4.With your cursor still in the Search box, you can press Enter.

5.Your search results will then appear in the grid in which you're working.

Note: It is a good practice to start your search with a clean slate (or a clean grid) by selecting Edit > Clear All Grids prior to conducting your search. Clearing the grid does not erase any data.

Note: The search engine recognizes certain fields within each organizer, and is programmed to easily retrieve information from these fields when searched upon. Listed below are the recognized fields for each organizer. In addition, the search engine will look for and retrieve information in your scanned images.

Receipt Organizer fields recognized by Search:

Category

Client

Payment Type

Project

Tax Category

TranID

User

Vendor

Document Organizer fields recognized by Search:

Category

Client

Document Title

Document Type

Folder Type

Project

Tax Category

Topic

Unused Document Text 1

Unused Document Text 2

Business Card Organizer fields recognized by Search:

Category

Client

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Univex NeatDesk, NeatScan, NeatReceipts manual