Ideas & Enhancements
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Neos - QuickBooks - extend the viewable lines in the Integrator from 500 to 1,000

QuickBooks - extend the viewable lines in the Integrator from 500 to 1,000
Guest about 3 years ago in Accounting Integrations / Integrations 0

In Needles 5 i could merge all of my documents at the same time, it would be great if NEOS could do the same!

No description provided
Guest about 3 years ago in Integrations 0

Neos Outlook Add-in sort for categories/topic/type when tagging email

Currently unable to sort the categories tagged emails can be added to cases as. This would be especially helpful to firms with many document categories and types.
Guest about 3 years ago in Integrations 1

Template Tags Search by Tag Name, Label or Tab...

Presently, when you are using the Word Add Into tag templates, and search by tag name, label or tab, it isn't very user friendly or smart. When you search "Full name" for example, you get options for AKA full name, default full address, Employer B...
Guest about 3 years ago in Integrations 1

Voice Commands

firms would like to have a voice recognition like in previous needles versions, they are specifically asking for Cortana or other options as well. Cortana just aligns with this firm as they are using Outlook from O365
Guest about 3 years ago in Integrations 0

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...
Guest about 3 years ago in Integrations 0

Email Tagging by Date and Time of Email, not time of tag

Currently, when you tag an email, it imports the information into NEOS based upon the date and time you tag the email. With multiple emails often coming in at all hours, it would be best to have the tag read from the email header and tag based upo...
Guest about 3 years ago in Integrations 3
164 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 about 3 years ago in Integrations 9 Future consideration

Allow the ability to attach documents already in Neos to emails that are being tagged.

If a document is already in Neos, to have it attached to an email would cause it to reupload and cause duplicates. User would like the ability to tag documents to tagged emails so that when the note is read, the note allows reader to see what docu...
Guest about 3 years ago in Integrations 1

Outlook add-in sort or search topic/type/category

It would make using the outlook add-in more intuitive if we had the ability to search note topic and document type/category.
Guest about 3 years ago in Integrations 8