Before migrating your historical documents from DocIt to Canopy, you'll need to set up access for your migration specialist and prepare key information about your file structure.
Why it matters: DocIt migrations require upfront coordination on who will manage the extraction and what file structure you want to maintain. Planning ahead ensures your migration specialist can begin quickly once everything is set up.
Table of Contents
Prepare Your Login Information
First, decide who will run the DocIt extraction tool. There are two options:
Option 1 — Your Firm Runs the Tool:
Provide your Data Migration Specialist with a DocIt login that has full admin access.
Your firm will run the extraction tool and manage the process.
Option 2 — Canopy Runs the Tool:
Invite implementation+{tenant id}@canopytax.com to DocIt with admin access.
Replace
{tenant id}with your firm's Canopy tenant ID (your migration specialist can provide this).
OR, give your migration specialist access to an existing DocIt admin login.
Canopy will manage the extraction and upload process.
📝 Note: Discuss with your Data Migration Specialist which option works best for your firm's setup and security requirements.
Set Up Remote Access (if applicable)
If Canopy is running the extraction tool, you'll need to provide remote access to DocIt.
Set up a remote desktop connection so your migration specialist can remotely access your DocIt system.
Verify the connection works before the migration begins.
Your Data Migration Specialist will provide instructions if you're unsure how to set this up.
Prepare Your Migration Plan
Before your migration specialist reaches out, think through these four questions:
1. Password Protected Drawers
Do you have any password-protected drawers in DocIt?
If yes, provide a list of which drawers are protected and note any special access requirements.
2. Volume
What is the approximate number of files in DocIt?
This helps your migration specialist estimate timeline and resources needed.
3. Folder Structure
Do you want files nested under a specific parent folder (e.g., "DocIt Historical" or "Legacy Documents") in each client profile?
If yes, note the parent folder name you'd like.
If no, your current DocIt folder structure will be maintained as-is.
4. Timeline
When do you want to establish your data cut-off date?
This is the date when you'll stop adding new files to DocIt and begin migration.
Coordinate this timing with your firm so no files are added during the extraction process.
Contact Your Migration Specialist
Once you've decided on access setup and thought through the four discovery questions, reach out to your Data Migration Specialist with:
Your selected login option (firm-managed or Canopy-managed) and login credentials
Confirmation of remote access setup (if applicable)
Your answers to the four discovery questions
Your proposed data cut-off date
They'll coordinate the migration timeline and next steps from there.
Summary
This article covered setting up access for your DocIt migration (choosing between firm-managed or Canopy-managed extraction), establishing remote access if needed, and preparing your answers to key migration planning questions. Once you're ready, contact your Data Migration Specialist to proceed.
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