IntraLinks Mobile for ipad User Guide

Transcription

1 IntraLinks Mobile for ipad User Guide IntraLinks 1/19/2011 Copyright 2011 IntraLinks, Inc. All rights reserved. Apple, iphone, and ipad are either registered trademarks or trademarks of Apple Inc. All other service, product and/or brand names are the property of their respective owners. 1 I n t r a L i n k s M o b i l e f o r i P a d U s e r G u i d e

2 Table of Contents LOGGING IN... 3 FIRST TIME LOGGING IN... 3 NORMAL LOG-IN... 3 EXCHANGES... 4 EXCHANGE REPORTING FOR MANAGERS... 4 DOCUMENTS... 6 VIEWING DOCUMENT-ACCESS INFORMATION... 7 VIEWING DOCUMENT ACCESS PERMISSIONS... 8 CONTACTS... 9 BOOKMARKING FAVORITES FREQUENTLY ASKED QUESTIONS I n t r a L i n k s M o b i l e f o r i P ad U s e r G u i d e

3 Logging In First Time Logging In 1. Once the IntraLinks Mobile application is installed on your ipad, select it to start the application. 2. Enter your IntraLinks log-in ID and password. 3. The system will need to activate your address. If you are already activated, click Enter Code, and enter the 5-digit code. If you are not yet activated, click Get Code. to send an request for an activation code. Normal Log-in When you log in with your IntraLinks ID and password, you will have the option to allow the application to remember your log-in credentials with a local 4-digit passcode. Enabling this option allows you to enter just a 4-digit passcode, rather than reentering your ID and password, when you log in. This allows you to switch applications with less effort. NOTE: Your pin code will be invalidated if you incorrectly enter it more than 4 times. 3 I n t r a L i n k s M o b i l e f o r i P ad U s e r G u i d e

4 Exchanges The homepage shows your exchanges, documents, and contacts. Click Exchanges to open the exchange view, and you can see a list of all your exchanges. Use the search bar to filter exchanges by a specific keyword. Click on an exchange to open it for more information and reports. Within the exchange homepage, click Documents to view the list of documents within that exchange. Exchange Reporting for Managers Reports are only available to users with manager status. To view access reports, click on the chart button when you are in the exchange. 4 I n t r a L i n k s M o b i l e f o r i P a d U s e r G u i d e

5 Exchange reports will appear in landscape view. There are several interactive exchange reporting capabilities: View group activity within an exchange as a line graph or pie chart by clicking on the upper right corner of the graph or chart. Filter by most active or least active by date ranges. Click on a group to see its specific activity by date. Drag the chart left and right to browse the full date range. 5 I n t r a L i n k s M o b i l e f o r i P a d U s e r G u i d e

6 Documents From the homepage, click on Documents. This gives you a unified view of all documents to which you have access. NOTE: Documents are sorted by creation date. From here, you can Search based on document names. Access any previously saved filters by clicking on the filter button to the left of the search bar. The app filters by All Documents by default. Click on a document to view it. If a note was attached the document, it will be displayed prior to download. The time taken to download and display the document is dependent upon your network connection and the size of the file. Protected documents cannot be downloaded or displayed within the mobile application. IntraLinks Mobile does support the watermarking settings of the exchange. 6 I n t r a L i n k s M o b i l e f o r i P ad U s e r G u i d e

7 Viewing Document-Access Information Document-access information is only available to users with manager status. As a manager, you can view information about the people who have accessed your document by clicking on the chart button (4 th button) on the bottom of the screen when a document is open. With this button, you are able to View document access by group. Click on any of the groups to see user-level access. View details on individual users within the group by clicking on their names. 7 I n t r a L i n k s M o b i l e f o r i P ad U s e r G u i d e

8 Viewing Document Access Permissions As a manager, you can view who has permission to access a document by clicking on the Users & Groups button (3 rd button) on the bottom of the screen when a document is open. The app will show all the groups and managers permissioned. There is an explanation of the permissions. Click to change the permission for that group. Remember to save when you change permissions. You cannot change permissions for a manager. 8 I n t r a L i n k s M o b i l e f o r i P a d U s e r G u i d e

9 Contacts Click Contacts to open your list of contacts. You can scroll through the list or use the search bar. For individual contacts, you can Send an . Sync IntraLinks contacts with your local ipad contacts. (1) o Create new contacts (2) o Link to existing contacts (3) o Sync can be broken at any time (4) I n t r a L i n k s M o b i l e f o r i P ad U s e r G u i d e

10 Bookmarking Favorites You can easily bookmark your favorite documents, exchanges, and contacts, and have them appear on the IntraLinks Mobile homepage, by clicking the bookmark button at the bottom of each of their screens. Your bookmarked documents, exchanges, and contacts will appear on the homepage of your IntraLinks Mobile application. The order of your bookmarks can be modified by holding your finger on an icon for 3 seconds. To save changes, click Done. 10 I n t r a L i n k s M o b i l e f o r i P ad U s e r G u i d e

11 Frequently Asked Questions Q With which exchanges does the ipad application work? A - The application currently supports IntraLinks Platform (ILP) exchanges on our Global Instance and is localized for English only. There are no plans to add support for IL5 exchanges. Q - What document types will displayed or rendered with the ipad app? A - Supported document types include: jpg,.tiff,.gif,.doc,.docx,.htm,.html,.key,.numbers,.pages,.pdf,.ppt,.pptx,.txt,.rtf,.vcf,.xls and.xlsx. Watermarked PDF documents will also be displayed. Q - What versions of ipad OS does the application need? A - The application needs ios4 or later to run on your ipad. Q Does this app work on iphone or ipod Touch? A This application is specifically designed for the ipad. Please go to the App Store to find the dedicated IntraLinks Mobile for iphone app, which also works for ipod Touch. Q - What happens if I need to change the IL account that is being used on the ipad? A - IntraLinks assumes that the multiple accounts belong to the phone's owner. Locally cached information is tied to the account with which you logged in. If you log in as User B after User A has already used the application, you will not reuse User A s cache, but the data will still exist on the ipad. You can only have one pin code for the application, regardless of the number of users. Q - How do I save a search with the ipad application? A - Saved searches are created in the IntraLinks web user interface and saved there. Once the searches are saved on your account, they will become available to your account on the ipad. Q What happens if I get my 4-digit pincode wrong? A You are allowed 4 attempts to enter your pincode correctly. After 4 incorrect attempts, all local cache is erased, and you must enter your full user ID and password. 11 I n t r a L i n k s M o b i l e f o r i P ad U s e r G u i d e