Ideas & Enhancements

Neos - Ability to add Neos documents to an existing email chain.

Currently, emails can be sent from Neos to include documents from the Documents tab, but we cannot add these documents to existing email chains. It is important to keep the history of the conversation, as opposed to creating a new email each time you want to respond to an email from opposing counsel or an adjuster, for example.

  • Guest
  • Aug 29 2023
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