Import

IMPORTANT – END OF LIFE (EOL) SUPPORT DOCUMENTATION

Please note that the product(s) or information provided on this page relate to an end-of-life (EOL) product or service that is no longer supported by Neat. This information is provided to assist customers with the continued use of their legacy Neat software implementation. However, this information is provided on an “as is” and “as available” basis without any warranty of any kind. By the continued use of the EOL release version, the customer assumes all risk associated with the use of such version and understands support will not be provided.

For more information, please see our Retirement FAQ’s

You can also find help in our Neat Legacy Support Community


Neat allows you to import a variety of image file types, as well as PDF files and VCF files. This feature is useful if you have files saved on your computer that you want to aggregate in one place by adding them to your Neat database.

Please Note: If you run into any problems importing in Neat 4 for Mac, click here to view our troubleshooting guide.

  • PDF
    Import Portable Document Format (PDF) files in Neat. Click here for instructions on importing a PDF file in Neat. You can also scan directly to PDF file format by following the steps provided in this article.
    mac import toolbar


  • Image
    In the Neat for Mac, you can import image files in PNG, TIFF, or JPG format up to 10MB in size. Follow the steps in this article to learn how to import an image file into Neat.
    mac import toolbar

  • Print to Neat
    Neat for Mac has a useful feature which allows you to import any existing document on your computer, such as e-forms as well as webpages directly into the software using the Print to Neat option.


  • Address Book
    Add items from your Mac Address book to any folder you have created in Neat.
    xcvbnm


Importing Help!
If you run into any problems importing in Neat 4 for Mac, click here to view our troubleshooting guide.