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...
NEOS: Automatically create case event with LIM date so that it can be pulled into calendar reports
We need this to occur so that we aren't duplicating efforts within the platform and potentially missing SOLs that are not automatically pulled to attorney/staff calendars. This would also help immensely with reporting options for case-related dates.
Under the Permission Group or individual user Permissions it would be nice to have a label that indicates what the top drop downs are. Maybe even giving it a little info “star” that describes what it is used for.
Neos - After Sending Message From Case, close out back to that case (currently closes to closest tab)
When sending a message from a case, the new message tab opens, then once it is sent, the tab closes and will then open the tab directly next to it, instead of the case you might have sent the message from. When sending a message from the case, onc...
Column Chooser in Document Generation Drop-Downs (Needles 5)
When you are generating a document and using information from a list tab, it would be nice to be able to choose what columns display when making the selection from that tab.
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