The Neat Company 315, 698, 322, 346 User Manual

Getting Started with

Neat transforms paper and electronic documents into organized

digital files that are easy to find, use, and share. NeatCloud + NeatMobile

make your information even more active and accessible.

Getting Started with

Overview

File Security / Neat on Mobile / Neat on the Web / Sync & Backup

Using Neat on Mobile Devices

Downloading the App / Scanning / Item Types

Using Neat on Mobile Devices

Items in Queue / Viewing your Inbox / NeatVerify

Using Neat on Mobile Devices

Viewing and Sharing your Files

Using Neat on the Web

Signing into NeatCloud / Account Settings

The NeatCloud Web Interface

Folders / Actions

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Adding Items to Neat with NeatCloud

Importing Files / Email In / File Types Supported / NeatScan

Collaborating through NeatCloud

Sharing an Item / Sharing a Folder / Commenting / Adding Users

Creating Reports & Search

Expense Reports / Saved Search / Expanded Search

Syncing with Neat Software

Bring it Together / Initial Sync / Secure Backup / Multiple Desktops

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ULTIMATE SECURITY FOR ALL YOUR FILES

When your documents are in NeatCloud, they’re not only synchronized between your various devices,

they’re securely backed up on our servers. We take security seriously – NeatCloud uses SSL encryption,

and protects your les with the same encryption standard used by most banks to secure customer data.

USE NEAT ON YOUR MOBILE DEVICES

Use the Neat app for iOS or Android to transform your smartphone

or iPad into a pocket-sized Neat scanner – and another way to

access your les.

Get the app from iTunes | Get the app from Google Play

USE NEAT ON THE WEB

Sign in to NeatCloud from any computer, and securely access all of your

les through the web – with no software required.

Sign in to NeatCloud

CONNECT EVERYTHING

NeatCloud connects your Digital Filing System across multiple

computers and mobile devices.

Signing in to NeatCloud

Access NeatCloud on the web or your mobile device with the

Username and Password you created when signing up for Neat.

Getting Started with NeatCloud + NeatMobile

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Using Neat on Mobile Devices

Be Neat everywhere – with NeatMobile. With the Neat app, your important
files are always close at hand and available wherever you go.

DOWNLOADING THE APP

NeatMobile lets you access Neat from your smartphone or

iPad via the Neat app. Download the app, then sign in on your

device with your NeatCloud account.

Get the app from iTunes | Get the app from Google Play

Scan

Receipts

Neat instantly captures in-

formation like Vendor, Date,

Amount, and Payment Type.

YOU GET THE PICTURE

NeatMobile lets you use the camera on your mobile device to scan items

into Neat. Just select “Scan,” choose an item type, and take a picture of

the item you’d like to scan… and Neat will do the rest!

After taking a photo, it will go to your Queue for processing before

appearing in your Inbox.

Contacts

Neat transforms business

cards into digital contacts,

instantly recognizing all of

the contact information

Documents

Neat runs Intelligent Text

Recognition on every word

of every document, so you

can keyword search anything.

Getting Started with NeatCloud + NeatMobile

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