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Ideas & Enhancements

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Link calendar items to the companion cases

When setting a calendar item with multiple companion files, it would be nice for there to be an option that the calendar item be associated with all of the companion cases, not just the case that generated it
Guest over 4 years ago in Companion Cases / General 0 Future consideration

Ability to send documents from Case Docs tab to DocuSign that will also send the tagged document via SMS, not just email.

When sending a docusign through Case Docs Neos, it doesn’t allow for SMS like it does using a template. We really need this capability. We do a lot of docusign docs that aren’t templates.
Guest 6 months ago in  1 Future consideration

NEOS: party role after the party name when generating documents

When merging document and selecing the party name; the drop down doesnt differentiate what role the party is. It only shows the list of parties name in the drop down. We need to add a role after each party name so we know who are generating the do...
Guest over 3 years ago in General 0 Future consideration