Phase #2: Validation - Document Category Settings, Documents, Category Workflows, Category Users, Custom Fields

After you have completed Phase #2 on the migration template and send it to your Project Manager, they will migrate the data into your Sandbox environment. Before you move on to Phase #3, you are required to review the data in the application that your Project Manager migrated in. Below are instructions on where you will find your data from Phase #2 in the Sandbox to perform the validation. 

Once you have reviewed/validated the data, you can contact your Project Manager to start Phase #3. If, during the validation, you notice anything that needs changed on the template, please do the changes now and let your Project Manager know of the changes you made. 

Phase #2 Validation Process: Document Category Settings, Documents, Category Workflows, Category Users, Custom Fields