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Ideas & Enhancements



Showing 79 of 1932
116 VOTE

"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. w...
Guest about 2 years ago in Integrations 5 Planning to Implement

Renaming attachments when Tagging in Outlook

It would be very helpful in Outlook if I could rename attachments that I need to save in Neos when tagging an email. Now, if I want to include the attachment, I have to do that, then go into Neos and rename that document to our naming format. That...
Guest about 2 years ago in Integrations 4

Outlook add-in sort or search topic/type/category

It would make using the outlook add-in more intuitive if we had the ability to search note topic and document type/category.
Guest about 2 years ago in Integrations 8

Add Client Name & Case Link in OUtlook Appointment

Currently the only information that shows up on the appointment in Outlook is the clients case numbers. Which we do not know by memory, I think the clients name should be listed in the OUtlook appt as well as a link to the case in needles neos.
Guest over 2 years ago in Integrations 2

Integrate with Adobe Acrobat Pro DC

We use Adobe Pro for EVERYTHING in our office. It would be great if Needles integrated with it. There are 2 huge advantages that could be utilized. Adobe sign is easier to use then docusign, IMHO, especially since we are always in Adobe pro anyway...
Guest over 2 years ago in Integrations 1

Option to have word documents clicked on in CaseDocs to open up in Word Desktop by default

I don't like how the Word documents lookin the browser when we click to open them in CaseDocs (doesn't populate w/ our letterhead, and some of the formatting looks funky). So everytime I open up a word doc, i have to go and click to open it in the...
Guest about 2 years ago in Integrations 2

Attach Documents through the Outlook Addin

At the moment, the only way you can email documents from Neos is to create a brand new email. It would be nice for the addin to have a function to pull a document from a Neos case into an email. This would allow the ability to attach documents to ...
Guest over 2 years ago in Integrations 1

Email Tagging by Date and Time of Email, not time of tag

Currently, when you tag an email, it imports the information into NEOS based upon the date and time you tag the email. With multiple emails often coming in at all hours, it would be best to have the tag read from the email header and tag based upo...
Guest about 2 years ago in Integrations 2

Neos Outlook Add-in sort for categories/topic/type when tagging email

Currently unable to sort the categories tagged emails can be added to cases as. This would be especially helpful to firms with many document categories and types.
Guest about 2 years ago in Integrations 1

Neos-Ability to have subfolders for Client files in SharePoint

Instead of having everything written to the root of "CaseFiles" you should be able to have more folder stuctures such as case types, closed, broken down by year, etc.
Guest over 2 years ago in Integrations 0 Unlikely to implement