Setup Link Notes Sync to Your iManage Personal Workspace

Your firm may have configured your LINK Notes to automatically sync to your Personal Workspace in iManage DMS.

Here are the steps to set up the sync to your Personal Workspace in iManage.

This is a one-time only initialization.

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Tap Notes tile

 

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Tap “Select A Link Notes workspace from My Matters.” This will take you to “My Matters.”

 

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Tap your Personal Workspace folder

 

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Tap “Select as my notes workspace”

 

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Now you have a Link Notes folder in Personal Workspace in iManage. Tap on Link Notes to view Notes. Tip: Tap 3 dots, then tap “Add to Favorites? to add Link Notes to My Favorites.

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In Link Notes: These are features in the Link Notes folder

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Create a new Note, New Folder, and more

More on LINK Notes:

How to make a new Note & how to file a Note: https://mobilehelix.atlassian.net/wiki/x/AQDgBw