User's Manual - Drake Software

Working With Document Manager Files
Drake Software User’s Manual
Working With Document Manager Files
Once the Document Manager (Working Cabinet or Archive Cabinet) folders and any
subfolders are established, you can begin adding files. The Document Manager supports
many file types and allows you to import or scan files into the Document Manager
or link to a file outside of the Document Manager. Once added to a folder, files
are listed in the right pane of the Document Manager window (Figure 13-10 on
page 347).
NOTE
Files can be added to the Document Manager from the toolbar or
through the menu bar (Documents).
Printing
Returns
Importing a
File
When you print a completed tax form or tax return in Drake, you have the option of
also saving an electronic copy of the form or return in the Document Manager, and
sending it to the SecureFilePro TM portal. For details, see “Printing to Drake PDF” on
page 200.
You can import a PDF copy or scanned image from another application or program
located elsewhere in your computer or network into the client’s Document Manager
folder. To import a file into the Document Manager:
1. Select the folder where the document will be stored.
2. From the toolbar, click Import to open the Import File dialog box.
3. Browse to and select the desired document.
4. Click Open. The Document Manager copies the document into the selected
folder.
Scanning a
File
Scan documents into the Document Manager using a flat-bed or document-feed scanner.
A flat-bed scanner scans one page at a time, creating a separate PDF for each
page. A document-feed scanner scans multiple pages and makes one document of
many pages.
NOTE
Document-feeder scanners are recommended. See “Compatible Scanners”
on page 349 for scanners that have been reviewed and found to
be compatible with the 2012 Document Manager release.
When you scan a document using the Document Manager, the program automatically
locates and uses your system’s default scanner. A Scanner Cannot be Located message
implies that the scanner is not TWAIN compliant or has been improperly
installed.
To scan a document into the Document Manager:
1. Select the folder where the file will be stored.
2. From the toolbar, click Scan, and select Use Scanner Bed or Use Document
Feeder.
3. From the Scan Input dialog box, select a file type (Figure 13-11 on page 349).
348 Tax Year 2012