Export Selected Items in the Neat Smart Organization System
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.