Neat Smart Organization System - Recreate Folder Structure for Migration

  1. To create a folder in the Neat Smart Organization System 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
  2. This will open the folder creation wizard, which is shown below.
    Folder creation wizard
  3. 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
  4. 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
  5. You can use this procedure to recreate your folder structure from the legacy Neat software.

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