User's Manual - Drake Software

Drake Software User’s Manual
Setting up Your Document Manager
Configuring Archive Cabinet
Because the Archive Cabinet operates outside of Drake Software, there are a few setting
you’ll need to enter in order to use it.
1. Click the Doc Mgr button from the toolbar of either the Home window or the
Data Entry Menu.
2. From the Archive Cabinet menu bar, go to Setup > Options to open the Document
Manager Options dialog box.
The options are explained in Table 13-3.
Table 13-3: Setting up Archive Cabinet Options
Option
Document Manager Data Path
Use this scan device
Turn off scanner interface
Common Documents list
Document Status list
Secure customer folder
names...
Account #, EFIN, Password
Description
To store data in a location other than the default location,
enter the data path here or click Browse to map
to a new location.
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” on page 334.
Click Show/Hide to see the status of documents in the
Working Cabinet. You can add statuses here, then
apply them to the document. (Right-click the document
and select Status from the menu.) The status appears
on the right side of the document pane of the dialog
box. See “Setting Document Status” on page 350.
Client files used to be stored in the Document Manager
based on the client’s nine-digit ID number (SSN
or EIN). These files are now stored based on the client’s
last name and the last four digits of the ID. (For
instance, documents for William Carter, SSN
400006665, are now stored in a folder named, “Carter
6665.”) Older files in your Document Manager might
still be stored using the nine-digit tag. To truncate all
IDs to match the new system, click Secure IDs.
Enter your Drake account number, your EFIN, and
your Drake password.
Technical
Requirements
The Archive Cabinet takes up very little disk space, but more space may be required
for storing office files. The storage drive for an average-sized office needs approximately
1GB of space for each year. Most new computers have at least a 20GB hard
drive, so if you own a new computer, storage should not be an issue.
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