All Parties within a Case can be added to a mailing list in Neos using an option on the Case Tab.
NOTE: You must have Enabled permissions to Case Tab and Modify permissions to Directories > Mailing List.
To add all Parties in a Case to a Mailing List:
Open the desired Case.
Select the Case Tab.
Click the three dots menu and select the Add all Parties to Mailing List option.
On the Add to Mailing List window, use either Search or scroll through the grid to locate a single mailing list in which to add all parties. The column headings can be clicked to sort the grid.
To only include Parties in this Case marked 'Our Client', toggle the Include only Our Clients slider 'on'.
To only include Parties in this Case with particular Party Roles, select the desired role(s) from the Party Roles dropdown.
If both options are selected, then only the Parties marked 'Our Client' and with the selected Party Role will be added to the selected Mailing List.
If none of the options are selected, then all Parties within the Case will be added to the selected Mailing List.
Click the Done button to add the Parties that match the selected criteria.


