Files in Neat
Please Note: For the following you will need to be logged in to the Neat web app.
The Organize My Files section in Neat is where your imported, scanned, and uploaded documents are stored. You can create your own custom folder directory under My Cabinet and organize your files any way you like!
Needs Review
The Needs Review filter is an easy way of viewing all items that have not been opened in Neat regardless of which folder they reside in. Once viewed, the item will no longer appear in the Needs Review folder. If that item was not already placed in a specific folder, it will appear in the Unfiled section. See more about the Needs Review folder here.
All Files Folder
The All Files folder is a virtual folder that presents every item in your file cabinet in one grid. It allows users to view and filter all items regardless of which folder they belong to. The All Files view also supports all of the same filter and grid actions. For example: you can reprocess, send to accounting, export, combine, and separate from All Files as well.
Unfiled Folder
The Unfiled section stores all items in your database that are not assigned to a folder. If you review an item in the Needs Review section and forget to select a folder for the item, then the item will remain Unfiled. To move items out of this folder, assign a folder to each item.
Saved Reports Folder
All Classic Reports are automatically saved in the Saved Reports folder. This folder acts as a quick filter to see all File Cabinet reports generated in Neat.
Please Note: Accounting reports do not get automatically saved in the Saved Reports folder.
My Cabinet
My Cabinet is completely customizable. You can create your own customized folder structure and organize you files in a way that works best for you. For a helpful article that shows you how to manage the folders in your cabinet, see: Folder Management
Trash
Trash is where all your deleted items and folders end up. Items that you delete will remain in the trash until you empty your trash. When you empty your Trash, the contents will be permanently deleted.
