User's Manual - Drake Software

Working With Document Manager Files
Drake Software User’s Manual
Figure 13-12: Link is indicated in Type column of Document Manager.
Double-click the line in the document pane to open and review the linked file.
Using the
Audit Log
Each time an action occurs to a file, the Document Manager makes note of it in an
audit log. An action includes importing, linking, exporting, copying, moving, opening,
and renaming. The audit log records the action, the date the action was taken, and
the user who performed the action. It also shows the document name and path and has
a field for entering a document description.
To access the Document Manager Audit Log, select a file from the Document Manager
document list and choose Properties from the right-click menu (or click F9).
If desired, enter a description of the document in the Audit Log’s Description field.
Setting
Document
Status
You can choose a status for any document in your filing system. The status will be
listed in the Status column in the Document Manager window.
To change the status of a document:
1. Select a document from the document list and choose Properties from the rightclick
menu (or click a document and press F9.) The Audit Log is displayed.
2. From the Status drop list, choose Final, Review, or Draft (Figure 13-13).
3. Click OK.
Figure 13-13: Choosing a document
Adding
Statuses
To add new statuses:
1. From the Document Manager menu bar, click Setup > Options. The Options
dialog box is opened (Figure 13-14 on page 351).
350 Tax Year 2012