Document Text Contents
Page 2
2
Contents
Chapter 1 Welcome to Neat 5 Help1
Where to Start2
What’s New in Version 5?3
Chapter 2 Getting Started with Neat 55
Top 10 Common Tasks6
User Case Studies7
Try It: Your First Scan8
Chapter 3 The Neat 5 Dashboard12
Viewing the Dashboard13
Dashboard Panes14
Dashboard Commands & Links15
Chapter 4 Gettings Items Into Neat 5: Scanning, Importing and Sending17
Neat Scanners18
Getting Data into Neat 519
Scanning Basics20
How Do I Scan?21
Scanner Settings22
Understanding the Processing Queue26
Reviewing a Scan26
Importing28
Importing a PDF29
Importing an Image30
Importing a vCard31
Importing a Legacy Neat File32
Importing a Quicken Account33
Sending to Neat 534
Creating a New Item35
Working with the Neat Desktop Scanner36
Duplex Scanning37
Page 83
78Chapter 6 Working with Your Items
6Working with Your Items
Creating a New Item Without Scanning or Importing
The New (Receipt, Contact, Document) command can be used to manually add a new receipt,
contact or document. This feature allows you to retain and organize important information for
which you have no paper or electronic record.
Also in this section:
Creating a New Receipt
Creating a New Contact
Creating a New Document
Page 84
79 Chapter 6 Working with Your Items
6Working with Your Items
Creating a New Receipt
1. In the Folder Navigation pane, navigate to the folder where you want the new receipt
stored.
2. From the Actions menu choose New and then Receipt.
3. Double-click on the new item to open it in Details View. Note that Receipt is already
selected in the Item Type dropdown menu.
4. Using the dropdown menus and fields provided, add all of the necessary details for the
receipt.
5. The item will be saved automatically.
Page 166
161 Chapter 9 Backing Up the Database
9Backing Up the Database
Restoring the Database
1. Click the Tools menu.
2. Choose Database.
3. Choose Offline Restore. The Open dialog box opens.
Open Dia log Box
4. Navigate to and open the folder where your backups are saved.
Neat 5 backup files have a .nbak file extension.
5. Select the backup file.
6. Click Open.
See Also:
Backing up the Database
Page 167
© 2011 The Neat C o..
A ll rights reserved.
P roduc t and company names mentioned in this
manual may be trademarks or regis tered
trademarks of their respec tive companies .
Mention of third-party produc ts is for
informational purposes only and cons titutes
neither an endorsement nor a recommendation.
The author assumes no respons ibility with
regard to the performance or use of these
produc ts . A ll unders tandings , agreements , or
warranties , if any, take place direc tly between
the vendors and the prospec tive users . Every
effort has been made to ensure that the
information in this manual is accurate. The
author is not respons ible for printing or c lerical
errors .
The produc t desc ribed in this manual
incorporates copyright protec tion technology
that is protec ted by
method c laims of certain U .S. patents and other
intellec tual property rights .
2
Contents
Chapter 1 Welcome to Neat 5 Help1
Where to Start2
What’s New in Version 5?3
Chapter 2 Getting Started with Neat 55
Top 10 Common Tasks6
User Case Studies7
Try It: Your First Scan8
Chapter 3 The Neat 5 Dashboard12
Viewing the Dashboard13
Dashboard Panes14
Dashboard Commands & Links15
Chapter 4 Gettings Items Into Neat 5: Scanning, Importing and Sending17
Neat Scanners18
Getting Data into Neat 519
Scanning Basics20
How Do I Scan?21
Scanner Settings22
Understanding the Processing Queue26
Reviewing a Scan26
Importing28
Importing a PDF29
Importing an Image30
Importing a vCard31
Importing a Legacy Neat File32
Importing a Quicken Account33
Sending to Neat 534
Creating a New Item35
Working with the Neat Desktop Scanner36
Duplex Scanning37
Page 83
78Chapter 6 Working with Your Items
6Working with Your Items
Creating a New Item Without Scanning or Importing
The New (Receipt, Contact, Document) command can be used to manually add a new receipt,
contact or document. This feature allows you to retain and organize important information for
which you have no paper or electronic record.
Also in this section:
Creating a New Receipt
Creating a New Contact
Creating a New Document
Page 84
79 Chapter 6 Working with Your Items
6Working with Your Items
Creating a New Receipt
1. In the Folder Navigation pane, navigate to the folder where you want the new receipt
stored.
2. From the Actions menu choose New and then Receipt.
3. Double-click on the new item to open it in Details View. Note that Receipt is already
selected in the Item Type dropdown menu.
4. Using the dropdown menus and fields provided, add all of the necessary details for the
receipt.
5. The item will be saved automatically.
Page 166
161 Chapter 9 Backing Up the Database
9Backing Up the Database
Restoring the Database
1. Click the Tools menu.
2. Choose Database.
3. Choose Offline Restore. The Open dialog box opens.
Open Dia log Box
4. Navigate to and open the folder where your backups are saved.
Neat 5 backup files have a .nbak file extension.
5. Select the backup file.
6. Click Open.
See Also:
Backing up the Database
Page 167
© 2011 The Neat C o..
A ll rights reserved.
P roduc t and company names mentioned in this
manual may be trademarks or regis tered
trademarks of their respec tive companies .
Mention of third-party produc ts is for
informational purposes only and cons titutes
neither an endorsement nor a recommendation.
The author assumes no respons ibility with
regard to the performance or use of these
produc ts . A ll unders tandings , agreements , or
warranties , if any, take place direc tly between
the vendors and the prospec tive users . Every
effort has been made to ensure that the
information in this manual is accurate. The
author is not respons ible for printing or c lerical
errors .
The produc t desc ribed in this manual
incorporates copyright protec tion technology
that is protec ted by
method c laims of certain U .S. patents and other
intellec tual property rights .
