Neat Smart Organization System - Set Item Classification for Imports
Learn how to set an item classification before importing files using the Neat Smart Organization System
Set Item Classification for Imports
- Click the small down arrow next to the Scan button, then select Import Files.
- An Import window will open. In the Import window, click Browse. Please note: Neat only supports PDF, JPG, TIF, PNG, and BMP image file formats up to 10MB in size.
- An Open window will appear. Browse to the files that you want to import. To import multiple items at once, hold down the Ctrl key and select the files you want to import, then click Open. In this example, we'll import two PNG image files.
- The selected files will appear in the Import window. In the menu at the bottom of the Import window, you can set the item classification by clicking the drop down under Item Type. Another window will open up showing you all of the available item types. Select the item type you would like to import the files in as and then click Import.