Neat Smart Organization System - Change Item Type

Please Note: Neat Web App now has ALL of the desktop features, and so much more! You can continue to use this desktop application, however, all new features, improvements, and updates will occur in our Neat web application. Click here to learn more!

Learn how to change a file's item type in the Neat Cloud Powered software.

  1. In the Cloud Powered software, locate an item you want to change and double click on it to open the details.
  2. Locate the item type dropdown to the top left of the details page.
  3. Click on the dropdown arrow to the right of the current item type, then select from the available item types.
  4. After you select your new item type, a message will pop up asking you to confirm that you want to change the item type. Choose Change Item to save your changes.
  5. It will take a couple moments for your item to process the change. The item will display a processing message.
  6. Once processing is complete, the new item type will be displayed.

How did we do?

Powered by HelpDocs (opens in a new tab)