Drake Software Evaluation Guide

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1 9 6 | S u i t e P r o d u c t s 2 0 0 8 D R A K E S O F T W A R EWORKING IN THE DOCUMENT MANAGER___NOTEThe Document Manager window is resizable. Place your cursor over theedge of the screen and drag to size.Each speed button on the DDM menu bar activates a different function. Depending on yourcurrent level in the DDM, different buttons are accessible. For example, if you’re on thecabinet level, you can add only drawers and cabinets, so only these buttons are active. To viewa short description of each button’s function, rest your pointer on the button. See Figure 113below.Since you can begin working in the DDM on the folder level, several buttons are displayed:• New Folder — Create a new folder• New File — Create a new file• Open — Open the currently selected document• Scan — Scan a new document into the Document Manager• Import — Import a document from another location• Copy — Export a document to another location• Cut — Remove a document so that it may be placed in another location• Paste — Place a document that has been Cut in a new location• Rename — Rename the currently selected document• Email — E-mail the currently selected document• Delete — Delete the currently selected document• Drag — Activate Drag and Drop• Link File — Create a link between a DDM document and a document outside of theDDM.• Help — Find answers in the DDM help system• Exit — Close the Drake Document ManagerFigure 113: DDM folder level speed buttonsDrake Software Evaluation GuideCopyrighted Material
2 0 0 8 D R A K E S O F T W A R E S u i t e P r o d u c t s | 1 9 7ADDING FILES TO FOLDERSAdd files to DDM folders by importing or scanning.Importing DocumentsTo import a document:1. Select the folder in which to save the document. This is the currently selected or activefolder.2. Click Import from the menu bar. Browse to the file location on the server or harddrive and select the document for import.3. Click Save. The Drake Document Manager copies the document into the selectedfolder and leaves the master document in the existing location. Any file type can beimported into the system.Scanning DocumentsEnter documents into the system by scanning, using either a flat-bed scanner or documentfeeder scanner. To be compatible with the DDM, scanners much be TWAIN compliant.A flat-bed scanner scans one page at a time, creating one PDF document at a time. Ascanner with a document feeder scans multiple pages and makes one document of manypages, which is more efficient.___NOTEMost scanners support both bed and feeder capabilities, in much the sameway that many printers support more than one feeder tray.Initiate the scan process from the Drake Document Manager. The Document Managerlocates your system’s default scanner. If a Scanner Cannot be Located message appears,the scanner might not be TWAIN compliant or properly installed.To scan a document:1. Select the appropriate folder, click Scan, and choose either Use Scanner Bed or UseDocument Feeder, depending on the type of scanner and which part of the scanner touse.2. Click to select the file type.___NOTEScanned documents can be saved in PDF, BMP, GIF, JPG, TIF, and PNGformats.Copyrighted MaterialDrake Software Evaluation Guide
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Drake Software Evaluation Guide

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