Univex NeatReceipts, NeatScan, NeatDesk manual Exchanging Contacts with other NeatWorks Users

•Exporting Contacts to PDF or RTF (MS Word)

•Exporting to CSV (Comma Separated Values)

Exchanging Contacts with other NeatWorks Users

It's easy to exchange contacts with other NeatWorks users.

To import contacts from a NeatWorks file:

1.Open the email containing the NeatWorks file and save the .nrt (or .zip) file to your computer.

2.From the Toolbar, choose Import > Contact File.

To export contacts to a NeatWorks file:

1.In the Contacts Grid, select the Contact(s) you wish to sync. (Hold down the Shift key to select multiple contacts.)

2.From the Toolbar, choose Export > Contact File.

3.Choose whether to compress the file and then click Continue.

4.Use the Save In dropdown list to navigate to the folder in which you want to save the exported file.

5.In the File Name dialog box, type a new file name, or accept the default name suggested.

6.Leave Contact Files (*.nrt) or Zip Files (*.zip) as the file type in the

Save as type dropdown list and click on Save.

Choosing to Sync With Plaxo or MS Outlook

NeatWorks allows you the option of syncing contacts with either Plaxo or MS Outlook.

1.To begin, choose Sync > Configure Sync from the toolbar.

•If you are currently managing your contacts with Plaxo, choose Plaxo.

•If you are currently managing your contacts with Outlook and you sync with Plaxo, choose Plaxo.

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