Welcome to the Neat Experience with HP

USING NEAT
ON THE WEB

If you can access the Internet, you can access your Neat files - anytime, anywhere. Use your HP Connected account credentials to sign in to Neat at cloud.neat.com.

Web Interface

THE EASY WAY TO BE ORGANIZED





Folders

FOR CUSTOMIZED ORGANIZATION
Neat uses a simple folder tree structure that lets you organize your files any way you want. Create folders and subfolders, then move your files exactly where you want them.

Double click on any item to edit or add info.

Actions

DO MORE WITH YOUR DATA
The actions menu bar lets you create and delete items, move or download files, share files and folders, and more. The options presented in this menu will vary depending on whether you are viewing a file or folder. Double-click on any item to edit meta-data.

Add Items To Neat

NEAT IS ABOUT MORE THAN JUST SCANNING



Import Files

QUICKLY ADD ITEMS FROM YOUR COMPUTER
The Import button lets you browse your computer for items to add to Neat. You can even drag and drop files to quickly add to your Smart Organization System. Files you import will undergo ID2 parsing in the cloud, then appear as new items in the “From Web Import” folder of your Inbox. It’s one of the fastest, simplest ways to add files to Neat.

Email In

FORWARD IMPORTANT EMAILS
When you sign up for Neat, you’ll be provided an @neatcloud email address. Anything you forward to this address, with or without attachments, will appear in the “From Email” folder of your Neat Inbox. It’s perfect for dealing with digital receipts and other important emails. You can find your @neatcloud email address in the Profile section of your Settings.

Collaborate

TEAMWORK MADE EASY



Emailing an Item

You can email individual items through Neat. Select the item you want to share, then choose “Email Selected Item” from the menu bar.

Sharing a Folder

You can use Neat to share entire folders with other people at any time - even if they don't have Neat. They'll get read-only access to your files, and will be able to comment on items.

Simply select the folder you'd like to share, and choose "Share Folder" from the actions menu.




Commenting

When you share a folder, each user can add comments to the items in that folder. Comments can be added when viewing an item.

Expense Reports

QUICKLY REPORTING EXPENSES

To create an expense report in Neat, 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.

Account Settings

SETTING UP YOUR ACCOUNT

The first time you sign in to Neat, it’s a good idea to get familiar with your account settings. Access your account info by clicking your name in the upper right-hand corner of the screen.









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