The Provider Documents Tab in Neos organizes and manages documents that are associated with a Provider. Locate any document using search or filters, add documents from a template (for Document Generation) or your computer, email, download, and send documents to DocuSign®, all within the Documents tab of a Provider.

NOTE: You must have Microsoft Office 365® (Business Standard, Business Basic, Enterprise 3, or Enterprise 5) and the Neos Office 365 integration in order to view and edit documents using Neos.

NOTE: You must have at least Enabled permission to access the Provider Documents Tab.

NOTE: Browse Documents has been optimized to quickly load your firm's documents.

To access Provider documents, select a Provider in your Neos database and navigate to the Documents Tab.

The Documents Tab contains a grid of all documents that relate to the Provider. Click a column heading to sort the grid by that column. For maximum performance purposes, the list of Case Documents can be sorted by Name, Related, Document Date, Type, Category, Staff Created, Last Accessed Date, Last Accessed By, Entry ID, Tags, Batch Number, Sent Date, Received Date, Due Date, Subject and Notes, columns.

Documents are distinguished by their extension type using colored icons and colors to the left of the File Name. Bulk actions can be performed for some or all documents using the checkboxes.

Types of documents are distinguishable by color. The following chart shows each type of document that can be added to a Provider in Neos and the associated color.

Based on customer feedback, the most common document search is by filename. When a keyword search is performed, only documents that match the text in the filename will be shown. This change allows for a much faster search experience. However, you may choose to include a document content search using a new checkbox next to the keyword search field. The Search Content of Files checkbox is unchecked by default. When selected, keyword search results will include both filename and file contents.

The grid will automatically filter with the matching documents. Remove the entered text or click the Clear filters button to return to the full list of documents for the Provider. The Documents text field is not case-sensitive. The keyword search is relevant to the specific Provider and will now be cleared when navigating to the Documents Tab of another Provider. This change eliminates any confusion of documents not automatically displaying.

Documents can be filtered using information from document entry fields. Documents are automatically filtered by Type, allowing documents to be easily located by where they are stored for the current Provider in SharePoint. Documents can also be filtered by a link to other Related documents.

Types are defined in the Document Types Directory. Select a Type tab in which to filter documents. Only documents that have been flagged as that type will display. Click the All Files tab to display the full list of documents for that Provider, regardless of the Type. Additional types can be accessed by clicking the down arrow at the end of the list.

Provider Documents are automatically displayed in the List View. This view cannot be changed, unlike the Case Documents Tab Views.

Click the More button for a list of additional filters in which to locate documents. Enter text next to the More to filter for the list of document filters. Selecting a filter will add it to the filter view on the Documents Tab. Review the description and use of each filter below.

The grid will automatically filter with the matching documents.

Remove a single filter by clicking the X for that filter. Click the Clear filters button to remove all filters and return to the full list of documents for the Provider.

Various actions can be performed for a single document from the list view of the Provider Documents Tab. Click the down arrow next to the Details button to Open, Send to DocuSign ®, Email, Download, Analyze with NeosAI, Add a Related Document, or Delete.

Documents can be added to the Documents Tab by clicking the Upload button or by clicking the + Generate New button. When adding documents, the Document Type must be selected first in order to populate the list of linked Categories.

NOTE: It is recommended that firms add and manage documents from Neos. This allows your documents to be properly linked between Neos and SharePoint and utilize the various Neos productivity features.

Click a document entry to display a right-side pane of data that can be edited. Click the Details button to open the Document Side Pane with the Details tab selected. Click elsewhere in the document row (besides for the file name) to display the Document Side Pane with the Preview tab selected. Refer to the Documents Side Pane for more details.

Changes will be automatically saved when navigating away from the current field. The Provider Documents Tab will refresh when changes have been made and the preview pane is closed.

Changes, such as renaming a Document can be made on this Document preview pane by clicking into a field, e.g., Name. They can also be made on the Document Detail View. Changes will be reflected in both Neos and SharePoint.

NOTE: Changes to the Document Name, Type, or Category fields in Neos cannot be saved IF the document is currently open in your browser or desktop.