Discovery
This page opens when Discovery launches.
News
This link will take you to where you can find resources and request training.
DM Learning Center
Use this tab to preview a document before opening it.
Quick View (found in the Reading Pane)
When closing a document in Word, do not click the x. Instead, do this.
Go to the File tab and click Close.
To create your signature, you first need to open this icon on your desktop.
To update your personal information, go to this page.
About Me | Benefits
Alternatively, you can click My Personal Info in the Quick Access area.
Use this tool to capture a partial or full image of your screen.
Snipping Tool
This is found under the Windows Accessories folder.
The quickest way to change a document’s properties without opening it is by doing this.
Right-clicking on the document in DeskSite and clicking Properties
This is one way to launch the letter input form.
Under the Forms tab, under New, choose Letter, or the L on the QAT.
This app is not only for instant messaging and checking your voicemail; you can also use it to share your screen.
Jabber
Engagement Letters can be found under this page.
The Firm | Ethics and Professional Responsibility
If you need to contact someone in the firm but do not know their contact information, you can look it up in here.
DM Phone Book
To create a new folder, do this.
Right-click on the workspace or folder and choose On Demand Folder.
If available, go to the Advanced tab.
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 DeskSite, click iManage.
Go to this website from any computer to login to My Cloud Mail to access your Outlook email and calendar.
Helpful Tip: When joining a Zoom remotely, minimize VDI or Citrix. Then go to your My Cloud Mail to access your Zoom links. This prevents lag and audio issues.
Click this button to show a list of commonly used tools and information on Discovery.
Quick Links in the Quick Access area
When ending your session both in office and remotely, you should click this.
Power --> Restart
If you have a document already saved on your local computer but need to save it to DeskSite, use this button in the DeskSite application.
Import
Policy Reminder: ALL client-related documents and emails must be saved into DeskSite.
Use this to add contents of a document into a new document, which can ensure you have the most recent letterhead.
Recycle Assistant
Enroll in this feature to reset your password and unlock your account. You won't need to call the helpdesk!
Self-Service Login found on mydesktop.duanemorris.com