Select the row of a document entry to display a right-side pane of data that can be edited. The clicked row will now show as the selected row for easier viewing when the side pane is open. The Document side pane has been reorganized into tabs, allowing you to quickly navigate to the information that you want to see.
With Modify Documents Tab permissions, changes, such as renaming a Document can be made on this Document preview pane by clicking into a field, e.g., Name. Changes will automatically save when clicking into another field. They can also be made on the Document Detail View. Changes will be reflected in both Neos and SharePoint. The Case Documents Tab will refresh when changes have been made and the preview pane is closed.
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.
When a document is single-clicked, the Document Side Pane will display. Regardless of your selected tab, the following options will always be available.
AI Enhanced tag – Displays if the document has been enhanced with NeosAI.
Copy SharePoint Link – Copy the document's SharePoint link to your clipboard.
Open File – Opens the document in SharePoint or in the desktop application based on your Staff Profile preference.
View – Opens the detail view of the document.
Close – Click the X to close the preview pane
File Name – Displays the File Name and extension. Click into the field to change the file name. Changes to the File Name will automatically be saved once the side pane is closed. The Documents grid will refresh with your changes.
Type of File – Displays the file type icon (e.g., Word, PDF, Image, etc.). Click here for the full list of icons for document types supported in Neos.
Preview Tab
The preview section has been moved from the Details tab to the first tab upon opening the side pane. [screenshot]
File Preview - Shows a preview of the selected document. Without premium documents, only a thumbnail of the first page will be shown. With premium documents, users will see a scrollable file preview.
• PDF Editor – Opens the PDF Editor. This button is only visible for PDF documents if your firm has Neos Premium or higher. [screenshot]
Details Tab
This tab contains the following fields: [screenshot]
Name – Displays the document title.
Author – Displays the Staff Full Name of who created the document entry.
Date – Displays the date the document was added to the Documents tab.
Type – Displays the Type of the document.
Category – Displays the Category of the document.
Tags – Lists the Tags associated with the document.
Summary – Displays content from the Document Summary field (from the detail view).
Fields Tab
This tab contains the following General fields and Document Type specific fields, when applicable: [screenshot]
Party – Displays the Party from the Case or Intake that this document is associated with. Full Party Names will display with their corresponding Party Role.
Subject – Displays the Subject of the document.
Notes – Displays additional notes about this document.
Sent Date – Displays the date the document was sent.
Received Date – Displays the date your firm received the document.
Due Date – Set the date the document should be returned to your firm.
When a Type is assigned to a document that contains fields from the Document Type Directory, those fields are displayed below the General section. Only types that have one of the following groups of fields will display (Correspondence, Deposition, Discovery, Experts, Medical, Motions, or Subpoena).
Related Tab
The Related tab displays the parent and/or children-related documents to the selected document. If the document does not have any relations, this tab will be hidden. The title of the related document will display with the corresponding file type icon, followed by the Type and Category.
Related documents are also displayed in the grid and detail view. Refer to Relating Documents for more details. [screenshot]
History Tab
The History tab displays the version history of the selected file. This tab is only visible if your firm has premium document management with Neos Premium or NeosAI Platinum. Refer to Versioning in SharePoint for more information. [screenshot]
Version History – Last saved versions of this document are displayed by the saved date and time. Click the three-dot menu to open a previous version or to restore to an older version.
Delivery Info Tab
This tab will only display if the fields in the Delivery Info section in the detail view of the selected document have been entered. The delivery Date and the Delivery Type are displayed at the top, followed by any Notes. When this tab is visible, a down arrow may appear on the far right to show tabs that have been hidden for space consolidation. [screenshot]
DocuSign Tab
This tab will only display if the document was sent to DocuSign from Neos. [screenshot]
Status – Displays the document's current DocuSign status, e.g., Sent, Signed.
Sent By – Displays the Staff Full Name of whom sent the document to DocuSign.
Sent – Displays the date and time the document was sent to DocuSign.
Completed – Displays the date the document was signed by all signers and marked complete in DocuSign. This field will be hidden if the form has not been completed yet.