Opening the Document Migration Wizard
To open the Document Migration Wizard
- Select Maintenance > Documents > Document Migration on the main menu. The MYOB Document Manager - Document Migration Wizard opens at the Welcome screen.
- Select one of the available document management systems that you currently have and are migrating documents from.
- Enter the location of the migration report
or
Click the ellipse button at the end of the field to open the Browse For Folder window. Select the location for the migration report. You can also click Make New Folder, if required. Click OK. - Click Next. The Select the documents to be migrated page opens. Proceed to Selecting the documents to be migrated.
If you are migrating documents from MYOB AE/AO
If you select the MYOB AE/AO option, you will be migrating documents previously located in the MYOB AE/AO Documents tab. Ensure that you consider duplicate folder links, missing files, and so on when migrating these documents.
To open the Document Migration Wizard
- Select Maintenance > Documents > Document Migration on the main menu. The MYOB Document Manager - Document Migration Wizard opens at the Welcome screen.
- Select the document management system to be migrated from as MYOB Accountants AE/AO.
- Enter the location of the migration report.
or
Click the ellipse button at the end of the field to open the Browse For Folder window. Select the location for the migration report. You can also click Make New Folder, if required. Click OK. Click Next. The Select the documents to be migrated page opens. Proceed to Selecting the documents to be migrated.
If you are migrating documents from MYOB AO Classic
We recommend that you contact MYOB for support and advice to migrate your documents from MYOB AO Classic.
If you are migrating documents from a Directory Structure Only
If you select the Directory Structure Only option, you will be migrating documents that were previously in a directory on your system.
To open the Document Migration Wizard
- Select Maintenance > Documents > Document Migration on the main menu. The MYOB Document Manager - Document Migration Wizard opens at the Welcome screen.
- Select the document management system to be migrated from as Directory Structure Only.
- Enter the location of the migration report.
or
Click the ellipse button at the end of the field to open the Browse For Folder window. Select the location for the migration report. You can also click Make New Folder, if required. Click OK. Click Next. The Select the documents to be migrated page opens. Proceed to Selecting the documents to be migrated.
