This article describes how to tag emails and attachments from the Outlook app on your mobile device or tablet to Neos. For extended information, refer to Tagging Outlook Emails and Attachments to Neos.
To tag an email to a Case or Provider in Neos:
Select an email in your Outlook app.
Click the three dots button
on the right of the email.Select the Tag Email button.
Neos will automatically search by Email. Matching Cases and Providers will be displayed in the Matching Email section, with a maximum of 5 results.
If no Case or Providers are found, your recent search history will be displayed in the Recent section.
Use the search field and criteria dropdown to search by Name, Email, Case #/Intake #, or Phone #.
Click the magnifying icon or hit the ENTER key to refresh the results list. Parties in a Case will display in your search results, regardless of their position in the Party Tab (i.e., First Party).
Select the Case or Provider that matches the searched name, case/intake number, phone number, or email.
To also post attachments from the email to the Neos Documents Tab, select the Include Attachments check box. Each attachment name will be listed with the option to specify the Document Type and Category.
Use the Topic dropdown to select the note topic you wish to set for this email. Note topics are configured in the Note Topics Mini Directories. This is a required field and will default to "Email".
Click the Tag Email button.
The email will contain a tag in Outlook, categorized as "Neos".
Once the email has been tagged to the selected Neos Case or Provider, the email will be listed as an entry on the Notes Tab and all attachments (if selected) will be added to the Documents Tab.
Refer to Tagging Outlook Emails and Attachments to Neos for more details.