When you save a document in the Working Cabinet, it is stored in the client’s file in the Drake tax software with other documents you have imported or scanned. If you want to also save these documents with all other documents in a central location outside the software, use the Archive Cabinet. The Archive Cabinet contains all documents saved from all years for all clients.
To send the documents saved during the current tax season, from the Working Cabinet to the Archive Cabinet, take the following steps:
- From the Working Cabinet toolbar, select Archive to open Drake Documents Archive Utility.
- Select the boxes to the left of the client folders you want to archive or click Select All.
- Click OK.
- When the process is complete, click Close.