The Upload Documents feature allows staff to upload files directly into Neos without immediately filing them to a specific Case or Intake. Uploaded documents are saved to your firm's SharePoint > CaseFiles > 'To Be Filed' folder, where they can be reviewed and filed later. Documents can be uploaded from the Create menu or from the Browse Documents tab.
NOTE: Your firm must have NeosAI Platinum to upload unfiled documents. You must have the Bulk Filing Special Permission Enabled.
Access Upload Documents
The Upload Documents option is available in two locations within Neos.
From the Create menu:
Click the Create menu in the top navigation bar.
Select Upload Documents from the dropdown menu.
From the Browse Documents tab:
Navigate to the Browse Documents tab.
Click the Upload button.
NOTE: If you do not have Enabled permissions to Special Permissions > Bulk Filing, the Upload Documents option in the Create dropdown and the Upload button on the Browse Documents tab will be disabled.
Upload Documents
When the Upload Documents window opens, you can select files from your computer or drag and drop files directly into the window.
Drag and drop files into the dashed line upload area, or click to browse and select files from your computer.
Review the list of selected files. For each file, the following information will display:
File type icon
File name
File size
Delete button to remove a file from the list
3. To add more files, drag and drop additional files into the window or browse for more files. New files will be added to the bottom of the list.
NOTE: If you select the same file more than once, it will only appear once in the list.
4. To remove a file before uploading, click the delete button next to the file you wish to remove.
5. Click Upload to begin uploading the selected documents.
Drag and Drop to Browse Documents Grid
Files can also be uploaded by dragging and dropping them directly onto the Browse Documents grid.
Drag and drop one or more files onto the Browse Documents grid.
An Upload Documents window will display.
Follow steps 3-5 from the Upload Documents section to complete the upload from drag & drop.
Monitor & Review Upload Progress
After clicking Upload, documents are saved to your firm's SharePoint > CaseFiles > 'To Be Filed' folder.
Neos will OCR the documents so text and image content can be searchable for the Auto-Assign with NeosAI process. Ensure you have the NeosAI Special Permission enabled to utilize this feature.
Monitor the batch upload progress in the bottom right corner of the screen.
A toast notification will also appear when complete, and a notification will be added to the bell icon in the top navigation bar.
When the upload is complete, click the View Batch text to review the uploaded, unfiled documents in the File Documents tab.
NOTE: If the File Documents tab is currently open, click the Sync with SharePoint button to refresh the grid.
NOTE: If the unfiled document contains the same name that already exists in your firm's SharePoint > CaseFiles > 'To Be Filed' folder, a numeric suffix is appended to the File Name.
Once uploaded, these unfiled documents can be edited, then saved and filed to a suggested or set Case/Intake.