Where Do My Scanned Items Go? - Needs Review Overview
Please Note: For the following, you will need to be logged into Neat from the
Neat web app, the Neat Desktop App, or the Neat Mobile App.
Items sent to Neat from the Neat Connect scanner, the Neat Desktop App (without selecting a folder), or from the Neat Mobile app (without selecting a folder) will appear in Needs Review or Unfiled.As the name indicates, files in Needs Review have not been reviewed to confirm the data fields have valid information. All unopened files will appear in Needs Review until you have verified the data fields (title, vendor, amount, etc). Once you view the data fields, the item will be counted as reviewed whether or not any fields were edited, and it will no longer appear in Needs Review.
Needs Review FAQs
- How do I mark items as Reviewed or Needs Review in the Neat web app or the Neat Desktop Application?
- How do I mark items as Reviewed or Needs Review in the Neat Mobile Application?
How do I mark items as Reviewed or Needs Review in the Web app or the Neat Desktop Application?
Sorting Items
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
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.
Another option is to select the item(s) by clicking the checkbox in the left column and then clicking the ellipsis in the bottom right, then selecting Mark as Needs Review. Selected items will no longer be listed as Reviewed.
How do I mark items as Reviewed or Needs Review in the Neat Mobile App?
Needs Review works the same way in both the Android and iOS versions of the Neat Mobile App. From the home screen, you can see all unreviewed items in the Files section by tapping Cabinet. Then press Needs Review to see the list of unreviewed items.Mark an Item as Reviewed or Needs Review
When you open items in Needs Review on the Neat mobile app, swipe up from the bottom of the image to view the data fields. This will automatically set that item as Reviewed. Check your data for accuracy and press Add Fields to use other fields not already listed.
You can mark any item as Needs Review or Reviewed by tapping the ellipsis [3 dots] in the top right when viewing the item image.
Another option when viewing your files in the Cabinet is to tap the ellipsis [3 dots] next to a file and select Needs Review or Reviewed.
Use Filter and Sort options to find specific items quickly.
Sorting Items
Tap Sort to view items in alphabetical or date order.
Filtering Items
Tap Filter to locate items by Date, Category, and/or Keyword Search.
