Neat Scan To Office Bruksanvisning
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1
Getting Started with NeatScan To Office
NeatScan To Oce is easy and convenient to use. You'll soon be scanning documents,
business cards, and receipts into Oce applications.
2
What is NeatScan To Office?
NeatScan To Oce installs a "Scan" button in Microsoft Oce® applications that
enables you to:
• Scan receipts into customizable expense report templates (called "Neat
Excel®
Sheets")
• Scan business cards into Outlook® Contacts.
• Scan and insert text, images, or entire documents into PowerPoint® presentations
or ® documents. Word
NeatScan To Oce will boost your productivity while helping you clear paper and clutter
from your desk. You'll be able to store digital records of all your important paperwork
with the simple click of a button.
3
Scanning Documents to Excel
You can scan an image directly into an Excel spreadsheet. You can also scan receipt
data and images directly into an expense report by using a Neat Sheet, or intelligent
template.
Note: To scan to a PDF le instead, click Scan to PDF. For more information, see
Scanning to PDF.
Scanning Images into an Excel Spreadsheet
1. Open Excel.
2. Insert a document face down in your scanner.
3. If you have not done so already, select the desired color option by clicking the
Settings button (see Excel Settings for more information).
4. Click Scan to Excel. When the scan is complete, the image will display at the
current cursor location in your Excel spreadsheet.
Scanning Receipt Data and Images into a Neat Sheet
By using a Neat Sheet, or intelligent template, receipt data such as date, vendor, sales
tax and total will automatically be placed in the appropriate fields of your expense report
upon scanning. The receipt image will be scanned as well, and you can modify your view
of it as needed.
A variety of Neat Sheets are available for your selection. Just choose the one that best
meets your needs. You can even customize a Neat Sheet for your own purposes, and
then save it for future use. Follow the steps below to use a Neat Sheet:
1. Open Excel.
2. Insert a document face down in your scanner.
3. Click the Open Neat Sheet button on the NeatScan To Oce toolbar.
4. When the following screen displays, click Browse Neat Sheets.
5
6. The Neat Sheet displays:
7. You can customize the Neat Sheet by performing steps 8-13. You can then use
the customized Neat Sheet again whenever you like. If you do not want to
customize your Neat Sheet, advance to step 13.
Caution: Do not merge cells or split merged cells, protect or unprotect cells, or protect
the spreadsheet.
8. Insert your Company Name or Logo in the designated cell.
9. Insert additional rows or columns if desired.
10. Rename the Expense Categories if desired. For example, change 'Taxi' to 'Cab'.
However, do not change the category type (for example, do not change 'Taxi' to
'Meals').
6
11. You can change the appearance of cells by modifying the font, color and spacing if
desired.
12. Save the Neat Sheet to a location on your computer.
13. Click Scan To Neat Sheet. A "Scanning" message displays. When the scan is
complete, your results display in the Excel viewer, as explained in the example
below:
Note: For detailed information about managing your lists of vendors, categories, and
payment types, see List Manager.
14. Modify the results as desired, and click . Your expense report lls with the Save
receipt information, which is automatically placed in the appropriate elds as
shown in the example below:
8
Choosing Your Excel Settings
With NeatScan To Oice, you can:
• Choose the color of the images you scan directly into an Excel spreadsheet or a
PDF le
• Manage the list of vendors, categories, and payment types associated with your
Neat Sheets
Tip: To view your current default settings, hold your mouse pointer over the Settings
button on the toolbar.
1. Click the Settings button on the NeatScan to Oce Excel toolbar.
2. The Settings screen displays:
`
Note: Remember that the settings you choose apply only to Excel.
3. Select whether you want images that you scan directly into Excel or PDF to be
scanned in color or black and white. To do so, click the appropriate circle(s) in the
Color Option and PDF Color Option areas of the screen.
4. Click . OK
Note: For information about scanning directly to PDF, see Scanning to PDF.
10
List Manager
The List Manager enables you to manage three dierent lists of Excel data. These
include:
• Vendor Names
• Category Names
• Payment Types
You can manage your lists in two ways: 1) by using the Manage Lists button on the
Settings screen, or 2) by using the receipt preview screen that is displayed after you
scan a receipt into a Neat Sheet.
Managing Lists by using the Manage Lists Button on the Settings Screen
1. Click Settings on the NeatScan To Oce toolbar.
2. Click Manage Lists, as shown below:
The following screen displays:
Produktspecifikationer
| Varumärke: | Neat |
| Kategori: | Scanner |
| Modell: | Scan To Office |
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