User's Manual - Drake Software

Setting up Your Document Manager
Drake Software User’s Manual
Table 13-1: Working Cabinet Setup Options
Option
Use this scan device
Turn off scanner interface
Common Documents list
Document Status list
Description
By default, the Document Manager chooses a scanner. To
choose a different scanner, select it from the list.
The software automatically uses the default scanner’s settings.
To change those settings, click this box, and when the
scanner control box is opened, make changes to the color,
dpi, size or shape options.
Click Show/Hide to edit names assigned to commonly
scanned document types. For more information, see “Setting
Up Common Documents” (following this table).
Click Show/Hide to see the status of documents in the Document
Manager. You can add statuses here, then apply
them to the document. For details, see “Setting Document
Status” on page 350.
Setting Up
Common
Documents
The “Common Documents” feature is available to help your office save time while
maintaining its naming convention. Customizable default descriptions allow you to
eliminate the step of typing a description by selecting pre-established descriptions.
To set up default descriptions in the Working Cabinet:
1. From the Working Cabinet menu bar, click Setup > Options. The Options dialog
box is opened (Figure 13-3).
Figure 13-3: Options for commonly scanned documents
2. Click the Common Documents Show/Hide button. The common document names
are shown in a small window of the dialog box.
3. In the example in Figure 13-3, the user has added “Military ID” to the list.
4. Add or edit names as desired.
5. To save changes, click Save.
334 Tax Year 2012