​Neat Smart Organization System Neat Smart Organization System - Set Item Classification for Imports

Neat Smart Organization System - Set Item Classification for Imports

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 set an item classification before importing files using the Neat Smart Organization System

Set Item Classification for Imports

  1. Click the small down arrow next to the Scan button, then select Import Files.
    Neat Lightweight App Import images - Step 1
  2. 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.
    Neat Lightweight App Import images - Step 2
  3. 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.
    Neat Lightweight App Import images - Step 3
  4. 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.
    Neat Lightweight App Set item classification


How did we do?


Powered by HelpDocs

Powered by HelpDocs