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Cloud: The search function should be able to ignore "The" in a provider name.

(Michael Melonakos - mike@scinjuryattorney.com) Many law firms and providers' names start with "The" - for example, my law firm is The Melonakos Law Firm, LLC. . . so if I go to search for my law firm to add to value tab, and I type in Melonakos ....

Guest almost 4 years ago in General / Search 0

3 VOTE

Neos: Add additional sign in restriction settings

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...

Guest over 2 years ago in 0

3 VOTE

Use Keystrokes instead of a mouse

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...

Guest over 2 years ago in 0

1 VOTE

Change default attachment format when emailing in Neos to "Link" (from PDF)

When emailing a document in Neos, the current default is to email it as a PDF. 95% of the time, I am having to change it to Link (which, I think, used to be the default). Often, I forget to do this, and have to resend emails with the proper link. ...

Guest 10 months ago in 0

4 VOTE

User would like to be able to tag documents or attachments from a calendar in to the case calendar

User would like to be able to open outlook calendar and open and be able to tag an event with attachments such as pdfs

Guest about 3 years ago in General 0

4 VOTE

Have the DocuSign send notifications to user's when a document is sent back

Currently, when a document is sent out to be signed and returns, the only place where there is a notification is with the email connected to DocuSign. Is there a way to have the confirmation return email also go to the users who sent out the docum...