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Batch print

We need to be able to batch print from Neos. Maybe I am missing something, but we should be able to print numerous documents from the case docs screen once generated and bulk print either by opening them up in Sharepoint or allowing open in Word a...
Guest about 1 month ago in  0 Planning to Implement

A way to not lose track in Notes and Value tab

When reviewing either notes and/or value tab we would like the ability to fully open (not preview) a note or a value tab item and when we "x" out have that note highlighted so we don't lose our place. When reviewing 50+ items, it's hard to remembe...
Guest 3 months ago in  5 Planning to Implement

Certification of service Paragraph - counsel name

Since the update in June, defense counsel name is appearing improperly. The name is now appearing last name first, first name last. This working fine before the release and when I called in it (thinking is was a glitch with the update), I was told...
Guest 3 months ago in  0 Planning to Implement

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.
Guest 4 months ago in  0 Planning to Implement

NEOS: Either have the Summary of Exported Checks report after posting checks to QB from QBIntegrator or the ability to print from the QBIntegrator

No description provided
Guest over 1 year ago in  0 Planning to Implement

Neos - QB Integrator - Sorting order of the integrator does not transfer to QB

Sorting order of the integrator does not transfer to QuickBooks in the same order
Guest almost 2 years ago in General 0 Planning to Implement
101 VOTE

"Save to NEOS Tab"- Add a tab to Word to save a new document directly to NEOS

Currently, a document created in Word must be saved to the desktop and then dragged into NEOS for saving in a particular case. Adding Word integration via plug in to incorporate a tab which one can "Save to NEOS", select the case, category, etc. w...
Guest almost 2 years ago in Integrations 5 Planning to Implement

New checklist items are created with "Status: Blank" and summary can't filter them with other statuses

User has a hard time trying to filter for checklists, because only Blank, Open, Done, Open/Done filter options are available for Status. The user needs an all-inclusive Status filter that includes All (Open, Done and Blank) Alternatively, the user...
Guest about 2 years ago in Checklist 1 Planning to Implement

Create Document Tags On The Fly

It would be nice to be able to create document tags as you need them (self building list) rather than having to pre-populate a minidirectory with them.
Guest about 2 years ago in General 0 Planning to Implement

Ability to hover over parent checklist item and see child items attached

In the case where a user does not have permission to view Case Type Settings, it would be nice if the ability to see which child items come after a parent item. Even when marking it done if there can be a pop-up confirming which items has been added.
Guest about 2 years ago in  0 Planning to Implement