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Ideas & Enhancements
Created by Guest
Created on Nov 17, 2023

Ability to select Multiple Checklist items containing documents to generate in bulk and also update the checklist items to "Done"

Please add the ability to select and mark multiple checklist items to generate the templates attached to the respective checklist items all at one time. In other words, select the checklist items that have templates attached and be able to run them all and Neos marks them all done at the same time. Currently, only one checklist item may be selected and acted upon at a time.

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  • Guest
    Reply
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    Dec 8, 2023

    Agree this would be so helpful!

  • Guest
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    Nov 21, 2023

    YES.

    Resolution of this issue would make out Law Firm far more productive and allow us to move thru the tedious bill and records request more efficiently.

  • Guest
    Reply
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    Nov 20, 2023

    Yes, please

  • Guest
    Reply
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    Nov 20, 2023

    please


  • Guest
    Reply
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    Nov 20, 2023

    This would save so much time!! I beg to have it changed.

  • Guest
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    Nov 18, 2023

    Huge disadvantage to only run one at a time. Hard to come from Needles where t his was so easy to come to an updated system where it isn't possible. Makes you less efficient.