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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 rst 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.”
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.
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..
CREATING EXPENSE REPORTS
SEARCHING EVERYWHERE
Getting Started with NeatCloud + NeatMobile
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