February 25, 2016

Making SharePoint Document Numbering Work the Way Users Expect

Assigning a unique document number or ID to each document as it is first saved is a fundamental aspect of any […]
February 25, 2016

Creating a New CRM Record as you Profile a Document

We’ve all been there – you are in Outlook (or Word or Excel) saving a document to your document management […]
February 25, 2016

Integrating Your Line of Business System with MacroView DMF

You are storing the documents for your clients and projects in SharePoint – for each client / project there is […]
February 19, 2016

How Users Really Want to Search SharePoint for Documents

Your organization is storing documents and emails in SharePoint – perhaps to replace file shares, or to improve upon personal […]
February 2, 2016

Drag and Drop from Everywhere to Anywhere in SharePoint

From the viewpoint of a user of a document management or email management solution, the ability to save documents and […]
February 2, 2016

One Click Access to the Documents and Emails for a Project

You are storing the documents for your projects in SharePoint – for each project there is a corresponding document library, […]
February 2, 2016

Best-in-Class Bulk Saving of Email to SharePoint

Sure, users want to be able to drag and drop emails to save them to SharePoint, but they don’t always […]
February 2, 2016

Why MacroView DMF + SharePoint is Better than Traditional DM

As we developed MacroView DMF one of our key objectives was to enable solutions on the Microsoft SharePoint platform that […]
February 2, 2016

Overwriting versions of documents in SharePoint – even Major versions

Users who are familiar with a traditional DM system expect to be able to overwrite existing versions of a document.  […]