Folder Management in Neat

Create, edit, or delete folders in Neat. Check out the following FAQs for steps on how to manage your folders.
Please Note: For the following you will need to be logged in to the Neat web app.

FAQs

Where are my folders located in the Neat web app?

You can locate your custom-created folders in your Cabinet under the Organize My Files section, located in the left hand menu.

How do I create a new folder or sub-folder in Neat?

There are two ways you can create a new folder in Neat.

Option 1

  1. Go to Organize My Files in the left hand menu.
  2. Right-click on My Cabinet or on any folder under My Cabinet and select New.

  3. In the New Folder window, select the location for your new folder.
  4. Enter a name for your folder, then select Create.
  5. Your new folder will appear in the location you selected in step 3.

Option 2

  1. Go to Organize My Files in the left hand menu.
  2. Click the little folder icon with a + next to My Cabinet or next to any of your custom folders.

  3. In the New Folder window, select the location for your new folder.
  4. Enter a name for your folder, then select Create.
  5. Your new folder will appear in the location you selected in step 3.

How do I rename a folder in Neat?

  1. Locate the folder you want to rename.
  2. Right-click on the folder and select Rename.

  3. In the Rename Folder window, enter the new name for your folder then select Rename.
  4. Neat will re-load and your folder name will be updated.

How do I move a folder in Neat?

There are two ways you can move a folder in the Neat.

Option 1 – Drag & Drop

  1. Locate the folder you want to move.
  2. Select the folder and drag it to the new location.
  3. Your folder will be moved to the selected location.

Option 2 – Right-Click

  1. Locate the folder you want to move.
  2. Right-click on the folder and select Move.

  3. In the Move Folder window, select a new location for the folder from the drop down list then select Move.
  4. Your folder will be moved to the selected location.

How do I duplicate my folders in Neat?

  1. Locate the folder(s) you want to copy. In our example, we want to copy the folder 2021 including it's subfolders.

  2. Right-click on the folder you want to copy and click Duplicate.

  3. In the Duplicate Folder window, you can include subfolders by clicking the Include Subfolders checkbox. It is checked by default. The Location dropdown box lets you select where your folder(s) will be duplicated in your file cabinet. The Name box allows you to name the main folder. By default, Neat will name your duplicated folder with the [Copy] label.

  4. In our example, we renamed the folder to 2022.

  5. When you are ready click Create.
  6. Neat will process your request and you will receive a confirmation message when it is done.

  7. You can click the link to be taken to your new folders or search for them in your cabinet.

How do I delete a folder in Neat?

There are two ways you can delete a folder in Neat.
Please Note:
  • When you delete a folder from your Neat cabinet, the folder is moved to the Trash and will remain there until you empty your cabinet’s Trash.
  • A shared folder cannot be deleted until shared access is revoked.

Option 1 – Drag & Drop

  1. Locate the folder you want to delete.
  2. Select the folder and drag it to the Trash.
  3. Neat will re-load and your folder will be moved to the Trash.

Option 2 – Right-Click

  1. Locate the folder you want to move to the trash.
  2. Right-click on the folder and select Trash.

  3. Neat will re-load and your folder will be moved to the Trash.

How do I share a folder in Neat?

Please Note: For more information and for FAQs on sharing your folders, click here.
  1. Locate the folder you want to share.
  2. Right-click on the folder and select Share.

  3. In the Share window, enter the email address of the person you would like to share the folder with.
  4. Optional: Enter a message.
  5. Select Save.
  6. Neat will re-load and the person you shared your folder with will receive an email notification.

How can I delete a shared folder?

This depends on whether you shared the folder with someone else or if it was shared with you from another account.
  • If you shared it with someone else: A shared folder cannot be deleted until you revoke shared access to that folder. See the previous FAQ to revoke access. Once you have revoked access, you can delete the folder.
  • If it was shared with you from another account: You cannot delete a folder someone else shared with you. Instead, you will need to contact that person and ask them to revoke your access so you will no longer see that folder in your Neat account.

What do I do if I can't find a folder?

We understand the frustration of a missing folder — and we're here to help. Neat has no automatic function that deletes or relocates folders. If a folder is missing, it was either moved accidentally or deleted. Fortunately, moved folders are always recoverable; deleted ones may be, unless the Trash was emptied. If you recently emptied the Trash, contact Neat right away — it may still be recoverable.

Try the following to track down a folder that appears to be missing:
  1. Try searching for an item that you know should be in the missing folder.
    1. You can start from All Files and use the filter and sort options to narrow it down. Keyword search is a great option. If you find one, open the item and confirm that the folder selected is the one you are looking for.
    2. Click the Folder dropdown. You will be able to see where the folder is located in your cabinet.
    3. Close the item.
    4. Go to the cabinet folders on the left to find and move the folder where you want it.


  2. Check the entire cabinet, folder by folder, on the left. Any folders with a caret pointing to the right (like a greater-than sign) have subfolders that are not currently displayed. Click the caret (it will then point down) to view the subfolders. If you do not find it in the cabinet, repeat the process for any folders in the Trash.



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