Firm Setup Guide
The Firm Setup Guide can help direct you through the process of setting up the major components of Migration Manager.
Accessing the Firm Setup Guide
To Access the Firm Setup Guide, select Tools, then Firm Setup Guide.
Each option has a user guide link to help you through the process.
Once the process is complete, a green tick will appear next to the task.
For complete instructions on each step, click the ‘?’ icon to the right of the task.