Ideas & Enhancements

Neos | When drag and dropping a document into case allow user to set the visible date that will show up on the screen

When a user drags and drops a document in the Case Docs tab, Neos uses today's date as the date to show for that document. Users then have to go into that records detail in the Case Docs tab to change it. We should have the ability on the drag and drop screen that pops up for users to change it as being uploaded to the date of their choice.

  • Guest
  • Jun 20 2022
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  • Guest commented
    10 May 21:25

    Also, please add the "Party" field as a selection. Only other fields available in the drag and drop feature are Name/Doc Type/Category/Tags. Very time-consuming to have to go back to case docs to add the Party.

  • Guest commented
    26 Mar 13:22

    Incredible idea

  • Guest commented
    25 Mar 15:39

    Please fix this!