Univex NeatScan manual Selecting Document Rows, Viewing Documents Together from Multiple Folders

Models: NeatDesk NeatReceipts NeatScan

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•Selecting Document Rows

Selecting Document Rows

Viewing Documents Together From Multiple Folders

Editing Document Row Cells

Adding Comments to Document Rows

Adding a New Document Row

Moving a Document Row to Another Folder

Moving a Document Row to the Receipt Organizer

Deleting a Document Row

Sorting Document Rows

Multiple Sort Order

Clearing Document Rows

Selecting Document Rows

Selecting rows in NeatWorks is very similar to selecting rows in other programs that use spreadsheet-type layouts:

1.To select a single row, click any cell in the row.

2.To select multiple adjacent rows, click in the first row you want to select, then hold down the Shift key and click in the last row you want to select.

3.To select multiple non-adjacent rows, click in the first row you want to select, then hold down the Ctrl key and click in each row you want to select.

Viewing Documents Together from Multiple Folders

You can simultaneously view documents in multiple folders by "pinning" those folders. This is useful when you want to quickly total documents from different folders.

Click the Pin icon in the Pin column to "pin" multiple folders, or choose Edit > Pin All Folders to quickly pin all folders.

Editing Document Row Cells

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Page 111
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Univex NeatScan Selecting Document Rows, Viewing Documents Together from Multiple Folders, Editing Document Row Cells