The Neat Company Desktop Scanner NeatDesk Manuals

Manuals and User Guides for The Neat Company Desktop Scanner NeatDesk. We have 1 The Neat Company Desktop Scanner NeatDesk manual available for free PDF download: User Manual

The Neat Company Desktop Scanner NeatDesk User Manual (148 pages)

Neat Company Portable Scanner User Guide

Brand: The Neat Company | Category: Scanner | Size: 3 MB

Introduction
1
Using the Quick Scan Center
2
Using the Inbox
3
Choosing an Existing Folder
7
Using Neatworks Folders
8
Working with Folders
8
What Is a Folder?
8
What Can I Do with Folders?
9
Creating a New Folder
10
Selecting Grid Rows
10
Viewing Multiple Folders Simultaneously
10
Editing Cells in a Folder
11
Adding Comments to a Folder
11
Deleting a Folder
12
Clearing Folder Rows
12
Splitting a Receipt Across Multiple Folders
13
Moving a Split Receipt to Another Folder
14
What Are Scan to PDF and Export to PDF?
14
Using Scan to PDF
16
Using Export to PDF
16
Using Expense Report (PDF) for Receipts and Documents
17
The Export Choices
18
Using Export to PDF (Report) for Contacts
19
Importing Folders
20
Emailing a Folder
21
Exporting to a Neatworks File
22
Exporting to Excel
23
Creating an Excel Map
23
Updating an Excel Map Name
27
Exporting to an Excel Map
28
Exporting to CSV
29
Exporting to RTF
29
Exporting QIF Files to Quicken 2004 (and Earlier)
31
Exporting QIF Files to Quicken 2005 (and Later)
31
Setting up a Cash Account in Quicken
32
Exporting a QIF File from Neatworks
32
Tips for Working with QIF Files
33
Exporting OFX Files to MS Money
33
Exporting to Quickbooks
34
If You Chose Quickbooks (Direct)
35
If You Chose Quickbooks (Iif)
36
Running Folder Reports
36
Using the Report Window Toolbar
37
Running a Report
37
Saving a Report
39
Can I Personalize Columns and Fields?
39
Showing and Hiding Grid Columns
39
Information Tabs
40
Moving Columns
40
Resizing Column Widths
40
Modifying a Column or Field Name
41
Understanding and Modifying the User Profile
41
Working with Receipts
42
How Do I Scan a Receipt?
43
Create or Select a Folder
44
To Create a New Folder
44
To Open a Folder
44
Verify Data and Add a Vendor Name
44
Important
45
Saving Your Information
45
Using the Image Adjuster
45
Best Practice for Using the Image Adjuster
47
Working with Receipt Images
47
Rotating the Receipt Image
48
Zooming in or out of a Receipt Image
48
Viewing a Receipt in Full Screen Mode
49
Changing the Order of Multiple Scanned Images
49
Importing an Image as a New Receipt
49
Importing Additional Images into a Receipt Row
49
Combining Receipts
50
Printing a Receipt Image
50
Deleting a Receipt Image
50
Saving a Receipt as a Graphic File
51
Emailing Receipts
51
How Can I Work with Receipt Rows?
52
Selecting Receipt Rows
52
Editing Receipt Row Cells
53
Adding Comments to Receipts
53
Adding a New Receipt Row
54
Moving a Receipt Row to Another Folder
54
Moving a Receipt Row to the Document Organizer
54
Deleting a Receipt Row
55
Viewing Receipts Together from Multiple Folders
56
How Do I Find My Information?
56
Finding Missing Key Data in Folders and Receipts
56
How Do I Use the Search Feature?
56
Searching for a Keyword
57
Searching with the Wildcard
59
Conducting an Advanced Search
59
Can I Print, Sort, and Split Receipts?
61
Printing and Clearing a Receipt Row
61
Formatting Options
62
Multiple Sort Order
63
Splitting a Receipt into Multiple Transactions
64
How Do I Import and Export Receipts?
66
Exporting Receipts
66
How Do I Run a Receipt Report?
68
Navigating in a Report
68
Cani Edit Vendor Names and Other Lists?
