or full screen mode on an Android Tablet).
Handwrite, type, dictate or draw to create your note.
You may embed images and audio files.
Once you’ve completed your note:
You can tap in the blue filename field to change the file name and / or save to a folder.
Or you may tap the X in the upper left to exit the note. It will be automatically saved in your Files list with it’s current name.
Save a Note to an Existing or New Folder
Tap in the blue filename field.
You can rename the note if you choose.
To file to an exiting Folder, tap on the Folder.
Tap Save.
To file to a new Folder, tap Create Folder.
Type in Folder Name. Tap Save.
Tap the new Folder Name.
Tap Save.
To view the Note, tap the Folder from your list.
Tap the filename to open it.
Our LINK Notes app syncs a lawyer’s notes to a firm-approved repository, including iManage Work®, NetDocuments, and OneDrive. Notes are readily usable from DMS or OneDrive.
Learn more about the Annotation Legend: https://mobilehelix.atlassian.net/l/cp/464zRCDb