123, How do I import and export documents? | Univex NeatScan

appears in the Additional Field Info section at the bottom of your screen. The Quick Tip section will display a helpful description of the tax category you have selected and a link to the appropriate IRS website.

How do I import and export documents?

NeatWorks allows documents to be exported in a variety of formats:

•Document Folder File (for sending a folder of documents to other NeatWorks users)

•PDF

•CSV (comma separated values, typically used for MS Access and Excel)

•RTF (Rich Text Form, typically used for MS Word)

•HTML (for web publishing)

You will find the following, related topics addressed in this section:

•Sharing Documents with other NeatWorks Users

•Exporting Documents to other Format Types

•Importing Documents

Sharing Documents with other NeatWorks Users

It is easy to share documents with other NeatWorks users. To do so:

1.Select the documents(s) or folder(s) you want to export.

2.From the Toolbar, choose Export > Document Folder File (.ntf).

3.Use the Save As dropdown list to navigate to the folder in which you want to save the exported file.

4.In the File Name dialog box, type a new file name, or accept the default name suggested.

5.Leave Document Folder Files (*.nrf) or Zip Files (*.zip) as the file type in the Save as type dropdown list and click on Save.

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Univex NeatScan, NeatReceipts 123, How do I import and export documents?, Sharing Documents with other NeatWorks Users

