Document Migration Wizard

The following multi-step procedure describes migrating Directory Structure Only documents to Document Manager. The procedure is similar if you select to migrate from either an older version of MYOB AE or a MYOB AO Classic document management system.

Document Migration is nominally performed by MYOB Consultants to migrate your existing client documents to Document Manager.

Before you start to migrate your documents to MYOB Document Manager, ensure that you perform a full backup of your current document management system, including the database and external files.

To import all documents in one folder to a specific client, see Importing.

An overview of the procedure for migrating documents to Document Manager:

• Using the Document Migration Wizard
• Selecting the documents to be migrated
• Configuring the client document location and structure
• Checking your client directory mappings
• Configuring the contact document location and structure
• Checking your contact directory mappings
• Additional details for migrated documents
• Selecting application types to be migrated
• Selecting the documents to be migrated
• Specifying filing cabinet extra fields

• Confirming the document migration