Where Do My Scanned Items Go? - Needs Review Overview
In the current Neat Cloud, items sent to Neat from the Neat Connect scanner or from the Neat Mobile app (using the default setting without selecting a folder) would appear in the Inbox when scanned. In Neat, new items will appear in the following locations:
- On your Dashboard.
- In your File Cabinet, under Needs Review or Unfiled
These items can be sorted in a variety of ways to make it easier to view specific items. Sorting options for Unfiled and Needs Review include:
- Item Type
- Alphabetically by Name
- Alphabetically by Description
- Date Added
Simply click the column header to sort. Click a second time to reverse the sort. For example, clicking by Name will sort alphabetically by name from A-Z. Clicking Name a second time will sort in reverse from Z-A.
Flag an Item for Review
You can also, mark a file as 'Needs Review'. This is useful if you are sharing your account with others and need to flag an item for review. To mark an item as 'Needs Review', right-click on the item and choose Mark as Needs Review.