02_Installation Setup.fm - Drake Software Support

Software Setup
Drake Software User’s Manual
Figure 2-15: Conditional paragraph
Paragraph
Nesting
Many conditional paragraphs are nested within larger ones. Different nesting levels
are indicated by different colors. In Figure 2-16, the Federal No Dir Debit (Paper)
Paragraph from Figure 2-15 is nested inside the Federal Balance Due Paragraph.
The green and purple text show where each paragraph begins and ends.
Figure 2-16: Nested Conditional Paragraph
In this example, the Federal No Dir Debit (Paper) Paragraph is generated only if
the Federal Balance Due Paragraph is generated, and only if applicable for a return.
Client
Communications
Editor
The Client Communications Editor, accessed from Setup > Letters, is where you can
read, edit, re-write, print, and save the letters contained in the program. You can also
add your company letterhead and logo to the letters. The right pane of the Editor displays
the letter template. The left pane displays, in tree view, the applicable paragraphs
and keywords by category (Figure 2-17). Click [+] to expand a category, or
click [-] to contract it. Hover your pointer over a keyword to view its description.
Figure 2-17: Category tree (left pane of Client Communications Editor)
While the result letters are designed with keywords inserted to handle most situations,
additional keywords are available if you want to further customize the letter.
42 Tax Year 2012