The Staff Profile tab is the first tab for a selected staff member and contains Staff Information, User Account Details, and Personal Information.
NOTE: You must have the proper permissions to view and/or modify the Staff Directory.
The date and time of the Staff's last Neos login is displayed along the top of their Staff Profile Tab.
Staff can log in to Neos using either their Staff Code or Email (as configured on this tab).
Staff Information
This section contains fields that are needed for the staff member to log in to Neos. The Staff Code, Job Title, Time Zone, and Password (User Account Details) fields must already be filled in for new Staff. Refer to Adding New Staff for additional details.
Return to the Staff Information tab to enter other pertinent Staff details.
Full Name – Enter the full name of the staff member, up to 25 characters. Type their full name, as they would have it appear on a letter or other document. This field is used with Document Generation.
Alternate Staff Code – Enter the optional alternative staff code. This field is for internal use when migrating your firm's data to Neos or with third-party integrations and can be reported upon in Advanced Search. Alphanumeric text up to 100 characters is allowed.
Digital Signature – The signature is used when merging documents in Document Generation. Click the Choose button to insert the image file of the signature using your browser's Open file window. If a digital signature does not exist, the text "Upload image…" will display. When a signature has been added to the Staff's profile, the file name will display in the field. Signatures saved as JPG or PNG are recommended file formats for optimal clarity.
NOTE: The Staff signature will automatically resize on generated documents for signature tags. As a best practice, review all generated documents prior to distribution and adjust the size of signatures in Word, as needed.
When the signature image is displayed, you may click the trash icon to remove it. To insert a different signature, click the Replace button to display the Open file window.
Confirm your selection on the Delete Image warning message. The Staff Profile will automatically save when the Yes button is clicked and no other changes exist.
Email Signature – This HTML signature field is automatically attached to emails sent directly from Neos (i.e., emailing notes and documents). Use options to customize font face, size, color, and alignment. You may copy/paste text from another location. Email Signature is not required but recommended if your default signature from Microsoft Outlook is not configured.
Content from your email signature, such as firm logo, profile picture, or any other icon image can be copied and pasted to professionalize and upgrade the look of your signature.
To insert an image, click the Insert Image icon on the rich text menu 
. The Insert Image window will display. Drag/drop the image into the window or select the Browse button to locate the image you wish to insert. Click the Open button or double-click the file to insert. Only one image can be inserted at a time. Click Insert to add the image into the Note.
If the image is located online, you can enter the URL in the field below.
The inserted picture can be adjusted by single-clicking the picture to display an edit menu. The image can be rotated left or right, replaced within another image, aligned (left, middle, or right), resized, renamed (Alternative Text), and modified using the Image Editor.
By default, the Width and Height proportions are constrained. This means that when the width is changed, the height will also be adjusted, respectively, and vice versa. To change the Width and Height, click the Change Size button and make adjustments as necessary. Click Update when finished.
Click the pencil icon to display the Edit Image window. Use the options to Zoom in/out, Crop and Transform, Finetune, change Filter, and Resize. Click the Save button to keep your changes. The image in the Email Signature will be updated.
Click the Save button in Staff Profiles to save all recent changes.
Refer to the example below when emailing documents from Neos.
