EDITING ITEMS AND ADDING DETAIL
Each type of folder view provides different options for editing items and adding detail. Neat will automatically recognize information for many of these values and fill them in for you.
Thumbnail View
Thumbnail View lets you quickly change item types through a drop- down menu in the lower right cor- ner of each thumbnail. For more detailed changes,
List View
List View makes it easy to edit many items at once, as you can work directly within each column to change values. Be sure to set your item filters to get more detailed columns for the specific item type – see the section above for more about item filters.
Item View
Item View lets you add comments, change details, and make other important edits to an item. Each item type will have different informational fields to work with. To learn more about editing items, includ- ing how to add tax categories to receipts, see the Neat 5 PDF User Guide.
Getting Started with Neat | 10 |
