User's Manual - Drake Software

E-Mailing from View/Print
Drake Software User’s Manual
6. If no further changes to the message are needed, click Send.
About
Passwords
A client must know his or her return’s password in order to open the return.
The default format for passwords is the first four letters of the client’s last name (or
the first four letters of the entity’s name) followed by the last five numbers of the SSN
for individual returns or the last five numbers of the EIN for entity returns. (See
Figure 6-12 on page 203 for an example.) An administrative user can change the password
format at Setup > Options, Administrative Options tab.)
Drake cannot recover a lost password. If you opt to replace a password with a new
one in the Password Protect dialog box, be sure to write down the new password and
keep it in a secure location in case you forget it.
Sending Client Files to Drake Support
When you send an e-mail to Drake Support from View mode, the program automatically
sends both the print file and the data file. (These files allow the Customer Support
Representative to open the return in data entry.) When working in Enhanced
mode, you have the option of including PDF attachments with the e-mail.
To send files to Drake Support from Enhanced mode:
1. Go to View mode of the return.
2. (optional) Select any forms to be included as PDF documents in the e-mail.
3. Click the arrow on the Email button and select Email to Drake Support. If you
selected any forms in Step 2, the Password Protect dialog box is opened; click
OK if not changing the password. The Compose Message window is opened,
showing the attached files in the Attachments list (Figure 6-13).
Figure 6-13: Attachments shown in Attachments list of the Compose Message dialog box.
4. Click the To button (shown in Figure 6-13) and double-click an e-mail address
from the Drake Software Support Address Book. Click OK.
5. Click Send.
NOTE
You have the option of attaching additional files. See “Attaching Files”
on page 277.
204 Tax Year 2012