This page intentionally left blank. - Drake Software Support

Drake Software User’s ManualDocument ManagerTo set up default descriptions in the DDM:1. From the DDM menu bar, click Setup > Options. The Document ManagerSetup Options dialog box is opened (Figure 13-3).Figure 13-3: Choose #1 to edit the list; #2 to reset the list2. Click Edit Common. A .txt file is opened, listing the default common documentnames. Default names are W-2, Social Security Card, and Driver’s License. In theexample in Figure 13-4, the user has added Birth Certificate to the default list.Figure 13-4: Common document names; user has added “Birth Certificate.”3. Add or edit names as desired, then click File > Save or press CTRL+S to save yourchanges.4. Click the File > Exit.5. Click OK.Whenever a user scans a document into the DDM, he or she has the option of selectingone of the descriptions entered. (See “Scanning a File” on page 288.)_NOTETo reset the common document names listing to the default namesprovided in the program, click Reset in the Document ManagerSetup Options dialog box.The DDM WindowThe DDM consists of the file structure “tree” on the left side, a list of files in theselected folder on the right, and a menu bar and toolbar at the top.Tax Year 2008 285