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 |