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Document Management

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Photos attached to an email need to be recognized by Neos and added to the Document tab when posted to a file

Functionality from Needles 5 should work in Neos and allow emailed photos to be attached to the Document screen - We should not have to save the photos and attach them one by one to the Document Tab;
Guest almost 2 years ago in Document Management / Integrations 1

Document Tab - when opening a document, the Document Date changes to today's date

The Document Date should not change. it should remain as the original date of the document.
Guest over 1 year ago in Document Management 2

"Select All" option when Uploading Documents

When you upload documents to a case on Neos there should be an option to "Select All" so you can bulk action and change the category, type, and tags of the uploaded documents. Right now you have to click the checkboxes individually to change them.
Guest over 2 years ago in Document Management 1

Ability to add tags to document in template generation

We can add type and category in template generation, but not tags. It would be nice to be able to tag them at that same time.
Guest over 2 years ago in Document Management 0

Age At DOI is blank when Party's age is under 1 year old

When creating a new document from a template that includes Age At DOI ([[ Age At DOI | Case.Parties.AgeAtDateOfIncident ]]), the document is supposed to calculate the age and insert the number in the document during generation. Currently, if the P...
Pedro Ventura over 1 year ago in Document Management 0

User would like to be able to print letterheads

User would like to be able to print letterheads in neos instead of opening in word desktop and having to print the whole document.
Guest over 2 years ago in Document Management 0

Notes column within the documents tab

You can't add a notes column. It would be nice to add that column.
Guest over 2 years ago in Document Management 0

Templates for Intakes and Cases

Would like the option to use the same template for both intakes and cases rather than having to upload the same template twice. Alternative, create the option to copy the template from case to intake (or vice versa).
Guest over 2 years ago in Document Management 0