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Univex NeatDesk manual Exploring the Document Organizer Window, How can I work with document rows?

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 Exploring the Document Organizer Window How do I scan a document?, How can I work with document rows?

Contents

Welcome to NeatWorks Where can I get support and updates?What are folders and why do I need them? Getting Started What do I need to know?Using the Quick Scan Center Using the Inbox Page Page 2. The following screen displays Creating a New Folder1. To create a new folder, click New, as shown below Choosing an Existing Folder Using NeatWorks Folders What is a folder?File Selected Working with FoldersWhat can I do with folders? Selecting Grid Rows Viewing Multiple Folders SimultaneouslyCreating a New Folder Creating a New Folder Selecting Grid RowsEditing Cells in a Folder Adding Comments to a FolderWorking with deleted folders Deleting a FolderClearing Folder Rows Splitting a Receipt Across Multiple Folders Creating Expense ReportsCreating a New Expense Report Moving a Split Receipt to Another Folder What are Scan To PDF and Export To PDF?For more information, see the following Using Export To PDFUsing Scan To PDF To scan using Scan To PDF, do the followingUsing Export To PDF Using Scan To PDFUsing Expense Report PDF for Receipts and Documents 2. Click Export PDF Searchable on the toolbar2. On the toolbar, click Click Export PDF Report 3. The Export Choices dialog box will open, as shown below To use Export to PDF Report for contacts, do the following 9. Under Image Scaling, choose either Scale To Fit or Crop To Fit2. Click Export PDF PDF Report How do I import and export folders? Importing FoldersHow do I use Export To PDF and Scan To PDF? Using Scan To PDF Importing Folders Emailing a Folder Exporting to a NeatWorks File4. Click Continue Emailing a FolderTo email a folder 2. From the Toolbar, choose Export Receipt or Document Folder File 6. Click ContinueExporting to a NeatWorks File Save Exporting to Excel Creating an Excel MapTo create an Excel map, do the following Creating an Excel Map Updating an Excel Map NameTo specify an existing template file To create a new template file in MS OfficeTo create a new template file in MS Office 1. Launch MS ExcelPage All Mappings button 1. Click the Excel Map dropdown box You can update an Excel map name whenever you like. To do soUpdating an Excel Map Name Exporting to an Excel Map Exporting to CSV Comma Separated Values Exporting to RTF Word, PDF, or HTML9. Under Image Scaling, choose either Scale To Fit or Crop To Fit Exporting QIF Files to Quicken 2004 and Earlier Selected Receipts radio button 4. Click ContinueExporting QIF Files to Quicken 2005 and Later Setting Up a Cash Account in QuickenSetting Up a Cash Account in Quicken 2. Choose This account is not held in a financial institutionExporting a QIF File from NeatWorks Selected Receipts radio button7. Choose File Import QIF Tips for Working with QIF FilesExporting OFX Files to MS Money 2. From the Toolbar, choose Export OFX MS MoneyExporting to QuickBooks If you chose QuickBooks Direct If you chose QuickBooks iif Running Folder Reports1. The Export Setup screen displays 4. Click ContinueUsing the Report Window Toolbar Running a Report Saving a Report Using the Report Window ToolbarRunning a Report Page Saving a Report Can I personalize columns and fields?Showing and Hiding Grid Columns 1. From the Tools menu, choose Show/Hide Columns Folder ColumnsInformation Tabs Moving ColumnsResizing Column Widths Understanding and Modifying the User ProfileModifying a Column or Field Name 1. From the Toolbar, choose Personalize Column/Field NamesUnderstanding and Modifying the User Profile Modifying the User ProfileWorking With Receipts How do I scan a receipt? How can I work with receipt rows? Where is my information?Why should I run a receipt report? Can I edit vendor names and lists? Using the Scanning and Imaging TroubleshooterCreate or Select a Folder To Create a New FolderTo Open a Folder Verify Data and Add a Vendor NameUsing the Image Adjuster Step A Rotate Your Image Step B Manually Crop the ImageBest Practice for Using the Image Adjuster Step C Lighten or Darken the ImageStep D Save Changes to the Receipt Image Working with Receipt ImagesRotating the Receipt Image 1. Click Review and FileZooming In or Out of a Receipt Image To zoom in or out on a receipt image in the InboxViewing a Receipt in Full Screen Mode Changing the Order of Multiple Scanned ImagesImporting an Image as a New Receipt 2. From the Toolbar, choose Import Import as New Receipt2. From the Toolbar, choose Import Image to Current Receipt Combining ReceiptsPrinting a Receipt Image Deleting a Receipt ImageSaving a Receipt as a Graphic File Emailing Receipts4. Click Continue 2. Click Delete on the upper right side of the gridHow can I work with receipt rows? Selecting