Guide: How to Prep Your Existing Content for Migration

For newly onboarded customers moving content into Delightree’s Knowledge Base

Why this matters:

You already have valuable content. The goal now is to bring over what’s useful, clean up what’s not, and set you up for success in Delightree with a simpler, scalable structure.

This guide is designed to help you confirm your folder structure, clean up outdated material, and give our onboarding team the clarity they need to help with migration without making you document every file.

Step 1: Locate Your Content & Share Access

Before we begin uploading anything, let’s start with where your content currently lives.

Ask Yourself:

• Where is your content currently stored?
  (Examples: Google Drive, Dropbox, SharePoint, Trainual, your LMS, your desktop)

• Is your content mostly organized in folders… or is it scattered across multiple places or team members?

If Your Content Is Mostly Organized:

Great! You’re ahead of the game. Follow the rest of this guide to:

• Grant our team access

• Confirm which folders we should migrate

• Let us know if you want to mirror your existing folder structure or simplify

• Use the Folder Prep Sheet to communicate changes, merges, or any content to exclude

Next Step: Skip to Step 2!

If Your Content Is Scattered or In Progress:

That’s totally normal especially for growing brands. You don’t need to organize it all at once.

Instead:

• Start building the structure you want inside Delightree 

• Upload files into the Knowledge Base directly as you go

• Use our Folder Starter Template if you need a starting point

Next Step: Let us know your content is still being collected. We’ll set up a framework in Delightree so you can begin adding at your own pace.

Step 2: Give Delightree Access

Once you know where it lives, create a dedicated login or grant access for our team:

✅ Create a new user or grant access to: Onboarding@delightree.com

Please ensure the content is viewable and downloadable by this email address.

If using Google Drive:

• Add Onboarding@delightree.com as a Viewer to the folder

• Create a top-level folder with all subfolders you want us to access

• Label clearly what’s “ready to migrate” and what’s “reference only” if needed

Step 3: Understand Our Folder Structure

Delightree uses a 2-level folder system:

• Main folders (e.g. Training, Operations, Marketing)

• Subfolders underneath (e.g. FOH Training, Daily Prep, Campaign Calendar)

Old Folder Path	How it becomes in Delightree
HR > Training > FOH > Week 1	Training > FOH - Week 1, FOH - Week 2, etc
Ops > Checklists > AM Shift > Drive Thru > Prep	Operations > Drive Thru - AM Prep
Docs > Compliance > Licenses > Texas > 2024	Compliance > Licenses - Texas - 2024

No need to overthink it we’ll preserve subfolders where it makes sense and simplify where we can.

Step 4: Prep Your Folder Structure for Us

Rather than listing every file, just confirm your desired structure.

Please use our template for a seamless migration—click here to download a copy!

🚫 What Not to Send

To keep your Knowledge Base clean from Day 1, please do NOT include:

• Outdated files (label them “Archived” or skip altogether)

• Broken or expiring external links

Step 5: Make Sharing Easy

To avoid delays:

• Add all folders you want us to migrate into a shared Google Drive folder

• Set permissions to “Anyone with the link can view”

• Use the prep sheet to flag what we’re copying over vs. skipping

Final Checklist Before You Send

• Folders confirmed using the prep sheet

• Outdated or unnecessary content removed or marked

• Access granted via shared drive

• Questions or special notes added to the prep sheet

✨Pro Tip