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Drake Software User’s ManualDocument Manager• The Doc Mgr button in data entry opens the DDM to the client’s tax-year folder.• When tax returns are printed using PDF995, they are automatically saved to thecorrect DDM folder.• Files saved in a client’s folder can be attached through the Drake e-mail program,or sent as a PDF attachment to a return (1120, 1120S, 1065, and 990 packagesonly; see “Binary Attachments” on page 309).To implement the Drake document file structure:1. From the Home window, go to Setup > Printing > Document Manager to setthe Document Manager Location. If the default location is incorrect, clickSearch, then click Yes to choose the appropriate location.2. Select Allow Drake to set up Document Manager client folders (recommended).3. Click Save, then click OK._NOTEIf the Drake file structure is introduced into an existing system, theDrake structure is added to the existing system. The Drakestructure does not overwrite it.DDMSecurity atStartupDDM administrators (logged in as Admin) can establish, change, and remove passwordsrequired to open the DDM. The capability to password-protect DDM startup isnew in 2008.To establish a password for opening the DDM:1. From the Home window, go to Setup > Printing > Document Manager.2. Enter a password in the top text box. Passwords are case-sensitive.3. Re-enter the password in the bottom text box to confirm it (Figure 13-2).4. Click Save.Figure 13-2: Adding a password to DDMWith a password in place, users must enter the password in order to open the DDM.Tax Year 2008 283