From within your Pre-Production Environment, complete the following Template Best Practices:
Generate all templates one time to convert the merge codes to tags.
Determine what tags may need to be updated.
Open the templates that require updates or modifications from Settings > Templates. Remember, templates are stored in SharePoint. A template will open in Word Online and can then be opened in Word Desktop. Any modifications made in the template in Word Desktop will sync to Word Online and to SharePoint.
Important notes to remember when working in the Pre-Production Environment:
Standard Fields – Tags for these fields will transfer to the final live Neos database and no further updates should be required.
User Defined Fields – Tags should be automatically converted with the new GUID ID when moving to your production environment. Examples include fields from the Records tab, Witness tab, Litigation tab, etc.
What are Standard Fields?
Standard fields are fields that are available in all Case Types.
| Examples of Standard Fields in Neos | Examples of Standard Fields in Neos | Examples of Standard Fields in Neos | Examples of Standard Fields in Neos | Examples of Standard Fields in Neos | Examples of Standard Fields in Neos |
Party | Case | Insurance | Negotiation | Notes | Counsel | Value |
Note: User defined fields on this tab should automatically update the tags when moving to your live Neos environment (i.e., Marital Status). |
Note: User defined fields on this tab should automatically update the tags when moving to your live Neos environment (i.e., Case Caption). |
Note: User defined fields on this tab should automatically update the tags when moving to your live Neos environment. |
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Note: User defined fields on this tab should automatically update the tags when moving to your live Neos environment. |
Note: User defined fields on this tab should automatically update the tags when moving to your live Neos environment. |
What are Non-Standard Fields?
Non-Standard fields are any field located in a User Defined Tab in any Case Type. These tabs can be identified in the tab setup of each Case Type as User Tab 1 through User Tab 10. Examples of these tabs might include:
Examples of User Defined Tabs with Non-Standard Fields by Case Type | Examples of User Defined Tabs with Non-Standard Fields by Case Type | Examples of User Defined Tabs with Non-Standard Fields by Case Type | Examples of User Defined Tabs with Non-Standard Fields by Case Type |
PI | Family Law | SS | Mass Tort |
Note: Tags on these tabs should automatically update the tags when moving to your live Neos environment. |
Note: Tags on these tabs should automatically update the tags when moving to your live Neos environment. |
Note: Tags on these tabs should automatically update the tags when moving to your live Neos environment. |
Note: Tags on these tabs should automatically update the tags when moving to your live Neos environment. |
Resources
From within Neos, all users have access to the Service Catalog section, accessible by the Help icon. In the Learning Hub, you will find a video entitled "Document Tagging". The Learning Hub also contains pre-recorded webinars. These videos will help you better understand the tagging process.
Documentation on Tags, Prompts, Lists, and Advanced Coding is available in the Knowledge Base, accessible by the Help icon.
Your assigned trainer can assist in teaching you how to tag templates and answer any questions you may have.
If this is a task you feel you cannot complete yourself, Assembly offers a paid service to perform new tagging or updated tagging on your behalf. If you would like information on this service, please email your trainer or click here to request document coding services.