Big Projects: Notes/attachments/data out of current software

Project Summary:   

This project is to pull your notes, attachments, documents, or any other data files from your current software and find a place to store them. This is a good data practice when converting to any new software or service.

Benefits of Doing This: 

• Move them to a place that is easily accessible 
• Opportunity to archive or organize data files 

Questions to Consider: 

• What do I want to download/store as a reference from my previous software?  
  • Examples: Invoice images, owner notes, owner attachments, service provider insurance documents, etc. 
• Items not brought over by Vantaca, where will they live? Vantaca, SharePoint, some other location? 

Approach and Details: 

• Review the Statement of Work (SOW) that you have with Vantaca and determine what data is coming over and what is not 
• Identify any files to upload into Vantaca under Association > Documents and how the document structure in your Vantaca database should be laid out. 
• Determine files that need to be easily accessible