The Neat Company 315 Why Should I Read This Section First?, OK, I’m Reading...What’s Next?, Index

NeatReceipts Professional User Guide

Section 7: Using the Document Organizer . . . . . . . . . . . . . . . . . .115

About This Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .115 About the Document Organizer . . . . . . . . . . . . . . . . . . . . . . . . . .115 Accessing the Document Organizer . . . . . . . . . . . . . . . . . . . . . . .116 Exploring the Document Organizer . . . . . . . . . . . . . . . . . . . . . . . .116 Scanning a Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .117 Setting Up Document Folders (e.g. for Recipes) . . . . . . . . . . . . . . .119 Working with Document Images . . . . . . . . . . . . . . . . . . . . . . . . . .119 Working with Document Rows . . . . . . . . . . . . . . . . . . . . . . . . . . .124 Clearing Document Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .128 Finding Saved Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .128 Printing Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .133 Personalizing Document Grid Columns and Fields . . . . . . . . . . . . . .134 Sharing (Exporting) Documents . . . . . . . . . . . . . . . . . . . . . . . . . .137 Importing Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .139 Using the NeatReceipts Copier . . . . . . . . . . . . . . . . . . . . . . . . . . .140

Section 8: Appendix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .141

Backing Up and Restoring the NeatReceipts Database . . . . . . . . . .141 Finding Missing Key Data in Folders & Receipts . . . . . . . . . . . . . . .144 Finding Missing Key Data in Folders & Documents . . . . . . . . . . . . .144 Manually Changing Scan Settings . . . . . . . . . . . . . . . . . . . . . . . . .145 Scanning & Image Troubleshooter . . . . . . . . . . . . . . . . . . . . . . . .147 NeatReceipts to Plaxo Field Mapping . . . . . . . . . . . . . . . . . . . . . . .150 NeatReceipts to Outlook Field Mapping . . . . . . . . . . . . . . . . . . . . .150 NeatReceipts Column Mapping Chart . . . . . . . . . . . . . . . . . . . . . .151 Columns and Fields (Alphabetical by Organizer) . . . . . . . . . . . . . . .151 Caring for the NeatReceipts Scanner . . . . . . . . . . . . . . . . . . . . . .159 What’s in the NeatReceipts Box? . . . . . . . . . . . . . . . . . . . . . . . . .160 Checking for Software Updates . . . . . . . . . . . . . . . . . . . . . . . . . .160 Getting Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .160

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .162

1
Section	Read This
	Section First

￿Why Should I Read This Section First?

We know you’re excited about using this program (who wouldn’t be?), but it is important that you take a moment or two to review a few things before you get started. Reading this section of the user guide first will help you get up and running quickly -- and without making any frustrating mistakes.

OK, I’m Reading...What’s Next?

First, read through the rest of this section to learn how this user guide is organized. By doing this you will know which sections are “must reads” and which sections you can skip for now.

Then, read Section 2: Getting Started to install your software and scan your first receipt.

NOTE: If you absolutely, positively cannot take the time to read this section and learn how the user guide is organized, feel free to go directly to Section 2: Getting Started. However, DO NOT skip section 2 -- skipping it may end up costing you more time later troubleshooting installation issues.

Section 1: Read This Section First