Moving A Document Row To Another Folder; Moving A Document Row To The Receipt Organizer - The Neat Company Desktop Scanner NeatReceipts User Manual

Toolbar
2. From the
3. Add information in the appropriate columns of the new document row. (If
necessary, see
section.)

Moving a Document Row to Another Folder

If you ever need to recategorize a document because you feel it belongs in a
different folder, you can move the document row to hat folder. To do so:
1. Select the document row(s) you want to move.
Move
2. Click the
3. Select the folder you want
Select
4. Click .

Moving a Document Row to the Receipt Organizer

If you ever want to move a document that you've already scanned from the
Document Organizer into the Receipt Organizer, you can do the following:
1. Select the document row(s) you want to move.
Move
2. Select the
Receipt Folders
3. Select
screen.
4. Select the folder you want to move the document row(s) to.
Select
5. Click .
Use the following table when cutting receipt
th em into the Document Organizer, or when pasting documents into the Receipt
Organizer.
New > Document
, choose
Editing Document Row Cells
link on the upper right side of the grid.
to move the document row(s) to.
link from the upper right side of the grid.
from the dropdown menu on the Move Document(s
.
found previously in this
t
s from the Receipt Organizer and pasting
)
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