Univex NeatReceipts Exploring the Business Card Organizer Window, How do I scan a business card?

Exploring the Business Card Organizer Window

To access the Business Card Organizer, click on the Business Cards tab. The Business Card Organizer is easy to navigate once you become familiar with its various screen areas. Each area is described below.

•The Contacts Grid allows you to create and manage Contacts. By default, not all columns are displayed in the Contacts Grid. You can choose to show or hide columns as needed.

•The Contact Information Area displays all contact information for the currently selected contact in the Contacts Grid.

•The Image Viewer on the left side of the screen displays the image associated with the selected contact.

•Action Items & Notes provides an area for you to specify additional notes or add an action item.

How do I scan a business card?

Insert paper into the scanner then:

•Press the scan button on the scanner.

•Click the Scan button on the Quick Scan Center screen.

•Click the Scan button on the upper right side any organizer screen. When scanning is complete, the Quick Scan Center will process the image(s), which can then be reviewed and filed from within the Inbox.

How can I work with contacts?

Each time a business card is filed into NeatWorks, a new row is added to the Contacts Grid. You can also manually add a new contact, edit information (directly in a row or in the Contact Information area), delete, sort or print contacts, as well as add action items or notes to contacts.

The following topics describe the ways in which you can work with contacts:

•Selecting a Contact Row

•Editing Contact Information

•Adding a Contact without Scanning a Business Card

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