Relevant Links



Video Tutorials + User Guides

Browse our video tutorials and user guides to learn how to perform the most-used tasks and get the most out of your Neat software. If you have a request for a tutorial you would like to see, please contact us.

 

For NeatConnect:

 

Adding Scan Destinations to NeatConnect

 

Scanning to and Accessing Files in NeatCloud

 


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For NeatReceipts and NeatDesk (Windows):

mac-icon For NeatReceipts and NeatDesk (Mac):
 

NEAT 5 VIDEO TUTORIALS

Getting Started

Overview

Quick Start

Data Migration

Creating Reports

Search

Views

Syncing with Outlook

Exporting to Quicken

Exporting to Quickbooks

Custom Fields & Columns

NEAT 5 USER GUIDE

Neat 5 for PC User Guide (PDF)



NeatWorks 4.0 Video Tutorials
NeatWorks 4.0 User Guide (PDF)

 


Create Folders


Scanning Your Items

Working with Your Files

Syncing with NeatCloud


USER GUIDE:

Neat for Mac v4 User's Guide (PDF)

 

NeatWorks for Mac v3.5 Help (PDF)


 

THE NEAT DIGITAL FILING 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.