103, Using the Document Organizer | Univex NeatReceipts, NeatScan

Columns within the Contacts Grid can be placed in any order you wish. To move a column, simply drag its heading to the new location.

Resizing Column Widths

Columns within the Contacts Grid can be resized by doing one of the following:

•From the Tools menu, choose Auto-Size Column Widths.

•Position the cursor on the line between two column headings and drag left or right. Alternatively, double-click to auto-resize.

Understanding the Attached Column Icons

The Attached column in the Contacts Grid indicates whether a scanned image is associated with that contact row, as shown below:

Using the Document Organizer

The NeatWorks Scanner can be used to scan any paper-based document (including contracts, warranties, articles, recipes, and more), allowing you to store such documents electronically and discard the paper versions. Once a document is scanned, you can add and edit information in the Quick Scan Center. After you've

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Univex NeatReceipts, NeatScan, NeatDesk manual 103, Using the Document Organizer

Contents

Getting Started What do I need to know? Welcome to NeatWorks Using the Quick Scan Center Using the Inbox Page Page Creating a New Folder Choosing an Existing Folder What is a folder? File Selected Using NeatWorks FoldersWorking with Folders What can I do with folders? Viewing Multiple Folders Simultaneously Selecting Grid Rows Adding Comments to a Folder Editing Cells in a Folder Clearing Folder Rows Deleting a Folder Creating a New Expense Report Creating Expense ReportsSplitting a Receipt Across Multiple Folders Moving a Split Receipt to Another Folder For more information, see the following Page Page Page Page Importing Folders How do I import and export folders? To email a folder Emailing a FolderClick Continue Exporting to a NeatWorks File Creating an Excel Map Save Exporting to Excel To create a new template file in MS Office To specify an existing template filePage All Mappings button Page Exporting to an Excel Map Exporting to CSV Comma Separated Values Page Selected Receipts radio button Click Continue Exporting QIF Files to Quicken 2004 and EarlierExporting QIF Files to Quicken 2005 and Later Selected Receipts radio button Setting Up a Cash Account in QuickenChoose This account is not held in a financial institution Exporting a QIF File from NeatWorks From the Toolbar, choose Export OFX MS Money Choose File Import QIFTips for Working with QIF Files Exporting OFX Files to MS Money Exporting to QuickBooks If you chose QuickBooks Direct Running Folder Reports If you chose QuickBooks iif Running a Report Using the Report Window ToolbarPage Can I personalize columns and fields? Saving a ReportShowing and Hiding Grid Columns Moving Columns Information TabsResizing Column Widths From the Toolbar, choose Personalize Column/Field Names Modifying a Column or Field NameUnderstanding and Modifying the User Profile Working With Receipts How do I scan a receipt? Verify Data and Add a Vendor Name Create or Select a FolderTo Create a New Folder To Open a Folder Using the Image Adjuster Step B Manually Crop the Image Step a Rotate Your Image Working with Receipt Images Best Practice for Using the Image AdjusterStep C Lighten or Darken the Image Step D Save Changes to the Receipt Image Click Review and File Rotating the Receipt ImageZooming In or Out of a Receipt Image From the Toolbar, choose Import Import as New Receipt Viewing a Receipt in Full Screen ModeChanging the Order of Multiple Scanned Images Importing an Image as a New Receipt Deleting a Receipt Image From the Toolbar, choose Import Image to Current ReceiptCombining Receipts Printing a Receipt Image Emailing Receipts Saving a Receipt as a Graphic File Selecting Receipt Rows How can I work with receipt rows? Adding Comments to Receipts Editing Receipt Row Cells Moving a Receipt Row to Another Folder Adding a New Receipt RowMoving a Receipt Row to the Document Organizer Deleting a Receipt Row Viewing Receipts Together from Multiple Folders How do I use the Search feature?Finding Missing Key Data in Folders and Receipts Searching for a Keyword To search for text To learn how to use search, see the following topicsPage To conduct a wildcard search Searching with the WildcardReceipts Documents Business Cards Column Options Can I print, sort, and split receipts?Printing and Clearing a Receipt Row Selected Receipts button Formatting Options Multiple Sort Order Sorting Receipt RowsSort Receipts Splitting a Receipt into Multiple Transactions Page Importing Receipts