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 |