Ideas & Enhancements

"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".

  • Guest
  • Feb 5 2021
  • Planning to Implement
  • Attach files
  • Guest commented
    7 Jul, 2021 06:23pm

    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 commented
    3 Mar, 2021 07:52pm

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

  • Guest commented
    24 Feb, 2021 02:57pm

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

  • Guest commented
    19 Feb, 2021 08:52pm

    This!!! Yes please

  • Guest commented
    5 Feb, 2021 04:48pm

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