File Cabinet in the Neat Mobile App

You can now access your cabinet from the Neat mobile application. You can now share PDFs, move items and throw items in the trash. Please take a look below on how to use and access your vcabinet from your mobile application.

Mobile File cabinet FAQs

How to access the File Cabinet in the Neat Mobile App

  1. From the Home Screen toggle to Files and select Cabinet.
  2. From there, you can select My Cabinet, to access your folders and items.

How to share PDFs in the Neat Mobile App

  1. To share PDFs in the Neat mobile app you will first access your cabinet using the steps above.
  2. Select the folder that has the item(s) that you would like to share.
  3. Click on the three dots on the right side of the item that you would like to share.
  4. You can then select Share PDF .
  5. Once you are on the Share PDF screen, you can input the email address(es) of your receipents
  6. .
  7. Once you have inputted the contact information of your recipients and add an optional message, you can click Send to share a PDF of your item.

How to move items in the Neat Mobile App

  1. To move items in the Neat mobile app you will first access your cabinet using the steps above.
  2. Select the folder that has the item(s) that you would like to move.
  3. Click on the three dots on the right side of the item that you would like to move.
  4. You can then select Move .
  5. Once you are on the Move screen, you can select from My cabinet and Trash
  6. .
  7. If you select My cabinet, you will the be taking to your folders where you can select a new destination. Once a new destination is selected, you can click Move Here at the bottom right.

How to throw items in the trash items in the Neat Mobile App

  1. To throw items in the trash in the Neat mobile app you will first access your cabinet using the steps above.
  2. Select the folder that has the item(s) that you would like to throw in the trash.
  3. Click on the three dots on the right side of the item that you would like to throw in the trash.
  4. You can then select Trash .
  5. Once the trash is selected, a confirmation message will appear on your screen.
  6. After selecting Yes, your items will then be placed in the trash.
  7. Please Note: you can always access items in the Trash from the File Cabinet screen.

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