User's Manual - Drake Software

Setting up Your Document Manager
Drake Software User’s Manual
Adding
Drawers
Add drawers to cabinets for file storage. The Drake filing system lists these drawers
by the first character of the name on the return. To add a drawer to a cabinet:
1. Open the Archive Cabinet by clicking the Doc Mgr button from the Home window
of Drake or from the Data Entry Menu within a return
2. Highlight the cabinet you want to add a drawer to.
3. Click New Drawer.
4. Enter a drawer name in the New Drawer dialog box.
5. Click OK. The new drawer appears in the left pane.
Repeat these steps as needed to create more drawers.
Adding
Folders
Documents are stored in folders, listed in alphabetical order by the clients’ last names
(individual returns) or first names (business returns). When you create a return in the
tax software, Drake automatically creates the client folder with subfolders labeled Tax
and subfolders for tax year 2012.
To create additional folders:
1. Highlight the drawer or folder that will contain the new folder.
2. Click New Folder.
3. Enter a folder name in the New Folder dialog box.
4. Click OK. The new folder appears in the left pane.
Repeat these steps as needed to create more folders.
Backing Up, Restoring, and Updating the Archive Cabinet
The backup/restore feature is used to copy files to a local, networked, CD/DVD, or
USB drive. You can back up and restore the entire Archive Cabinet structure or a specific
cabinet, drawer, or folder.
To back up individual documents:
1. Select a document from the document pane of the Archive Cabinet.
2. Click the arrow beside the Copy button.
3. Choose to copy to the clipboard, copy to a location, or copy to a CD. If copying to
the clipboard, use the Working Cabinet’s Paste button to paste the document into
another folder. If copying to a location, choose a location for storing the copied
file, and then click Save. If copying to a CD, follow the instructions provided on
your screen.
Backing Up
Contents
To back up cabinets, drawers, folders, or the entire contents of the Archive Cabinet:
1. Open the Archive Cabinet.
2. Select a specific cabinet, drawer, or folder to back up.
3. Click the Backup button on the Archive Cabinet toolbar. The Backup dialog
box is displayed (Figure 13-9 on page 345). Note that the Selected Folder is
marked as the default cabinet, drawer, or folder to back up.
344 Tax Year 2012