Univex NeatScan, NeatDesk Deleting a Folder, Clearing Folder Rows, Working with deleted folders

•To add information to a field, click in the field and begin typing, use the dropdown menus, or click the radio buttons.

•Cells containing comments will display a small red triangle in the upper right corner of the cell.

Deleting a Folder

You can delete a folder whenever you no longer need it. To do so:

1.Select the folder(s) you want to delete.

2.Click the Delete link on the upper right side of the Folder grid.

3.When prompted, click on Yes to confirm the deletion.

Working with deleted folders

•To view the Deleted Folders window, choose Tools > Go To Deleted Items > Folders.

•To restore deleted folders, first view the Deleted Folders window (as described above), then select the folder(s) and click on Restore.

•To close the Deleted Folders window, click on the Close button.

•To permanently erase deleted folders, choose Tools > Empty Deleted Items > Folders. Click Yes to confirm.

Clearing Folder Rows

If you were finished reviewing a set of folders and wanted to "clear the slate" to work with a different set of reports, you could do so by clearing your folder rows. Just go to Edit > Clear All Grids to clear all rows in both the folder and receipts grids.

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