We would like for NEOS to add the "Link Documents" feature to at least the "Insurance" tab, as it makes it much easier for staff to find important insurance documents.
Yes we love the "linked documents" sections where they are currently available but need them in all the tabs. Or at least add it as an option in layout manager so firms can choose to implement or not.
As of right now we have to implement workarounds involving copying and pasting the sharepoint link to documents and it's cumbersome and hard to manage.
Yes we love the "linked documents" sections where they are currently available but need them in all the tabs. Or at least add it as an option in layout manager so firms can choose to implement or not.
As of right now we have to implement workarounds involving copying and pasting the sharepoint link to documents and it's cumbersome and hard to manage.