​Neat Mobile App Manage Folders in the Neat Mobile App

Manage Folders in the Neat Mobile App

Learn how to create, edit, or delete folders in the Neat Mobile App. You can create folders and sub-folders in the Neat Mobile App while the Cabinet or any folders within it are selected. You can also change the name of your folder or remove a folder by deleting it. Follow the steps below to learn how to manage your folders using the Neat Mobile App.

Create Folders in the Neat Mobile App

  1. From the Mobile App home screen, tap the left arrow to reveal the full menu.
  2. Under File Cabinet, tap My Cabinet, then tap the three small dots in the upper right corner.
  3. Select New Folder from the drop-down menu.
  4. A New Folder window will appear. Enter a name for your folder, select the location you want the folder to be created in, then tap Done.
  5. Your newly created folder will appear at the top of the cabinet.

Edit Folders in the Neat Mobile App

  1. From the mobile app home screen, tap the left arrow to reveal the full menu.
  2. Under File Cabinet, tap My Cabinet, then tap in the check-box next to the folder you want to edit. A menu will appear at the bottom of the app. Tap the Pencil icon.
  3. An Edit Folder window will appear. Here you can edit the Folder Name, Folder Location or Description. When finished making edits, tap Done.

Delete Folders in the Neat Mobile App

  1. From the mobile app home screen, tap the left arrow to reveal the full menu.
  2. Under Cabinet Files, tap My Cabinet, then tap in the check-box next to the folder you want to delete. A menu will appear at the bottom of the app. Tap the Trashcan icon.
  3. A Move to Trash window will appear asking you to confirm that you want to delete the selected folder. Tap Yes. The folder will be moved to the Trash folder.


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