Scanning from Your Hardware

Use the Scan button on your scanner to quickly scan an item. Items will appear in whatever folder you have open.

PDF button

Use the PDF button on your scanner to make a

PDF file for easy sharing.

SCANNING FROM YOUR SOFTWARE

You can also scan items using the Scan button in

Neat’s software.

Select PDF from the dropdown menu if you want to scan directly to PDF.

Getting Started with Neat

Image 5

Contents

Getting Started with Neat Before you Scan / Item Types Before YOU Scan Transforming Your Information Organize your information Select your settingsMaking Your First Scan 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 Drag-and-Drop Organization Organizing with NeatFolders Thumbnail View Viewing Your ItemsList View Item View Editing Items and Adding Detail Creating Reports Using your informationSearching Your Neat Files Syncing contacts with Outlook Exporting DataExporting to TurboTax Other ways to export your data Already have NeatCloud?