User's Manual - Drake Software

Interactive Support
Drake Software User’s Manual
Interactive Support
E-Mail Program
All broadcasts are also posted at the Drake Support site (Resources > Broadcast Center).
Drake provides interactive support via e-mail, phone, and fax.
The Drake e-mail program allows you to send and receive messages using a 1040.com
e-mail address. Use this program to send questions to Drake Support or to e-mail your
clients. You can also use it as your everyday e-mail program. To access Drake e-mail,
open the tax software, and from the menu bar of the Home window, select Help > E-
Mail. From data entry, click the Email icon.
NOTE
E-mail addresses for Drake Support are listed in “Contacting Drake
Support” on page xii of the Quick Reference chapter.
E-Mail Setup
Use the Setup menu to select a method of sending and receiving e-mail, change your
reply-to address and display name, and suppress notification messages. To view the
Setup menu, select Help > E-Mail from the menu bar of the Home window. From the
Email - Inbox dialog box, go to the menu bar and select Setup > Options to open the
Email - Options dialog box.
Select from the options listed below, and click Save when finished.
• Sending Method — Two methods are available: the default method, compatible
with most Internet Service Providers (ISPs), and the alternate method, to use if
the default method does not work for your office.
• Alternate Reply-to Address — Select Use Alternate Reply-to Address to
replace your 1040.com address. This address appears as the sender and reply-to
address on e-mail messages you send.
• Display Name — Enter the name you want displayed on your e-mail messages.
(The program uses your Preparer Login name by default.)
• Notification Message Options — Two options are available:
– To keep the Report Complete window from opening when compiling a
Report Generated Recipient List, select the Hide report results message
for report generated recipient list.
– To suppress the Open Attachment warning when you open a message that
contains an attachment, select the Hide attachment open warning check
box.
NOTE
Setup options are not available if you access the e-mail program from
within data entry.
276 Tax Year 2012