The Advanced Tab includes options for Link Handling, Email Preferences, and the Zoom Phone Integration.

NOTE: You must have Modify permissions to Directories > Staff Profiles to make changes.

[screenshot]

When the option for Open supported hyperlinks to Office files in Office desktop apps is checked, any Word, Excel, or PowerPoint file launched from the Neos Documents Tab will open the desktop version of Office.

NOTE: The Office 365 Desktop versions (Word, Excel, and/or PowerPoint) must be installed for each user to open files in the desktop version. You must also have at least Enabled access to the Case Documents Tab and/or Provider Documents Tab.

Similar to Microsoft, a popup will display when a document in the Documents Tab is clicked and the above checkbox has been selected.

To bypass this window, select the Always allow… checkbox. When selected, subsequent documents (that you manually click to open from Neos) will open automatically in the desktop version. Click the Open button to open the document in the corresponding Microsoft Office desktop program.

Neos will display a message box to confirm the process was successful. If the selected file did not open in the desktop version, click the Try again button. If you wish to continue your work in the online version, select the Open in browser button. To stop this message from displaying in the current session, click the Don't ask again button. Click the X to close the window.

NOTE: Logging out of Neos or clearing the cache will reset this prompt.

[screenshot]

If the checkbox from the Neos Advanced Tab is not selected, files from the Documents Tab will continue to open in the online Microsoft Office version (Word, Excel, or PowerPoint). This is the default selection.

Whether documents are opened in the desktop or online version, saved changes will automatically save back to Neos.

When emailing documents from Neos, each user can set their own default preference for attachment type.

NOTE: When emailing documents as links, ensure that the recipient(s) have access to your firm's SharePoint. Refer to Emailing Documents for more information.

Select the check box to default attachments as links when sending an email via:

If the check box is unselected, the default attachment type will remain as PDF.

NOTE: This feature only applies to firms that have the Zoom Phone Integration enabled. Contact your Customer Success Manager or [email protected] to request this paid integration.

The "Open call logs in a new tab" slider provides an option for new call logs to be automatically opened in a new tab. When the slider is "on", phone calls logs will be opened in a new tab.