Q&A: Template and Document Creation/Editing

We received a ton of questions during the Neos Academy on Templates and Document Creation/Editing. We were thrilled to get so much engagement but were unable to answer all the questions during the session, so below is a video that addresses all the unanswered questions.























We are also posting the questions below with links to the relevant Knowledge Base articles in Neos. (You can access the Knowledge Base by clicking the question mark in the top right-hand corner of your Neos application!) Please note that these links will only work if you are logged into Neos AND Knowledge Base (make sure you have clicked on the question mark in Neos before clicking any of the links below).



• How do we get rid of the required suffix and prefix for Bates labeling? We are currently unable to use Neos for Bates labeling because we can't have the case name/Neos number in our litigation filings.
• Knowledge Base Article 1586
• We are also having issues with redactions. When you go to "save as" the marked version, it removes the type, category, and tags from the original version. Same thing when you click apply redactions and save as- the type and category are then removed, or the redacted version isn't being saved at all.
• Knowledge Base Article 1689 and Knowledge Base Article 1759
• I saw your setup had CASEXP next to it in the record request tab, is there a way to write to the value tab and record the request at the same time?
• Knowledge Base Article 1514 and Knowledge Base Article 1846
• With regard to entering an amount, such as the cost of a medical record, can we just set the prompt to find the entry and automatically include it in the letter? Rather than having to enter the amount.
• Knowledge Base Article 1586
• Our office uses a Word file that contains our letterhead, how would we merge the letterhead with these templates? Or would we have to insert the letterhead every time we go to type up a letter?
• Can you choose to add a photo as a case-specific option in a template when generating the document, or will this need to be done manually?
• Knowledge Base Article 1406
• Can templates be built with IF THEN ELSE statements so logic will automatically pull in Provider #2 (if one exists), instead of manually selecting each one?
• Can you please show how to link the email templates to pull in the client's file to send out?
• Knowledge Base Article 1617 
• We have a letterhead that has attorneys on the left, names in the middle, and locations on the right. We have it saved in SharePoint as "Blank letterhead." I am not sure where to put this link to allow just the letterhead to be copied onto each template.
• Knowledge Base Article 1406 
• Where are the directions to do the logo using the path?
• Knowledge Base Article 1586 and Knowledge Base Article 1388 and Knowledge Base Article 1390 and Knowledge Base Article 1406
• Is there a way to mass-edit the letterheads?
• Knowledge Base Article 1406 
• Can you show how to add tags to a PDF doc?
• Knowledge Base Article 1268 
• Could you please show more about creating and using email templates? Is it similar to the SMS templates you showed us earlier?
• Knowledge Base Article 1617 
• In Neos template formatting can I include a photo with a prompted or tagged option?
• Knowledge Base Article 1406
• With the limitations of online-only Word, how will that impact advanced Word coding and formatting? Will we need to input the Neos tags online, then go to the desktop version to input advanced coding and properly format the documents?
• Knowledge Base Article 1385
• How do we get a document to show the provider name and billing info?
• Knowledge Base Article 1586
• With the multiple provider templates, will it still work if there are more spaces than providers? Can you make it for 10 providers to cover as many as most cases have?
• Knowledge Base Article 1586 
• Can you change the name of value tab 1, value tab 2, etc.?
• Knowledge Base Article 1586
• I see the Advanced Document Coding for Word in the self-help portal. Is all of this applicable to Word Online?
• Knowledge Base Article 1385
• Is there an option to create a link to send multiple documents outside of the organization?
• Knowledge Base Article 1689 and Knowledge Base Article 1759
• Can you provide a written step-by-step manual on the topic taught?
• Knowledge Base Article 1388 and Knowledge Base Article 1389 and Knowledge Base Article 1406 and Knowledge Base Article 1586