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Topic: Documents

4:16

Auto Populate Document Specific Fields

Neos Administrators can now pre-map Document Specific Fields so that they are automatically tagged...
2:53

Bates Stamping

As part of the Premium Documents package, you can now easily add custom Bates Stamps to any PDF...
4:18

Browse Documents

How to use Browse Documents to create a list of documents matching multiple criteria across...
2:33

Case Specific Document Tagging

You can now add Documents Tags that are unique to a specific case.  In this video, we’ll...
2:02

DocuFiler

Neos’ DocuFiler feature allows you to move large numbers of files from your scanner or other...
3:33

Document Fields

Document Fields in Neos help you view additional important data associated with specific types of...
2:44

Document Generation Wizard

Want to generate a client welcome letter, medical record request, and letter of representation all...
2:39

Document Tagging

Tags can now be created in the Tags Mini Directory and assigned to individual Documents.  Tagging...
12:13

Documents Tab – Part 1

Adding Documents to a Case, Generating Documents, Opening Documents, Word Online & Desktop, and...
12:04

Documents Tab – Part 2

Emailing Documents, Docusign, Prepping Demand/Discovery, & Tagging Email Attachments to a Case.
2:52

Emailing from Neos

You can send emails directly from Neos, making finding email addresses and attaching case files a...
1:24

Multi Document Generation

How to generate multiple documents for a case at one time.
3:25

Multi-Case Document Generation

Neos now offers the ability to create documents for more than one case all at the same time...
2:48

New Navigation Tabs for Documents & Notes

You can now easily switch views between different Document and Note types by using the new...
5:31

PDF Document Coding

PDF Documents with fillable fields can be configured with prompts and merge tags directly in the...
8:42

PDF Editor

As part of the Premium Documents package, the new Neos PDF editor allows you to do all your PDF...
2:36

PDF Redaction & Flattening

The Neos PDF Editor (part of the Premium Documents Package) now has to ability to Redact and...
3:49

Related Documents

Neos now helps you track Related Documents in your cases, allowing you to keep a handle on...
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Assembly Software was born to chart a new trajectory forward in legal case management technology. Through our products, Neos, Needles and Trialworks, we’re guiding development of the next generation of legal software solutions.

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  • Home
  • Location of Feature
    • Menu Bar
    • Case Folder
    • Today & Settings
  • Topics
    • NeosAI
    • Beginner Videos
    • Checklist
    • Documents
    • Intakes
    • Integrations
    • Neos Academy
    • On-Demand Webinars