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Migration Package - Merge Documents

The Migration Package Type, 'Merge Document', allows you to migrate Merge Documents from one instance of the Equus Platform to another instance.  It uses Equus Platform's Data Migrator which facilitat

Updated over 2 weeks ago

The Migration Package Type, 'Merge Document', allows you to migrate Merge Documents from one instance of the Equus Platform to another instance.

It uses Equus Platform's Data Migrator which facilitates the export and import of configured data.

migration_package_merge_doc.png

The selected Merged Document together with the components building it will be included in the migration package. The following are the types of Merge Documents that can be migrated:

  • Merge Documents based on User Reports - The package will include all User Reports, User Report Types, and User Tables if referenced.

  • E-Signature Document - The migration engine will try to find the resource in the target system.

  • PDF Merge Document - These include fillable PDF Documents.

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