Univex NeatReceipts, NeatScan 112, Adding Comments to Document Rows, Adding a New Document Row

Anytime you need to modify information in a document row, you can do so by editing your document row cells as follows:

1.In the Documents Grid, click in the cell you want to modify.

2.Add information as needed, keeping in mind the following:

•To add text, click in a cell and start typing. The first time you type a new entry into a cell in the Document Title, Topic, Author, Client, Category, Project, Action Type or Document Type columns, that text will automatically be added to the dropdown list for that column, so you will never have to type it again!

•To modify the contents of a cell using a dropdown menu, click on the down arrow on the right side of the selected cell and choose an entry from the list or a date from the calendar.

Adding Comments to Document Rows

Adding comments to your document is important, because the more information you can provide about each document, the more information NeatWorks will be able to retrieve on later on, when you need to search for a specific information in one of your folders. Any details you record about a specific document are then stored in the associated folder.

To add comments to documents:

1.In the Documents Grid, click anywhere in the row that you want to add information to.

2.In the Additional Field Info area, add text to the Notes, Address, and/or Attendees fields. Adding text in these fields helps to facilitate future document searches. Keep in mind the following:

•To add information to a field, click in the field and begin typing.

•Notes, Address, and Attendee fields containing comments will display a small triangle in the upper right corner of the field name.

Adding a New Document Row

Each time a document is filed, a new row is added to the Documents Grid. Rows can also be added manually (without scanning a document).

To add a new document row:

1.Create or select a folder.

112