Ideas & Enhancements

Browse documents screen should include the case as a viewable field

The main browe documents screen lists all of the documents in Neos. In the first versions of Neos the case a document is associated with as field was viewable in the list. Now it's not. Without the case field, the document list lacks important context, because you can't tell which case or matter the document is associated with. In the old days, I used this tab frequently as a sort of master mailbox for all our cases. I could see what had come in that day and easily determine what case it was associated with. Now, you must actually open the document to see what case it's about. It has drastically reduced the usability of the Documents screen. I've attached a file below to show you what I mean.

  • Guest
  • Mar 16 2023
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