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Drake Documents

I opened Drake Documents (DDM) from within the software. Why can't I see my client documents from last year?

 

When you open Drake Documents (previously Drake Document Manager or DDM) from within the software, you may be seeing the Working Cabinet, which stores only current-year client documents -- as a result, prior year documents will not be automatically displayed. 

The Archive Cabinet is the version of Drake Documents where client documents from multiple years may be stored and displayed (not just the current year). If you used the Working Cabinet in Drake last year and have not moved documents from that year to the Archive Cabinet, those clients are still in last year's Drake Working Cabinet.​ To move client files from a Drake Working Cabinet to the Archive Cabinet, see "Drake Documents - Move Client Files from Working Cabinet to Archive Cabinet" in Related Links below.

Note: You can configure Drake to use either the Working Cabinet or the Archive Cabinet, but starting with Drake12, the software sets the Working Cabinet as the default setting for the Drake Documents.

Generally, you should avoid switching between using the Working Cabinet and the Archive Cabinet inside Drake after you begin saving documents in the Document Manager. You risk having a client's tax documents saved in different locations. If it's necessary to change your choice after documents are saved in Drake Documents, contact Drake Support for assistance.

To change the cabinet for the Drake Documents to the Archive Cabinet, so that you can see multiple years' documents, use one of these options:

From the Home window of the software go to Setup > Printing > Drake Documents. Under General Options, select Use Archive Cabinet. Select Save at the bottom of the window.

          

Within Drake Documents (accessed from the Documents button through Drake Software) go to Setup > Options > Use Archive Cabinet.

              

Now, when you open Drake Documents from within the software or the desktop icon, the Archive Cabinet will be the version used. The software will then save current-year client documents there, and you will be able to access current year and prior year documents. 


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