Use Drake Documents Integration setup (Setup > Printing > Drake Documents) to select your default cabinet and file structure.


General Options


Choose the file and storage structure type as desired

    • Working Cabinet – The Working Cabinet files are stored within the current year's client data file structure and lists clients alphabetically in a tree of client folders.
    • Archive Cabinet – The Archive Cabinet files are stored outside of the Drake and are backed up and restored separately from Drake. All documents from all years for all clients are stored in the Archive Cabinet, in alphabetically arranged cabinets, drawers, and folders.
    • Allow Drake to set up Drake Documents client folders (Recommended). This option allows the program to create the necessary client file within the Drake Documents cabinet of your choice. If this box is not marked, you have to specify the location where scanned documents and PDF printed returns are placed.


Archived Cabinet – Custom Folder Structure


The folder structure can be customized to meet your business needs. To customize the folder and file structure created by Drake Software, you can add subfolders to the required folders. The displayed structure represents what is created when you add new returns to the software.



Note:

• Your customized structure is used only if  Allow Drake to set up the client folders is selected.

• Once you have inserted custom folders, they are added to Drake Documents as new clients are created.

• Duplicate folder names are not allowed within the same tree view level.



 Allow Drake to Set Up Drake Documents Client Folders


"Allow Drake to set up Drake Documents client folders (Recommended)," use this option to allow Drake to set up the client folders. Each time a client data file is created or accessed, the program attempts to set up folders and sub-folders for that particular client. By allowing Drake to do this automatically, you do not need to use Windows Explorer's, Save As feature every time a tax return is printed to the document manager. If you allow Drake to set up your client folders, you can also have it create custom folders with each client.


Add a Custom Folder

    1. Select an existing folder and click Add.
    2. Enter the name for the new folder.
    3. Click OK.

 

Edit a Custom Folder

    1. Select an existing folder and click Edit.
    2. Enter a new name for the new folder.
    3. Click OK.

 

Remove a Custom Folder

Select an existing folder and click Remove.

 

WARNING: Required folders cannot be edited or removed.


Apply the Customized Structure to Existing Client Folders


If you want to update existing client folders, select Apply this layout to existing Drake Documents client folders now. The program updates all existing client folders in the current tax year.

 


Note:

• This feature does not edit or remove existing folders. If you have edited a folder name by using this option, the software creates an additional folder with the new name for existing clients and you need to manually manage merging the two together.

• If you remove a folder and use this option, the software no longer creates the folder when adding new returns. However, existing folders are not removed.