NEO TutorialsMake NEO work for you!A few minutes devoted to viewing these brief tutorials will increase your ability to fully utilize all of NEO’s great time-saving features. |
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NEO Quick Start
- NEO Free Quick Start - duration 7:28
- NEO Pro Quick Start - duration 9:17
The fastest way to get you going with NEO Free or NEO Pro.
The remainder of the tutorials primarily focus on NEO Pro, but NEO Free users may want to have a look because many features apply to NEO Free as well.
NEO Overview
NEO Primer - duration 8:52
- Clearing the productivity bottleneck
- See messages in the ways you think of them
- Automatic folder creation
- Active Mail
- Hot View
- Filter Bar
- PowerSearch
- Outlook integration
- Unified Message Stores
NEO Workspace - duration 5:18
- NEO View Tabs
- Using Find bar within folder windows
- Re-organizing tabs and windows
- Reading pane
Using NEO’s TABS
Hot - duration 5:22![]()
- Prioritizing email
- Top level folders - Current & Dormant
- Automatic classification
- Customize Current & Dormant
- Navigation
Correspondent - duration 7:32
- Correspondent folders
- Group folders
- Folder classification
- New, Current & Dormant
- List pane - all SENT and RECEIVED email
- Jump to Correspondent
- Finding Correspondents fast
- Renaming Correspondent folders
- Combining Correspondents
- Folder list organizing
Bulk Mail - duration 8:00
- Manage subscription mail
- Unsorted Bulk Mail
- Creating Bulk Mail folders
- Viewing Bulk Mail in Active Mail option
- Making Bulk Mail folders hot
- New, Current & Dormant
- Creating folder groups
Category - duration 8:44![]()
- How NEO Pro categories are different
- Category folders
- New, Current and Dormant - top level folders
- Creating & removing category folders
- Moving category folders
- Creating category group folders
- Adding categories to messages
- Editing categories
- Combining categories
- Master & user-defined categories
Status – duration 1:33![]()
- Active Mail
- To Do
- Flagged
- Kept
- Unread
Date - duration 1:23![]()
- Automatic folder creation
- Accessing old messages
Attachment – duration 1:28![]()
Search – duration 7:29
- Word Indexing
- Keyword searching
- Search within folders
- Combine Filter Bar
- Saved Searches
Other Key Features
Unified Message Stores - duration 3:54![]()
- How it works
- Message store definitions
- Adding & removing message stores
Active Mail - duration 4:38![]()
- NEO’s Inbox
- Refreshing difference
- Removing messages
- Moving messages to Outlook folders
- Working with "To Do" folder
- Viewing older mail
Filter Toolbar - duration 9:25![]()
- Instant global filtering
- Show only relevant messages
- Filter by Class, status, recipient, sent/received & Age
- Combine with search feature
Group Folders - duration 5:20
- Better folder tree organization
- Creating & editing
- Moving group folders
Automatic Folder Organization - duration 3:32
- New, Current & Dormant top-level folders
- Auto-moving folders
- Configuring top-level folders
- Manually moving folders
To Do Manager - duration 1:45![]()
- To Do settings
- Prioritizing
Search for Conversation - duration 1:36![]()
- Track email conversations
- Save & refresh threads
- Make email threads hot

