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Document properties

All documents existing in sub-directories within the client code directory will be migrated.

Any sub-directories that contain apostrophes are ignored during the migration.

The migration process can be set to ignore documents of a certain type, such as:

  • .tmp

  • .bak

  • .dat

  • .zip

  • .rar

  • .myo

  • .qbe

  • .qbw

  • .dot

  • .xlt

  • .exe

During migration, documents can be profiled as follows:

  • Filing Cabinet — Pre-DM or based according to your Filing Cabinet setup.

  • Year — Relevant year as in the Windows structure or Pre-DM.

  • Author — MYOB recommends that this a non-current or administrator user.

  • Doc Created Date — The document Last Modified Date from Window will be used.

This is shown in the following example:

Take notice of any duplicate folder links and if there are any missing files or other anomalies.

When mapping for migration, it is possible to map as follows:

 

Windows folder

Mapped to Extra in Document Manager

2012/13

2013

12/13

2013

2013

2013

Accounting

Tax and Accounting

Tax

Tax and Accounting

Acc-Tax

Tax and Accounting

ACC

Tax and Accounting

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