Univex NeatReceipts, NeatScan manual Using Scan To PDF, To scan using Scan To PDF, do the following

Models: NeatDesk NeatReceipts NeatScan

1 147
Download 147 pages 4.95 Kb
Page 16
Image 16
•Using Scan To PDF

Using Scan To PDF

Using Scan To PDF

As mentioned in How do I use Export To PDF and Scan To PDF?, you can use Scan To PDF to create PDFs. "on the fly" as you scan. This option is accessed by selecting the PDF button on the upper right side of any organizer screen; by selecting Scan > Scan To PDF; or by clicking the PDF button in the Neat Quick Scan screen.

To scan using Scan To PDF, do the following:

1.Feed an item into the scanner.

2.Either click the PDF button, or select Scan > Scan To PDF.

3.A dialog box will open, prompting you to name and save the PDF in the location you choose.

Note: Be sure to remember where you save this item so you can find it easily, later.

4.When this process is complete, your new PDF will open in Adobe Acrobat. For more information about Scan To PDF, see the following topics:

How do I use Export To PDF and Scan To PDF?

Using Export To PDF

Using Export To PDF

As mentioned in How do I use Export To PDF and Scan To PDF?, you can use

Export To PDF to create searchable or non-searchable PDFs from already-existing documents, as this topic describes.

Click a link below to move to the following location in this topic:

Using Export To PDF (Searchable)

Using Export To PDF (Report) for Receipts and Documents

Using Export To PDF (Report) for Contacts

The Export feature is accessed via the Export button on the toolbar. You have two options: Searchable PDF , and Expense Report (PDF). Both of these options are described in more detail, below.

Using Export To PDF (Searchable)

This feature allows you to export either Folder records, or Receipt, Document, or Contact records directly to a living PDF. To do so:

1.To export a Folder record, select the row within the Folder Grid that contains the material you wish to export. To export a receipt, document, or contact, simply select the row containing the items you wish to export. Please note that

16

Page 16
Image 16
Univex NeatReceipts, NeatScan, NeatDesk Using Scan To PDF, To scan using Scan To PDF, do the following, Using Export To PDF