Univex NeatDesk, NeatScan, NeatReceipts manual Click Export PDF Searchable on the toolbar

you can export single or multiple records within the same grid but you cannot export records from different grids (e.g. Folders and Receipts) at the same time.

2.Click Export > PDF (Searchable) on the toolbar

3.A dialog box will open, prompting you make or confirm your selection of all visible receipts in the selected folder(s) or the selected receipt(s).

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

4.When this process is complete, the window above will disappear and your new PDF will open in Adobe Acrobat.

Using Expense Report (PDF) for Receipts and Documents

Expense Report (PDF) allows you to create non-editable, non-searchable, "static" PDFs. You should use this feature when you are pretty sure you won’t need to search, select, copy, or paste text from the PDF. You must use this option when creating an expense report. Selecting Expense Report (PDF) will open the Export Choices dialog box, shown below.

1.In the Receipt or Document Organizer, select the receipts(s), document(s), or folder(s) that you want to export.

2.On the toolbar, click Click Export > PDF (Report) .

17