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15118: Uploading and Downloading Files Within the Portal (DAS)


Portal

Drake Accounting®: Is there a way for me to upload files to assist with payroll through the Portal?

 

You can upload or download files within the Portal.

If you need to upload a file to the Portal to assist in payroll:

  1. Log in to the Portal.
  2. Click the File Transfer from the left menu.
  3. Select the Browse button in the Upload File box.
  4. Locate the file to upload and either double-click on it or click Open.
  5. Click Upload.

Only files with .ZIP, .TXT, .PDF, .CSV, or .RPT extensions can be uploaded to Drake servers.

To download files from Drake servers:

  1. Log in to the Portal.
  2. Click the File Transfer from the left menu.
  3. Use the drop list in the Download File box to select the file to download.
  4. Click Download.

The Drake Accounting Portals Guide is available on the support website under ​Support > Documents > Manuals


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