File Server Migrations: Preparing Documents for a Postal Transfer
In the event that Faster Law will be importing documents from a file server or local computer and we need to accomplish it via a postal transfer, please do the following:
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Folder Migrations: Preparing Documents for Export
Unlinked File Servers Only These instructions should be followed if you have documents you would like to transfer and they exist on file server that is not linked to a practice management system. Consistently Organize Documents by Matter Over time, ...
Primafact: Preparing Documents for Backup
Mapping Matters Prior to backing up documents from Primafact, each yellow folder that represents a matter should be converted to an actual matter folder. To do this, log into Primafact and find yellow folders that represent matters: Right-Click on ...
Folder Migrations: Overview
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Amicus Migrations: Preparing Matters for Export
To prepare your Amicus matters for backup, you should ensure that each matter has an associated "primary client". The following query will indicate what matters in your firm do not have associated clients: SELECT * FROM [File] WHERE 1=1 AND ID != 0 ...
Amicus Migrations: Preparing Users for Export
To prepare your Amicus users for backup, you should ensure that each user has a correctly associated email address. The following query will indicate the email address for each user in your firm. SELECT Name, Initials, DefaultEmail FROM People WHERE ...