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Ideas & Enhancements
Categories General
Created by Guest
Created on Jan 15, 2021

Neos - Document Tab - Folder View - Add Multiselect to allow file names, and types to be changed.

Current in Neos, you are able to select multiple files in the File View of the Documents tab; however, whenever you change to folder view you are not able to change the file name, category, or type.

Due to the way a lot of firm's are set up, they are always using the folder view, and have no option to change file names via Neos unless all files are imported into the case via the Import feature under the Add button.

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