Calendar events that include attachments from Outlook can be accessed from the Event Details window in Neos. These events can be managed inside Neos where attachments can be viewed, removed, or added, with changes reflected in the Outlook Calendar. Your firm may choose to include attachments for:
Consultation meetings with client paperwork or intake summaries
Court appearances with a case brief, motion filings, exhibits, and witness lists
Scheduled deposition with deposition questions and prior testimony details
Settlement conference with settlement documents
NOTE: Refer to Accessing the Neos Calendar for the Outlook Calendar permissions required to view and edit events. To access event attachments on the Case Calendar, you must have at least Enabled permissions to Case > Case Calendar Tab.
Access Attachments
To access attachments added to events, open the event detail view. If attachments exist, they will show below the Description field.
Click the attachment to download it. Locate the downloaded file using the downloads button in your browser.
NOTE: Neos displays the first 25 characters of the file name before ellipses are added. Hover over the shortened attachment to see the full file name.
Remove Attachment
Attachments can be removed from events inside Neos by hovering over the event and clicking the X. The attachment will be immediately removed from the event in both Neos and Outlook.
NOTE: Discard Changes will not return the attachment. The attachment will have to be manually added back to the event in either Neos or Outlook.
Add Attachment to Event
Attachments can be added by clicking the + Add Attachment button. The Add Attachment window will show all the attachments that have been added to Neos. If the event has an associated Case, the "Show Case Documents Only" check box will be selected by default, showing only documents that exist in the associated Case.
Locate the desired file in Neos using the Search field (Name search), toggle the Case Documents Only check box, or include Filters for Type, Category, and/or Tags.
Upload New Document
Upload File lets you add a file that does not currently exist in Neos to the calendar event. NOTE: The file is only added to the event detail in Neos and Outlook and does not exist in the associated Case or Browse Documents.
An Open file browser window will display, where you can navigate to your computer's documents. Select a single document to upload and click Open.
The Upload 1 file window will display in Neos where you can set the appropriate Document Type, Document Date, Category, and Tags. Select the Analyze with NeosAI slider to also analyze the document and extract information, if desired. Click Save to upload the file.
Once attached, click the Save button on the Event Details window to save changes.