The following are the guidelines if you need to export some of your FYI data in the event of a practice merger or split. We recommend you also contact FYI support at firstname.lastname@example.org to discuss this before exporting.
Set up the configuration structure for the Bulk Export
This can only be run by an FYI administrator. For full details, refer to Step 1 - Set up the Configuration Structure for the Exported files in Bulk Export .
Note: The Bulk Export configuration settings are also used by the Nightly Backup which is in Beta. If you are using the Nightly Backup, check with FYI support before making any changes to the export structure.
Decide how you will be exporting the data
Using the Bulk Export, you can export data for a specific Partner and/or a specific Cabinet.
- Export by Partner exports documents for clients where the selected user is held as the Partner for the Client.
To check the documents that will be exported if you are going to export using the selection for Partner:
- Include Partner as a column in the Clients list and filter on the relevant user.
- Include Partner in the Documents and filter on the relevant user.
- Export by Cabinet exports documents that are in a specific Cabinet.
You may need to refile the documents you want to export into a separate Cabinet.
- In the Documents list, check the Cabinet you will be exporting to ensure only the documents you want to export are included.
- To refile any emails and documents to the you will be exporting to, use Bulk Update from the documents list (refer to Bulk Updating of Filing Details). If you need to refile a large number of documents at a time, you can use the Refile feature (refer to Refiling Existing Documents (Refile)).
Refer also to Step 2 - As relevant, move Documents to be exported to a specific Cabinet, and/or check the user assigned as the Partner for the Documents in Bulk Export.
Run the Bulk Export from the Practice Settings - Documents - Export
Refer to Step 3 - Run the Export in Bulk Export.