The Neat Company Desktop Scanner NeatDesk, Руководство пользователя

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• The lower grid will be populated with all associated documents sorted in
the same order in which they appear in the tax report. A multi-column
sort order is automatically applied to this grid.
2. To revert to standard sorting, simply click any column heading.
3. To reapply the multi-column sort order, return to the Tax Organizer and click
the
T
View Documents from report
T
button again.
4. The upper grid will have all associated folders "pinned" so that all of their
respective documents appear together in the lower grid.
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Printing a Selected Report
T
You can always print your tax report if need be. To do so:
1. From the Toolbar, click
T
Print
T
.
2. The Tax Report Print Wizard screen displays.
3. Select the desired report by checking the appropriate box.
4. Click on
T
OK
T
.
5. On the Print Screen that displays, click
T
OK
T
.
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Exporting or Printing Multiple Reports
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To export or print multiple reports, just do the following:
1. From the Toolbar, click
T
Print
T
.
2. The Tax Report Print Wizard screen displays.
3. Select the desired reports by checking the appropriate boxes.
4. Click on
T
OK
T
.
2. On the Print Screen that displays, click
T
OK
T
.
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Emailing a Tax Report
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You can email a tax report anytime you need to send somebody your tax report
information. To do so:
1. From the Toolbar, choose
T
Email
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and select a file type from the
T T
submenu.
2. Select the checkbox(es) next to the report(s) you want to email.
3. Do one of the following: