Univex NeatDesk, NeatScan How do I set up document folders?, How can I work with document rows?

3.Select a Quick Contact if applicable.

4.Type a file name in the Provide a File Name dialog box or confirm or edit the file name already in the field (if applicable) and choose whether to compress file.

5.Click Continue. Your default email program will launch and a new message opens. The To field of the new message will be populated with the contacts selected in the previous step; if you did not choose any Quick contacts, then type an email address. The selected folder(s) will automatically be attached to the message.

6.Complete the email message and click Send.

For more information, see Emailing a Folder.

How do I set up document folders?

The process of organizing documents such as recipes is similar to that of organizing receipts, but requires that you use document-specific names and labels. For example, you may want to create several folders for your recipes, which will allow you to keep them separate from your documents. Once you have folders for your recipes, you could sub-classify by meal type using the folder label column with names such as Appetizers, Desserts, Entrees, etc.. As you scan each recipe into a particular folder, you might consider additional identifying information in the Documents Grid. For example, you might use the document columns as follows: Document Name = Recipe Name; Category = Beef, Chicken; Project = Kid Friendly. For detailed instructions about working with folders, see Working with Folders.

How can I work with document rows?

When a document is filed, a new row is added to the Documents Grid. You can add and edit information in each document row, as well as add comments to a row.

This section includes the following topics related to working with document rows:

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