Receipt RowsSelect a receipt row Edit receipt row cells Add comments to receipts Adding a new receipt row Move a receipt row to another folderEditing Receipt Row Cells Adding Comments to ReceiptsMoving a Receipt Row to the Document Organizer Adding a New Receipt RowMoving a Receipt Row to Another Folder Deleting a Receipt Row Working with deleted receiptsHow do I use the Search feature? Viewing Receipts Together from Multiple FoldersHow do I find my information? Finding Missing Key Data in Folders and ReceiptsSearching for a Keyword Searching with the Wildcard To learn how to use search, see the following topicsSearching for a Keyword To search for text Receipt Organizer fields recognized by Search Category Client Payment Type Project Tax Category TranID User VendorDocument Organizer fields recognized by Search Category Client Document Title Document Type Folder Type Project Tax Category TopicSearching with the Wildcard To conduct a wildcard searchReceipts Conducting an Advanced SearchBusiness Cards DocumentsCan I print, sort, and split receipts? Printing and Clearing a Receipt RowSelected Receipts button Column OptionsFormatting Options Sort Receipts Sorting Receipt RowsMultiple Sort Order Splitting a Receipt into Multiple Transactions Page Exporting Receipts How do I import and export receipts?Importing Receipts 9. Under Image Scaling, choose either Scale To Fit or Crop To Fit Use the report window toolbar Run a report Save a report Using the Report Window ToolbarHow do I run a receipt report? 1. On the toolbar, select Reports Receipt Reports Running a ReportSaving a Report To save a report, do the following1. Select a file type from the Save/Export Report As dropdown list 2. Click Go 3. Navigate to the folder you want to save the file inOverview of Vendor Names and lists Can I edit vendor names and other lists?Add an item to a list Edit an item in a list Delete an item in a list Adding an Item to a List Editing an Item in a List Deleting an Item in a ListShowing and Hiding Columns 1. From the Tools menu, choose Show/Hide Columns Receipt ColumnsCan I personalize columns and fields? Moving Columnspictured at the bottom of this page 1. From the Toolbar, select Personalize Column/Field NamesModifying a Column or Field Name Page Page Modifying User Rules Understanding and Modifying User Rules1. From the Toolbar, choose Personalize Rules Understanding the Attached Column Icons Assigning Tax Categories Using the Quick Tips BoxTax Categories versus Regular Categories To assign a tax category for a receipt or document, do the followingUsing the Business Card Organizer Exploring the Business Card Organizer WindowHow do I scan a business card? How can I work with my contacts? What can I do with my business card images?Exploring the Business Card Organizer Window How do I scan a business card?How can I work with contacts? Selecting a Contact Row Editing Contact InformationSelecting a Contact Row Editing Contact InformationTo edit contact information in the Contacts Grid To edit contact information in the Contacts Information Area2. Click the Delete link on the upper right side of the grid Adding a Contact without Scanning a Business CardDeleting a Contact Working with Deleted Contacts Tools Empty Deleted Items Contacts. Click Yes to confirmSorting the Contacts Grid Multiple Sort Order Sort ContactsPrinting a Contact Adding an Action Item for a Contact Adding a Note for a ContactAdd a Note for a Contact Mark a Contact as a Quick Contact Email a Contact Mark an Action Item as CompleteMarking a Contact as a Quick Contact Emailing a ContactContinue Marking an Action Item as CompleteSaving Contact Information Rotating a Business Card ImageZooming a Business Card Image Viewing a Business Card Image in Full ScreenHow do I find my contacts? Deleting a Business Card ImageSaving a Business Card Image as a Graphic File Using Find Contacts Searching for a Keyword To search for text4. With your cursor still in the Search box, you can press Enter Receipt Organizer fields recognized by Search Category ClientPayment Type Project Tax Category TranID User Vendor Document Organizer fields recognized by Search Category ClientHow do I import and export contacts? Syncing Contacts with MS Outlook Exchanging Contacts Using vCardsSearching with the Wildcard To conduct a wildcard searchExchanging Contacts with other NeatWorks Users To import contacts from a NeatWorks file2. From the Toolbar, choose Import Contact File To export contacts to a NeatWorks fileSyncing Contacts with Plaxo OutlookContacts to Sync headings with Plaxo Syncing Contacts with MS Outlook2. Specify the Direction of Sync 3. Specify the Contacts to Sync3. Choose Select From Frequently Used Fields Categories NeatWorks to Outlook Field Mappings Exchanging Contacts Using vCards Exporting Contacts to PDF or RTF MS WordTo export a contact as a vCard To import a contact as a vCardExporting to CSV Comma Separated Values