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. .
  6. 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. .
  6. 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 send items to the trash 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.

How to duplicate folders in the Neat Mobile App

Note: When you duplicate a folder, you can choose to include subfolders but the contents of the folder(s) are not duplicated.
  1. In your Cabinet, navigate to the folder you wish to duplicate.
  2. Tap the ellipsis [...] to the right of the folder name.

  3. Select Duplicate Folder.

  4. You can:
    • Toggle Include Subfolders on or off. When set to On subfolders under the selected folder will also be duplicated.
    • Use Choose Folder to move the duplicate folder to another location.
    • Rename the duplicate folder.


  5. Press Save when you're ready to duplicate your folder(s).

  6. When complete, you'll receive a confirmation that your folder was duplicated.

How to copy files in the Neat Mobile App

  1. Find the file you want to copy and tap the ellipsis (three dots) for that item.
  2. Select Copy.
  3. The file's current location will be displayed. You may edit the notes if desired. Then tap Save to make a copy in the same folder or tap Choose Folder to set another folder as the destination for the copy.
  4. If you selected Choose Folder, you can send the copy to the Unfiled section or tap My Cabinet to choose a folder where the copy will be sent.
  5. Press Copy Here to finish.

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