User's Manual - Drake Software

Drake Software User’s Manual
Working With Document Manager Files
Figure 13-11: Scan input dialog boxes for Document Manager
4. Enter a name for the scanned document or choose a default name from the drop
list by clicking the arrow at the right end of the name input field. In the Figure 13-
11 example, “Social Security Card” has been selected.
5. Click Scan.
TIP
To ease search and retrieval of Document Manager files, use a
consistent naming convention. The Common Documents feature can
help you to do this. See “Setting Up Common Documents” on
page 334.
Compatible
Scanners
Drake has reviewed the following scanners and found them compatible with the Document
Manager 2012 release. This list does not represent product endorsement or
preference by our company.
• Fujitsu fi-6130 • HP Scanjet 5000
• Fujitsu fi-6140 • HP Scanjet 7000
More details on these scanners are provided in Drake’s online help. Many TWAIN–
compliant scanners will work with the Document Manager. Always review scanner
specifications before purchasing a scanner.
Linking a
File
Create a link between a Document Manager file and a document outside the Document
Manager. The Document Manager maintains the link to the external document
so that if the document is updated, the link remains and you do not have to replace the
document in the Document Manager.
To create a link to a file in the Document Manager:
1. Select a folder in which to store the link.
2. Click the Link File button from the Document Manager toolbar.
3. Browse to and select the document to be linked and click Open. The link is indicated
in the Type column of the Document Manager (Figure 13-12 on page 350).
Tax Year 2012 349