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Practice Manager
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Release Notes & Install Guides
Title:
Document migration checklist
Author:
Suchi Govindarajan
Oct 25, 2017
Last Changed by:
AdrianC
Feb 08, 2018
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https://help.myob.com/wiki/x/BiWEAQ
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PS Help: Document Manager (5)
Page:
Document Migration Wizard
Page:
Preparing for migration
Page:
Document properties
Page:
Migrating to Document Manager
Page:
Directory folder structure
Hierarchy
Parent Page
Page:
Migrating to Document Manager
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Recent Changes
Time
Editor
Feb 08, 2018 08:33
AdrianC
View Changes
Oct 25, 2017 15:39
Suchi Govindarajan
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Outgoing Links
PS Help: Document Manager (18)
Page:
Using Document Manager
Page:
Setting up employees’ documents
Page:
Specifying filing cabinet extra fields
Page:
Migration report
Page:
Confirming the document migration
Page:
Viewing previous migration reports
Page:
Using the Document Migration Wizard
Page:
Checking your client directory mappings
Page:
Selecting documents that will not be migrated
Page:
Configuring Document Manager for use
Page:
Document Migration Wizard
Page:
Selecting the documents to be migrated
Page:
Checking your contact directory mappings
Page:
Preparing for migration
Page:
Selecting application types to be migrated
Page:
Additional details for migrated documents
Page:
Configuring the client document location and structure
Page:
Configuring the contact document location and structure
Overview
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