4.2. Legacy Cabinet Fields

During your Migration Kick Off Meeting, your Trumpet Advisor will have worked with you to determine how deep within the folder structure you are able to map your files (e.g. at the client level, or at the client / account level, etc)

Based on that evaluation, your advisor will set up your cabinet to have the same fields as either your Client\Client cabinet or your Client\Accounts cabinet.  This is typically simply your client client cabinet and the legacy cabinet will look like this:

 

The Clients will be assigned to the documents based on the mapping performed during your implementation.

The other fields (Category, Document Type, etc) may or may not be mapped based on the existing folder structure.  Typically they are not, therefore, the classifications for these fields are assigned as you move your documents.