Discovery365
This page opens when Discovery launches.
Home
This link will take you to where you can find resources and request training.
DM Learning Center
To fully open a file and check it out to you, do this.
Double-click the file
Right-click the file | Open | Edit
This is one way to close a file in Word.
File | Close
Quick Access Toolbar | Close
Red X in the corner
In Outlook, use this button to select and/or default your firm-issued signature.
(New Email) | Message | Insert Signature (Xink Signatures)
This is one way to update your personal information (e.g., Contact Info, Emergency Contacts, etc.).
About Me | My Benefits | Update Your Personal Information
Home | My Personal Info in the Quick Access area
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
Do this to share your screen in Microsoft Teams.
Chat | More chat options | Screen sharing
Engagement Letters can be found under this page.
The Firm | Ethics and Professional Responsibility
Tools | Business Intake & Records
This is one method to pin a local app to the taskbar.
Drag-and-drop
Right-click | More | Pin to taskbar
To create a new folder, do this.
Right-click a folder or workspace | Manage Folder
Save a document as a PDF by going to one of these two tabs in Word.
To save locally, click File or Acrobat.
To save into iManage, click iManage.
Install and enroll in this mobile app to reset your password and unlock your account. You won't need to call the Help Desk!
ManageEngine ADSelfServicePlus
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.
To remove the Doc ID from a document saved to iManage, do this.
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