Neatly Knowledgebase

Tips for using Neatly

Create a category for every team in your organization

There’s no reason for your entire organization to see the same dashboard & files.

Create categories for specific teams (marketing, sales, R&D, executive, etc.) and only share with them the categories that are relevant to them.

When they log into Neatly, they’ll have a nice clean dashboard that only displays the file categories they need.

Invite clients to join your account

Want to make your client feel like part of the project?

Invite them to join your Neatly account.Create a category for the client and invite the client to view it. They’ll only be able to see their category & its files and nothing else.

You won’t have to worry about them seeing any other categories, like ones for other clients or your internal company categories.

Please note that all users need to login with a Google account.

Keep track of mentions and PR

Neatly lets you save links to websites as if they were files.

Create a “Press Coverage” section in your “Marketing” category and start saving links to media or even social media (like tweets and mentions) mentioning your brand.

You can even separate them by topic by using File Groups.

Keep the Sales team up to date

Sales reps often don’t know what resources they have at their disposal.

Make your sales manager and marketing manager editors for your “Sales” category to ensure it always has the latest file and documents sales reps need to close their deals.

You can then ask each sales rep to subscribe to the “Sales” category so they’ll notifications every time a new file is added.

Create an employee onboarding section

When you have a new hire, you often have a bunch of documents, web pages and blog posts for them to read in order to get onboarded an up to date.

Simply create an onboarding category or section and add all of the relevant files and urls.

Organize bookmarks to links, SaaS tools and more

Neatly’s not just for files!

Add links to web pages, blog posts, social media posts and anything else that has a url.

You even have three levels of organization: Categories > Sections >  File Groups.


Do I need a Google account to use Neatly?

You can store links to files (like from Dropbox, WordPress or web URLs) and the platform will treat them the same as a Google Drive file.

You will still need a Gmail or Google Workspace account to sign up and login, which you can create for free.

Can I invite people external to my company to use Neatly?

Yes, you can invite anyone to join your Neatly account even if they do not have the same email domain.

You can choose which categories share with users. Users will only be able to see the categories to which they were given viewing permission.

Please note that all users need to login with a Google account.

Can I have more than one Neatly account?

You can only have one Neatly account associated with an email address at the moment.

You can remove an email address from one Neatly account in the Account Settings > User List tab and then add the email to another Neatly account.

Can I share my login?

Yes, you can share your login with others provided they have access to your Google email account.

Can I delete my Google Drive files with Neatly?

No, Neatly does not delete files from Google Drive.

When you remove a file from Neatly, it only removes the link to the file from the Neatly dashboard, but does not affect the file in Google Drive.

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