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Getting Started with Neat
8
Neat makes it easy to arrange your files any way you want.
Maintaining an organized folder tree in Neat is key to managing
your Digital Filing System.
Organizing with Neat
The heart of Neat’s digital organization is the intuitive folder tree system. Everything you scan in or send to Neat can be organized
any way you want it.
FOLDERS
INBOX
Your Inbox contains several folders, each dedicated to items
from NeatCloud. Please note that you cannot scan directly
into the Inbox. Click here to learn more about NeatCloud.
MY CABINET
Your Cabinet contains all of your Neat les and folders.
Create folders and subfolders, and keep everything exactly
where you choose. Note that folders will always be arranged
in alphabetical order.
ADDING/EDITING FOLDERS
Creating new folders is easy in Neat. Either use the New
Folder button at the top of the folder tree, or right-click within
the tree and select New Folder from the menu that appears.
Drag-and-Drop Organization
Folders can be dragged and dropped to create subfolders for detailed organization.
Dragging a folder to the trash will remove it from your Neat Digital Filing System.