Ideas & Enhancements

Would be so helpful

Please fix this!

Yes Please! This would make things easier when working in a case.

Been 3 years since the OP. Could we please get this implemented as soon as possible? We would greatly appreciate it.

This would be especially helpful as we use a certain syntax for naming our files. Please move this to the top of the list. Thank you.

Yes please! The ability to save attached documents straight into case docs from the Outlook addin is not usable for us if you can't edit the name of the document in same step. Not practical to have to remember to go back into case and find the same document and change the name.

So hard to believe this hasn't been implemented yet. It slows down everyone on the team and nobody wants to get stuck with the job of uploading DOCS. Neos has us doing so many unnecessary clicks and extra steps.

This is important. Not only do you have to go to the viewer and rename the document, the link in notes is not valid after you rename it, making that feature useless. Most of the time you don't want to save an attachment with the name it has on arrival. I just uploaded a letter from Geico with the document name "document". Police photographs arrive named only by a series of numbers.

Also, while you are adding a box to name the document, please add a box to create a document tag. You want to address everything about saving that document at one time.

I wish I could vote for this idea multiple times. This would enhance workflow greatly.