User's Manual - Drake Software

Drake Software User’s Manual
Working With Document Manager Files
Figure 13-14: Options for commonly scanned documents
2. Click the Document Status Show/Hide button. The list of document statuses is
shown in a small window of the dialog box.
3. In the example in Figure 13-14, the user has added “Pending Approval” to the list.
4. Add or edit names as desired.
5. To save changes, click Save.
.txt, .doc, .xls
Your computer must have Word and Excel installed in order to use the Document
Manager to create new text (.txt), Word (.doc), and Excel (.xls) files. To create a new
text, Word, or Excel file:
1. From the Document Manager toolbar, click File.
2. In the menu that is displayed, select New Text File, New Word Document, or
New Excel Spreadsheet.
3. Enter a name for the new document or spreadsheet.
4. Click OK.
The applicable program is opened when you click a selection. You can open, rename,
or delete folders from the File button.
Document
Security
When a DDM document is password-protected, a password must be entered before the
document can be accessed. (This is separate from the optional password you can use
to restrict entry into the Document Manager’s Archive Cabinet. See “Optional Password
Protection” on page 339 for more information.) The use of a password is
optional.
IMPORTANT
If you choose to password protect documents, be sure to write the
password down and save it to a secure location. Drake cannot
retrieve Document Manager passwords.
To assign a password to a document: from the Document Manager menu bar, select
Documents > Password Protection (or right-click a file and select Password Protection).
In the Password Protection window, enter the password twice and click
Save.
To open a password-protected document: double-click the file (or select the file and
click Open). Enter the password and click OK.
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