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 Information Making Your First Scan Select your settingsOrganize your information Scanning from Your Software Scanning from Your Hardware After YOU Scan Send to Neat More Ways to GET Things Into NeatImport Manual Entry Review your items Folders Organizing with NeatDrag-and-Drop Organization Thumbnail View Viewing Your ItemsList View Item View Editing 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 data Already have NeatCloud?