​Neat - The Neat Experience! Where Do My Scanned Items Go? - Needs Review Overview

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.

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 Needs Review, located by selecting Home then Needs Review.
  • In your File Cabinet, under 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.


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