Personalizing the Business Card Organizer Showing/Hiding Contacts Grid Columns1. From the Tools menu, choose Show/Hide Columns Grid Columns Moving ColumnsUsing the Document Organizer Resizing Column WidthsUnderstanding the Attached Column Icons From the Tools menu, choose Auto-Size Column WidthsExploring the Document Organizer Window What can I do with document images? How do I set up document folders?Where can I find my saved documents? How do I print documents? Exploring the Document Organizer Window How do I scan a document?What can I do with my document images? Rotating a Document ImageRotating a Document Image Zooming a Document Image Viewing a Document in Full Screen Rescanning a DocumentZooming a Document Image Viewing a Document in Full Screen ModeImporting an Image as a New Document Changing the Order of Multiple Scanned Images2. From the Toolbar, choose Import Image as New Document Importing Additional Images into a Document Row2. From the Toolbar, choose Import Image to Current Document Combining DocumentsSeparating a Multi-Page Document 2. Go to Edit Separate Multi-Page DocumentCopying and Pasting a Document Printing a Document ImageDeleting a Document Image 3. Click Delete Current ImageSaving a Document as a Graphic File Emailing a DocumentHow do I set up document folders? How can I work with document rows?Selecting Document Rows Viewing Documents Together from Multiple FoldersEditing Document Row Cells Selecting Document RowsAdding Comments to Document Rows Adding a New Document RowMoving a Document Row to Another Folder Moving a Document Row to the Receipt OrganizerWorking with Deleted Documents Deleting a Document RowSorting Document Rows Multiple Sort Order Find Missing Key Data in Folders and Documents Where can I find my saved documents?Clearing Documents Rows Selected Documents button Finding Missing Key Data in Folders and DocumentsTools Find Documents Missing Key Data How do I print documents? Can I personalize document columns and fields? 1. From the Tools menu, choose Show/Hide Columns Document ColumnsColumn Options Image OptionsFrom the Tools menu, choose Auto-Size Column Widths Document Columns 1. From the Tools menu, choose Personalize Column/Field NamesMoving Columns Resizing Column WidthsPage Page Using the Quick Tips Box Understanding the Attached Column IconsAssigning Tax Categories Tax Categories versus Regular CategoriesHow do I import and export documents? Sharing Documents with other NeatWorks Users2. From the Toolbar, choose Export Document Folder File .ntf Sharing Documents with other NeatWorks UsersExporting Documents to other Format Types Importing Documents Using the Tax Organizer8. Under Image Options, choose either Scale To Fit or Crop To Fit Exploring the Tax Organizer Window Exploring the Tax Organizer WindowHow do I assign receipts to Tax Categories? How can I generate reports in the Tax Organizer?How do I assign receipts to Tax Categories? Assigning Tax CategoriesSelecting a Tax Category for a Receipt Showing and Hiding Tax Categories Adding CommentsShowing and Hiding Tax Categories To hide a tax category 2. Click on the Show/Hide Tax Items button4. Click the Hide button How do I generate tax reports? Adding CommentsViewing Quick Tips and Additional IRS Information What can I do with tax reports? Zooming a ReportZooming a Report Navigating in a Report Viewing Corresponding Receipts Viewing Corresponding DocumentsNavigating in a Report EnterViewing Corresponding Receipts 1. Click the View Receipts from report buttonViewing Corresponding Documents 1. Click the View Documents from report buttonthe ViewTDocuments from reportT button again PrintingTa Selected ReportTExportingTor Printing Multiple ReportsT EmailingTa Tax ReportTDatabaseTBackup OptionsT BackupsTT.TTTAutomaticallyTTTTbackup the database using the following options BackingTUp and Restoring the DatabaseTToolbar.TTT SchedulingTAutomatic Database BackupsTBackingTUp the Database ManuallyT RestoringTthe DatabaseT 3. From the Toolber, choose T Export Receipt Folder File.TCalibrationTT Check Backup File Version.TTTScannerTMaintenanceT CleaningTT CalibratingTthe Neat ADF ScannerTCleaningHUyour Neat Mobile ScannerUH CleaningHUyour Neat ADF ScannerUHCleaningTthe Neat ADF Scanner T CalibrateT.T4. Clean the feed roller & paper pad 3. Open the scanner by pushing the lever down on the front right sideCalibratingTYour ScannerT To calibrate in NeatWorks, do the followingTclick CalibrateT.T To clean with the alcohol cleaning paperT How do I clean the scanner?YouTwill find two types of cleaning paper in the Welcome KitT ITlove the alcohol cleaning paper--where can I get more?T AdditionalTResourcesTScanningTand Imaging TroubleshooterT ProblemTPoor CroppingTExampleTT SolutionTRecalibrateT SolutionTRecalibrateTSolutionsTT DescriptionTTSystem - Advanced - Performance Settings - Data Execution SolutionTWhereTcan I find support and get updates?T Prevention.TT T