Contents

Getting Started What do I need to know? Welcome to NeatWorks Using the Quick Scan Center Using the Inbox Page Page Creating a New Folder Choosing an Existing Folder File Selected Using NeatWorks Folders What is a folder?Working with Folders What can I do with folders? Viewing Multiple Folders Simultaneously Selecting Grid Rows Adding Comments to a Folder Editing Cells in a Folder Clearing Folder Rows Deleting a Folder Creating Expense Reports Creating a New Expense ReportSplitting a Receipt Across Multiple Folders Moving a Split Receipt to Another Folder For more information, see the following Page Page Page Page Importing Folders How do I import and export folders? Emailing a Folder To email a folderClick Continue Exporting to a NeatWorks File Creating an Excel Map Save Exporting to Excel To create a new template file in MS Office To specify an existing template filePage All Mappings button Page Exporting to an Excel Map Exporting to CSV Comma Separated Values Page Exporting QIF Files to Quicken 2004 and Earlier Selected Receipts radio button Click ContinueExporting QIF Files to Quicken 2005 and Later Selected Receipts radio button Setting Up a Cash Account in QuickenChoose This account is not held in a financial institution Exporting a QIF File from NeatWorks From the Toolbar, choose Export OFX MS Money Choose File Import QIFTips for Working with QIF Files Exporting OFX Files to MS Money Exporting to QuickBooks If you chose QuickBooks Direct Running Folder Reports If you chose QuickBooks iif Running a Report Using the Report Window ToolbarPage Saving a Report Can I personalize columns and fields?Showing and Hiding Grid Columns Information Tabs Moving ColumnsResizing Column Widths Modifying a Column or Field Name From the Toolbar, choose Personalize Column/Field NamesUnderstanding and Modifying the User Profile Working With Receipts How do I scan a receipt? Verify Data and Add a Vendor Name Create or Select a FolderTo Create a New Folder To Open a Folder Using the Image Adjuster Step B Manually Crop the Image Step a Rotate Your Image Working with Receipt Images Best Practice for Using the Image AdjusterStep C Lighten or Darken the Image Step D Save Changes to the Receipt Image Rotating the Receipt Image Click Review and FileZooming In or Out of a Receipt Image From the Toolbar, choose Import Import as New Receipt Viewing a Receipt in Full Screen ModeChanging the Order of Multiple Scanned Images Importing an Image as a New Receipt Deleting a Receipt Image From the Toolbar, choose Import Image to Current ReceiptCombining Receipts Printing a Receipt Image Emailing Receipts Saving a Receipt as a Graphic File Selecting Receipt Rows How can I work with receipt rows? Adding Comments to Receipts Editing Receipt Row Cells Adding a New Receipt Row Moving a Receipt Row to Another FolderMoving a Receipt Row to the Document Organizer Deleting a Receipt Row How do I use the Search feature? Viewing Receipts Together from Multiple FoldersFinding Missing Key Data in Folders and Receipts Searching for a Keyword To search for text To learn how to use search, see the following topicsPage Searching with the Wildcard To conduct a wildcard searchReceipts Documents Business Cards Column Options Can I print, sort, and split receipts?Printing and Clearing a Receipt Row Selected Receipts button Formatting Options Sorting Receipt Rows Multiple Sort OrderSort Receipts Splitting a Receipt into Multiple Transactions Page Importing Receipts How do I import and export receipts?Page How do I run a receipt report? On the toolbar, select Reports Receipt Reports Saving a Report Overview of Vendor Names and lists Can I edit vendor names and other lists? Adding an Item to a List Deleting an Item in a List Editing an Item in a List Showing and Hiding Columns From the Toolbar, select Personalize Column/Field Names Page Page Understanding and Modifying User Rules Understanding the Attached Column Icons Assigning Tax Categories Using the Business Card Organizer Exploring the Business Card Organizer Window How do I scan a business card?How can I work with contacts? Selecting a Contact Row Editing Contact InformationTo edit contact information in the Contacts Grid Deleting a Contact Adding a Contact without Scanning a Business Card Working with Deleted Contacts Printing a Contact Sort Contacts Adding a Note for a Contact Adding an Action Item for a Contact Marking an Action Item as Complete Marking a Contact as a Quick ContactEmailing a Contact Continue Viewing a Business Card Image in Full Screen Saving Contact InformationRotating a Business Card Image Zooming a Business Card Image Deleting a Business Card Image Saving a Business Card Image as a Graphic FileHow do I find my contacts? Using Find Contacts Page How do I import and export contacts? Choosing to Sync With Plaxo or MS Outlook Exchanging Contacts with other NeatWorks UsersTo import contacts from a NeatWorks file From the Toolbar, choose Export Contact File Outlook Contacts to Sync headingsSyncing Contacts with Plaxo Syncing Contacts with MS Outlook With Plaxo Specify the Contacts to Sync Specify the Direction of Sync Choose Select From Frequently Used Fields Categories NeatWorks to Outlook Field Mappings 100 Exchanging Contacts Using vCards 101 From the Tools menu, choose Show/Hide Columns Grid Columns 102Personalizing the Business Card Organizer Showing/Hiding Contacts Grid Columns 103 Using the Document Organizer Exploring the Document Organizer Window 104 105 What can I do with my document images?Rotating a Document Image Importing an Image as a New Document Viewing a Document in Full Screen Mode106 Zooming a Document Image From the Toolbar, choose Import Image to Current Document 107From the Toolbar, choose Import Image as New Document Importing Additional Images into a Document Row 108 Saving a Document as a Graphic File 109Deleting a Document Image Click Delete Current Image How do I set up document folders? 110How can I work with document rows? Editing Document Row Cells 111Selecting Document Rows Viewing Documents Together from Multiple Folders 112 Adding Comments to Document RowsAdding a New Document Row 113 Moving a Document Row to Another FolderMoving a Document Row to the Receipt Organizer 114 Deleting a Document RowSorting Document Rows 115 Where can I find my saved documents? 116Clearing Documents Rows 117 Finding Missing Key Data in Folders and DocumentsSelected Documents button Can I personalize document columns and fields? 118 119 120 121 122 From the Toolbar, choose Export Document Folder File .ntf 123How do I import and export documents? Sharing Documents with other NeatWorks Users Exporting Documents to other Format Types 124 Using the Tax Organizer 125Importing Documents Exploring the Tax Organizer Window 126 How do I assign receipts to Tax Categories? 127 Showing and Hiding Tax Categories 128 129 How do I generate tax reports? 130Adding Comments Viewing Quick Tips and Additional IRS Information 131 What can I do with tax reports?Zooming a Report 132 Navigating in a ReportEnter Viewing Corresponding Documents 133Viewing Corresponding Receipts Click the View Receipts from report button ExportingTor Printing Multiple ReportsT 134ViewTDocuments from reportT button again PrintingTa Selected ReportT BackingTUp and Restoring the DatabaseT DatabaseTBackup OptionsTBackupsTT.TTT 135 Toolbar.TTT SchedulingTAutomatic Database BackupsT136 BackingTUp the Database ManuallyT 137 RestoringTthe DatabaseTFrom the Toolber, choose T Export Receipt Folder File.T CalibrationTT Check Backup File Version.TTTScannerTMaintenanceT 138 CleaningTT 139CalibratingTthe Neat ADF ScannerT CleaningTthe Neat ADF Scanner T 140CalibrateT.T 141 142 CalibratingTYour ScannerTTo calibrate in NeatWorks, do the followingT Click CalibrateT.T 143 How do I clean the scanner? To clean with the alcohol cleaning paperT144 ScanningTand Imaging TroubleshooterT ITlove the alcohol cleaning paper--where can I get more?T145 AdditionalTResourcesT DescriptionTT ExampleTT SolutionTRecalibrateTSolutionsTT 146 SolutionT WhereTcan I find support and get updates?T147