Cabinets are the top level of the filing structure. The Drake filing system creates a Clients cabinet, but you can separate clients by return types and have an Individual and a Business cabinet instead if you like. Regardless of the structure you choose, cabinets are required for storing drawers and folders.


To create a cabinet in the Archive Cabinet (you must be on the Cabinet level to add a cabinet), follow these steps:

    1. Click New Cabinet.
    2. Enter a cabinet name in the "New Cabinet" dialog box.
    3. Click OK. The new cabinet appears in the left pane.

 

Repeat these steps as needed to create more cabinets.


< Archive Cabinet