​Neat Smart Organization System Neat Smart Organization System - Emailing Items

Neat Smart Organization System - Emailing Items

Learn how to email items using the Neat Software (Lite, Premium, Business Plans) by watching the video or following the steps below:

Email items from Neat Software

1. In the Folders pane, navigate to the folder containing the item that you want to email.

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2. Right-click on the item you want to email and select Email.

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NOTE: You can also email items by clicking the Email icon in the toolbar.

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3. A new window opens that allows you to compose a quick email message. Add a recipient's email address, a subject for the email, and an optional message to accompany your emailed item.

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4. Once complete, click the Email Item button to send this email.

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