Creating a New Document in an Office App and Importing to LINK or DMS
Begin by opening the M365 app and selecting Word. Tap on the “+” to create a new document.
Once we’ve created our document, tap on the share icon in the upper right corner. On the pop-up, tap “Send a Copy”. From the application selector, tap the LINK tile.
In the LINK App, we are greeted with the “Save Imported Document” pop-up. If you prefer, you can rename the document. We can choose to save to My Files (LINK’s encrypted storage), Upload, or Cancel.
We will tap Upload to select our chosen repository. In this example we’ll save to iManage and tap Select.
Now we choose the destination we’d like to save the document to. Select the workspace and folder, then tap Save Here.
Tap the upload button to upload to iManage. The pop-up and green checkmark confirm that the document has been checked in. Tap “ok” on the pop-up.
To access the document from your DMS, you may navigate to your chosen workspace and folder, or go to Recent Documents and you will see the document listed at the top of your list.
When we swipe out of the LINK app and reopen M365, we can see the document we’ve just created is still open in our M365 app. You can consider it saved in iManage and discard it, or you can choose to save it to a location in OneDrive as well.
You can view a demo video of this workflow here: https://vimeo.com/1051319470