User's Manual - Drake Software

Drake Software User’s Manual
Archive Manager
Other Setup Options
Archive Manager
Creating an Archive
and then move the form up or down the tree. To “drop” the form into the new location,
release the mouse button. To activate drag-and-drop ordering while in Enhanced
mode, select Setup > Allow Drag/Drop Ordering.
The following programs and setup options are also available in both Basic and
Enhanced modes:
• Pricing setup (See “Pricing Setup” on page 37.)
• Printing setup (See “Printing Setup” on page 47.)
• Printing sets setup (See “Printing Setup” on page 47.
Use the Archive Manager to archive returns and to review, restore, or delete the
archived returns. This means you can save various versions of a return, such as the
amended return and the original return prior to amending. The Archive Manager is
accessible from both Basic and Enhanced modes.
To create an archive of an open return:
1. From View mode, select Archive > Archive Client Return (or select Archive >
Archive Manager and click the Archive icon in the Archive Manager toolbar).
2. In the Archive Client Return dialog box, enter a description of the archived file
(Figure 6-16), and click OK.
Figure 6-16: Archive Client Return dialog box
3. After the program has created the archive, click OK again. The program adds the
archived return to the Archive Manager list.
NOTE
The archived return is also saved to the client’s file in Drake and to the
client’s Document Manager. Reach the Document Manager from View
mode by going to Archive > Document Manager.
Tax Year 2012 207