You can begin to collect documents and strategize migration phases during the Orientation phase of Onboarding, so almost immediately after the sales contract is signed when you get access to your sandbox. However, the actual document migration phase (upload files, create mass templates and documents) cannot begin until you have access to your Production account which occurs during the Kickoff phase. A formal Migration phase follows, where your team and our team focus on creating templates and migrating the documents necessary to your success.

We will work with you through the migration process so you know exactly what to expect with the final output. As this is the start of your journey with a brand new eQMS, the formatting may not be exactly the same as in Word or Google Docs. This is to be expected, which is why we work collaboratively in the Prepare status to keep things close to the original format.

The Qualio Onboarding team will ensure that all document formatting is completed and all smart links are added for references before transferring to the designated owners.

Qualio doesn't usually offer this service, because it is redundant and resource intensive. You'll need to discuss with your Onboarding Manager if you have a use case.

Yes. The Migration Manager is a feature within Qualio and therefore adheres to the same security as the other Qualio features.

No. The Migrations Manager functions as an internal tool.

Yes. A simple ‘Forms’ template can be created with a section for attachments. Then a new document will be created for each form and the effective form will be attached. The same is true for Drawings. Click here to learn more.

If you encounter this error please notify our Support Team. This can be forwarded to our engineering team and added to the list of allowable characters.

It is under the documents tab but needs to be enabled for the user beforehand. This can be done through the in-app chat or asking your Onboarding Manager directly.

Usually we prefer to work with ‘buckets’ or ‘folders’ no larger than 300 documents. However, there are no limits, just best practices.

You should not take ownership of migration documents. Your Onboarding Manager is responsible to transfer ownership to you once the document formatting team has completed their obligation of formatting your document. (ex: add smartlinks to other documents, move content to correct header, etc.) Reach out to your Onboarding Manager to discuss the timeline for changing document ownership.

The last step of migration is for customer users to review and approve documents within Qualio.

No. As long as the document is not password protected and editable.

Yes, the migration manager can be used to assist with future migrations after onboarding. Reach out to your CSM or Support team to begin the process of scoping your project and identifying what assistance you will need.

For Qualio+ customers, reach out to your Quality Specialist if you would like to add more Qualio+ content. Depending on your contract, they can advise next steps.

This depends on your contract. There are annual services as well as hourly consulting available. Reach out to your Customer Success Manager if you are interested in learning more.

You can upload up to 50 documents simultaneously using the Bulk Import feature. All documents must use the same template. You can bulk apply Quality Approvers, or you can individually select an approver document-by-document using the 3-dot menu (⋮).

The Browse option allows users to choose from files saved on their computer. If the OneDrive integration is enabled, an option will be displayed, and you can bulk import directly from the drive.