New Neat Mobile App - Access Cabinet Folders and Files
We're happy to announce, by popular demand, the new Neat mobile app now provides access to all folders and files in your Neat cabinet. You can sort and filter your folders to quickly find the exact item you want. Check the FAQ's below to learn more.
- How do I access the cabinet in the new mobile app?
- How does sorting work?
- How does filtering work?
- How can I share items from the new mobile app?
- How do I create a new folder in the new mobile app?
- How do I rename a folder in the new mobile app?
- How do I create a new item in the new mobile app?
- How do I move items or folders in the new mobile app?
- How do I send items or folders to Trash in the new mobile app?
- How do I move items or folders out of the Trash in the new mobile app?
How do I access the cabinet in the new mobile app?
To access the cabinet in the new mobile app:- Tap the MORE button in the lower right.
- Then tap FILE CABINET.
You will see three headings for Unfiled, My Cabinet, and Trash.
- Unfiled - Contains any items sent to Neat that have not been assigned to a folder in your cabinet.
- My Cabinet - Contains your folders, subfolders, and all items that have been filed.
- Trash - Contains any items that have been deleted from your folders but have not yet been permanently deleted by emptying the trash in the Neat web app.
How does sorting work?
The SORT option is available within folders in My Cabinet, Trash, and Unfiled. You can sort items alphabetically and by date and you can reverse the order for either.- To access SORT:
- Tap the MORE button in the lower right.
- Tap FILE CABINET.
- Select Unfiled, My Cabinet, or Trash.
- Navigate to the folder you wish to sort.
- Press SORT in the upper left.
- Choose your sorting option.
How does filtering work?
The FILTER option is available within folders in My Cabinet, Trash, and Unfiled. You can filter items by Date, Category, Keyword Search, or any combination of the three.- Filter by Date:
- Tap Filters.
- Tap Date.
- Tap Date Start to select a beginning date to filter.
- Select a date from the calendar and press OK.
- Tap Date End to select an end date for your filter and press OK.
- Press Save to set your filter.
- Press x in the top right to view your filtered results.
- Filter by Category:
- Tap Filters.
- Tap Category.
- Scroll through the list or tap Search Category to select a category for your filter.
- A check will appear next to the selected category. You can select several categories at one time. Press Save to set your categories.
- Press x in the top right to view your filtered results.
- Filter by Keyword Search:
- Tap Filters.
- Tap Keyword Search.
- Enter your search term and tap Save
- Press x in the top right to view your filtered results.
- To clear any of your Filters:
- Tap Filters.
- Select Date, Category, or Keyword Search.
- Press Clear in the bottom left.