User Manual

43
Chapter 5 Organizing Your Items: Cabinets, Folders & Subfolders
5
Organizing Your Items: Cabinets, Folders &
Subfolders
Folder Basics
Unlike your physical office, where you can “file” important papers on every surface, in Neat 5 all
items must live in a folder. That said, you can be as organized - or as disorganized - as you wish
to be in Neat 5. If you want to place every item in a single folder, you can! Alternatively, you can
choose to completely master Neat 5 file management by creating folders and subfolders and
consistently organizing items into those folders.
Also in this section:
Folder Best Practices
Opening & Closing a Folder
Creating a New Folder or Subfolder
Viewing Folder Content
Filtering Folder Items by Item Type
Renaming a Folder
Deleting a Folder
Moving or Copying a Folder