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 and provides handy search, sort, and filter tools that allow you to find any item in your database, fast, no matter how many files it may contain.
Please Note: If you run into any problems organizing with the Web 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.
With Neat cloud service, you can sort your items in alphabetical or chronological order, making it easy to find the items you need to access. Click here
for more on sorting items.
Search and locate any item in your cabinet using Neat’s convenient Keyword Search tool. Click here
for more on searching in the Neat cloud service.
- Inbox Folders
- Recently Viewed Folder
If you run into any problems organizing with the Web app, click here to view our troubleshooting guide.