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Ideas & Enhancements

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Signature pad support

Our firm is currently using Wacom drawing tablets in a creative way to gather digital signatures from in-person clients inside the Neos PDF editor. This is obviously non-ideal but it works. We would prefer to have signature pad support for externa...
Guest 3 months ago in  1

Ability to add a Checklist Item (TODO) within Notes or Documents

When a follow up is needed on an email or document, it would be helpful to have the option of adding a TODO checklist item from that email or document. Add that option in the Bulk Actions.
Guest 18 days ago in  0

Manual checklist status set to "Open" instead of "Blank"

The auxiliary checklist items that have no reference and are set manually should be an open status instead of blank.
Guest 3 months ago in  2

Create "Reply/Archive" button

Similar to the "Reply/Delete" button but for messages to be archived after replied to instead of deleted.
Guest 5 days ago in  0

Include the Action Menu with Checklist Optimization

Re-enable the action menu for the case's checklist table when the checklist tab is optimized.
Guest 5 days ago in  0

DELETE "Blank" Checklist Status

No description provided
Guest 3 months ago in  1

Ability to Condense Empty Space Between Fields ANY TAB

Need the ability to remove the negative space between fields in all tabs. Too much empty space makes it not easy to see everything at a glance.
Guest about 1 month ago in  0

Ability to select Multiple Checklist items containing documents to generate in bulk and also update the checklist items to "Done"

Please add the ability to select and mark multiple checklist items to generate the templates attached to the respective checklist items all at one time. In other words, select the checklist items that have templates attached and be able to run the...
Guest 6 months ago in  6

Text from Clients with Multiple Photos

There should be a way to globally file text attachments (photos) into a client neos file when we receive a text from client. We just received a text from a client with 12 photos and we have to click on each one to file it into clients file. There ...
Guest 14 days ago in  1

Have the provider address show in the value screen instead of having to go into the provider tab.

Sometimes we have multiple locations for the same provider and it would help to see the address in the value item and not have to click to the provider card.
Guest 4 months ago in  1