Neos documents are stored in your firm’s Microsoft 365 SharePoint Site (e.g., CloudDocs). Members of your organization who utilize Neos should have access to the Site.
NOTE: Microsoft 365 Global Admins and Site Owners should proactively add new staff to the firm’s SharePoint Site.
Anyone who is not listed as a member will receive a Request Access message when trying to open a file in SharePoint. The user must click Request Access and await approval by the SharePoint Site Owner (only the first time when trying to open the document without permission).
To view a document from the Documents tab of a Case:
1. Click the desired File name while in the list view of the Documents Tab.
2. A new tab will open with the file displayed in your SharePoint if you are currently logged in to your Office 365 account.
If you are not logged in to your Office 365 account, a new tab will open requesting your Microsoft 365 login credentials.
1. Enter your email and click Next.
2. Enter your password and click Sign in.
3. Enter the Microsoft verification code sent to your phone via text message and click Verify.
4. Click the Yes button if you wish to stay signed into your Microsoft account. Click the No button to not remain signed in. If No is clicked, you will need to sign into your account more frequently.
5. Once logged in, a separate tab will open with the file you selected from the Documents tab.