Ideas & Enhancements
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Word Desktop Add-in For mac

Would like to see a desktop version of the word add-in for MAC as using the online version is not very convenient.
Guest over 1 year ago in  0

Allow Multi Party Tagging on PDF Documents.

In the PDF template, there is currently no way to pull data for more than one party (i.e. Plaintiff & Defendant). Would like to see this feature added.
Guest over 1 year ago in  0

Ask to SAVE

Instead of asking if we want to LEAVE a screen, just ask if we want to SAVE so we can say, "YES" and move on.
Guest over 1 year ago in  2

Companion Case Screen Should LIst Date of Loss, not Case Opened Date

It would be way more helpful to have the date of loss listed on the Companion Case Screen instead of the Case Opened Date as many dual-crash companion cases were opened on the same date.
Guest over 1 year ago in  0

Age At DOI is blank when Party's age is under 1 year old

When creating a new document from a template that includes Age At DOI ([[ Age At DOI | Case.Parties.AgeAtDateOfIncident ]]), the document is supposed to calculate the age and insert the number in the document during generation. Currently, if the P...
Pedro Ventura almost 2 years ago in Document Management 0

Notes- Record the time the note is posted

It would be beneficial if, the time recorded for a note was the time the note was actually posted and not the time the note was opened.
Guest almost 2 years ago in  0

Outlook Add-in activity feed

It would be beneficial if there was a way to see past activities done in the Outlook add-in, similar to the Activity Feed in a case.
Guest almost 2 years ago in  0

SMS Messaging, give the option to make the box bigger

When sending a new SMS Message, they would like to see the option to make the box that pops up larger so you don't have to scroll down on the big box. So when you select quick text, you don't have to scroll down on the big box to see the options o...
Guest almost 2 years ago in  1

Template Generation - Allow ability to choose address on generation screen

To avoid having multiple providers due to multiple office locations in Neos, we encourage the use of multi-addresses. However, merge templates typically pull from the Default Address. So if someone has to send something to the Billing department a...
Guest almost 2 years ago in  0

Editing Duplicated Documents on Case Docs Tab - Stop Autorefresh

After duplicating a document on the docs tab, you need to find it in order to edit Title, Author, Date, etc. Currently, if you open the side pane to edit the document information, it auto refreshes after clicking out of each field. This adds secon...
Guest almost 2 years ago in  1