The Neat Company 315, 698, 346, 322 Searching Everywhere, Creating Expense Reports, Saved Search

SEARCHING EVERYWHERE

Finding items is easy with NeatCloud. Start with the basic Search bar – enter a term in here, and Neat will search your entire Digital Filing System for matching terms.

Saved Search

When you perform a search in NeatCloud, you’ll see a Save Search button. When you save a search, it will appear beneath your folder tree, in the left-hand column of your screen.

CREATING EXPENSE REPORTS

To create an expense report in NeatCloud, begin by placing all items you’d like included in the report into a single folder. Then use the “Report” button to create your report.

Your report will be saved in the same folder you used to create it. You’ll also have the option to instantly download your report to your computer..

Expanded Search

You can connect your Evernote, Google Docs, and Dropbox accounts to NeatCloud, and search them all through Neat – this is known as Expanded Search. Choose Add Expanded Search under your Saved Searches to get started.

Note that the first time you add a third-party app to an Expanded Search, you’ll need connect that service to Neat. This is done by selecting the service and clicking “Connect.”

Getting Started with NeatCloud + NeatMobile 11