Agree the transfer scope before moving your documents.
We assess which files, metadata, versions, and links can be transferred from your current system. Build the launch plan around the export options and access controls your team needs.
What we assess
before migration.
Transfer options depend on the source system, available exports, and agreed service scope. A file transfer does not automatically preserve every property, permission, or link.
| Content | Source dependency | Acceptance check |
|---|---|---|
| Files and folders | Available exports, supported formats, volume, and folder structure. | Reconcile file counts and open representative documents in the destination. |
| Metadata | Which fields, tags, and properties the source system exports. | Agree field mappings and inspect representative records. |
| Version history | Whether previous versions and their timestamps are available for export. | Agree how retained versions will be represented and checked. |
| Permissions | Source roles, groups, external users, and the destination’s role model. | Test access with representative internal and external accounts. |
| Links and references | Which links are portable and which depend on the old system. | Identify links that need replacement and verify critical references. |
Plan a controlled launch.
Assess a representative sample.
Bring an inventory, sample exports, participant roles, and any retention requirements. Identify what must remain available in the source system.
Agree scope and responsibilities.
Document the transfer method, mappings, exceptions, owners, schedule, and acceptance checks. Confirm assistance, fees, and support arrangements with our team before work starts.
Validate access before inviting users.
Check transferred material and recipient views. Agree the cutover decision and how outstanding issues will be handled before retiring the old workspace.
Discuss your migration requirements.
Bring your source system, approximate document volume, required history, and preferred launch window to the conversation.
No credit card required. What’s included in Free