Migrate Documents
If you have upgraded to using ADM (Access Document Management) instead of the standard Document functionality for attaching documents to your accounts, you may wish to migrate all your existing attachments into the ADM database.
You can do this by selecting the Migrate Documents option from the Data Utilities menu.
Note: Please note that the access to this utility is controlled by your Security Profile settings. Contact your ADM administrator for details.
To migrate documents:
Select Migrate Documents menu.
The window offers two options to Migrate Documents and Migrate Stock pictures.
If the Migrate Documents attached to Dimensions option is selected then a number of sub options will be available for each module or category.
After making your selection, click OK to start the migration process.
An attempt will be made to locate an existing document based on the file name and path stored in your accounts application.
Each document that is found will be copied to an appropriate folder in ADM using the account code and the record type.
If a document cannot be found, a message will be displayed. Click OK.
If a document being migrated already exists in the ADM database, a message will be displayed so that you can select to ignore it or use it to over write the one in ADM.
When the migration is complete, system flags a message that the migration is complete.