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?

To access the cabinet in the new mobile app:
  1. From the Home screen select Files.
  2. 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.
  • From the Home screen select Files.
  • Then 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:
    1. Tap Filters.
    2. Tap Date.
    3. Tap Date Start to select a beginning date to filter.
    4. Select a date from the calendar and press OK.
    5. Tap Date End to select an end date for your filter and press OK.
    6. Press Save to set your filter.
    7. Press x in the top right to view your filtered results.

  • Filter by Category:
    1. Tap Filters.
    2. Tap Category.
    3. Scroll through the list or tap Search Category to select a category for your filter.
    4. A check will appear next to the selected category. You can select several categories at one time. Press Save to set your categories.
    5. Press x in the top right to view your filtered results.

  • Filter by Keyword Search:
    1. Tap Filters.
    2. Tap Keyword Search.
    3. Enter your search term and tap Save
    4. Press x in the top right to view your filtered results.

  • To clear any of your Filters:
    1. Tap Filters.
    2. Select Date, Category, or Keyword Search.
    3. Press Clear in the bottom left.


How can I share items from the new mobile app?

You can share any of your items as a PDF file of the original image via email. However, you cannot share items that are in the Trash unless you move them to another folder in the cabinet.
To share items:
  1. From the Home screen select Files.
  2. Then tap FILE CABINET.
  3. Navigate to the item you wish to share.
  4. In the top right, tap the 3 dots for that item.
  5. Select SHARE PDF.
  6. Enter the email address of your recipient. Use a comma to separate multiple email addresses.
  7. You have the options to edit the subject as desired and enter a personalized message.
  8. When ready, tap Send.


How do I create a new folder in the new mobile app?

To create a new folder:
  1. From the Home screen select Files.
  2. Then tap FILE CABINET.
  3. Tap My Cabinet.
  4. Navigate to and open the folder that will contain your new folder. If it will be a top-level folder, remain in My Cabinet.
  5. Tap the 3 dots in the top right.
  6. Select Create New Folder
  7. Enter a name for the new folder.
  8. Press Save in the bottom right.
  9. Your new folder is now ready.


How do I rename a folder in the new mobile app?

To rename a folder:
  1. From the Home screen select Files.
  2. Then tap FILE CABINET.
  3. Tap My Cabinet.
  4. Navigate to and open the folder that you wish to rename.
  5. Tap the 3 dots in the top right.
  6. Select Rename Folder.
  7. Enter a new name for the folder.
  8. Press Save in the bottom right.
  9. Your folder now has a new name.


How do I create a new item in the new mobile app?

To create a new item:
  1. From the Home screen select Files.
  2. Then tap FILE CABINET.
  3. Tap My Cabinet.
  4. Navigate to and open the folder where you want your item to be filed.
  5. Tap the 3 dots in the top right.
  6. Select Create New Item.
  7. Select the item type: Receipt, Document, Contact, Bill, Invoice, Mileage, Statement, or Check.
  8. Enter data in the fields as needed. The fields vary based on the item type selected.
  9. When ready, press Save in the bottom right.
  10. Your item will appear in the folder you selected.


How do I move items or folders in the new mobile app?

To move items and folders:
  1. From the Home screen select Files.
  2. Then tap FILE CABINET.
  3. Navigate to the item or folder you wish to move.
  4. Tap the 3 dots for that item or folder.
  5. Select MOVE.
  6. Select the destination: My Cabinet or Trash.
  7. Navigate to the location you wish to place your item or folder. Folders may be placed directly in My Cabinet or within other folders. Items must be placed within a folder.
  8. Press MOVE HERE to complete moving your item or folder.


How do I send items or folders to Trash in the new mobile app?

To send items or folders to Trash:
  1. Locate the item or folder you wish to send to Trash and press the 3 dots for that item or folder.
  2. Select Trash.
  3. You will be prompted to confirm.
    • YES will move the item or folder to Trash.
    • NO will return you to the SELECT ACTION screen without sending anything to Trash.


How do I move items or folders out of the Trash in the new mobile app?

To move items or folders out of the Trash:
  1. From the Home screen select Files.
  2. Then tap FILE CABINET.
  3. Select TRASH.
  4. Locate the item or folder you wish to move out of Trash and press the 3 dots for that item or folder.
  5. Select MOVE
  6. Select My Cabinet.
  7. Navigate to the location you wish to place your item or folder. Folders may be placed directly in My Cabinet or within other folders. Items must be placed within a folder.
    Press MOVE HERE to complete moving your item or folder.
  8. You will get a confirmation message that your item or folder was moved. Press OK.

     

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