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Using the Document Migration Wizard

Document Migration is nominally performed by MYOB Consultants to migrate your existing client documents to Document Manager.

The following multi-step procedure describes migrating Directory Structure Only documents to Document Manager. The procedure is similar if you select to migrate from either an older version of MYOB AE or a MYOB AO Classic document management system.

Before you start to migrate your documents to MYOB Document Manager, ensure that you perform a full backup of your current document management system, including the database and external files.

To import all documents in one folder to a specific client use Importing.

An overview of the procedure for migrating documents to Document Manager:
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  Integration with Microsoft Office applications

  Tools and options

  Using Document Manager

  Searching & viewing documents

  Migrating to Document Manager

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