Univex NeatDesk, NeatScan, NeatReceipts manual 113, Moving a Document Row to Another Folder

2.From the Toolbar, choose New > Document.

3.Add information in the appropriate columns of the new document row. (If necessary, see Editing Document Row Cells found previously in this section.)

Moving a Document Row to Another Folder

If you ever need to recategorize a document because you feel it belongs in a different folder, you can move the document row to that folder. To do so:

1.Select the document row(s) you want to move.

2.Click the Move link on the upper right side of the grid.

3.Select the folder you want to move the document row(s) to.

4.Click Select.

Moving a Document Row to the Receipt Organizer

If you ever want to move a document that you've already scanned from the Document Organizer into the Receipt Organizer, you can do the following:

1.Select the document row(s) you want to move.

2.Select the Move link from the upper right side of the grid.

3.Select Receipt Folders from the dropdown menu on the Move Document(s) screen.

4.Select the folder you want to move the document row(s) to.

5.Click Select.

Use the following table when cutting receipts from the Receipt Organizer and pasting them into the Document Organizer, or when pasting documents into the Receipt Organizer.

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