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Univex NeatDesk, NeatScan, NeatReceipts manual 104, Exploring the Document Organizer Window

Models: NeatDesk NeatReceipts NeatScan

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filed a document in the Document Organizer, a new row is added to the Documents Grid, where you can also add and edit information in each document row. You can also add comments to a row.

The goal of this section is to help you learn how to work with the Document Organizer. You'll gain a better understanding of the document scanning process, how to work with document images, and how to edit, sort, clear, delete, combine, email, export, and import Document Organizer row information. You will also learn how to modify the Document Organizer Grid columns and personalize user lists and rules.

You will find the following topics addressed here:

•Exploring the Document Organizer Window

•How do I scan a document?

•What can I do with document images?

•How do I set up document folders?

•How can I work with document rows?

•Where can I find my saved documents?

•How do I print documents?

•Can I personalize document columns and fields?

•How do I import and export documents?

Exploring the Document Organizer Window

To access the Document Organizer, click on the Documents tab.

The Document Organizer window is easy to navigate once you become familiar with its various screen areas:

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Univex NeatDesk, NeatScan, NeatReceipts manual 104, Exploring the Document Organizer Window

Contents

Welcome to NeatWorks Getting Started What do I need to know? Using the Quick Scan Center Using the Inbox Page Page Creating a New Folder Choosing an Existing Folder Working with Folders File Selected Using NeatWorks FoldersWhat is a folder? What can I do with folders? Selecting Grid Rows Viewing Multiple Folders Simultaneously Editing Cells in a Folder Adding Comments to a Folder Deleting a Folder Clearing Folder Rows Splitting a Receipt Across Multiple Folders Creating Expense ReportsCreating a New Expense Report Moving a Split Receipt to Another Folder For more information, see the following Page Page Page Page How do I import and export folders? Importing Folders Click Continue Emailing a FolderTo email a folder Exporting to a NeatWorks File Save Exporting to Excel Creating an Excel Map To specify an existing template file To create a new template file in MS OfficePage All Mappings button Page Exporting to an Excel Map Exporting to CSV Comma Separated Values Page Exporting QIF Files to Quicken 2005 and Later Exporting QIF Files to Quicken 2004 and EarlierSelected Receipts radio button Click Continue Setting Up a Cash Account in Quicken Choose This account is not held in a financial institutionExporting a QIF File from NeatWorks Selected Receipts radio button Choose File Import QIF Tips for Working with QIF FilesExporting OFX Files to MS Money From the Toolbar, choose Export OFX MS Money Exporting to QuickBooks If you chose QuickBooks Direct If you chose QuickBooks iif Running Folder Reports Using the Report Window Toolbar Running a ReportPage Showing and Hiding Grid Columns Saving a ReportCan I personalize columns and fields? Resizing Column Widths Information TabsMoving Columns Understanding and Modifying the User Profile Modifying a Column or Field NameFrom the Toolbar, choose Personalize Column/Field Names Working With Receipts How do I scan a receipt? Create or Select a Folder To Create a New FolderTo Open a Folder Verify Data and Add a Vendor Name Using the Image Adjuster Step a Rotate Your Image Step B Manually Crop the Image Best Practice for Using the Image Adjuster Step C Lighten or Darken the ImageStep D Save Changes to the Receipt Image Working with Receipt Images Zooming In or Out of a Receipt Image Rotating the Receipt ImageClick Review and File Viewing a Receipt in Full Screen Mode Changing the Order of Multiple Scanned ImagesImporting an Image as a New Receipt From the Toolbar, choose Import Import as New Receipt From the Toolbar, choose Import Image to Current Receipt Combining ReceiptsPrinting a Receipt Image Deleting a Receipt Image Saving a Receipt as a Graphic File Emailing Receipts How can I work with receipt rows? Selecting Receipt Rows Editing Receipt Row Cells Adding Comments to Receipts Moving a Receipt Row to the Document Organizer Adding a New Receipt RowMoving a Receipt Row to Another Folder Deleting a Receipt Row Finding Missing Key Data in Folders and Receipts How do I use the Search feature?Viewing Receipts Together from Multiple Folders To learn how to use search, see the following topics Searching for a Keyword To search for textPage Receipts Searching with the