Drafting document from Checklist should prompt correct document type
When you draft a template from the case docs tab the document type can be saved as a auto fill in so it is used every time for that template. But when you draft the template from the checklist it does not fill in the document type for you. You hav...
If you work with pipelines, you'll be aware of what hot tapping is. For those who don't, it's a method that connects pressurised systems like pipelines, or high-pressure vessels, without removing the pipes and tanks which are in service. This proc...
When generating a document, it seems as though after making a selection from a dropdown, it should automatically close instead of having to click "outside" the dropdown for it to disappear.
Please add additional sign in restriction settings to Neos that block signing if a condition is met or unless a condition is met: Some suggestions: Add Geo blocking to block logins from other countries Add work hours to staff profile settings to c...
Ability to add Automation to Primary Checklist at Case Type Level, instead of on a case-by-case basis.
For instance, automation would be when a checklist item is marked done it triggers another checklist item to generate and email a document to the client. It might be beneficial to have the ability to apply that automation to the Primary Checklist ...
Needles 5.0, I like to use keystrokes instead of a mouse. It seems like everything is mouse driven. Say when I delete a checklist item, I mouse over to delete And then a box pops up asking me if I really want to delete it. That is fine, but I shou...
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