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In February 2024 we introduced LINK Notes - a new application for taking notes, organizing notes, and sharing syncing notes to either OneDrive, Outook/ExchangeDocument Management, or to a Windows File Share, as the firm chooses.

LINK Notes is included in the LINK App. Use Notes on iOS/iPad OS and Android devices, then sync to OneDrive, Outlook, or Windows File Shares.

How to Make a Note on Your Smartphone or Tablet

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Go to

My Files or

the LINK Notes

Tile

tile.

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  • Tap the + sign to add a file.

  • Select a Note Type, e.g. Blank Note.

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  • pencil icon

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  • Select an action - in this case we’ll choose Blank PDF Note

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  • 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.

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  • Edit Filename in blue.

Save a Note to a Folder

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Once you’ve completed your note:

  1. You can tap in the blue filename field to change the file name and / or save to a folder.

  2. 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

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Tap in the blue filename field.

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  • You can rename the note if you choose.

  • To file to an exiting Folder, tap on the Folder.

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  • Tap Save.

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  • To file to a new Folder, tap Create Folder.

  • Type in Folder Name. Tap Save.

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  • Tap the new Folder Name.

  • Tap Save.

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  • To view the Note, tap the Folder from your list.

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  • Tap the filename to open it.

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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