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Document and folder transition

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  • Erik Lyndain

    Perhaps to clarify, we've been sorting our primary documents (and related files) into folders in preparation for transition and these aren't necessarily in the same project.

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  • Mike Davis

    Hi Erik!

    Great questions. Happy to help get you all set up and ready to go.

    First, you currently cannot transition a folder and its contents, but you can transition a single classic file (document, workbook, presentation, etc.) and/or a classic Project and its contents. As a best practice, when you are transitioning interlinked files you want to put them in a classic Project and then transition that.

    To tell what's linked together, there's a Linked Files Report available from the right-click menu in Home. This will help guide you in knowing what all to put together in order to upgrade it to next gen. Hopefully this was of some help. Let me know what questions you have, and if I can help with anything else. Thanks and chat soon!

    P.S. I'll also add that we're hosting an Ask Me Anything next week all about upgrading to next gen, so you can ask questions there too and our experts will provide answers during that time.

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