The Archive Cabinet of Drake Documents is a place to store forms and documents accumulated over the years for all your clients. The files are saved in cabinets, drawers, and folders to help make search and retrieval easy and fast. Because the files are stored outside of Drake Software, the Archive Cabinet can also be used by itself.


Click a Topic for more information:


Integrating with Drake

Setting up the Archive Cabinet

Technical Requirements

Backup/Restore Archive Cabinet

The Archive Cabinet window

Navigating

Searching

Building a File Structure

Adding Cabinets

Adding Clients

Adding Drawers

Adding Folders

Scanning a File

GruntWorx

Merging PDF files

Email