Migrating Documents

You are prompted to migrate a document created or mapped in an older version of Disclosure Management. when opening the document in a newer version. The migration ensures that the document adheres to any new formats included in the newer version.

  To migrate a document:

  1. Connect to the Disclosure Management server, and open the document in Microsoft Word or Microsoft Excel.

    The message displays: “A migration of the document is required. Would you like to perform it now?”

  2. Select Yes.

    The message displays: “The document was migrated successsfully”.