Drake Portals and Blank Organizers

Article #: 10566

Last Updated: October 18, 2024

 


Tags: SFPSecureFileProDrake Portals

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Overview

You can create the blank organizer with the pages you want as a PDF document and save it to a location you can easily find. Then upload the document to the Public folder for any client to download, or upload to any client folder for that client to download.

After printing, you can copy the blank organizer PDF into a client file in Drake Document Manager using the DDM drag function. Documents can be uploaded from DDM to Drake Portals.