User's Manual - Drake Software

Drake Software User’s Manual
Setting up Your Document Manager
Archive Cabinet Window
The Archive Cabinet window displays the file structure “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 13-10.)
Figure 13-10: Parts of the Archive Cabinet interface
“Folders” are organized in “drawers” of “cabinets” in standard tree format. 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 cabinet, a drawer, then a folder to view a list of its files. In the document
pane the Archive Cabinet displays document names, types, dates modified,
descriptions, and status. Click column headers to sort by columns.
Like other Drake windows, the Archive Cabinet has a menu bar and a toolbar. If a
shortcut key (such as F2) 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, and different buttons are available at different levels of
the Archive Cabinet. For example, from the Cabinet level, you can add only drawers
and cabinets, so only these buttons are available; from the Drawer level, you can add
new folders; from the Folder level, you can add folders, back up and restore, create
files, import files, scan, copy, rename, delete, drag, send e-mail, and link to other files.
Searching
To find a cabinet, drawer, or folder in the Archive Cabinet, enter part of the name in
the Find text box and click Find. The file location is highlighted in the tree
(Figure 13-10).
Archive Cabinet Toolbar
Most of the features located on the Archive Cabinet toolbar function the same as in the
Working Cabinet. For details, see Table 13-2 on page 337 and “Working With Document
Manager Files,” following.
Tax Year 2012 347