Where Do My Scanned Items Go? - Needs Review Overview

Please Note: For the following you will need to be logged in to the Neat web app.
Items sent to Neat from the Neat Connect scanner, the Neat Scan Utility (without selecting a folder), or from the Neat Mobile app (without selecting a folder) will appear in Needs Review or Unfiled.

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 
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.

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.

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