User's Manual - Drake Software

Drake Software User’s Manual
Setting up Your Document Manager
Working Cabinet Window
Whenever you scan a document into the Document Manager, you have the option of
selecting one of the descriptions entered as a common document. (See “Scanning a
File” on page 348.)
The Document Manager Working Cabinet window consists of the folder “tree” on
the left side, a list of files contained within the selected folder on the right, and a menu
bar and toolbar at the top (Figure 13-4).
Figure 13-4: Part of the Document Manager interface
Folders are listed alphabetically, on the left side of the window (Figure 13-4), based
on the individual clients’ last names or the business clients’ first names. Subfolders
are stored within each client’s folder. Click [+] to expand a portion of the tree; click
[–] to collapse it. Or with a folder selected, press the [+] or [–] keys on the numbers
pad of your keyboard.
Navigating
Click to open a folder to view a list of its files. In the document pane the Document
Manager displays document names, types, dates modified, descriptions, and status.
Click column headers to sort by columns.
Like other Drake windows, the Document Manager has a menu bar and a toolbar. If a
shortcut key (such as F1 for help) exists for a menu item, it is listed to the right of the
menu item. You can also access toolbar selections from the menu bar. Each toolbar
button activates a different function.
Searching
To find a particular folder in the Document Manager, enter part of the name in the
Find text box and click Find. The file location is highlighted in the tree (Figure 13-5
on page 336).
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