Searching in Neat

With all the stored documents within your Neat account, it can become a bit overwhelming trying to find the exact item you are looking for. Luckily, Neat is making your life easier by providing quick and easy ways to locate your information.
Please Note: For the following you will need to be logged in to the Neat web app.

FAQs

 

How can I search across all of my data?

When logging into the Neat web app, you will see a search bar at the top towards the left. When inputting information within the search bar, the system conducts a search across all data held within your choice of either the cabinet or transactions within your account.



Click the search dropdown, to select the types of files you are searching for. You can select Files to search your file cabinet, or Transactions to search for transactions streamed from your bank account.
Please Note: The Transactions dropdown is only available to customers with an active Automated Insights plan.


How can I search for items within a single folder?

To search within a folder, do not use the search field at the very top within Neat.
  1. Open the folder where you want to search.
  2. Click Filters below the folder name in the grid view.
  3. From the dropdown, select Keyword Search.
  4. Enter your search term(s) and click Save.
  5. Search results will automatically appear.

How can I search for items within Neat using filters?

  1. You can filter items from any view in Neat. This example shows filtering from the All Files view.
  2. At the top of the window, you will see a box labeled Filters.
  3. When you click on the dropdown arrow within the box labeled Filters, you will see multiple options appear. Selecting just one item type will give you several more options that are specific to the item type you chose.
  4. If you click Item Type, you can select one or more item types to filter only the specific item types you want to view.
  5. When you click on the dropdown arrow within the box labeled Filters, you will see multiple options appear. Here, you can filter items using the various column fields available in Neat. You can filter by as many of these categories as possible all at one time.
    6. Please Note: The options available in the Filters dropdown will change depending on the what Item Type you have selected. For example, if you select Receipts only, the filter options available will be specifically for receipts only. The options available if you select Documents only will be different. Selecting multiple Item Types will show less options since only common options will be displayed.

How can I sort my items within Neat?

Sorting can help you find your items in Neat. By default, items are sorted by the Date Added in descending order.
You can sort the order of items displayed in Neat by clicking the top of any column. This will arrange your items alphabetically or numerically based on the column you select. Clicking the top of that column a second time will reverse the order.

To sort by multiple columns:
  1. Click the Sort button.
  2. This opens a panel where you can set up to three levels of sorting based on the available columns. (Note that setting the Item Type under Filters will change which columns are available.)
  3. Select your first column option and choose whether to sort A-Z or Z-A.
  4. Click Add Additional Column to set your secondary sorting option. Again, you can set it to sort A-Z or Z-A. You can set a third column option if desired.
  5. To remove a sorting option, click the trash icon on the right.
  6. Click Apply to save your changes and view the results.
  7. You'll see a blue dot in the upper left of the Sort button to let you know sorting is currently applied.
Note: Any change made to the columns (adding, removing, clicking the top of a column which sorts by that column) will remove previously set sorting options.

What is a keyword search filter and how do I use it?

A keyword search filter allows you to search a group of items by a word you know is in the item you wish to filter. Check out the example below.
  1. In this example, we need to locate a receipt that contains items we purchased for a party. I know that the receipt has groceries including bananas.
  2. To do a keyword search for bananas, click Filters, then select Keyword Search.
  3. In the Keyword Search text box, enter the keyword you want to search and filter by. In this example we will search by the keyword 'bananas'.
  4. Neat will then reload and show me only the items that include my keyword.


There are a few options you can still try:
  • Needs Review - You may find your item here if it is a new item that was never viewed in Neat.
  • Unfiled - You may find your item here if it was never assigned to a folder.
  • All Files - You use the filter and sort options to narrow down all files to help find your item. For instance, you can set a date range for either the date of the item or the date it was created within Neat. You can also do a keyword search for words you know are included in that item.
  • Trash - Search results do not include items in the Trash. Check the contents of Trash and use the filter and sort options to help locate the item in the Trash. For instance, if you know the item type or how you got it into Neat, you can set filters to narrow down the results.

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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