User Manual

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 Settings
22
Understanding the Processing Queue
26
Reviewing a Scan
26
Importing28
Importing a PDF
29
Importing an Image
30
Importing a vCard
31
Importing a Legacy Neat File
32
Importing a Quicken Account
33
Sending to Neat 534
Creating a New Item35
Working with the Neat Desktop Scanner36
Duplex Scanning
37