Discovery365
Find your office's Emergency Meeting location here in Discovery365.
Offices | [Office Location] | Emergency Information
Use this app to capture an image on your screen.
The Snipping Tool!
This button docks a panel to the right side of iManage that allows you to access an item's Properties, Security, Versions, and see a Preview.
Show details
Do this to access firm templates, such as a letter or memo template.
Litera tab | Create
Quick Access Toolbar | Create
In Outlook, use this button to select and/or default your firm-issued signature.
(New Email) | Message | Insert Signature (Xink Signatures)
Engagement Letters can be found in one of these locations in Discovery365.
The Firm | Ethics and Professional Responsibility
Tools | Business Intake & Records
Quick Links | Engagement Letters
This is one method to pin a local app to the taskbar.
Drag-and-drop
Right-click | More | Pin to taskbar
Use this command to view a document's history of changes and actions.
Right-click a document | Timeline
Save a document as a PDF by going to one of these tabs in Word.
To save locally, click File or Acrobat.
To save into iManage, click iManage.
Do this to share your screen in a Microsoft Teams chat.
More chat options (...) | Screen sharing
This button takes you to a page that lists commonly-used tools and information on Discovery.
Quick Links in the Quick Access area
When stepping away from your computer for an extended period of time, do this to secure your session at the login screen.
Lock
Start | Power | Lock
Ctrl + Alt + Del
Windows key + L
If you have a document saved locally but would like to save it to iManage, do this from within iManage.
Right-click a folder | Upload File
Select a folder | Upload File button
Policy Reminder: All client-related documents and emails must be saved in iManage.
Do this to permanently remove the Doc ID from a document.
NTD | Location | Block DocID
To pin a web tool or page to the taskbar as a browser tab, do this (Edge or Chrome).
Edge: Three dots | More tools | Pin to taskbar
Chrome: Three dots | Cast, save, and share | Create shortcut | either right-click or drag-and-drop