71
Overview of Vendor Names and Lists
71
Adding an Item to a List
72
Editing an Item in a List
73
Deleting an Item in a List
73
Showing and Hiding Columns
74
Columns and Fields in the Receipt Organizer
77
Understanding and Modifying User Rules
78
System Rules
78
Modifying User Rules
78
Understanding the Attached Column Icons
79
Assigning Tax Categories
80
Using the Business Card Organizer
81
Exploring the Business Card Organizer Window
82
How Do I Scan a Business Card?
82
How Can I Work with Contacts?
82
Selecting a Contact Row
83
Editing Contact Information
83
Adding Acontact Without Scanning a Business Card
84
Deleting a Contact
84
Sorting the Contacts Grid
85
Printing a Contact
86
Adding an Action Item for a Contact
87
Adding a Note for a Contact
87
Marking a Contact as a Quick Contact
88
Emailing a Contact
88
Marking an Action Item as Complete
88
What Can I Do with My Business Card Images?
88
Rotating a Business Card Image
89
Zooming a Business Card Image
89
Viewing a Business Card Image in Full Screen
89
Deleting a Business Card Image
90
Saving a Business Card Image as a Graphic File
90
Howdo I Find My Contacts?
90
Using Find Contacts
91
How Do I Import and Export Contacts?
93
Exchanging Contacts with Other Neatworks Users
94
Choosing to Sync with Plaxo or MS Outlook
94
Syncing Contacts with Plaxo
95
Syncing Contacts with MS Outlook
96
Exchanging Contacts Using Vcards
100
Exporting Contacts to PDF or RTF (MS Word)
100
Exporting to CSV (Comma Separated Values)
101
Personalizing the Business Card Organizer
102
Showing/Hiding Contacts Grid Columns
102
Using the Document Organizer
103
Exploringthe Document Organizer Window
104
What Can I Do with My Document Images?
105
Rotating a Document Image
105
Zooming a Document Image
106
Viewing a Document in Full Screen Mode
106
Importing an Image as a New Document
106
Importing Additional Images into a Document Row
107
Combining Documents
107
Separating a Multi-Page Document
108
Copying and Pasting a Document
108
Printing a Document Image
108
Deleting a Document Image
109
Saving a Document as a Graphic File
109
Emailing a Document
109
How Do I Set up Document Folders?
110
How Can I Work with Document Rows?
110
Selecting Document Rows
111
Viewing Documents Together from Multiple Folders
111
Editing Document Row Cells
111
Adding Comments to Document Rows
112
Adding a New Document Row
112
Moving a Document Row to Another Folder
113
Moving a Document Row to the Receipt Organizer
113
Deleting a Document Row
114
Sorting Document Rows
114
Clearing Documents Rows
116
How Do I Print Documents?
117
Can I Personalize Document Columns and Fields?
118
How Do I Import and Export Documents?
123
Sharing Documents with Other Neatworks Users
123
Exporting Documents to Other Format Types
124
Importing Documents
125
Using the Tax Organizer
125
Exploring the Tax Organizer Window
126
Showing and Hiding Tax Categories
128
How Do I Generate Tax Reports?
130
What Can I Do with Tax Reports?
131
Zooming a Report
131
Viewing Corresponding Receipts
133
Viewing Corresponding Documents
133
Printing a Selected Report
134
Exporting or Printing Multiple Reports
134
Emailing a Tax Report
134
Backing up the Database Manually
136
Scheduling Automatic Database Backups
136
Restoring the Database
137
Calibrating the Neat ADF Scanner
139
Cleaning the Neat ADF Scanner
140
Calibrating Your Scanner
142
How Do I Clean the Scanner?
144
Scanning and Imaging Troubleshooter
145
Where Can I Find Support and Get Updates?
147

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