User Manual

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Chapter 4 Gettings Items Into Neat 5: Scanning, Importing and Sending
4
Gettings Items Into Neat 5: Scanning, Importing
and Sending
Importing a Legacy Neat File
1. In the Folder Navigation pane, click on a folder. (This is where the imported item will be
stored. You also have the option of creating a new folder.)
2. Click Import.
3. Choose Legacy.
Im port Legac y File Subm enu
4. Choose the type of legacy file you are importing:
Receipts (.nrx)
Contacts (.nrt)
Documents (.nrf)
The Open dialog box displays.
5. Navigate to the folder containing the legacy file you want to import.
6. Select the legacy file you wish to import. (Use the Ctrl key to select multiple files.)
7. Click Open. The Queue icon animates to let you monitor the importing progress. The
processing time for importing will vary based on the amount of content being imported.
TIP: When importing a legacy receipts file (.nrx), folders will be created as needed to
match those used in the legacy file. When importing a legacy contact file (.nrt), folders
will not be created automatically created; you can import the contacts into the folder
of your choice.