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Neat Smart Organization System - Recreate Folder Structure for Migration

To create a folder in the Neat cloud-powered software, right-click on your Cabinet on the left side of your screen, then select ‘New’. If you don’t have a right-click button, click on the plus sign in the 'Folders' display.

Open folder creation wizard

This will open the folder creation wizard, which is shown below.

Folder creation wizard

Using this tool, you can choose the location of the folder (either in your cabinet or in another folder), name your new folder, and give it a description.

Choose location

Once you have chosen a location for your new folder, click the orange ‘Create’ button. This will create the new folder in the specified location, as shown below.

Updated folder list

You can use this procedure to recreate your folder structure from the legacy Neat software.


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