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.
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.
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 AccountantsAE/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.
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.