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 3 Using Neat on Mobile Devices Downloading the App / Scanning / Item Types 4 Using Neat on Mobile Devices Items in Queue / Viewing your Inbox / NeatVerify 5 Using Neat on Mobile Devices Viewing and Sharing your Files 6 Using Neat on the Web Signing into NeatCloud / Account Settings 7 The NeatCloud Web Interface Folders / Actions 8 Adding Items to Neat with NeatCloud Importing Files / Email In / File T
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 files with the same encryption standard used by most banks to secure customer data.
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 YOU GET THE PICTURE NeatMobile lets you use the camera on your mobile device to scan items into Neat.
Queue ITEMS IN QUEUE Your Queue is divided into two sections – Processing Queue and Upload Queue. Your Upload Queue shows items awaiting upload from your mobile device. The Processing Queue shows items that are being processed in the cloud, where the undergo Intelligent Text Recognition. Once an item is finished processing, it will appear in y our Inbox. Files VIEWING YOUR INBOX Your Inbox is divided into the following folders: From Email, From NeatMobile, From NeatScan, and From Web Import.
VIEWING AND SHARING YOUR FILES All of your files and folders will be in NeatMobile just like they appear on your computer. You can even share items directly through the Neat app to easily collaborate with others. Browse files and folders Browse your folders and see every item quickly. Tap an item to take a closer look. Getting Started with NeatCloud + NeatMobile View items View the original document, as well as the information extracted by Neat’s Intelligent Text Recognition.
Using Neat on the Web If you can get to the internet, you can get to your Neat files. Sign in to your NeatCloud account from anywhere at cloud.neat.com. SIGNING IN TO NEATCLOUD When you go to cloud.neat.com, you’ll be asked to sign in with your username and password. Use the same account information you created when you originally signed up for NeatCloud. You’ll be able to view, edit, and move items – just like you do with your Neat software.
THE NEATCLOUD WEB INTERFACE Using the interface of cloud.neat.com is easy and intuitive. Even if you’re not familiar with Neat’s software setup, you’ll have no problems being organized with NeatCloud. Folders NeatCloud uses the same folder tree structure as our desktop software. Because of the Sync function, your files and folders on NeatCloud will be identical to those in your Neat desktop software, and vice versa.
ADDING ITEMS TO NEAT WITH NEATCLOUD NeatCloud gives you some new ways to get items into Neat, making it easier than ever before to build up your Digital Filing System. Importing files Email In The Import button lets you browse your computer for items to add When you sign up for NeatCloud, you’ll be provided an @neat- to Neat. You can even drag and drop files to quickly add to your cloud email address. Anything you forward to this address, with Digital Filing System.
COLLABORATING THROUGH NEATCLOUD NeatCloud gives you more ways than ever to share files and work with others, making it the ultimate tool for collaboration. Sharing an item You can share individual items with ease through NeatCloud. Select the item you want to share, then choose “Email Selected Item” from the Actions menu. Sharing a folder You can use NeatCloud to share entire folders with other people at any time – even if they don’t have NeatCloud.
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.. SEARCHING EVERYWHERE Finding items is easy with NeatCloud.
Syncing with Neat Software NeatCloud sets your Digital Filing System free with the power of the cloud. No matter how or where you access your files, they’ll always be up to date. BRINGING IT ALL TOGETHER The backbone of NeatCloud is the Sync function. No matter how you access Neat, you’ll have the latest versions of your files. SYNCING FOR THE FIRST TIME Use the Sync button in your Neat desktop software to initiate your first sync.
