Export Selected Items in the Neat Smart Organization System

Please Note: The information provided on this page is related to products and/or services which are no longer supported. This information is provided as a courtesy for users who may still need troubleshooting or FAQ information for end-of-life products.

The 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.

The Neat Web App provides an updated and enhanced export experience. Log in to your Neat account on the Web App here and check out this Help Center article for steps on exporting your data.

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:

  1. In the Folders pane, click on the folder that contains the files you want to export.
    Neat Lightweight App Export selected items - Step 1
  2. 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.
  3. 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.
  4. 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.
    Neat Lightweight App Export selected items - Step 4
      The exported files will appear in the location you selected in Step 4.

How did we do?

Powered by HelpDocs (opens in a new tab)