Getting Started with Neat 10
Each type of folder view provides different options for editing items and adding detail. Neat will automatically recognize information
for many of these values and ll them in for you.
EDITING ITEMS AND ADDING DETAIL
Thumbnail View
Thumbnail View lets you quickly
change item types through a drop-
down menu in the lower right cor-
ner of each thumbnail. For more
detailed changes, double-click an
item to open it in Item View.
List View
List View makes it easy to edit many
items at once, as you can work directly
within each column to change values.
Be sure to set your item lters to get
more detailed columns for the specic
item type – see the section above for
more about item lters.
Item View
Item View lets you add comments,
change details, and make other important
edits to an item. Each item type will have
different informational elds to work with.
To learn more about editing items, includ-
ing how to add tax categories to receipts,
see the Neat 5 PDF User Guide.