Restoring The Database - The Neat Company Desktop Scanner NeatReceipts User Manual

Neat company portable scanner user guide
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B eneath that radio button, you'll see three steps that allow you to
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customize your backup options.
S tep 1
3.
I n
, choose a location for the database backup directory by clicking
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Browse and selecting a file path.
called "NeatWorks Backup" in the "My Documents" folder on your computer,
and selecting that path as your backup location.
4.
S elect the number of backup files you want to save. For example, you can
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choose to keep only the last 5 backup files.
S tep 2
5.
N ext, in
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N ote:
O n average, NeatWorks users tend to backup on a weekly basis;
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however, if you do a very large amount of scanning, you may want to backup
on a daily basis.
S tep 3
6.
I n
, select when you want to backup.
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an automated backup when the software is not open, so you should schedule
your backups for a time when you won't be using NeatWorks. Once you select
all your automatic backup options, you'll see a summary of your choices.
7.
W hen you're finished, click
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R estoring the Database
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I f anything should happen to your computer, you can restore NeatWorks with all the
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information saved in your most recent backup file.
N ote
: Restoring the database will replace all data currently stored in NeatWorks
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with the data saved in your backup file.
S aving Current Data before Restoring the Database
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I f you have added data to NeatWorks since your last backup and you wish to keep
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that data, follow these steps before performing a database restore.
1.
Switch to the Receipt Organizer.
2.
Select the folder(s) or receipt(s) you wish to save.
3.
From the Toolber, choose
4.
Save the file to a location you'll remember on your hard drive.
5.
Switch to the Business Card Organizer (repeat steps 2-4).
6.
Switch to the Document Organizer (repeat steps 2-4).
7.
Restore the database (refer to the section below).
8.
After the restore, import the appropriate file back into NeatWorks by choosing
I mport From > Receipt Folder File (.nrx)
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each organizer).
N ote:
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, select whether you want to backup daily, weekly, or monthly.
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O K
.
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Export > Receipt Folder File
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We recommend creating a folder
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N ote:
NeatWorks will only run
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( you'll perform this step for
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