cases - intake - documents - overview

The Documents in the Cases and Intake workspace allows users to easily add, organize, and share documents and folders within Neostella. It provides a secure, centralized space to efficiently manage all electronic files across each workspace (cases and leads management); serving as a central hub for all your documents instead of having separate or duplicated files.   .

Key Features

With the Documents option, users can:

• Upload files from their local devices.
• View documents and their details through the built-in Document Viewer.
• Edit metadata to make documents searchable and compliant.
• Navigate and organize documents in the Folders tab.
• Soft-delete documents that are no longer needed and visualize it in the Trash tab (allowing recovery if necessary).

Documents also includes important management features such as:

• SharePoint integration: That allows users to access, manage and edit Office documents (.docx, .xlsx, .pptx) stored in Neostella via Microsoft SharePoint.
• Metadata tagging: Helps organize and locate documents easily, filtering by project, document type, metadata values, and tags.
• Access control: Ensures that only authorized users can view or modify files.
• Document Access via Projects: Documents in Neostella may belong to none, one, or multiple Projects or Leads and can be accessed through the Documents section within a Project or Lead.
• Duplicate prevention: Avoids multiple copies of the same document across the different interfaces in the tenant.