How do I import and export receipts?Page How do I run a receipt report? On the toolbar, select Reports Receipt Reports Saving a Report Overview of Vendor Names and lists Can I edit vendor names and other lists? Adding an Item to a List Deleting an Item in a List Editing an Item in a List Showing and Hiding Columns From the Toolbar, select Personalize Column/Field Names Page Page Understanding and Modifying User Rules Understanding the Attached Column Icons Assigning Tax Categories Using the Business Card Organizer How do I scan a business card? Exploring the Business Card Organizer WindowHow can I work with contacts? Editing Contact Information Selecting a Contact RowTo edit contact information in the Contacts Grid Deleting a Contact Adding a Contact without Scanning a Business Card Working with Deleted Contacts Printing a Contact Sort Contacts Adding a Note for a Contact Adding an Action Item for a Contact Marking an Action Item as Complete Marking a Contact as a Quick ContactEmailing a Contact Continue Viewing a Business Card Image in Full Screen Saving Contact InformationRotating a Business Card Image Zooming a Business Card Image Saving a Business Card Image as a Graphic File Deleting a Business Card ImageHow do I find my contacts? Using Find Contacts Page How do I import and export contacts? Choosing to Sync With Plaxo or MS Outlook Exchanging Contacts with other NeatWorks UsersTo import contacts from a NeatWorks file From the Toolbar, choose Export Contact File Contacts to Sync headings OutlookSyncing Contacts with Plaxo Syncing Contacts with MS Outlook With Plaxo Specify the Contacts to Sync Specify the Direction of Sync Choose Select From Frequently Used Fields Categories NeatWorks to Outlook Field Mappings 100 Exchanging Contacts Using vCards 101 From the Tools menu, choose Show/Hide Columns Grid Columns 102Personalizing the Business Card Organizer Showing/Hiding Contacts Grid Columns 103 Using the Document Organizer Exploring the Document Organizer Window 104 What can I do with my document images? 105Rotating a Document Image Importing an Image as a New Document Viewing a Document in Full Screen Mode106 Zooming a Document Image From the Toolbar, choose Import Image to Current Document 107From the Toolbar, choose Import Image as New Document Importing Additional Images into a Document Row 108 Saving a Document as a Graphic File 109Deleting a Document Image Click Delete Current Image 110 How do I set up document folders?How can I work with document rows? Editing Document Row Cells 111Selecting Document Rows Viewing Documents Together from Multiple Folders Adding Comments to Document Rows 112Adding a New Document Row Moving a Document Row to Another Folder 113Moving a Document Row to the Receipt Organizer Deleting a Document Row 114Sorting Document Rows 115 116 Where can I find my saved documents?Clearing Documents Rows Finding Missing Key Data in Folders and Documents 117Selected Documents button Can I personalize document columns and fields? 118 119 120 121 122 From the Toolbar, choose Export Document Folder File .ntf 123How do I import and export documents? Sharing Documents with other NeatWorks Users Exporting Documents to other Format Types 124 125 Using the Tax OrganizerImporting Documents Exploring the Tax Organizer Window 126 How do I assign receipts to Tax Categories? 127 Showing and Hiding Tax Categories 128 129 How do I generate tax reports? 130Adding Comments Viewing Quick Tips and Additional IRS Information What can I do with tax reports? 131Zooming a Report Navigating in a Report 132Enter Viewing Corresponding Documents 133Viewing Corresponding Receipts Click the View Receipts from report button ExportingTor Printing Multiple ReportsT 134ViewTDocuments from reportT button again PrintingTa Selected ReportT BackingTUp and Restoring the DatabaseT DatabaseTBackup OptionsTBackupsTT.TTT 135 Toolbar.TTT SchedulingTAutomatic Database BackupsT136 BackingTUp the Database ManuallyT RestoringTthe DatabaseT 137From the Toolber, choose T Export Receipt Folder File.T CalibrationTT Check Backup File Version.TTTScannerTMaintenanceT 138 139 CleaningTTCalibratingTthe Neat ADF ScannerT 140 CleaningTthe Neat ADF Scanner TCalibrateT.T 141 CalibratingTYour ScannerT 142To calibrate in NeatWorks, do the followingT Click CalibrateT.T 143 To clean with the alcohol cleaning paperT How do I clean the scanner?144 ScanningTand Imaging TroubleshooterT ITlove the alcohol cleaning paper--where can I get more?T145 AdditionalTResourcesT DescriptionTT ExampleTT SolutionTRecalibrateTSolutionsTT 146 WhereTcan I find support and get updates?T SolutionT147