Organizing with Neat
Neat makes it easy to arrange your files any way you want. Maintaining an organized folder tree in Neat is key to managing your Digital Filing System.
FOLDERS
The heart of Neat’s digital organization is the intuitive folder tree system. Everything you scan in or send to Neat can be organized any way you want it.
INBOX
Your Inbox contains several folders, each dedicated to items from NeatCloud. Please note that you cannot scan directly into the Inbox. Click here to learn more about NeatCloud.
MY CABINET
Your Cabinet contains all of your Neat files and folders. Create folders and subfolders, and keep everything exactly where you choose. Note that folders will always be arranged in alphabetical order.
ADDING/EDITING FOLDERS
Creating new folders is easy in Neat. Either use the New Folder button at the top of the folder tree, or
Drag-and-Drop Organization
Folders can be dragged and dropped to create subfolders for detailed organization.
Dragging a folder to the trash will remove it from your Neat Digital Filing System.
Getting Started with Neat | 8 |