Title | Neat for Windows v.5.0 Help |
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Language | English |
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File Size | 5.2 MB |
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Total Pages | 167 |
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Table of Contents
Welcome to Neat 5 Help
Where to Start
What’s New in Version 5?
Getting Started with Neat 5
Top 10 Common Tasks
User Case Studies
Try It: Your First Scan
The Neat 5 Dashboard
Viewing the Dashboard
Dashboard Panes
Dashboard Commands & Links
Gettings Items Into Neat 5: Scanning, Importing and Sending
Neat Scanners
Getting Data into Neat 5
Scanning Basics
How Do I Scan?
Scanner Settings
Setting the Document Type
Changing the Document Type After Scanning
Choosing Color or Black & White
Scanning Separate Pages vs. Scanning Multi-Page
Understanding the Processing Queue
Reviewing a Scan
Importing
Importing a PDF
Importing an Image
Importing a vCard
Importing a Legacy Neat File
Importing a Quicken Account
Sending to Neat 5
Creating a New Item
Working with the Neat Desktop Scanner
Duplex Scanning
Organizing Your Items: Cabinets, Folders & Subfolders
Cabinet Basics
Folder Basics
Folder Best Practices
Opening & Closing a Folder
Creating a New Folder or Subfolder
Viewing Folder Content
Filtering Folder Contents by Item Type
Renaming a Folder
Deleting a Folder
Retrieving a Deleted Folder
Permanently Emptying all Trash Contents
Permanently Deleting a Single Folder from the Trash
Moving or Copying a Folder
Smart Filters
Working with Your Items
Viewing Items
Changing Views
Filtering a View by Item Type
Editing Items
Working with Unreviewed Items
Reviewing an Item
Personalizing Your Review/Unreviewed Settings
Moving or Copying Items Between Folders
Deleting an Item
Retrieving an Item
Permanently Emptying All Trash Contents
Permanently Deleting a Single Item from the Trash
Sorting Items in Grid View
Searching for an Item
Combining Multiple Items
Changing the Order of Images in a Multi-Page Document
Separating Items
Customizing Columns
Creating a New Item Without Scanning or Importing
Creating a New Receipt
Creating a New Contact
Creating a New Document
Working with Images
Viewing an Image in Full Screen View
Viewing an Image in the Image Viewer
Zooming an Image
Rotating an Image
Cropping an Image
Adjusting Brightness & Contrast for an Image
Deleting an Image
Printing an Image
Saving an Image as a Graphic File (AKA Exporting)
Saving an Image as a PDF (AKA Exporting)
Combining Multiple Images into a Single Document
Changing the Order of Multiple Scanner Images
Separating an Image from a Multi-Page Document
Working with Contacts
Scanning a Business Card
Emailing a Contact
Viewing & Navigating Contacts on the Neat Dashboard
Searching Contacts on the Neat Dashboard
Syncing Contacts with Outlook
Creating a New Contact Manually
Importing and Exporting Contacts
Importing a vCard
Importing a Legacy Neat Contact File
Exporting Contacts to vCard
Exporting, Reporting & Printing
Exporting
Exporting to an Image Format
Exporting to PDF Format
Exporting to Comma Separated Values (CSV)
Exporting to Excel
Creating a New Excel Map
Creating a New Excel Template
Exporting to QuickBooks
Connecting Your QuickBooks Company File to Neat 5
Exporting to Quicken
Importing Your Quicken Account to Neat 5
Exporting to TurboTax
Exporting to vCard (Contacts Only)
Syncing Contacts with Outlook
Reporting
Creating an Expense Report
Creating a Spending Report
Creating a Tax Report
Printing
Scanner Maintenance
Maintaining the Neat Mobile Scanner
Cleaning the Neat Mobile Scanner
Calibrating the Neat Mobile Scanner
Maintaining the Neat Desktop Scanner
Cleaning the Neat Desktop Scanner
Calibrating the Neat Desktop Scanner
Backing Up the Database
Restoring the Database