The Neat Company 322, 698, 3325 manual Getting Started with Neat

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Getting Started with Neat

Neat’s scanner, software, and cloud solutions create the ultimate Digital Filing System, making it easier for you to stay organized.

This Getting Started Guide will help you get the most out of Neat.

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Contents Getting Started with Neat Before you Scan / Item Types Before YOU Scan Transforming Your InformationMaking Your First Scan Select your settingsOrganize your information Scanning from Your Software Scanning from Your HardwareAfter YOU Scan Send to Neat More Ways to GET Things Into NeatImport Manual Entry Review your itemsFolders Organizing with NeatDrag-and-Drop Organization Thumbnail View Viewing Your ItemsList View Item ViewEditing Items and Adding Detail Searching Your Neat Files Using your informationCreating Reports Syncing contacts with Outlook Exporting DataExporting to TurboTax Other ways to export your dataAlready have NeatCloud?

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