User's Manual - Drake Software

Drake Software User’s Manual
Interactive Support
Checking for
E-mail
Once you have selected Help > E-mail from the Home window, you have three ways
to check your Drake e-mail: select File > Check Mail from the menu bar, click Send/
Receive, or press CTRL+M.
NOTES
To check only the status of your mailbox, click File > Check Mailbox
Status or press CTRL+S.
Messages are downloaded only once per EFIN. If multiple computers
are using the same EFIN, consider designating one person to download
Drake e-mail and forward it accordingly.
Message
Storage
Downloaded messages appear in the Inbox; double-click a message to open it. Your
mailbox includes a Sent Item box, a Drafts box, and a Trash box (Figure 10-17).
Figure 10-17: Sent Items, Drafts, and Trash boxes
Click a box to open it. Boxes are described below.
• Sent Items — Messages appear here after they have been sent.
• Drafts — If you attempt to close a message before sending it, you are prompted to
save a draft of the message in your Drafts folder to be completed later. To accept,
click Yes. To discard the message, click No.
• Trash — Deleted messages are stored in Trash. To permanently delete a message,
select it from Trash and click Delete. Messages deleted from Trash cannot be
recovered.
Basic E-Mail
Tasks
To compose a new message, click New. Enter an address in the To field, a subject in
the Subject field (required), and a message in the text box at the bottom (optional).
To reply to a message, click the message, and then click Reply (or, with the message
open, click Reply). The original message is included in the reply message.
To forward a message, click the message, and then click Forward (or, with the message
open, click Forward).
To send a message, click Send.
To delete a message, click the message and click Delete (or, with the message open,
click Delete). Deleted messages go to the Trash box.
Attaching
Files
When contacting Drake Support with an issue, you might be asked to send, via e-mail,
a client’s data file (a return), a file stored in your Document Manager file, Drake Software
program file, or other kind of file. Entire folders cannot be attached.
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