Ideas & Enhancements

Ability to select Multiple Checklist items containing documents to generate in bulk and also update the checklist items to "Done"

Please add the ability to select and mark multiple checklist items to generate the templates attached to the respective checklist items all at one time. In other words, select the checklist items that have templates attached and be able to run them all and Neos marks them all done at the same time. Currently, only one checklist item may be selected and acted upon at a time.

  • Guest
  • Nov 17 2023
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  • Guest commented
    8 Dec, 2023 04:47pm

    Agree this would be so helpful!

  • Guest commented
    21 Nov, 2023 06:15pm


    Resolution of this issue would make out Law Firm far more productive and allow us to move thru the tedious bill and records request more efficiently.

  • Guest commented
    20 Nov, 2023 08:14pm

    Yes, please

  • Guest commented
    20 Nov, 2023 05:11pm


  • Guest commented
    20 Nov, 2023 03:35pm

    This would save so much time!! I beg to have it changed.

  • Guest commented
    18 Nov, 2023 04:57pm

    Huge disadvantage to only run one at a time. Hard to come from Needles where t his was so easy to come to an updated system where it isn't possible. Makes you less efficient.