Univex NeatReceipts, NeatScan, NeatDesk manual 100, Exchanging Contacts Using vCards

Exchanging Contacts Using vCards

To sync a small number of contacts with MS Outlook or to export to other contact management applications, simply export them as vCards.

To export a contact as a vCard:

1.In the Contacts Grid, select the Contact(s) you wish to export. (Hold down the Shift key to select multiple contacts.)

2.From the Toolbar, choose Export > vCard File. If you select more than one contact, you will be prompted to export them as a single vCard or as separate files.

3.In the Save As or Browse For dialog box navigate to the desired destination.

To import a contact as a vCard:

1.From the Toolbar, choose Import > vCard File.

2.Navigate to the folder containing the file, select the file, and click Open. The contacts will be imported into the Contacts Grid and automatically saved in your database.

Exporting Contacts to PDF or RTF (MS Word)

NeatWorks allows you to export your contacts to PDF or RTF (MS Word). To do so:

1.Select the contact(s) you want to export.

2.From the Toolbar, choose Export .

3.From the Export submenu, choose PDF > PDF (Report) or RTF (MS Word). The Export Choices dialog box opens.

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