Assistance with explaining how you work with Legacy files?
(Tried locating information from the Knowledge Base, without success)
We are moving from RecFind 5 to HP TRIM 7.3.5
I've tried explaining that you would close ALL files in RecFind and (having already mapped the fields) import the data into a Legacy record type.
Any `Active' files would then be created/re-created, into a New record type, with the Legacy record type being related to these New records.
I'm being asked "Why do we have to start using new record type(s), why not keep going with the `Active' Legacy records once they are imported?"
Not entirely sure of your exact situation but you could in theory do either option. Just ensure that you properly carry over the retention schedules