Features

How can I confirm the number of documents in my historical Document Management system?

When migrating to FYI, it's important to confirm the number of documents to be migrated, so that you can validate the migration has been completed successfully.

The FYI migration process syncs data over time, which means the number of documents will be constantly changing, and may not match the source exactly.

Determining the number of documents expected to be migrated is different, depending on the source. In this article, we provide details on how to check the number of documents for folder-based systems, MYOB, and Virtual Cabinet. 

Note: You may need to contact your IT support or software provider for assistance.

Folder-based Systems

  1. Using Windows File Explorer, navigate to the folder(s) that have been added to the FYI Migrate app.

  2. Right-click on the folder and select Properties.

  3. Send a screenshot of the folder properties displaying the total number of files to your FYI Onboarding Consultant.
    3452_Migrate_Client_Folder_files.gif

MYOB

  1. In MYOB, navigate to the Find Documents tab.

  2. From the Display documents from field, select 01/01/2000, or the date you first started using MYOB DM.

  3. The Total Documents Found value will be displayed at the bottom. Send a screenshot of this tab to your FYI Onboarding Consultant.
    3543_Migrate_MYOB_Number_Files.gif

Virtual Cabinet

  1. Navigate to the Reports tab.

  2. Click Documents.

  3. The total number of documents will be displayed. Send a screenshot of this tab to your FYI Onboarding Consultant.
    3454_Migrate_Virtual_Cabinet_Number_Files.gif
Was this article helpful?
0 out of 0 found this helpful