Neat Smart Organization System - Create a New Item
Use the Neat Smart Organization System to manually create a new Check, Contact, Document, Invoice, Recipe, Receipt, Statement, or Bill. This feature allows you to retain and organize important information for which you have no paper or electronic record.
Create a New Item
- In the Folder Navigation panel, select the folder you would like to create the new item in.
- Click the down arrow to the right of the Scan button. A drop-down menu will appear. Select Create an item.
- In the top left corner of the
Info tab, click the drop-down menu to select the type of item you would like to create. In this example, we will create a Receipt.
- Modify each of the fields as needed to provide details for the new item. You can add even more information by clicking Show Additional Fields.
- When done modifying the item information, click Save. The new item will appear in the folder you selected in step 2.