Documents Archives - Neos Learning Hub

Auto Populate Document Specific Fields

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

Bates Stamping

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

Case Specific Document Tagging

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

DocuFiler

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

Document Fields

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

Document Generation Wizard

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

Document Tagging

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

Documents Tab – Part 1

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

Documents Tab – Part 2

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

Emailing from Neos

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

Multi Document Generation

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

Multi-Case Document Generation

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

Neos Academy – Templates

In the latest Neos Academy, Eric Hill & Vickie Wright dive into all things Templates &...

New Navigation Tabs for Documents & Notes

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

PDF Document Coding

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

PDF Editor

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

PDF Redaction & Flattening

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

Related Documents

Neos now helps you track Related Documents in your cases, allowing you to keep a handle on...