Can I upload a blank organizer in the Public folder of my Drake Portals for any client to use? Can I upload a blank organizer to Drake Portals for a specific client?
Yes, you can create the blank organizer with the pages you want as a PDF document and save it to a location you can easily find. Then upload the document to the Public folder for any client to download, or upload to any client folder for that client to download.
After printing, you can copy the blank organizer PDF into a client file in Drake Document Manager using the DDM drag function. Documents can be uploaded from DDM to Drake Portals
For steps on printing a blank organizer to PDF, see Related Links below.