Ideas & Enhancements

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.

  • Guest
  • Mar 3 2021
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  • Guest commented
    29 Apr 05:45pm

    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 commented
    5 Mar 05:26pm

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