User's Manual - Drake Software

Drake Software User’s Manual
E-Mailing from View/Print
2. Click the arrow on the Email button and select Email Setup.
3. In the Email Setup dialog box, select your preferred e-mail program (the e-mail
program you normally use or the Drake program) from the Select Email Method
drop list. (This default will be applied whenever you click the Email button, not
when you click the arrow next to the Email button.)
4. To include a default Cc or Bcc address (one to which all e-mailed returns will be
sent), type the address in the applicable field under Email Default Settings. If
entering multiple addresses, use a semicolon (;) as a separator between addresses.
CAUTION
It is not recommended that you enter a default To address. If an
address is entered in the To field, every return e-mailed through View
mode will be sent to that address.
5. Make any changes to the default message.
6. Click Save.
Your default settings will be applied for all e-mailed returns.
Sending a Return to a Client
To send a return to a client from Enhanced mode:
1. Open the return.
2. Click View or Print to access View mode.
3. Select the forms to be included in the e-mail. (In Enhanced mode, select forms
from the Forms tree; in Basic Print mode, click a form and choose Select Form
from the right-click menu.)
4. Click Email to use the default e-mail method, or click the arrow next to the Email
button to choose a method. The Password Protect dialog box is opened, showing
the password (Figure 6-12); see “About Passwords” on page 204, for more information
on passwords.
Figure 6-12: Password Protect PDF Attachment dialog box
5. Click OK. The e-mail message is opened in the desired e-mail program, with the
selected return documents attached. The client and spouse e-mail addresses are
automatically shown in the To field if the addresses were entered on screen 1.
(Any address you added in Email > Setup will also be in the To field; see “Setting
Up Preferences” on page 202).
Tax Year 2012 203