To add tags, you must install the Neos for Word Add-In. Tagging templates can be performed in Word Online or Word Desktop once the add-in has been downloaded.
NOTE: When your final Neos database is provisioned, you will receive a new Company ID. It is best practice to log out of Neos at the end of each day to allow for any updates that may be made overnight.
Adding New Templates
As soon as you have installed the Neos for Word Add-in, you can begin adding tags to any Word document. Select the Insert ribbon at the top of your Word template, and in the Neos group, click the Tag button to log in using your Pre-Production Environment login credentials to gain access to every field located within your database.
Refer to the Knowledge Base articles in the Word Add-In > Tags category for information on inserting tags, creating multi-record tags, and inserting picture and document tags. Also, within the Word Add-In category, you can find information on inserting tag lists and using advanced coding.
Videos found in the Learning Hub can help you through the tagging process. Navigate to the Learning Hub by clicking the Help (question mark) icon in Neos, then Support Portal, and selecting the Learning Hub tile in the Self-Service Portal. Your trainer can also walk you through the process.
For Firms Migrating from Needles to Neos
Generate Templates to Convert Codes to Tags
From within a test case in your PPE environment, a template can be generated by going to your Documents tab and selecting + Generate New on the right side of the screen. Select the Template(s) you want to merge. It is recommended to generate each template while in pre-production to check and fix any errors. Refer to Generating New Documents for step-by-step instructions on the document generation process in Neos.
Tag Updates
Most merge codes will convert to tags, including IF statements, but some tags will require updating.
To access the list of templates in Neos, select Settings > Templates. Select the template you are interested in updating. To open the template, select the eyeball symbol to the right of the Template Source field.
Examples of tags that will need to be updated are:
INCLUDETEXT Codes – These are often used to insert a letterhead and/or footer into a document. The new function in the Neos Add-in is called InsertDoc. InsertDoc tags will need to replace all instances of INCLUDETEXT fields that existed in the Needles templates. An example would be: [[ Insert Doc | INSERTDOC https://lawex.sharepoint.com/sites/XYZFirm/TemplateFiles/Letterhead.docx ]]
ASK Statements – These are often used when input from a user inserts specific text into a document. The new function in the Neos Add-in is called Prompt. Prompt tags will need to replace all instances of ASK statements that existed in the Needles templates. In most instances, these codes will automatically convert the first time the template is merged.
Tagging for multiple Parties or Providers – A single template can refer to multiple parties, and the tags must be updated to differentiate between the parties. An example would be: [[ Name First Name | Case.Parties.Name.FirstName | Select Our Client ]] [[ Name Last Name (Name if Entity) | Case.Parties.Name.LastName | Select Our Client ]] or [[ Name First Name | Case.Parties.Name.FirstName | Select Defendant ]] [[ Name Last Name (Name if Entity) | Case.Parties.Name.LastName | Select Defendant ]].
In this example, when the end-user merges a template, they will be prompted to select the appropriate party at the time the template is merged. If a template only references one party and/or provider, it is not necessary to update the tags.
• From an existing tag, you can manually add the identifier/prompt at the end of the tag by inserting the | symbol (Shift-Backslash) and typing in the prompt that will help your staff identify the correct party at the time the merge takes place.
• To add a new tag from the Add-in, you can utilize Insert Multi-Record.
Important Note: If you have multiple fields of data in your document pertaining to Our Client, the identifier must be identical in each instance or you may end up with more than one prompt to select the client. An example would be Our client's full name, date of birth, and social security number. These all pertain to the same person and must contain the same identifier.
Typist Initials – The tag in Neos is slightly different and must be updated in order to continue pulling the typist's initials in a letter. [[ INITIALS | STAFFPERSON.INITIALS | SELECT STAFF SIGNING ]]/[[ Initials | StaffPerson.Initials | Select Typist ]].
This code is a sample of a tag that can be used to show both the author's initials in all capital letters, as well as the typist's initials, assuming the initials are located in the Staff Profile for each staff member. Refer to Insert Tags for formatting tags (e.g., All Caps, Italics, etc.). The information at the end of the tag, such as Select Staff Signing, is the prompt you would have received in Needles.
Date – [[ Current Date | CurrentDate ]] or [[ Date Of Incident | Case.DateOfIncident | @"MMMM d, yyyy" ]].
In the second example, you can set the date format for each date tag. You will find the option to set the date format in the Add-In.
