If you can access the Internet, you can access your Neat files - anytime, anywhere. Sign in to Neat at cloud.neat.com.
When you go to cloud.neat.com, you’ll be asked to sign in with your username and password.
THE EASY WAY TO BE ORGANIZED
Neat uses a simple folder tree structure that lets you organize your files any way you want. Create folders and subfolders, then move your files exactly where you want them.
Double click on any item to edit or add info.
The actions menu bar lets you create and delete items, move or download files, share files and folders, and more. The options presented in this menu will vary depending on whether you are viewing a file or folder. Double-click on any item to edit meta-data.
NEAT IS ABOUT MORE THAN JUST SCANNING
The Import button lets you browse your computer for items to add to Neat. You can even drag and drop files to quickly add to your Smart Organization System. Files you import will undergo ID2 parsing in the cloud, then appear as new items in the “From Web Import” folder of your Inbox. It’s one of the fastest, simplest ways to add files to Neat.
When you sign up for Neat, you’ll be provided an @neatcloud email address. Anything you forward to this address, with or without attachments, will appear in the “From Email” folder of your Neat Inbox. It’s perfect for dealing with digital receipts and other important emails. You can find your @neatcloud email address in the Profile section of your Settings.
TEAMWORK MADE EASY
Emailing an Item
You can email individual items through Neat. Select the item you want to share, then choose “Email Selected Item” from the menu bar.
Sharing a Folder
You can use Neat to share entire folders with other people at any time - even if they don't have Neat. They'll get read-only access to your files, and will be able to comment on items.
When you share a folder, each user can add comments to the items in that folder. Comments can be added when viewing an item.
QUICKLY REPORTING EXPENSES
To create an expense report in Neat, begin by placing all items you’d like included in the report into a single folder. Then use the Report button to create your report.
FINDING ITEMS IS FAST AND SIMPLE
When you perform a search in Neat, you’ll see a Save Search button. When you save a search, it will appear beneath your folder tree, in the left-hand column of your screen. This makes your future workflows more efficient.
SETTING UP YOUR ACCOUNT
The first time you sign in to Neat, it’s a good idea to get familiar with your account settings. Access your account info by clicking your name in the upper right-hand corner of the screen.