Currently, a document created in Word must be saved to the desktop and then dragged into NEOS for saving in a particular case. Adding Word integration via plug in to incorporate a tab which one can "Save to NEOS", select the case, category, etc. would be a necessary improvement for attorneys and paralegals who often create new documents outside of "templates".
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There is an option to "save as" and choose "Sites" (this is your sharepoint cloud), you can then select the case and save it directly to Neos. It's a bit longer but you can save it directly from Word without having to save it to the desktop.
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I am still saving everything to the server drive and then having to save it to Neos...
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Yes, as well as with excel and PDF. We came from another program that had that plug in and it was very useful!
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This!!! Yes please
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That would make life so much easier. It is a feature we had with Legal Files.
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