User's Manual - Drake Software

Interactive Support
Drake Software User’s Manual
From Data
Entry
To e-mail a client data file directly from data entry:
1. In Drake, open the return you want to transmit.
2. Click Email. The Compose Message window shows the client’s data file attached
to the message (Figure 10-18).
Figure 10-18: Email - Compose Message window with data file attached
3. Complete the To and Subject fields (required), and compose your message.
4. Click Send. The e-mail with the client data file attachment is sent to the recipient.
NOTE
You can add other attachments to the e-mail using the Add button
(or the Attach icon) in the Compose Message window. For more
information, see “From the Home Window” following.
From the
Home Window
To e-mail a client data file from the Home window:
1. From the menu bar, select Help > E-Mail. The Inbox window is displayed.
2. Click New to open a blank Compose Message window.
3. Click Add to open the Email – Attachments dialog box (Figure 10-19 on
page 279).
4. In the SSN/EIN Search text box of the Client Data Files section, enter the SSN
or EIN of the file to send (item #1 in Figure 10-19 on page 279).
278 Tax Year 2012