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Organize

Learn how to organize and manage the data in your Neat cabinet. Neat allows you to create folders, to organize your information using the categories you deem most useful. For example, you might choose to create a folder organization structure that separates your home expenses documentation from your business expenses documentation, making it easier to distinguish between the two.

Please Note: If you run into any problems organizing with the Neat mobile app, click here to view our troubleshooting guide.

  • Folder Management
    You’ll want to create a “tree” of folders and sub-folders to keep the items in your Neat cabinet organized. Click here for detailed instructions on creating, editing, or deleting folders in the Neat mobile app. You can also modify the folders in your cabinet in the Neat cloud service by following the instructions provided in this article.
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  • Sorting/Filtering
    With the Neat mobile app, you can sort your items in alphabetical or chronological order, or by date, making it easy to find the items you need to access. Click here for more on sorting items. To find the specific items you need. Click here for more on filtering in the Neat mobile app.
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  • Searching
    Search and locate any item in your cabinet using Neat’s convenient Keyword Search tool. Click here for more on searching for items in the Neat mobile app.

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Organizing Help!
If you run into any problems getting started with the Neat mobile app, click here to view our troubleshooting guide.

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