Ideas & Enhancements
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".
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.
I am still saving everything to the server drive and then having to save it to Neos...
Yes, as well as with excel and PDF. We came from another program that had that plug in and it was very useful!
This!!! Yes please
That would make life so much easier. It is a feature we had with Legal Files.