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Beneath that radio button, you’ll see three steps that allow you to
customize your backup options.
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3.
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In
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Step 1
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, choose a location for the database backup directory by clicking
Browse and selecting a file path.
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Note:
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We recommend creating a folder
called “NeatWorks Backup” in the “My Documents” folder on your computer,
and selecting that path as your backup location.
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4.
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Select the number of backup files you want to save. For example, you can
choose to keep only the last 5 backup files.
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5.
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Next, in
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Step 2
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, select whether you want to backup daily, weekly, or monthly.
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Note:
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On 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.
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6.
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In
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Step 3
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, select when you want to backup.
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Note:
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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.
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7.
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When you’re finished, click
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OK
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.
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Restoring the Database
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If anything should happen to your computer, you can restore NeatWorks with all the
information saved in your most recent backup file.
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Note
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: Restoring the database will replace all data currently stored in NeatWorks
with the data saved in your backup file.
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Saving Current Data before Restoring the Database
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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.
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1.
Switch to the Receipt Organizer.
2.
Select the folder(s) or receipt(s) you wish to save.
3.
From the Toolber, choose
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Export > Receipt Folder File
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.
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
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Import From > Receipt Folder File (.nrx)
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(you'll perform this step for
each organizer).
