The Neat Company 698 Viewing Your Items, Thumbnail View, List View, Item View, Filtering items

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VIEWING YOUR ITEMS

Neat provides several ways to view your items, making it easy to see exactly what you’re looking for.

Thumbnail View

Thumbnail View shows a grid of “cards” for your items, each with key data and a thumbnail image of the file. This view makes it easy to see many items at once, so you can quickly change item types, or open an item to further edit its properties.

List View

List View lets you see all the contents of a folder, but also quickly edit content. Customizable columns for each item type let you sort receipts by total, contacts by name, documents by date created, and more.

Item View

Item View displays all of the detailed information of your files and allows you to browse your folder, item by item, and easily edit the information.

Filtering items

Use the Filters toolbar to restrict what item types are displayed in a folder. Filtering by item type will provide more specific columns in List View, giving you more detailed information for those items. You can customize columns by right-clicking on the column header.

Getting Started with Neat

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Contents Getting Started with Neat Before you Scan / Item Types Before YOU Scan Transforming Your InformationSelect your settings Making Your First ScanOrganize 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 itemsOrganizing with Neat FoldersDrag-and-Drop Organization Thumbnail View Viewing Your ItemsList View Item ViewEditing Items and Adding Detail Using your information Searching Your Neat FilesCreating Reports Syncing contacts with Outlook Exporting DataExporting to TurboTax Other ways to export your dataAlready have NeatCloud?
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