Searching & More
- 1. How do I search my Neat data from my mobile device?
- 2. How do I quickly search the Neat data I have in NeatCloud?
- 3. How do I create and use Saved Searches?
- 4. What is Expanded Search?
- 5. How do I create an Expanded Search?
- 6. How many searches can I add?
To search with the Neat app, simply type what you are looking for in the Search field near the top of the screen and click Search. Neat will retrieve all matching items in your Neat Digital Filing System containing the search term by searching image text, field names, notes, and comments. Back to Top
To search files in NeatCloud, simply type what you are looking for in the Keyword Search field near the top of the screen and click Search. Neat will retrieve all matching items in your Neat Digital Filing System containing the search term by searching image text, field names, notes, or comments. Back to Top
Saved Searches allow you to save your most commonly used search terms. For example, if you frequently search for the phrase “coffee receipts,” you would start by searching for “coffee receipts.” Once the search results are displayed, click on the Save Search button beneath the search bar. This will add the Saved Search to the Saved Searches folder in the Navigation Pane.
The next time you want to search for “coffee receipts” simply click on that search under the Saved Searches heading. The search results will update with any new data matching your query. Back to Top
It’s time consuming to try and locate where your important documents are saved when you use multiple cloud services, such as Google Docs, Dropbox, and Evernote. Neat’s Expanded Search solves this problem by letting you search across these cloud services from just one location: Neat. Back to Top
To create an Expanded Search in NeatCloud, click on Add Expanded Search under Saved Searches in the Navigation Pane and then click Set Up Expanded Search.
In the Create an Expanded Search dialog box, use the Connect buttons to connect NeatCloud to the services you wish to include in the expanded search. You will be taken to each service to log in and grant access to search those files. Then type a name, keyword(s), and description for the search and click Create.
The expanded search is added to the list of saved searches in the Navigation Pane.
When you click on an expanded search, Neat goes to work behind the scenes to search the 3rd party services and Neat for items containing the specified terms. Clicking on an item lets you view it. If the item is in one of the 3rd party services, you will be able to view it in that service automatically. Back to Top
There is no limit to the number of Saved or Expanded Searches you can create. Back to Top