How can I confirm the number of documents in my historical Document Management system?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, Virtual Cabinet and IRIS. 

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 contain the documents you will be migrating to FYI.
   Note: HandiSoft documents are migrated from the DocBase Windows Explorer location.
    
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.
   

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.
   

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.
   
    

IRIS

1. Select the Explore icon at the bottom left of the screen.
   
    
2. Expand the Filing Cabinets list.
    
3. Click on each of the Filing Cabinets. A document count will be processed.  Once complete the total number of files will display on screen.  Send a screenshot of this to your FYI Onboarding Consultant.