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13 Suite ProductsDocument ManagerIntegrate Drake Software suite products with Drake tax software to run your businessmore efficiently. The suite includes the Drake Document Manager (DDM), Tax Planner,and Client Write-Up (CWU) programs. All three products are free of charge andare installed from your Drake Software CD.This chapter focuses on the DDM and Tax Planner. For CWU instruction, refer to theClient Write-Up Manual, available on the Drake CD and from Support.DrakeSoftware.com.Go to Training Tools > Manuals.The DDM is installed with the tax software and can be accessed by double-clickingthe DDM icon on your desktop. Listed below are just a few of the new DDM featuresyou will see in the DDM in 2008:• Improved security — Password option for opening the DDM.• Default descriptions — Can now be selected during the scanning process.• Status — Ability to indicate document statuses (Draft, Review, Final).Use the DDM to create an organizational file structure for storing electronic documentssuch as PDF copies of tax returns, scanned Form 8879s, and scanned copies ofdriver’s licenses._NOTEBefore storing items in the DDM, determine the type of file structureyou want to use; the structure can be difficult to rearrange once it isin place and contains files.Think of the DDM file structure as a virtual filing cabinet with drawers in the cabinetand folders in the drawers, with Level 1 as the cabinet, Level 2 as the drawer, andLevel 3 as the folder. (Folders can also have subfolders.) The documents themselvesreside in the folders and subfolders.Tax Year 2008 281