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Drake - Client File Upload Instructions

Ken Kantzer avatar
Written by Ken Kantzer
Updated over 2 weeks ago
  1. Create Drake Backup File (DRAKE23) or (DRAKE24)

  • Open Drake.

  • From the top toolbar, Select Tools -> File Maintenance -> Backup.

  • In the Backup dialog box, under "Manual One-Time Backup, check the box next to "Back up to a local or network location" and then Browse to set a save location for the backup file. This could be your local PC Desktop or a folder of your choice.

    Ensure the "Perform full back up" is checked below that.
    Ensure the "Include DD Archive Cabinet" button is NOT checked, or duplicate organizers will be created in Truss.

  • Click "Backup" in the lower right to start the backup procedure. This may take a few moments. Ensure the backup process is completed before moving to the next step.

  • The backup procedure will create a filename similar to "D24_DB_TODAYS_DATE.7z" This is the file you will upload to Truss. Navigate to the location you previously set to find your new backup file.


2. Upload the zip files to Truss!

Navigate to the URL above and upload your backup file to Truss.

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