Changes to unfiled documents can be saved, and when a Case/Intake is assigned, filed to the appropriate folder in SharePoint.
With NeosAI, documents can be analyzed at the time of filing based on the set Document Type and will always include a summary.
NOTE: Your firm must have NeosAI Platinum. You must have the Bulk Filing Special Permission Enabled. To utilize Analyze with NeosAI, you must also have the NeosAI Special Permission Enabled.
Save & File Documents
When all desired documents, based on set filters, have a Case/Intake assigned or suggested, click the Save & File button to file them to the appropriate Case/Intake.
NOTE: The Save & File button will be disabled if all of the unfiled documents do not have a Case/Intake listed or if there are no changes to the grid.
If any of the remaining documents in the File Documents grid do not have a Case/Intake listed, they will be skipped.
Click File Documents to proceed with filing the documents that do have a Case/Intake listed.
Click Cancel to abort the file documents process and return to the grid.
NOTE: If all listed documents have a Case/Intake listed, there will not be a confirmation when clicking the Save & File button.
When File Documents is clicked on the warning message above, documents assigned to a Case/Intake will be moved from the “To Be Filed” SharePoint folder to the selected Case/Intake folder in SharePoint, including the appropriate Type and Category subfolders. If any other changes have been made to the unfiled documents, that data will be retained in the File Documents tab.
If the document original file name contains characters that are not supported (e.g., * : ? \ / < > | "), they will be omitted when the document is saved to the Case/Intake.
A batch processing window will show when complete and the File Documents tab will close. The filed documents will no longer be present in the File Documents tab, and will decrease the total number of unfiled documents.
Analyze with NeosAI
When filing documents, staff with the NeosAI Special Permission can choose to analyze documents after they are moved to the selected Case/Intake. The analysis will be based on the selected Document Type from the File Documents grid and will always include a summary.
To trigger Analyze with NeosAI:
Select the checkbox for Analyze with NeosAI after Filing. Your selection will be retained for future visits.
Click the Save & File button at the top of the File Documents tab.
Unfiled documents that have a Case/Intake set will be filed to the corresponding Case/Intake and have the "AI Generated" tag.
After documents have been filed in their respective Case/Intake, navigate to the global Activity Feed tile on My Dashboards to access the activity history.
Open the Case/Intake to see the filed document, Document Summary, and AI extracted data based on the Document Type.
NOTE: If the filed document contains the same name that already exists in the Case/Intake, a numeric suffix is appended to the File Name.
