Files saved on the Provider Documents Tab can be automatically opened in your browser or desktop, as specified in the Staff Profiles > Advanced Tab. However, there may be times when you want to choose the method for opening particular documents without having to change your Staff Profile settings.
NOTE: You must have at least Enabled permissions to Provider > Documents Tab to open documents.
The Documents Tab list view now includes an Open option on the kebab menu of a saved document in Neos. Regardless of your Staff Profile > Advanced Tab settings, click the down arrow to the right of the Details button of a desired document and hover over the Open option. For Microsoft Office files (Word and Excel), you will see options to Open In Browser and Open In Desktop App.
When Open In Browser is clicked, the document will open within your firm's SharePoint in a new tab of your browser.
When Open In Desktop App is clicked, Neos will prompt you to open the file in the MS Office desktop app (Word or Excel). Refer to the Advanced Tab for additional details.
NOTE: Other document types (e.g., .txt, .pdf) will only show the Open In Browser option.