Univex NeatDesk File Selected, Using NeatWorks Folders, Working with Folders, What is a folder?

3.Choose the desired folder by clicking on it. The selected folder will be highlighted in orange. You can sort by Folder Name, Folder Type, and Folder Label.

4.If only one item is in the bin, click Review and File. If you have multiple items in the bin, select those you want to file by highlighting them and click

File Selected.

5.You can now scan additional items if desired by clicking the Scan or PDF buttons on the upper right side of the screen.

Using NeatWorks Folders

When you think about a folder on your computer, you might think of a typical file folder or the icon associated with it, but in NeatWorks, a folder is actually represented by a row of information.

Folders are used in the Document Organizer and the Receipt Organizer in NeatWorks. The Business Card Organizer does not use folders.

To learn more about folders, see Working with Folders.

Working with Folders

The goal of this section is to help you better understand how folders work in NeatWorks, as well as how to work with folders in what is called the Folders Grid, or the upper grid of the Receipt Organizer. In the Folders Grid, each row corresponds to a folder. That is, when you think about a typical folder on your computer, you might think of those file folder icons associated with them, but in NeatWorks, a folder is represented by a row of information. Each row is actually a folder, and all the information you scan gets filed into an existing or new folder.

You will find the following topics addressed here:

•What is a folder?

•What can I do with folders?

•How can I find my folders?

•How do I import and export folders?

•How do I run a folder report?

•Can I personalize columns and fields?

What is a folder?

In NeatWorks, a folder is where your information is organized and stored and is represented by a row of information. Each row is a folder, and all the information you scan gets saved in that folder. You can think of a folder as

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