User's Manual - Drake Software

Drake Software User’s Manual
SecureFilePro
The file is downloaded to that client’s Document Manager folder.
Uploading
Private Files
A private file is one that SecureFilePro TM makes available to all preparers in your
firm. To make a file available to all preparers in SecureFilePro TM :
1. Open the Working Cabinet from the Home window of Drake.
2. Select the General folder from the document tree on the left side of the window.
3. Select a file from document pane.
4. Select Portal > Private > Upload. The Private Folder List is displayed.
5. Select a folder from this list to receive the uploaded document.
6. Click Upload.
Uploading
Public Files
A public file is one that SecureFilePro TM makes available to all clients. To make a file
available to all clients in SecureFilePro TM :
1. Open the Working Cabinet from the Home window of Drake.
2. Select the General folder from the document tree on the left side of the window.
3. Select a file from document pane.
4. Select Portal > Public > Upload. The Public Folder List is displayed.
5. Select a folder from this list to receive the uploaded document.
6. Click Upload. Click OK to verify you want to upload the document.
7. When the Portal Upload Result dialog box is opened, click OK.
NOTE
CAUTION
Only documents saved in the General folder in the Working Cabinet
are eligible for upload or download as “Public” and “Private” files.
Any document uploaded to the Public folder is available to all your
clients. Be very careful about which documents you upload to this
folder.
Tax Year 2012 365