This page intentionally left blank. - Drake Software Support

Drake Software User’s ManualDocument Manager1. In the DDM toolbar, click New File.2. In the menu that is displayed, select New Text File, New Word File, or NewExcel File.The applicable program opens when you click a selection.Save files to F:\DrakeDDM\Cabinet\Drawer\Folder\Subfolder, using the desired driveas a replacement for “F.” For instance, correspondence to a customer might be savedat C:\DrakeDDM\Clients\Bob’s Business\2008, with “C” the drive letter, “Clients” thecabinet, “B” the drawer, “Bob’s Business” the folder, and “2008” the subfolder.File SecurityWhen DDM files are password protected, a password must be entered before the filescan be accessed. DDM passwords have an eight-character limit and are case-sensitive.To assign a password to a file, right-click a file and select Password Protection. Enterthe password twice, then click Continue.To open a password-protected file, double-click to open the file (or select the file andclick Open). Enter the password in the Password Protection dialog box, then clickContinue.To remove or change a password, right-click the file to open the Password Protectiondialog box. Enter the password and click Continue. When prompted to enter andre-enter a new password, do one of the following:• Enter a new password twice (to change the password).• Leave the password fields blank (to remove password protection).Click Continue, then click Yes if removing password protection._NOTETo require a password for opening the DDM program, see “DDMSecurity at Startup” on page 283.Other FileTasksOther tasks that can be performed in the DDM are listed in Table 13-2.Table 13-2: Other DDM File TasksTaskDescriptionSelect a file in the DDM document list, then click Open.Select a file in the DDM document list, then click Copy. Choose a location forstoring the copied file, then click Save.Select a file in the DDM document list, then click Rename. Enter the new name,then click OK.Tax Year 2008 291