Review migrated data in Onvio

NetClient CS data

On the
Onvio Migrations Dashboard
page, go to the
Migrations Details
page.
Select
View Records
.
Review the View Notes to see why documents or portals couldn’t be migrated or if they are migrated with warnings.
Go to the
NetClient CS Migration Report
page and select the
NetClient CS
tab.
Select the
Client Center Registrations
tab to send registration emails for Onvio Client Center.

FileCabinet CS data

Review the results report.
When the migration process is complete, FileCabinet CS gives a report showing how many drawers and files were migrated to clients in Onvio. You can find the report in the FileCabinet folder in your Windows Documents folder; or Virtual Office and SaaS users can access the reports from the Object > Create from File menu in FileCabinet CS. From there, go to to Documents\FileCabinet.
Remove duplicate documents.
Documents that existed in more than 1 folder in a FileCabinet CS drawer could be linked. When you made changes to a linked document, all instances of that document were updated in FileCabinet CS. This is not the case in Onvio - if you make changes to a document, no other documents are updated.
Rename documents with 2 file extensions.
When you printed a document to FileCabinet CS, the document name included the original extension in its name (for example: .xls, .pdf, .doc.), but the file was actually stored as an image in FileCabinet CS. During migration, these images were converted to PDF files with the original extension in the file name (Filename.xls.pdf, for example). Any embedded objects will retain their original file names with a single file extension after migration.
Document upload errors
Review the
Document_Upload_Exception
report to check for any errors. One or more of these errors may appear on the report.