NEOS PDF - Word Documents Conversion by Printing to Neos PDF - Print to PDF function
There should be a function in the document section that allows the user to Print Word Document to Neos PDF which saves the newly created PDF in the client folder in the document section and in sharepoint. Then the newly created PDF opens in NEOS P...
Larger Profile photos for clients and accident photos (please). We want to really personalize our clients it makes the case managers really get more involved when they can see a large photo of the client that they are representing
In the Mini Directories under Note Topics, there should be a way to edit email, email received, and email sent. I'd like to put an exclamation mark in front to bring it to the top of the list.
NEOS PDF Editor Does not Work It is not a functional replacement for ADOBE
For Example if you have an un-coded PDF form (for example a required form for the Superior Court Documents) which is a fillable. NEOS PDF does not allow you to tab thru and fill in the document using NEOS PDF Editor.
Outlook Tagging to Neos - Ability to see which cases are companion cases
A feature that allows users to see the companion case group a case belongs to will help users identify the cases, especially those with clients who have multiple cases, without having to memorize the case number when tagging emails from the Outloo...
For documents where I do not need a table, but simply the sum total, a tag does not currently exist for having the sum total of a value code, such as the DTF or SUBRO items. Having a tag option for the sum total of a code would be very beneficial ...
We have a template that we add to the Special Note for every single case. It would be nice to have the ability to set that by default so that every time a new case is opened, the text is already there.
Option to open word doc or PDF in native program instead of opening new window in browser
There should be an option to open a word doc or PDF in WORD or Adobe directly instead of opening it in another tab in the browser. WORD documents when opened in the browser look funky and we rarely edit documents in the browser, almost always edit...
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