WildcardTo conduct a wildcard search Business Cards Documents Can I print, sort, and split receipts? Printing and Clearing a Receipt RowSelected Receipts button Column Options Formatting Options Sort Receipts Sorting Receipt RowsMultiple Sort Order Splitting a Receipt into Multiple Transactions Page How do I import and export receipts? Importing ReceiptsPage How do I run a receipt report? On the toolbar, select Reports Receipt Reports Saving a Report Can I edit vendor names and other lists? Overview of Vendor Names and lists Adding an Item to a List Editing an Item in a List Deleting 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 can I work with contacts? Exploring the Business Card Organizer WindowHow do I scan a business card? To edit contact information in the Contacts Grid Selecting a Contact RowEditing Contact Information Adding a Contact without Scanning a Business Card Deleting a Contact Working with Deleted Contacts Sort Contacts Printing a Contact Adding an Action Item for a Contact Adding a Note for a Contact Marking a Contact as a Quick Contact Emailing a ContactContinue Marking an Action Item as Complete Saving Contact Information Rotating a Business Card ImageZooming a Business Card Image Viewing a Business Card Image in Full Screen How do I find my contacts? Deleting a Business Card ImageSaving a Business Card Image as a Graphic File Using Find Contacts Page How do I import and export contacts? Exchanging Contacts with other NeatWorks Users To import contacts from a NeatWorks fileFrom the Toolbar, choose Export Contact File Choosing to Sync With Plaxo or MS Outlook Syncing Contacts with Plaxo OutlookContacts to Sync headings With Plaxo Syncing Contacts with MS Outlook Specify the Direction of Sync Specify the Contacts to Sync Choose Select From Frequently Used Fields Categories NeatWorks to Outlook Field Mappings Exchanging Contacts Using vCards 100 101 102 Personalizing the Business Card OrganizerShowing/Hiding Contacts Grid Columns From the Tools menu, choose Show/Hide Columns Grid Columns Using the Document Organizer 103 104 Exploring the Document Organizer Window Rotating a Document Image 105What can I do with my document images? Viewing a Document in Full Screen Mode 106Zooming a Document Image Importing an Image as a New Document 107 From the Toolbar, choose Import Image as New DocumentImporting Additional Images into a Document Row From the Toolbar, choose Import Image to Current Document 108 109 Deleting a Document ImageClick Delete Current Image Saving a Document as a Graphic File How can I work with document rows? How do I set up document folders?110 111 Selecting Document RowsViewing Documents Together from Multiple Folders Editing Document Row Cells Adding a New Document Row 112Adding Comments to Document Rows Moving a Document Row to the Receipt Organizer 113Moving a Document Row to Another Folder Sorting Document Rows 114Deleting a Document Row 115 Clearing Documents Rows Where can I find my saved documents?116 Selected Documents button 117Finding Missing Key Data in Folders and Documents 118 Can I personalize document columns and fields? 119 120 121 122 123 How do I import and export documents?Sharing Documents with other NeatWorks Users From the Toolbar, choose Export Document Folder File .ntf 124 Exporting Documents to other Format Types Importing Documents Using the Tax Organizer125 126 Exploring the Tax Organizer Window 127 How do I assign receipts to Tax Categories? 128 Showing and Hiding Tax Categories 129 130 Adding CommentsViewing Quick Tips and Additional IRS Information How do I generate tax reports? Zooming a Report 131What can I do with tax reports? Enter 132Navigating in a Report 133 Viewing Corresponding ReceiptsClick the View Receipts from report button Viewing Corresponding Documents 134 ViewTDocuments from reportT button againPrintingTa Selected ReportT ExportingTor Printing Multiple ReportsT DatabaseTBackup OptionsT BackupsTT.TTT135 BackingTUp and Restoring the DatabaseT SchedulingTAutomatic Database BackupsT 136BackingTUp the Database ManuallyT Toolbar.TTT From the Toolber, choose T Export Receipt Folder File.T 137RestoringTthe DatabaseT Check Backup File Version.TTT ScannerTMaintenanceT138 CalibrationTT CalibratingTthe Neat ADF ScannerT CleaningTT139 CalibrateT.T CleaningTthe Neat ADF Scanner T140 141 To calibrate in NeatWorks, do the followingT 142CalibratingTYour ScannerT 143 Click CalibrateT.T 144 How do I clean the scanner?To clean with the alcohol cleaning paperT ITlove the alcohol cleaning paper--where can I get more?T 145AdditionalTResourcesT ScanningTand Imaging TroubleshooterT ExampleTT SolutionTRecalibrateT SolutionsTT146 DescriptionTT 147 SolutionTWhereTcan I find support and get updates?T