Ideas & Enhancements

NEOS: being able to export the settlement memo in a Word document format for further modification

The firm/user want to be able to export the settlement memo to word so they can modify it further that way they can use it for their own benefit.

Guest
Sep 24 2020
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Guest commented

24 Oct 11:09

The word document version is hard to work with it would be better if it was a true unformatted word document. Now you cannot make changes or add descriptions to the items due to the boxes.

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Guest commented

January 06, 2021 15:46

Being able to edit a settlement memo without each item being an image is huge to the firm. It would be nice to see this information exported to Word as normal text to be easily edited.

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