Bulk Action option to mark multiple items as N/A in the Checklist Summary
It would be convenient to be able to have an option to bulk mark items in the Checklist Summary as 'N/A' instead of marking each item individually. Please consider adding this to a future update to Neos.
Please add the option to open a .pdf in the desktop app for Acrobat Adobe. Similiar to the abilty to open word or excel in the online browser or the desktop app.
Adding Foxit eSign as an integration would be a great addition
Foxit eSign is a great alternative to DocuSign. Our firm has used Foxit eSign for many years to send and receive electronic documents for signature. Please consider adding Foxit as an integration. Thank you!
I would like to propose having unlimited Neos Today Dashboards for either the entire firm or for the admins at each firm. Neos Today Dashboards make it seamless to optimize and individualize workflows while being able to monitor KPIs for each team...
Need the ability to RENAME in bulk in the docs tab - for example: when a lawyer leaves and the new handling lawyer does not follow the same naming conventions.
I wish there was a way for neos to automatically tag emails to a case - even if it could just tag the replies thread to the case in neos instead of having to tag every email every time.
Currently in Neos a calendar event has a color assigned to the event status (open-green, canceled-red, done-gray, etc.) It would be very helpful to show the color that is assigned to that status on the Neos Calendar in order to check the status qu...
"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...
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over 3 years ago
in Integrations
9
Future consideration
Ability to move/rearrange case tabs when several are open.
It would be extremely helpful to be able to move tabs around when several cases are open. Just as when you are on an internet browser and are able to rearrange tabs at the top of the page, being able to rearrange client case tabs would be very hel...
9
Future consideration
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