NeatWorks NeatWorks For Mac Using Manual Download

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Welcome to NeatWorks for Mac v3.5. This help file explains the
following NeatWorks for Mac concepts and tasks:

Scanning Items into NeatWorks

How to Save Your Scanned Information

Working with the Inbox

Creating a Cabinet

Creating Folders

How to Set Your Preferences

Using Different Views

Customizing the Default Field List

Create or Modify Fields

Customizing Table Fields

Using the Item Editor

Creating Expense Reports

Saving the Expense Report

Saving the Expense Report Template

To Email Your Expense Report

Summary of Contents for NeatWorks For Mac

Page 1: ...tion 4 Working with the Inbox 5 Creating a Cabinet 5 Creating Folders 6 How to Set Your Preferences 7 Using Different Views 8 Customizing the Default Field List 10 Create or Modify Fields 12 Customizi...

Page 2: ...r Information in NeatWorks 20 Searching in NeatWorks 21 Creating Smart Folders 22 Quick Look Functionality 23 Recover Items 23 Printing to NeatWorks 23 How to Print to NeatWorks from Other Application...

Page 3: ...color and black and white scanning options displays for you to choose The Scan Options button next to the Scan toolbar button allows you to set the color mode Color Black White Text or Black White Ima...

Page 4: ...Combined Item With All Pages To scan double sided pages select Double Sided only available for the NeatDesk scanner Note The item will be scanned to the destination selected in the Scan Settings menu...

Page 5: ...rag and drop items from the inbox or any folder into the appropriate folder Creating a Cabinet NeatWorks for Mac allows you create Cabinets and Folders A Cabinet like a real world filing cabinet can c...

Page 6: ...s you cannot search across multiple cabinets to find information You may however search across all Folders within a Cabinet You could go to the Business Cabinet to search across all folders within it...

Page 7: ...change the colors that are used for each item type How to Set Your Preferences The NeatWorks Preferences option lets you set up the way you want to work with NeatWorks for Mac The General tab enables...

Page 8: ...ll display in the table Note The Table feature is also available when using the Icon and Report Views but stays hidden at the bottom of the screen To enable the Table feature when using the Icon or Re...

Page 9: ...ou check the Only Include Selected Items box you can restrict the report to only those items you highlight in the table In Report View click on Report Options You can also choose whether you want only...

Page 10: ...e name of the Report Template used Customizing the Default Field List Once you have scanned an item you ll see the image on the left of your screen and the fields populated with information on the rig...

Page 11: ...anges to the current Cabinet and all future Cabinets If you have already customized a Cabinet with the This Cabinet Only option the new selection to customize will not apply to it Note If an item cont...

Page 12: ...and down arrows at the top right of the Table View to elicit the drop down menu You may also access Create or Modify Fields from the Edit menu or via the Item Type drop down menu in Item View Select C...

Page 13: ...Modify Fields Choose the Field type for which you would like to modify the content Click Add New Value and enter the new information in the window For more information see Customizing the Default Fie...

Page 14: ...idth and ordering are preserved for each folder Note Click Edit Create or Modify Fields from the main NeatWorks menu for more field customization options For more information see Create or Modify Fiel...

Page 15: ...he only difference is that you can select Remove Page or Convert to B W only in the Item Editor Creating Expense Reports Click the Report Icon at the top center of your screen to open the Report View...

Page 16: ...ns in these text boxes which will automatically fill relevant information into the fields date Today s Date name Your Name taken from the OS X Address Book application folder the Name of the Folder s...

Page 17: ...ail Your Expense Report To email your expense report as a PDF go to File Email Report Adding New Documents and Receipts to a Folder You can manually add a new document receipt or contact to your folde...

Page 18: ...lete a Folder by selecting it and then clicking the minus icon on the bottom left side of the screen Splitting a Receipt into Multiple Transactions The Split Receipts command lets you expense portions...

Page 19: ...ipt Click Edit in the menu bar at the top of the screen Choose Combine Selected Items The Combine Items screen displays prompting you to select the primary receipt and allowing you to set a new total...

Page 20: ...filter that search by your desired criteria The Browse feature aggregates and displays information about your folder as a whole and for all fields including Amount Date and Vendor For example if you w...

Page 21: ...a search for future reference under Smart Folders on the left side of your screen Note If the Browser is collapsed the Browse filter remains active until you clear it by clicking the Clear button Sear...

Page 22: ...art Folders With NeatWorks for Mac you can create a Smart Folder of receipts or documents based on specific criteria such as vendor name category or date Smart Folders are saved searches analogous to...

Page 23: ...ow 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 Cabin...

Page 24: ...F button on the bottom left of the screen Select Add Document to NeatWorks Add Receipt to NeatWorks Add Contact to NeatWorks or Add PDF to NeatWorks from the drop down menu that displays The item is i...

Page 25: ...a new Quicken account Click Export You will be prompted to save the export file The exported file will be saved with the qif extension To import the exported file into Quicken Start Quicken and choos...

Page 26: ...Desk ADF Scanner enables you to simultaneously scan multiple page and double sided items To scan items with the NeatDesk ADF scanner Insert your items face up in the appropriate sections of the paper...

Page 27: ...You can also set the default action preferences for the SCAN and PDF buttons on your NeatDesk ADF Scanner To scan multiple pages as a single item select Combined Item With All Pages 27...

Page 28: ...our target folder to allow NeatWorks to automatically classify them as receipts business cards or documents You can remove the paper input tray on your NeatDesk ADF Scanner to insert up to 50 pages at...

Page 29: ...rd Party Scanners Maintaining the Scanner Calibration Calibration is a process that helps the scanner differentiate between black white shades of gray and different colors Calibrating helps the scanne...

Page 30: ...you would a document Click Scan Clean Scanner NeatWorks for Mac Support You can view video tutorials on essential NeatWorks for Mac tasks here NeatWorks for Mac Video Tour Keyboard Shortcuts You can u...

Page 31: ...ave As Shift Command S Page Setup Shift Command P Print Command P Edit menu shortcuts Undo Command Z Redo Shift Command Z Cut Command X Copy Command C Paste Command V Paste and Match Style Option Shif...

Page 32: ...Command 1 Icon View Command 2 Report View Command 3 Show Browser Command 4 Show Table Command 5 Item Editor Shift Command 1 Next Page Command Previous Page Command Go to Page Option Command G Back Com...

Page 33: ...oom Out Command Show Colors Shift Command C Copy Style Option Command C Paste Style Option Command V Larger Font for rich text Command Option Smaller Font for rich text Command Option Window menu shor...

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