Learn the fastest path from your first upload to your first useful migration report.
These guides are written for first-time users. They explain the product language, the main wizard flow, and the decisions that matter on an initial run.
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Browse all guides in Getting started.
How to start your first workflow analysis
Upload the right export, pick the correct wizard path, and get a useful first report without overthinking the setup.
How to read the Analyze screen
Understand what the counts, trigger row, connector labels, and step notes are telling you before you move forward.
How to complete Required settings correctly
Fill the required fields in the right order so export does not fail later on missing SharePoint or task configuration.
Bind source inputs and custom approval fields
Configure explicit form-input, reference-correction and separate custom-field decisions without hiding missing data.
How to use Optional settings for email overrides
Change repeated recipient targets safely by grouping email actions around the current send-to value and step context.