Currently, a document created in Word must be saved to the desktop and then dragged into NEOS for saving in a particular case. Adding Word integration via plug in to incorporate a tab which one can "Save to NEOS", select the case, category, etc. would be a necessary improvement for attorneys and paralegals who often create new documents outside of "templates".
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Alternatively, you can save a blank word doc to your templates. That way a new blank document will already be linked to your file when it is created.
3 years and no progress on this very basic and essential feature....???
We need to be able to "save as" directly to the Neos case. As others have mentioned this is a basic function available in many other CMS's.
We end up with so many copies of documents on the server and no one knows which ones have been uploaded to Neos or not.
basic add on other CMS's have, please implement
There is an option to "save as" and choose "Sites" (this is your sharepoint cloud), you can then select the case and save it directly to Neos. It's a bit longer but you can save it directly from Word without having to save it to the desktop.
I am still saving everything to the server drive and then having to save it to Neos...
Yes, as well as with excel and PDF. We came from another program that had that plug in and it was very useful!
This!!! Yes please
That would make life so much easier. It is a feature we had with Legal Files.