Neat Smart Organization System - Emailing Items

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 email items using the Neat Software 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.

email lda4

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

email lda

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

email lda5

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.

email lda2

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

email lda3

 


How did we do?


Powered by HelpDocs (opens in a new tab)