User's Manual - Drake Software

Setting up Your Document Manager
Drake Software User’s Manual
Figure 13-7: Protecting Archive Cabinet with optional password
With a password in place, users must enter the password in order to open the Document
Manager’s Archive Cabinet.
• To change a password, repeat the steps described previously. In the Add Password
for DDM Startup text box and the Confirm Password text box (see
Figure 13-7), enter the new password and click Save, then click OK.
• To remove a password, delete the passwords from the Add Password for DDM
Startup and Confirm Password text boxes (see Figure 13-7) and click Save, then
click OK. (To delete, select a password and press DELETE.)
NOTE
For information on password-protecting individual files in the Archive
Cabinet, see “Document Security” on page 351.
Adding
Folders
You can use the default Document Manager file structure or customize it as needed.
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. 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 Archive Cabinet should store any scanned documents or returns printed
through the PDF “printer.” (See “Printing to Drake PDF” on page 200.)
3. (optional) In the Archive Cabinet section is the option of adding folders to the
default Document Manager file structure. To do so:
• Choose a folder level where you want the new folder placed.
• Click Add.
• Enter a custom folder name.
• Click OK. The new folder will be inserted one level below the selected folder
level.
• 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.
4. 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.
340 Tax Year 2012