User Manual

3
Contents
Chapter 5 Organizing Your Items: Cabinets, Folders & Subfolders39
Cabinet Basics41
Folder Basics43
Folder Best Practices
44
Opening & Closing a Folder
46
Creating a New Folder or Subfolder
48
Viewing Folder Content
49
Filtering Folder Contents by Item Type
51
Renaming a Folder
52
Deleting a Folder
53
Moving or Copying a Folder
56
Smart Filters57
Chapter 6 Working with Your Items59
Viewing Items60
Changing Views
61
Filtering a View by Item Type
61
Editing Items62
Working with Unreviewed Items63
Reviewing an Item
64
Personalizing Your Review/Unreviewed Settings
65
Moving or Copying Items Between Folders66
Deleting an Item67
Retrieving an Item
68
Permanently Emptying All Trash Contents
68
Permanently Deleting a Single Item from the Trash
68
Sorting Items in Grid View69
Searching for an Item70
Combining Multiple Items72
Changing the Order of Images in a Multi-Page Document72
Separating Items74
Customizing Columns76
Creating a New Item Without Scanning or Importing78
Creating a New Receipt
79
Creating a New Contact
80