How Do I Set Up Document Folders?; How Can I Work With Document Rows? - The Neat Company Desktop Scanner NeatReceipts User Manual

3. Select a Quick Contact if applicable.
4. Type a file name in the
the file name already in th
compress file.
Contin ue
5. Click
opens. The To field of the new message will be populated with the contacts
selected in the previous step; if you did not choo
type an email addres
the message.
6. Complete the email message and click
F or m ore information, see

How do I set up document folders?

The process of organizing docu
re ce ts, but requires that you use d ip
e xample, you may want
you to keep them separate from
recipes, you could s ub-classify by meal ty
n am s such as Appetizers, Desserts, Entr e
partic ular folder, you might consider additional id
Documents Grid. For example, you might use the document columns as follows:
D ocument Name = Recipe Name; Category = Beef, Chicken; Project = Kid Friendly.
Fo r detailed instructions about working with folders, see
H ow can I work with document rows?
When a document i s filed, a new row is added to the Documents Grid. You can add
a nd edit information in each document row, as well as add comments to a row
Th is sect ion includes the following topics related to working with document rows:
Provide a File Name
e field (if applicable) and choose whether to
. Your default email program will launch and a new message
s. The selected folder(s) will automatically be attached to
Emailing a Folder.
ments such as recipes is similar to that of organizing
ocument-specific names and labels. For
to create several folders for your recipes, which will allow
your documents. Once you have folders for your
pe using the folder label column with
ees, etc.. As you scan each recipe into a
dialog box or confirm or edit
se any Quick contacts, then
Send
.
entifying information in the
Working with Folders .
.
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