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
    20 Sep 16:58

    You used to be able to do this in old Needles. Disappointing it was not incorporated into the "updated" version.

  • Guest commented
    20 Sep 16:57

    This is so important!! Please do this already!

  • Guest commented
    December 08, 2023 16:47

    Agree this would be so helpful!

  • Guest commented
    November 21, 2023 18:15

    YES.

    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
    November 20, 2023 20:14

    Yes, please

  • Guest commented
    November 20, 2023 17:11

    please


  • Guest commented
    November 20, 2023 15:35

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

  • Guest commented
    November 18, 2023 16:57

    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.