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Document Manager<strong>Drake</strong> <strong>Software</strong> User’s ManualTo change a password, repeat the steps described previously. In the Add and Confirmtext boxes (see Figure 13-2), enter the new password and click Save.To remove a password, go to Setup > Printing > Document Manager as describedpreviously. Delete the passwords from the Add and Confirm text boxes (seeFigure 13-2), then click Save. (To delete, select a password and press DELETE.)_NOTEFor information on password-protecting individual files in the DDM,see “File Security” on <strong>page</strong> 291.Configuringthe DDMTo set configurations for the DDM:1. Open the DDM. (See Figure 13-1.)2. Choose Setup > Options. Options are listed in Table 13-1.Table 13-1: DDM Setup OptionsOptionDocument Manager DataPathUse this scan deviceTurn off scanner interfaceBuild index when DDM startsEdit/Reset list of CommonDocumentsDescriptionTo store data in a location other than the DDM, enter thedata path here or click Browse to map to a new location.By default, the DDM chooses a scanner. To choose a differentscanner, select it from the list.Activate or disable the DDM’s default scanner interface. Youmight need to view the scanner interface window when makinga scan, especially if options not available in the DDM(such as scanner resolution or color) are required.The DDM index (used for searching the DDM) occasionallyneeds to be rebuilt to ensure proper functionality. Enter acheck mark to have the system rebuild the index each timethe DDM starts.Edit or reset names assigned to commonly scanned documenttypes. (See “Setting Up Common Documents,” following.)_NOTERebuilding the index each time the DDM starts does not interferewith DDM operation. If you choose not to rebuild the index automatically,rebuild the index by going to File > Rebuild Search Index.Setting UpCommonDocumentsPrior to 2008, each time a document was scanned into the DDM, it was necessary tosave the scanned version by typing a file description into the program. It was importantto establish a naming convention, particularly if your office was scanning thesame types of documents, such as driver license and Social Security cards, for multipleclients.A new “Common Documents” feature is available to help your office save time whilemaintaining its naming convention. New, customizable default descriptions allow youto eliminate the step of typing a description by selecting pre-established descriptions.284 Tax Year 2008

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