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Getting Started with NeatNeat’s scanner, software, and cloud solutions create the ultimate Digital Filing System, making it easier for you to stay org

Getting Started with Neat10Each type of folder view provides different options for editing items and adding detail. Neat will automatically recognize

Getting Started with Neat11Once your information is in Neat, there’s so much you can do with it. Neat brings your files to life, making them easier to

Getting Started with Neat12Neat makes it easy to export data, send receipt information to popular accounting software, or instantly add contacts to yo

Getting Started with Neat13NeatCloud connects your Digital Filing System, allowing you to access it, or add to it – anytime, anywhere. • Scan with you

345678910111213Transforming your InformationBefore you Scan / Item TypesMaking your First ScanScanner Settings / Folder CreationScanning OptionsScan f

It’s important to understand how Neat categorizes the items you add to the Digital Filing System. Neat recognizes every item as a Receipt, Contact, or

Getting Started with Neat4Your Neat scanner is the easiest way to transform paper information into organized digital les. Here’s how to get your pape

SCANNING FROM YOUR HARDWARESCANNING FROM YOUR SOFTWAREScan buttonUse the Scan button on your scanner to quickly scan an item. Items will appear in wha

Getting Started with Neat6Whenever you add an item to Neat, you’ll notice it goes through a processing queue before appearing in your Inbox. This is w

Scanning isn’t the only way to get things into Neat.Send to NeatSelect “Send to Neat” as your printer to send documents from other applications (web b

Getting Started with Neat8Neat makes it easy to arrange your files any way you want. Maintaining an organized folder tree in Neat is key to managing yo

Neat provides several ways to view your items, making it easy to see exactly what you’re looking for.VIEWING YOUR ITEMSGetting Started with Neat9Thumb