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Ideas & Enhancements
Created by Guest
Created on Apr 6, 2022

Neos Assign Categories bases on Document Type

Currently Neos Document Categories are available for all Document Types.


It would be very helpful to be able to section/assign specific Categories that are specific to Document Types.


The current availability of all Categories regardless of Type is difficult to navigate if the firm has several Categories that do not apply to the selected Type.

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  • Guest
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    Jun 9, 2023

    Agree--i.e. if you label a document in Type Correspondence, it would never have a Category of Orders. Only Type Pleadings should have a Category Orders. Different Types should have different Category choices. In other words, not all Categories should be available to all Types.