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Ideas & Enhancements
Categories Integrations
Created by Guest
Created on Mar 3, 2021

Renaming attachments when Tagging in Outlook

It would be very helpful in Outlook if I could rename attachments that I need to save in Neos when tagging an email. Now, if I want to include the attachment, I have to do that, then go into Neos and rename that document to our naming format. That is extremely frustrating as we get lots of attachments from clients, for example, that I would like to be able to save without performing multiple steps in multiple programs.

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  • Guest
    Jul 14, 2022

    Yes please! The ability to save attached documents straight into case docs from the Outlook addin is not usable for us if you can't edit the name of the document in same step. Not practical to have to remember to go back into case and find the same document and change the name.

  • Guest
    Oct 25, 2021

    So hard to believe this hasn't been implemented yet. It slows down everyone on the team and nobody wants to get stuck with the job of uploading DOCS. Neos has us doing so many unnecessary clicks and extra steps.

  • Guest
    Apr 29, 2021

    This is important. Not only do you have to go to the viewer and rename the document, the link in notes is not valid after you rename it, making that feature useless. Most of the time you don't want to save an attachment with the name it has on arrival. I just uploaded a letter from Geico with the document name "document". Police photographs arrive named only by a series of numbers.

    Also, while you are adding a box to name the document, please add a box to create a document tag. You want to address everything about saving that document at one time.

  • Guest
    Mar 5, 2021

    I wish I could vote for this idea multiple times. This would enhance workflow greatly.