User's Manual - Drake Software

Drake Software User’s Manual
Setting up Your Document Manager
To implement the Document Manager file structure:
1. From the Home window of Drake, go to Setup > Printing > Document Manager
to open the Drake Document Manager Integration Options dialog box.
2. In the General Options section, select Use Working Cabinet.
3. Select Allow Drake to set up Document Manager client folders (Recommended).
If this box is not marked, you will have to specify the location where
the Working Cabinet should store any scanned documents or returns printed
through the PDF “printer.” (See “Printing to Drake PDF” on page 200.)
4. (optional) In the Working Cabinet section is the option to add folders to the
default Document Manager file structure. To do so:
• Click Add.
• Enter a custom folder name.
• Click OK. The new folder will be inserted one level below the selected folder.
• Mark the Apply this layout... check box if you want to insert the new folder
into existing and new client files; otherwise, the new folder will be inserted
only into new client files.
• To change the name of the new folder, select the folder and click Edit. To
delete the new folder, select the folder and click Remove.
5. Click Save, and then click OK.
TIP
To avoid later restructuring, determine the type of file structure you
want to use before you begin storing items in the Document Manager.
Configuring
Working
Cabinet
To set configurations for the Working Cabinet:
1. Click the Doc Mgr icon from the toolbar of either the Home window or the Data
Entry Menu.
2. From the Working Cabinet menu bar, choose Setup > Options to open the
Options dialog box (Figure 13-2). Options are listed in Table 13-1 on page 334.
Figure 13-2: Document Manager Options dialog box
Tax Year 2012 333