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Ideas & Enhancements


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Email Signature with same options as on outlook

The email signature on needles is very rudimentary. I cannot adjust spacing between lines. I cannot add our logo in jpeg format (or any other format). Basically, the email signature on neos should match my signature on outlook, but this does not s...
Guest 6 months ago in  0

Neos: Notes column in case docs tab

Currently in Neos, there is not an option to view notes from either the note flyout menu or as a column for the grid on the case docs tab like there was on Needles. This was extremely helpful to see as a column without having to view the detail view.
Guest over 1 year ago in  6

Outlook add-in sort or search topic/type/category

It would make using the outlook add-in more intuitive if we had the ability to search note topic and document type/category.
Guest over 1 year ago in Integration 8

Add options to insert DocuSign fields for "Text Boxes" "Radial buttons" and "Attachments"

This is helpful for templates that need additional data or information from the "signer" when receiving a Docusign template from the firm. Currently only have the ability to add initials, signature and date signed.
Guest about 2 months ago in  0

RingCentral Integration - Conference and Video Calling

RingCentral has a Conference call and video feature. This would allow firms to have a conference call with client in which they are able to see them on Video as well. This would help as some clients are unable to come to the office. This would als...
Guest 3 months ago in  0

Negotiations tab should allow printing of the Negotiations entries

Printing of the Negotiations entries is a simple thing -- it would allow printing a summary of negotiations entries to be put in a file for easy reference or sending to a client
Guest 3 months ago in  0

LinkedIn: Best platform to find jobs

Nowadays, every professional needs an active account on LinkedIn to up their career development as it is without a doubt the best platform to find jobs. Many people have sloppy and not so well maintained profiles there, which comes in their way to...
Guest 17 days ago in  0

PDF Editor - OCR'ing and ability to edit text in scanned documents

Right now with the PDF Editor it looks like scanned documents are not being OCR'ed. We would like to be able to search and edit text in these documents.
Guest 2 months ago in  0

PDF Editor - Font Style/Size Change

Requesting the ability to change the font style or size of text in a document.
Guest 2 months ago in  0

Send Message button should be on Notes Tab

The best way to communicate with staff is to be able to send a Message (a note) When doing something on a file - a regular note is easily missed and gets lost unless staff are looking for the note in an individual file; By easily being able to sen...
Guest 4 months ago in  1