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CenterBase is a highly customizable platform. Universal Migrator takes a standardized approach to injecting data into CenterBase. As such, there are a few things that you should be aware of. Use the PartnerTemplate Template When you request an empty ...
NetDocuments Data Restore: Read Me First
Create Profile Attributes The Universal Migrator requires certain profile attributes to exist in NetDocuments. Please create the following Profile Attributes. Property Value Client Name Client Type Text Maximum Length 50 Use Lookup Table True Hide ...
InsZoom: Standardizing Table Names
When you receive an InsZoom backup, the table names may be prefixed with the firm's name like this: In order to process the files correctly, use the following Powershell script to remove the firm's name from the prefix: $Search = "C:\TEMP\inszoom ...
Centerbase Backups: Read Me First
When data is backed up from Centerbase, there are a few nuances you should be aware of: Document Assignments Like many other systems, in Centerbase, each object (like a Contact or a Matter) may have a folder associated with it. Any documents within ...
M-Files: Read Me First
Before working with M-Files, please ensure the following: M-Files has the expected schema