The FYI Migrate application syncs your documents, that is, it takes a "live copy".
When syncing large amounts of data it may take the FYI Migrate application a number of hours or even days to complete its first full sync of your documents. Once the first full sync is complete, it will run every hour looking for new or edited documents.
The syncing process will continue running until the application is stopped or closed.
We recommend running one final sync immediately prior to the document importing process. This will generally be handled in conjunction with your FYI Client Success Manager as part of our assisted onboarding process.
The next steps to import and refile your documents in FYI are performed by your FYI Client Success Manager as agreed in your discovery call. Refer to The Onboarding Process.