Getting Started with Neat
Transforming your Information | 3 |
Before you Scan / Item Types |
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Making your First Scan | 4 |
Scanner Settings / Folder Creation |
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Scanning Options | 5 |
Scan from Hardware / Scan from Software / Scan Orientation |
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After you Scan | 6 |
Intelligent Text Recognition |
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More ways to get things into Neat | 7 |
Send to Neat / Import / Manual Entry / Reviewing |
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Organizing with Neat | 8 |
Folders / Drag & Drop Items |
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Viewing your Items | 9 |
Thumbnail View / List View / Item View / Filtering |
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Editing Items and Adding Detail | 10 |
Thumbnail View / List View / Item View |
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Using your Information | 11 |
Advanced Search / Expense Reports / Tax Reports / Spending Reports |
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Exporting Data | 12 |
Exporting a PDF / Syncing with Outlook / Exporting to TurboTax / Other ways to Export |
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Using Neat Everywhere | 13 |
NeatCloud + NeatMobile |
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