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Emailing from Neat cloud service

Learn how to email items directly from the Neat Cloud Service. Watch the video or follow the steps below.


If you wish to send a copy of a file from the Neat cloud service, this can easily be done by following the steps below:

  1. Sign into your Neat cloud service account, and select the folder containing your item. Locate the item you wish to email in the list that appears, and click on the checkbox to the left of its name.


  2. Once the item is selected, navigate to the Email option at the upper-right corner of the screen.


  3. This will create an email with an attached PDF version of the item you’ve selected, and present you with a small addressee box.  Enter the email addresses of your desired recipient, then click Email Item.