Capture Items with the Neat Mobile App

Learn how to capture items with your Neat Mobile App by snapping a picture with your mobile device's camera or importing images from your mobile device.

 

Capture an Item

  1. On the 'Capture' screen, select Take a Photo.


  1. Your device's camera will open up so you can capture your item with the Neat Mobile App. The Neat Mobile App has auto capture, so you do not need to click a button to snap your picture. The Mobile App will detect the sides of your item and highlight your item in a green box. Auto capture works best when you have a contrasting background. For instance, placing a white receipt on a dark background will make capturing the image very easy. When it has detected all four sides it will automatically snap a picture and automatically crop it for you.
Neat Tip: For better capture results, make sure you place the item you want to capture on an contrasting background. This will allow the app to detect the edges of your item more easily.

  1. Once your item has been captured, you will be brought to the edit screen before you send the item to Neat. Check out the quick guide below to see what each button does.

1. Replace - Click replace to re-take your picture. This is useful if part of your image got cut off or if something got in the way of important information.

2. Cancel - If you click cancel, you will exit the capture menu and be brought back to the main screen.

3. Item Type Drop Down - This drop down allows you to pre-select the type of item you are sending to Neat for better parsing accuracy. By default this is always set to auto-detect.

4. Destination - Tap to select a folder from your cabinet to save your item or leave it on the default Unfiled option to review and file later.

5. Rotate - This button allows you to rotate your image.

6. + Add Page - This allows you to capture a multi-page item. Click Add Page to attach additional pages to a single item.

7. Save - Click Save once you are done editing your images to send them to Neat!


  1. Once you are done editing your images, click Save to send your captured item to Neat. Your item will be uploaded to Neat. You will see a Success message once it's complete.


  1. By default, your items will be uploaded to the Needs Review section in the Neat Dashboard.

Import an Item

  1. On the 'Capture' screen, select Import.


  1. Browse and select one or multiple items from your mobile devices photo gallery to import to Neat. Then select Confirm.


  1. Your item will be uploaded to Neat. You will see a Success message once it's complete.


  1. By default, your items will be uploaded to the Needs Review section in the Neat Dashboard.


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