User's Manual - Drake Software

Setting up Your Document Manager
Drake Software User’s Manual
IMPORTANT
Document Manager is not available to users of pre-Windows XP
computer systems. Those users will have to update to Windows
XP, Windows Server 2003, Windows Vista, Windows Server
2008, or Windows 7.
If you run Windows Server 2003, Windows Server 2008, Windows
Vista, Windows XP, or Windows 7 but (1) have not kept up with
regular Window updates and (2) have an older version of .NET
Framework, you will automatically be directed to the Microsoft
website, where you can download (at no charge) the newest version
of .NET. If your system runs Microsoft’s .NET Framework
v3.5 or later, a newer version is not necessary, and no further
steps are needed.
Setting up Your Document Manager
For the sake of clarity, this part of the manual includes distinct sections for setting up
the two sources of the Document Manager, and for using certain tools to add cabinets
and drawers, and to back up, restore, and update the Archive Cabinet that aren’t relevant
to the Working Cabinet. Users opting for the Working Cabinet, see “Setting up
the Working Cabinet,” following. For information on using the Archive Cabinet, see
“Shortcut to GruntWorx” on page 338.
Setting up the Working Cabinet
Everything in this section will pertain to the use of the Working Cabinet.
File
Structure
The Document Manager stores documents in Drake’s tax software, but the documents
in those folders are displayed alphabetically in a “tree” in the Working Cabinet window
(Figure 13-1).
Figure 13-1: Working Cabinet files are stored in alphabetically arranged client folders
You can use the default Document Manager file structure or customize it as needed.
332 Tax Year 2012