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appears in the Additional Field Info section at the bottom of your screen. The
Quick Tip section will display a helpful description of the tax category you
h
ave selected and a link to the appropriate IRS website.
How do I import and export documents?
N
eat orks allows documents to be exported in a v
W
•
Document Folder File (for sending a folder of documents to other NeatWorks
users)
•
PDF
•
CSV (comma separate
•
RTF (Rich Text Form, typically used for MS Word)
•
HTML (for web pu
Y
ou will find the following, related topics addressed in this section:
•
Sharing Documents with other NeatWorks Users
•
Exporting Documents to other Format Types
•
Im o
p rting Documents
S
haring Documents with other NeatWorks U
It
is asy to share documents with other NeatWorks users. To do so:
e
1.
Select the documents(s) or folder(s) you
2.
From the Toolbar, choose
Save
3.
Use the
save the exported file.
File Name
4.
In the
name suggested.
Document Folder Files (*.nrf)
5.
Leave
Save as type
type in the
d values, typically used for MS Access and Excel)
blishing)
Export
> Document Folder File (.ntf)
As
dropdown list to navigate to the folder in which you want to
dialog box, type a new file name, or accept the default
dropdown list and click on
ariety of formats:
sers
want to export.
Zip Files (*.zip)
or
Save
.
.
as the file
123
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