User's Manual - Drake Software

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Drake Software User’s Manual
3. In the Step 2–Job Options section, select Populate and/or Trades. (Each job
automatically includes the Organize option and costs one token. Populate and
Trades each cost an additional token.)
4. In the Step 3–Files to Submit with job section, click Add Files and browse to the
location of the files you wish to upload. Select a document and click Open. Select
as many documents as you wish.
5. For documents not already saved to your computer, put the documents in your
scanner and click Scan. (Select Duplex Scanning if your scanner offers that
option.) The scanned document is also saved to the client’s “GruntWorx” folder.
6. To remove a document from the Files to submit with job pane, select the document
and click Remove.
7. To have GruntWorx notify you when the jobs (Organize, Populate, or Trades) are
complete, mark the Step 4 (Optional) check box and enter your e-mail address.
8. When all documents have been selected, click the Step 5 Ready button.
Figure 13-18: GruntWorx window for submitting jobs
To upload documents for another client, repeat steps 2-8.
NOTE
If you opened GruntWorx from the Home window and wish to open
your DDM, click the Load DDM button on the lower left corner of the
Submit Jobs tab. (See Figure 13-18.)
360 Tax Year 2012