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  1. Import Items into Neat

    In the Import Your Files box, click Choose Files, then browse to and select the file (s) you want to import. OR drag and drop the files you want to import in to the import window. Once you’ve selected your file (s), then select the Item Type you want …

  2. Install Neat Scan Utility for the Desktop

    This utility allows you to scan documents into Neat or save them to your local computer (PC/Mac) from a Neat-branded scanner or any TWAIN-compliant scanning device. If you have an existing Neat software subscription, simply login using your Neat credentials and select “Scan to Neat” as your destination.

  3. NeatFiles FAQ - Neat HelpCenter

    Email items directly to your Neat account using Neat’s Neat Cloud email address feature. Import items from your computer directly into New Neat. Scan items into Neat using the Desktop Scan Utility .

  4. You can use the Send to Neat feature to add any digital document (web page, MS Word document, PDF, etc) or image to your Digital Filing System. Learn more about Send to Neat.

  5. Life After Neat Desktop (for Mac or Windows) - Christopher Price

    Apr 4, 2016 · Neat’s local backup consists only of a pdf for each and every entry you have made in Neat all stuck in a single directory. I have over 3000 files in one folder that if Neat stopped and/or I cut their service, it would take me days to re-create the …

  6. How to Use a Neat Scanner - CitizenSide

    Nov 18, 2023 · Setting up your Neat Scanner is a simple and straightforward process that will have you scanning documents, receipts, and business cards in no time. Follow these steps to get your Neat Scanner up and running: 1. Unpack the Neat Scanner: Start by unpacking the Neat Scanner from its box and removing any protective packaging materials.

  7. With the Neat Desktop Scanner, place the paper face up with the text facing you. You can start the scan one of two ways: use the actual buttons on the scanner itself -- or click the Scan icon in Neat 5. By the way, you can also quickly scan and create a PDF by pressing the PDF button on the scanner. You will be prompted to

  8. How to Scan to PDF and Import to Neat Using ScanSnap Manager

    You can use the Scansnap Manager included in the CD with your scanner to scan items directly to PDF on your computer. If desired, those items can be imported to Neat afterward. Follow the steps below to scan to PDF using Scansnap Manager.

  9. Hands On With the NeatConnect Scanner - PCMag

    Sep 19, 2013 · Once uploaded to NeatCloud, all of your documents can be accessed via PC, tablet, or smartphone, and Neat has integrated several features into the service that allow for easier organization in...

  10. Best Receipt Tracking App for Small Business | Neat - The Neat Company

    Snap a picture using our mobile app, email, drag and drop documents into Neat, or import with a compatible scanner. Then, add these items to expense reports for quick review/analysis or timely reimbursement. Our powerful OCR software can extract information from any paper document, allowing you to enter receipts quickly and accurately.

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