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Modifiying Fields on the left In Neat for Mac

Last Updated: Feb 02, 2017 11:00AM EST

Help! I want to add more information about my items but there’s no place to enter it! Fields can be used in order to add more information about items scanned into the Neat for Mac software.

You can modify the fields to the left of the image, and you can also modify the fields in the grid at the bottom.

In order to add/remove a field, use the following steps:

  1. Point to the field below where you wish to add the new field and click on the Minus Sign to remove that field, or the Plus Sign icon to add a new field
  2. Choose an existing field from any of the submenus (Contact Fields, Document Fields, Receipt Fields, System-defined Fields or User-designed Fields) or choose New Field to create a new user-defined field.image03
  3. If you are creating a new user-defined field, provide a Field Label, a Field Name and a Field Type and then click Create Field.
    image01

     

    • Enter a field label, field name and field type for the desired field:
      • Field labels are displayed in column headers and beside fields in the Item View and reports. They can be any text, and can be edited later.
      • Field names are used as internal, unchanging identifiers. They must be unique and only contain numbers and letters. Spaces and punctuation are not permitted. Neat for Mac will create a default based on the given field label.
      • Field types tell the Neat software which type of information will be tracked by this newly created field. You may select a type from one of the following:
        • Logical fields are checkboxes
        • Integer fields are ranges of numbers
        • Currensy field are dollar amounts
        • Text fields contain descriptions in words
        • Rich text fields are descriptions in words that support formatting, i.e. font styles and colors.
  4. Select the Create Field button to create your new field.

Rearranging Fields

  1. Point to and click on the field you wish to move.
  2. Drag the field to its new location. A black horizontal line indicates where the item will be moved to.
    image05
    (Drag a field up or down to move it. The line will show you where it will be moved to)
  3. Release the mouse.

Setting Default Fields

You can set this new view that you created as the default view for all future items (Contacts, Documents or Receipts) in that item type.

  1. View an item.
  2. Add, delete and arrange fields as desired.
  3. Click on the Plus Sign icon next to any of the fields.
    image00
  4. Choose Use Fields Shown for all [Item Type]
  5. Choose one of the following:
    image02
  • Use for this library only: to apply the field changes to all items of that type in the current library only. (Note that previously customized items of the that type in that cabinet will not be modified.)
  • Use for this library and others: to apply the field changes to all items of that type in the current cabinet as well as any other libraries that have not been previously customized.

You can also create your own custom fields (which would show up under the User-defined Fields section) or modify existing fields to customize them for your needs.

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