Adding Clients
To add new clients to the existing file structure follow these steps:
- Click Add Client from the Archive Cabinet toolbar to open the "Add Client" dialog box.
- Enter the name of the new client in the First name and Last name fields for individual clients or the name of a business or estate in the Business/Estate name field.
- Enter the last four digits of the client’s SSN/EIN in the Last 4 digits of ID number field.
- Click Add. Adding a client to the Archive Manager does not add the client to Drake Software or to the Working Cabinet.