Skip to Main Content
Ideas & Enhancements
Created by Guest
Created on Apr 7, 2022

Settlement Memos Saving into Case Docs

Please code Neos so that any settlement memo generated is automatically saved into the Case Docs. Right now I have to save the document in an outside folder and then move it into the Case Docs. This is a very unnecessary extra step that is forced upon us.

  • Attach files
  • Guest
    Reply
    |
    Jun 2, 2022

    I couldn't agree more. Having to download it and then save it back to neos is working backwards. This would be a good think for any Value report as well.