User's Manual - Drake Software

Drake Software User’s Manual
Organizers and Proformas
See “Filter
Manager” on
page 319 for more
on using filters.
• Click Next and select filtering and sorting options as desired. Click Next
again and modify filtering criteria from the Basic Search Conditions dialog
box. Click Continue and wait for the program to scan the client files.
3. When the Proforma/Organizer Options dialog box is opened, select the desired
options (red circle on left in Figure 4-8).
Figure 4-8: Organizers Options dialog box; includes Process button
NOTE
To have a certain preparer’s name appear on the preseason, engagement,
and privacy policy letters, select a name from the Preparer Override
drop list.
4. Click Process (Figure 4-8) to open the Print Organizers/Proformas dialog box
(Figure 4-9).
Figure 4-9: Select print options from the Print Organizers/Proformas dialog box.
5. Select options from the Print Options section (red circle in Figure 4-9). You can
choose send the proformas or organizers to the printer, to the Drake Document
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