Ideas & Enhancements

Neos-Ability to have subfolders for Client files in SharePoint

Instead of having everything written to the root of "CaseFiles" you should be able to have more folder stuctures such as case types, closed, broken down by year, etc.

  • Guest
  • Aug 12 2020
  • Unlikely to implement
  • Attach files
  • Guest commented
    July 18, 2023 17:29

    Our firm has been utilizing sub-folders for years. With the new update restricting them to only main "CaseFiles", we are unable to utilize the sharepoint/neos connection as we were before, and it will take hours or days to restructure all of our files.