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Ideas & Enhancements
167 VOTE
Status Future consideration
Categories Integrations
Created by Guest
Created on Feb 5, 2021

"Save to NEOS Tab"- Add a tab to Word to save a new document directly to NEOS

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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  • Guest
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    Mar 19, 2024

    Alternatively, you can save a blank word doc to your templates. That way a new blank document will already be linked to your file when it is created.

  • Guest
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    Jan 9, 2024

    3 years and no progress on this very basic and essential feature....???

  • Guest
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    Nov 14, 2023

    We need to be able to "save as" directly to the Neos case. As others have mentioned this is a basic function available in many other CMS's.

    We end up with so many copies of documents on the server and no one knows which ones have been uploaded to Neos or not.

  • Guest
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    Jun 16, 2023

    basic add on other CMS's have, please implement

  • Guest
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    Jul 7, 2021

    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.

  • Guest
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    Mar 3, 2021

    I am still saving everything to the server drive and then having to save it to Neos...

  • Guest
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    Feb 24, 2021

    Yes, as well as with excel and PDF. We came from another program that had that plug in and it was very useful!

  • Guest
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    Feb 19, 2021

    This!!! Yes please

  • Guest
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    Feb 5, 2021

    That would make life so much easier. It is a feature we had with Legal Files.

  • +67
35 MERGED

ADD-INs

Merged
It would be nice to have an add-in for tagging on Adobe, Word and Excel for documents, like we have for outlook. It will eliminate the need to save locally and then drag and dropping, which is time wasting.
Guest over 3 years ago in  0 Future consideration