Ideas & Enhancements
There needs to be a way to attach a document to email that is in your inbox already or a calendar event. It shouldn't be that I can only send an email with an attachment that I create myself on the neos website. Right now, if I have to respond to an email, I have to download whatever document I need and attach it from the desktop then delete that copy. The same goes for creating a calendar entry, which is already done through neos itself. Why can't I attach anything to it as it's being created instead of again downloading the specific doc(s) and attaching it from the desktop to then have to delete it afterwards? These extra steps are a waste of time for a program that is supposed to be integrated. Screenshots available to see how easy it is in Trialworks. Adding these features are something that will help save a lot of time and be a big convenience.
The system we used prior to Neos allowed us to attach documents from the file when replying to an email. This was very helpful as opposed to having to create a new email to attach documents from Neos or having to download then attach. I would like to attach documents to calendar entries and messages withing Neos. This is very convenient when needing to respond to a pleading or discovery.