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
Creating a New Item
You can use the New (Receipt, Contact, Document) command to manually add a new receipt,
contact or document. This feature lets you retain and organize important information for which
you have no paper or electronic record.
1. In the Folder Navigation pane, click on a folder. (This is where the new item will be stored.
You also have the option of creating a new folder.)
2. Click the File menu (top right corner of the window).
3. Choose New.
4. Choose the type of item you are creating:
Receipt
Contact
Document
The item is created.
5. Double-click on the new item to view it in Details View.
6. Modify each of the fields as needed to provide details for the new item.