User Manual

2
Chapter 1 Welcome to Neat 5 Help
1
Welcome to Neat 5 Help
Where to Start
We know you don’t have all day to read our Help files (as scintillating as they might appear). So
let’s get you on the right path ASAP. In the table below, follow the path that best corresponds to
your technical savvy and current Neat 5 know-how.
How Tech Savvy are you?
Very Tech Savvy
Not So Tech Savvy
YES
I’ve Used
a
Previous
Version
of
Neat
Start here:
What’s New in Version 5
After that:
Organizing Your Items:
Cabinet, Folders & Subfolders
Start here:
What’s New in Version 5
Getting Started with Neat 5
Introducing The Neat 5
Dashboard
After that:
Getting Items Into Neat 5
Organizing Your Items: Cabinet,
Folders & Subfolders
Working with Your Items
Exporting, Synchronizing, ing and
Printing
NO
I’ve
Never
Used
Neat
Start here:
Getting Started with Neat 5
After that:
Getting Items Into Neat 5
Organizing Your Items:
Cabinet, Folders & Subfolders
Working with Your Items
Exporting, Synchronizing,
Reporting and Printing
Start here:
Getting Started with Neat 5
Introducing the Neat 5 Dashboard
After that:
Getting Items Into Neat 5
Organizing Your Items: Cabinet,
Folders & Subfolders
Working with Your Items
Exporting, Synchronizing,
Reporting and Printing