Adding Files to NeatCloud

1. How do I scan a receipt, business card, or document using my mobile device?

Easy! Just launch the Neat app and tap the Scan button. Next, select the type of item you are scanning: Receipt, Business Card, or Document.

Take a picture of the receipt, business card, or document. Note: to retake the photo, click Retake; to use the photo, click Confirm. Select a destination folder, select whether or not you want to use NeatVerify, add any notes you choose, and tap Confirm & Upload. The item will then be uploaded to Neat Cloud Service for processing.  Back to Top blueArrowUp Adding Files to NeatCloud

2. Where do I find my Mobile scans?

You can select a destination for your mobile scans during the scanning process.  Back to Top blueArrowUp Adding Files to NeatCloud

3. What is the Email-in feature of Neat Cloud Service?

All Neat Cloud Service subscriptions come with a personalized email address that makes it easy to forward emails, e-receipts, and other digital documents directly to your Neat Cloud Service account, and then synchronize them with all your devices. Back to Top blueArrowUp Adding Files to NeatCloud

4. How do I find my @neatcloud.com email address?

From Neat Cloud Service, click on your account name (top right corner of the screen) and choose My Account. Scroll down to the Neat Cloud Service Email heading to view your Neat Cloud Service mail-to address. Back to Top blueArrowUp Adding Files to NeatCloud

5. Can I get a different @neatcloud.com email address?

To change the email address on your Neat account please go to www.neat.com/support and open a support ticket. Our Support team will help you create a new Neat account with a different email address.  Back to Top blueArrowUp Adding Files to NeatCloud

6. What kind of attachments can I email in to Neat Cloud Service?

Neat Cloud Service accepts the following attachment formats: PDF, JPG, TIFF, and PNG. Back to Top blueArrowUp Adding Files to NeatCloud

7. How long does it take for my emailed item to show in Neat Cloud Service after I email it in?

The time depends upon the size of your files, but they are usually available within minutes. Back to Top blueArrowUp Adding Files to NeatCloud

8. How does Neat Cloud Service handle email attachments?

The body of the email is added as new item in Neat and each attachment is added as a separate item. For example, an email with two attachments would create three items in your digital filing system – one with the content of the email, and one new item for each attachment. Back to Top blueArrowUp Adding Files to NeatCloud

9. Where can I find my emailed in items?

When you email an item to your @neatcloud.com email address, they are available in your Inbox under the From Email folder. You can then move the items anywhere in your Neat Digital Filing System. Back to Top blueArrowUp Adding Files to NeatCloud

10. How do I import or upload an item to Neat Cloud Service?

To import or upload an item to Neat Cloud Service, click on the Import button in Neat Cloud Service and choose PDF or Image.

Click the Choose Files button and browse to the file(s) you wish to import. Alternatively, drag and drop the item to the Drop Files Here area in the dialog box. Once processing is complete, your item will appear in the Inbox under the ‘From Web Import’ folder. You can then move the items anywhere in your Neat cabinet. Back to Top blueArrowUp Adding Files to NeatCloud

THE NEAT SMART ORGANIZATION SYSTEM

Cloud + Mobile + Desktop
One ecosystem for all your important information – on your desktop, in the cloud, and with mobile.

Neat transforms your digital and paper documents into useful, organized information. Our integrated system of software, hardware, cloud service, and mobile app makes it easy to acquire, search, share, and access your most important information - anywhere, anytime.

Organize your information, simplify your life.