Ideas & Enhancements

8 Vote

Mass Update from Advanced Search

People with the mass update permissions need the ability to run an Advanced Search and with the results be able to update any fields that they might have to change. An example would be searching for a phone number that could be listed on hundreds ...

Created 01 Dec 21:09

1
15 Vote

Neos: Ability to print multiple notes from case notes tab

Instead of navigating to reports and extensively filter to specific notes you want to print, it would be nice to select multiple notes from the Case Notes List View to select Bulk Actions > Print.

Created 17 Dec 16:46

General

1
16 Vote

Easy way to print an Envelope from Neos

From what I have found there are three ways to print an envelope from a Neos generated template; however, all three are not ideal. Create a template with a second page formatted as an envelope. Once the document is generated, open in Word. Print t...

Created 31 Aug 21:11

Integrations

1
4 Vote

Tagging Emails

Hello all – Not sure if this is the place to deal with this but just want to let you know that taking away the feature to file (“tag”) multiple emails all at once is incredibly burdensome. In Trialworks we could file emails all at once. As lawyers...

Created 11 Jan 18:53

0
10 Vote

Using Keyboard to Search and Select Topic for Tagged Emails

In Neos itself, I can type on my keyboard to narrow down a note topic or document type and/or category, but when tagging an email in Neos, I have to scroll through our master list of everything. This is a very large time waster and was a simple fu...

Created 06 May 13:58

1
15 Vote

Neos - Template Generation - Add Ability to Generate a Document for Multiple Providers at once

Add ability to generate a template on a case for multiple providers at once. For instance - a medical records request letter that can be generated for 4 providers at once - generate 4 letters with the different providers as addressees - right now ...

Created 09 Dec 20:34

General

2
14 Vote

The ability to copy name and address from the Party Tab in NEOS like you could in N4

In N4 you could right click in the party tab and copy the Name and Address of the party however you cannot do this in Neos.

Created 17 Mar 19:32

General

4
1 Vote

Neos PDF Editor: Allow each user to set and save preferred redaction color

No description provided

Created 13 Nov 21:55

0
1 Vote

Tagging documents

When tagging an email with an atatchment there is the ability to add category and type but not "tag" as when normally adding documnets to case docs

Created 13 Nov 15:12

0
1 Vote

Automatically adjust Checklist due dates for weekends and holiday

The ability to automatically adjust checklist due dates for weekends and holidays. Allow the user to adjust at the case type or case level on when they would want the checklist item to be due, either before or after the weekend or identified holiday.

Created 13 Nov 14:02

0