User Manual

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Chapter 5 Organizing Your Items: Cabinets, Folders & Subfolders
5
Organizing Your Items: Cabinets, Folders &
Subfolders
Neat 5 stores all items in a secure digital database called a cabinet. Within the cabinet you can
create folders and subfolders to organize related items.
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.
In this section:
Viewing Items
Editing Items
Working with Unreviewed Items
Moving or Copying Items Between Folders
Deleting & Retrieving Items
Sorting Items in Grid View
Searching for an Item
Combining Multiple Items
Creating a New Item without Scanning
Working with Images
Working with Contacts