NOTE: Documents uploaded directly into your SharePoint will NOT transfer to a Neos Case. In order to link documents to a Case in Neos, they must be added through Neos. Refer to Upload Documents for more details.
After Microsoft documents, such as Word, Excel, and PowerPoint, have been added to the Documents tab of a Case, opening the document from Neos, will display the web-based version, allowing you to make any necessary changes. Refer to Viewing Case Documents in SharePoint for more details.
NOTE: When documents are edited in SharePoint and saved in an incompatible file extension (e.g., .doc, .xls), duplicates can occur in the Documents Tab Folder View/SharePoint. To avoid duplicates, ensure files are saved in an extension compatible with Microsoft 365 (e.g., .docx, .xlsx).
When one or more staff are viewing/editing a document at the same time, their icon will display at the top right of the application.
NOTE: Up to 99 people can view/edit the same document in SharePoint; however, if more than 10 accounts are simultaneously editing, their edits are more likely to conflict and affect the user experience.
The file name from the Neos Documents tab is shown in SharePoint on the application header (see above example, “Retainer Agreement”). File name changes should only occur in the Neos Documents Tab to ensure the sync between Neos and SharePoint.
Editing Documents in Desktop Version
Changes can also be made in the desktop version of the current Microsoft application by clicking Editing > Open in Desktop. Any changes made in the web-based version will be saved and display a pop-up window asking if you wish to continue in the online version.
Any changes made in the desktop version will be automatically saved. Additionally, changes made by other staff in the web-based or desktop version are also dynamically shown and auto-saved.
To continue your edits in the web-based version, click the Continue here button on the SharePoint file tab.