How to Use WPS Data Handover on Windows

Use Data Handover through 4 how-to topics, with 4 available without membership and 0 membership-related items; start from the How-to Index to jump to the task you need.

How-to Index

How-to Guide

1. Open the data handover entry

Entry path: Admin Console → Contacts → Organization Structure → Data Handover

1. Open the WPS365 client.
2. On the client home page, click Admin Console in the lower-left area.
3. In the left panel, click Contacts.
4. Open Organization Structure and find the member whose data needs to be transferred.
5. Click the Data Handover button at the top of the page.

Success Criteria

• Interface result: The Data Handover page opens.
• What you can do next: You can review the categories of enterprise data under that member.

Tips While Using

• You need access to the enterprise admin console first.
• Only accounts with the required admin permissions can continue with the handover.

2. Review the enterprise assets to be handed over

Entry path: Data Handover page

1. Review the asset list shown on the Data Handover page.
2. Check items such as member documents, team document permissions, schedules, and meetings.
3. Confirm the scope that should be transferred.

Success Criteria

• Interface result: The page shows the categories of enterprise assets under the selected member.
• What you can do next: You can assign a recipient for each category of data.

Tips While Using

• It is helpful to review the scope before submitting the transfer.
• If the data volume is large, page processing and transfer completion may take longer.

3. Choose recipients for different data categories

Entry path: Recipient settings for each data category on the Data Handover page

1. Select a recipient next to each category of data to be transferred.
2. Assign different recipients to different categories when needed.
3. Confirm that every recipient has already joined the enterprise organization structure.

Success Criteria

• Interface result: Each data category shows its assigned recipient.
• What you can do next: You can submit the handover task.

Tips While Using

• Different categories can be assigned to different recipients.
• One category currently supports only one recipient.
• Recipients must already be part of the enterprise organization structure.

4. Complete the handover and review the record

Entry path: Data Handover page → Confirm

1. Review the handover content and recipients.
2. Click Confirm to complete the data transfer.
3. Wait for the system to process the handover task.
4. After completion, review the generated handover record.

Success Criteria

• Interface result: The system completes the handover and generates a record.
• What you can do next: You can use the record for follow-up review.

Tips While Using

• The handover action cannot be undone, so review carefully before submission.
• After completion, it is recommended to check whether each item has been transferred correctly.
• Larger data volumes may require more processing time.