User's Manual - Drake Software

Setting up Your Document Manager
Drake Software User’s Manual
Table 13-2: Other Working Cabinet Tasks
Task
Description
Access Help.
Exit the DDM.
Restricting Access to the Working Cabinet
To restrict access to the Working Cabinet for individual preparers:
1. From the Home window of Drake, go to Setup > Preparer(s) to open the Preparer
Setup window.
2. Double-click a preparer’s name, click the Security button, and select Custom
Security from the menu to open the Preparer Security Setup window.
3. From the menu bar, select Tools.
4. Remove the check mark from the Document Manager check box.
5. Click Save, OK, and Save.
To restrict access to the Working Cabinet for groups of preparers:
1. From the Home window of Drake, go to Setup > Preparer(s) to open the Preparer
Setup window.
2. Click the Group Security button.
3. From the list at the top of the window, double-click to choose security group to
edit.
4. From the menu bar, select Tools.
5. Remove the check mark from the Document Manager check box.
6. Click Save.
NOTE
Individual restrictions are not available for security groups ADMIN and
FULL. The FRONT OFFICE security group and any security groups
you’ve added can be restricted. For details on setting up security
groups,“Setting Up Group Security” on page 25.
Shortcut to
GruntWorx
If you have office personnel who regular work with GruntWorx but who do not have
access to Drake Software, you can create a desktop shortcut to GruntWorx. To do so:
1. Browse to the drive where Drake is installed and double-click “Drake12.”
2. Double-click the folder named “DDM.”
3. Right-click the file named “GruntWorx.exe.”
4. From the right-click menu, select Send To > Desktop (create shortcut).
338 Tax Year 2012