Neos: Certificate of Service Paragraph should include email
The Certificate of service is a very important part of document creation. Each and every document that is filed with the court or served on a party must have the certificate of service. This cuts across ALL jurisdiction.
Currently, "Business" and "Home" are the only address type options for providers. Many have multiple locations, separate billing addresses, etc. I couldn't find a mini directory that would allow adding new items. Can you make this possible? thanks!
When typing the AKA name, you must type in last name, first name format and only then the "new" name shows up in the search field. (Nothing shows up if you type first name then last name). There is no way to know which person from the list is the ...
Guest
almost 3 years ago
in Search
1
Already exists
Ability to convert or make copy of a word document to PDF directly
At our firm, we know that a letter was sent out if there's a PDF version of the letter instead of a Word version. Word version is draft, and then we turn it to PDF to finalize. The ability to be able to creat a PDF copy right from CaseDocs would b...
Guest
about 3 years ago
in General
1
Already exists
It should work similar to how it did in Needles 4 in which it allowed us to request multiple providers at once. It would benefit anyone that has to request multiple records at once for one client.
Guest
about 3 years ago
in General
1
Already exists
On the Docs tab there is a check box next to each item which allows us to select multiple documents at once. The 'bulk actions' box appears, allowing us to perform an action to all the selected documents. I recommend adding this feature to the Not...
Guest
about 3 years ago
in General
6
Already exists
Ability to monitor staff productivity/activeness within Needles
Adding a tab under the staff profile that shows their productivity for the day. This would be not be based off being logged in or logged out but more on if the cursor is active/clicking, how many notes were made for that day, how many documents we...
Currently in Neos, there is not an option to view notes from either the note flyout menu or as a column for the grid on the case docs tab like there was on Needles. This was extremely helpful to see as a column without having to view the detail view.