Sharing Folders in Neat
Neat allows you to easily collaborate with others by sharing the folders in your Neat Cabinet. The recipient will have access to view and comment on the contents of the shared folder. Find the answers to our most frequently asked questions about folder sharing.Please Note: For the following, you will need to be logged in to the Neat web app.
FAQs
- What is folder sharing?
- How do I share a folder?
- How do I see if a folder has already been shared?
- How can I verify who I shared a folder with previously?
- How do I comment on an item in a shared folder?
- How do I revoke access to a folder once it has been shared?
- How can I delete a shared folder?
- Can I share individual items instead of the entire folder?
What is folder sharing?
Folder sharing allows you to share the contents of a specific folder (and its subfolders) with another person so you can both work with the same data stored in that folder and any subfolders contained therein. The recipient will have access to view and comment on the contents of the shared folder. Recipients will have access to subfolders and contents under the shared folder. Recipients will not have access to any other folders unless you share those folders as well. Sharing folders allows you to selectively share portions of your entire Neat account without providing full access to the recipient. If you wish to share the entire Neat account with another user please see steps for Account Sharing.Please Note: The person you share a folder with must have an active Neat subscription or else create a free account limited to view-only for shared items to gain access to the shared folder.
Neat Pro Tip:
You can share individual items with others without a need for them to have or create an account. Consider whether they need long-term access to the folder and all items in it or if they just need to view a few items without continuous access. Emailing items to others allows them to download the image only without seeing data fields or notes and is faster and easier.
How do I share a folder?
- To share a folder and its contents (including its subfolders), right-click the folder under My Cabinet which is located in the Organize My Files section on the left and choose Share.
- Then enter the email address of the person with whom you are sharing your folder and click Save.
- The recipient will receive a confirmation email to let them know a folder is being shared with them. They will need to click the link in the email to confirm.
If the user doesn't have a Neat account, they can create a free account with their own login credentials to accept the folder invitation. A free account will only display folders that have been shared with it in the files section. Sign up for a Neat account to create and manage your own file cabinet.
Note: If you find your emails from no-reply@neatcloud.com are ending up in the recipient's spam or junk mail folder, please advise them to mark the emails from Neat as safe or "not spam" so they wil begin to appear in their regular inbox making them easier to find.
How do I see if a folder has already been shared?
Any folders that are currently shared will have a modified folder icon which will display a head and shoulders icon as seen below.
How can I verify who I shared a folder with previously?
If you’re not sure who a folder has been shared with, you can check by right-clicking that folder and selecting Share. The email address of anyone the folder has already been shared with will appear at the bottom of the window under Shares.
How do I comment on an item in a shared folder?
Comments can be viewed and added by the account owner and recipients of the shared folder. Double-click the item within the folder and click the Comments tab above the item image. This will display any previous comments along with the time they were made. To add a comment, type in the box provided below comments and click Share Your Comment to save it.
How do I revoke access to a folder once it has been shared?
If you no longer wish to continue sharing a folder you can revoke access to that folder for any or all shared recipients. To do so, right-click the shared folder and select Share. A list of emails the folder has been shared with will appear at the bottom of the window. Simply click Revoke for each email you wish to stop sharing the folder with. The recipient will immediately lose access to the shared folder.
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.
