Neat Smart Organization System Export Selected Items in the Neat Smart Organization System
Export Selected Items in the Neat Smart Organization System
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Learn how to export multiple selected items in the Neat Smart Organization System. You can export information about an item without making a report by using the following steps:
- In the Folders pane, click on the folder that contains the files you want to export.
- In the Details View pane, click on the items you want to export while holding down the Ctrl key (Command on a Mac). A notification in the upper left corner will provide details about the items that have been selected and a menu will appear above the items.
- In the menu, click the small down arrow next to the Save To button and select either PDF, CSV or XLS in the drop-down menu.
- A Save As window will open. Browse to the location you want the exported files to be saved in, enter a File Name, then click Save. The exported files will appear in the location you selected in Step 4.