User's Manual - Drake Software

Working With Document Manager Files
Drake Software User’s Manual
To remove a password: right-click the file, select Password Protection, and in the
Password Protection window, enter the password in the Enter OLD Password field
and click Save. (Leave both NEW Password fields blank.)
To change a password: right-click the file, select Password Protection, and in the
Password Protection window, enter the old password in the Enter OLD Password
field. Enter a new password twice. Click Save.
NOTE
Document Manager passwords have an eight-character limit and are
case-sensitive.
Sharing
Documents
To share documents in a client’s folder, from the Document Manager menu bar, select
Documents > Share Document. From the menu, choose any of the functions:
• Copy to Location
– Select a document in the document pane to share.
– From the menu bar, go to Documents > Share Document > Copy to
Location.
– From the drop list at the top of the Select Location to Copy Files To window,
browse to the location where you wish to save the file.
– Click Save.
NOTE
You can also select a document, then click the arrow next to the Copy
button on the toolbar, and choose Copy to Location.
• Attach to Email
– Select a document in the document pane to e-mail.
– From the menu bar, go to Documents > Share Document > Attach to
Email.
– In the Untitled - Message window, enter the addressee, subject, and any
text to e-mail body.
– Click Send.
NOTE
You can also select a document and then click the E-mail button from
the toolbar.
• Upload to Portal
– Select a document in the document pane to upload to SecureFilePro.
– From the menu bar, go to Documents > Share Document > Upload to
Portal.
– In the Portal Login window, enter the Portal username and Portal
password.
352 Tax Year 2012