User's Manual - Drake Software

SecureFilePro
Drake Software User’s Manual
Figure 13-20: Click Portal to upload or download documents to and
from the SecureFilePro TM portal.
Uploading and Downloading Files
IMPORTANT
Before you can upload and download files using SecureFilePro TM ,
you must set up both your portal and your system. To set up your
portal, go to www.securefilepro.com (or from your Document
Manager toolbar, click Portal, and from the Portal Login window,
click Sign Up.) Follow the directions for setting up your folders
and your clients’ folders, login and password options, and e-mail
addresses.
(Archive Cabinet only) To set up your system, from the Document
Manager menu bar, go to Setup > Options, and at the bottom of
the Document Manager Options dialog box, enter your Drake
account number, EFIN, and Drake password.
Uploading
Files
Downloading
Files
To upload files from the Document Manager to SecureFilePro TM :
1. Open the Document Manager. (Click the Doc Mgr icon from the Home window,
any Data Entry Menu toolbar, or your desktop.)
2. From the client tree, open a client’s folder.
3. From the Document pane, select the files to be uploaded.
4. Click the Portal button from the toolbar and select Upload.
5. Enter the Portal username and Portal password you set up with Secure-
FilePro.com. Click OK.
6. When the Folder List For (client name) window is opened, select a folder to
receive the uploaded file and click Upload.
7. When the Portal Upload Result window is opened, click OK.
To download files from a client:
1. From the Document Manager toolbar, click Portal and select Download.
2. Enter the Portal username and Portal password you set up with Secure-
FilePro.com. Click OK.
3. In the Folder List for (client name) window, select the item to be downloaded
and click Download.
364 Tax Year 2012