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Checking your client directory mappings

This help topic describes how to check your client directory mappings.


To confirm your client document directory structure
  1. Open the Document Migration Wizard. See Using the Document Migration Wizard.

  2. Ensure that you have completed Configuring the client document location and structure and the previous sections.

  3. Ensure that you are on the Validate client documents directory mappings page.

  4. Check the Summary of the mappings and correct any Validations, if necessary.

  5. Click Back to go back to the Client documents - directory structure screen, if required to edit any fields.

  6. Click Next. The Contact documents - directory structure page opens. This is where you specify the location of the current contact documents and the current directory structure rules.

Proceed to Configuring the contact document location and structure.

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