Filter
Top Products
137
• TBeneath that radio button, you’ll see three steps that allow you to
customize your backup options.
T
3.
TIn TTStep 1TT, choose a location for the database backup directory by clicking
Browse and selecting a file path.
TTNote:TT We recommend creating a folder
called “NeatWorks Backup” in the “My Documents” folder on your computer,
and selecting that path as your backup location.
T
4.
TSelect the number of backup files you want to save. For example, you can
choose to keep only the last 5 backup files.
T
5.
TNext, in TTStep 2TT, select whether you want to backup daily, weekly, or monthly.
TTNote: TTOn average, NeatWorks users tend to backup on a weekly basis;
however, if you do a very large amount of scanning, you may want to backup
on a daily basis.
T
6.
TIn TTStep 3TT, select when you want to backup. TTNote:TT NeatWorks will only run
an automated backup when the software is not open, so you should schedule
your backups for a time when you won’t be using NeatWorks. Once you select
all your automatic backup options, you’ll see a summary of your choices.
T
7.
TWhen you’re finished, click TTOKTT.T
T T
TRestoring the DatabaseT
TIf anything should happen to your computer, you can restore NeatWorks with all the
information saved in your most recent backup file.
T
T
NoteTT: Restoring the database will replace all data currently stored in NeatWorks
with the data saved in your backup file.
T
TSaving Current Data before Restoring the DatabaseT
T
If you have added data to NeatWorks since your last backup and you wish to keep
that data, follow these steps before performing a database restore.
T
1. Switch to the Receipt Organizer.
2. Select the folder(s) or receipt(s) you wish to save.
3. From the Toolber, choose
T Export > Receipt Folder FileT.
4. Save the file to a location you'll remember on your hard drive.
5. Switch to the Business Card Organizer (repeat steps 2-4).
6. Switch to the Document Organizer (repeat steps 2-4).
7. Restore the database (refer to the section below).
8. After the restore, import the appropriate file back into NeatWorks by choosing
TImport From > Receipt Folder File (.nrx)TT T(you'll perform this step for
each organizer).