Ideas & Enhancements

Email a checklist item once set

An attorney or supervisor can create a checklist item when reviewing a file for the assistant/paralegal and once the task is set they would be able to email that task directly out (like a note).

  • Guest
  • Oct 14 2020
  • Shipped
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  • Guest commented
    8 Mar, 2023 07:53pm

    This might be available with Neos Pro Workflow automation but not as people using it would want. Like the to field should have staff roles as an option to email.

  • Admin
    Pedro Ventura commented
    7 Mar, 2023 06:52pm

    This is available with Neos Pro Workflow automation