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Migration (Updated)
Find everything you need to know about the pre, during and post migration process
13 articles
Pre-Migration
Before you Migrate from V4 to Synergy Cloud
How to download document templatesHow do I download or export my custom document templates?
Updating your V4 databaseUpdating your V4 database on the day of your final migration
Downloading a report layoutHow to download a report layout
Project documents and foldersMoving your project documents & folders to Synergy Cloud
Sandbox
What to do in your sandbox on Synergy Cloud
Recreate your day-to-day workflowsSome things to consider while working through your trial sandbox
Trial migration sandboxWhat is your trial sandbox for and what should you do in it?
How to recreate my reportsHow to recreate any critical reports from v4 that you'll need in cloud.
How to check your data in sandboxConsiderations for validating your migrated data from v4 to cloud
Post Migration
Now you've migrated to Synergy Cloud, next steps
How do I check for inactive rates?Check for inactive rates post-migration
How to invite staff to your migrated organisationHow do I invite staff into the migrated organisation?
How to resend a welcome emailHow do I resend a welcome email to invite staff into the migrated organisation?
How to access V4 after migrationHow do I access my Synergy V4 database post-migration
Synergy V4 End of Life
FAQ for users with a V4 database and a perpetual license
Synergy Version 4 (V4) End of Life FAQsSome common questions about Synergy Version 4 (V4) End of Life support