Neos has added standard fields to the following Document Type categories. Refer to Accessing the Document Type Directory for details on adding and removing standard fields within a Document Type category.
NOTE: If your firm has these standard document types and the fields have not been set, Neos will automatically include the standard category fields within each Document Type. However, if fields have been selected, Neos will not overwrite your selected fields (e.g., Medical Record Document Type with "Medical" set as the type of fields).
Refer to Document Detail Fields Tab for additional specifications on how these fields are used in the Documents Tab.
Correspondence
• To – Multi-select Name search/Party select field
• CC – Multi-select Name search/Party select field
• BCC – Multi-select Name search/Party select field
• From – Single-select Name search/Party select field
Deposition
• Covering – Multi-select active Staff field
• To – Single-select Name search/Party select field
• Adjourned Date – Date only field
• Adjourned By – Text field, allowing up to 8,000 characters
• Deponent – Single-select Name search/Party select field
• Court Reporter – Name search field
• Videographer – Name search field
• Location – Text field, allowing up to 8,000 characters
Discovery
• Tab Number – Number field
• Complied With – Yes/No field (allows for Yes, No, N/A, ?, or <blank>)
Experts
• Depo Date – Date only field
• Interview Date – Date only field
• Interview Time – Time only field
• Expert – Name search field
Medical
• Treatment Date – Date only field
• Treatment Time – Time only field
• End Date – Date only field
• Diagnosis Description – Multi-line Text field, allowing up to 8,000 characters
• Treatment Description – Multi-line Text field, allowing up to 8,000 characters
• Health Care Provider – Name search field
• Insurance – Single-select Insurance field (Data from Insurance Tab > Insurer field records for the Case)
NOTE: This field is not applicable for Provider Documents.
Motions
• Return Date – Date only field
• Return Time – Time only field
• Covering – Multi-select active Staff field
• Adjourned Date – Date only field
• Adjourned By – Text field, allowing up to 8,000 characters
• Location – Text field, allowing up to 8,000 characters
Subpoena
• To – Multi-select Name search/Party select field
• Location – Text field, allowing up to 8,000 characters
• Return Date – Date only field
• Return Time – Time only field