Univex NeatReceipts, NeatScan, NeatDesk manual Editing an Item in a List, Deleting an Item in a List

Editing an Item in a List

Anytime you want to edit an item in a list, just go to the Personalize menu and do the following:

1.From the Toolbar, choose Personalize > Lists.

2.Under the Step 1: Select a List heading, select the list containing the item you wish to edit.

3.Under the Step 2: Select List Items heading, click on the name of the list item you wish to edit.

4.Click the Edit button.

5.Type the new list item into the popup window and click Save.

6.Click on OK to apply the changes and close the dialog box. The new item will appear in the dropdown list of the appropriate column.

Deleting an Item in a List

Anytime you want to delete an item from a list, just go to the Personalize menu and do the following:

1.From the Toolbar, choose Personalize > Lists.

2.Under the Step 1: Select a List heading, select the list you want to work in.

3.Under the Step 2: Select a List Item heading, click on the name of the item you want to delete.

4.Click the Delete button.

5.Click Yes to confirm the deletion of the item.

6.Click on OK to apply the changes and close the dialog box.

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