• To create a Smart Folder using the Search function:
• Type a term such as "Meals" or "Fuel" in the Search bar at the top
right.
• A window appears below showing the receipts, documents and
contacts that match that criteria.
• Click the Save button on the upper right corner to create a Smart
Folder containing these items.
Quick Look Functionality
• You can use Quick Look to view items at high resolution in a
separate window. You may continue to edit items or perform
other actions in the main window while the Quick Look window is
displayed. The Quick Look window will always display the
currently selected item.
Recover Items
• In the rare instance in which you should discover that a
NeatWorks Cabinet (formerly termed “Library”) is corrupted,
simply select Recover Items from the NeatWorks menu and
choose the corrupted Cabinet (or you can select the folder in
which it resides).
Printing to NeatWorks
You can print in two di
ff
erent ways:
• Choose File > Print in an item editor if you want to print only the
item selected.
• In the Report View, Choose File > Print to print the entire report.
• The report has a cover page which shows the first six fields in the
table, and totals any currency fields.
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