Univex NeatDesk RestoringTthe DatabaseT, From the Toolber, choose T Export Receipt Folder File.T

•BeneathTthat radio button, you’ll see three steps that allow you to customize your backup options. T

3.InTStepTT1,TTchoose a location for the database backup directory by clicking

Browse and selecting a file path. Note:TTTT We recommend creating a folder called “NeatWorks Backup” in the “My Documents” folder on your computer, and selecting that path as your backup location. T

4.SelectTthe number of backup files you want to save. For example, you can choose to keep only the last 5 backup files. T

5.Next,Tin StepTT2,TTselect whether you want to backup daily, weekly, or monthly.

Note:TTOnTTaverage, NeatWorks users tend to backup on a weekly basis; however, if you do a very large amount of scanning, you may want to backup on a daily basis. T

6.InTStepTT3,TTselect when you want to backup. Note:TTTT NeatWorks will only run an automated backup when the software is not open, so you should schedule your backups for a time when you won’t be using NeatWorks. Once you select all your automatic backup options, you’ll see a summary of your choices. T

7.WhenTyou’re finished, click OKTT.TT T

T T

RestoringTthe DatabaseT

IfTanything should happen to your computer, you can restore NeatWorks with all the information saved in your most recent backup file. T

NoteT:TTRestoring the database will replace all data currently stored in NeatWorks with the data saved in your backup file. T

SavingTCurrent Data before Restoring the DatabaseT

IfTyou have added data to NeatWorks since your last backup and you wish to keep that data, follow these steps before performing a database restore. T

1.Switch to the Receipt Organizer.

2.Select the folder(s) or receipt(s) you wish to save.

3.From the Toolber, choose T Export > Receipt Folder File.T

4.Save the file to a location you'll remember on your hard drive.

5.Switch to the Business Card Organizer (repeat steps 2-4).

6.Switch to the Document Organizer (repeat steps 2-4).

7.Restore the database (refer to the section below).

8.After the restore, import the appropriate file back into NeatWorks by choosing

ImportTFrom > Receipt Folder File (.nrx)TT (you'llTperform this step for each organizer).

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