Ideas & Enhancements
A widget that links any document on the Documents Tab to any other Tab in Neos. For example, the widget creates a link with the Witness Tab to the witness's deposition. Link name is by default the file name. Link is underlined blue or some color to identify the link. Hold a contest for what the link should be called.
It's great that Document Record Linking can be done with User Tabs 1-5, but how about the other tabs, in the user-defined section. For example, in the Insurance Tab, it would be helpful to link relevant documents like the insurance policy. Right now, we use editable hyperlink, but too many steps involved to retrieve it.
The current link feature in notes is too hard to use and of limited use within NEOS. Links need to be located where the user wants the links.